Latest Institutional Transactions on Ishares Core S&P Total U.S. St (ITOT)
This table provides information on the latest institutional transactions involving Ishares Core S&P Total U.S. St (ITOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$361 - $404
|
1.94K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 18.05% |
$2.09M - $2.34M
|
114K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 1.67% |
$3.25K - $3.63K
|
1.64K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-335- 2.42% |
$40.3K - $45.1K
|
13.5K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-296- 0.85% |
$35.6K - $39.8K
|
34.6K
$4.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-27.3K- 3.49% |
$3.29M - $3.68M
|
757K
$105M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.7KNew |
$806K - $902K
|
6.7K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
320+ 2.67% |
$38.5K - $43.1K
|
12.3K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
360+ 14.2% |
$43.3K - $48.5K
|
2.9K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 1.34% |
$3.61K - $4.04K
|
2.22K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-270- 8.33% |
$32.5K - $36.3K
|
2.97K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.53K+ 4.44% |
$666K - $745K
|
130K
$18M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-84- 0.35% |
$10.1K - $11.3K
|
23.9K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
1.22KNew |
$147K - $164K
|
1.22K
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-320- 27.59% |
$38.5K - $43.1K
|
840
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-130- 2.95% |
$15.6K - $17.5K
|
4.28K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
112K+ 70.66% |
$13.5M - $15.1M
|
271K
$37.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.9K+ 5.26% |
$3.96M - $4.43M
|
658K
$91.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
193+ 2.44% |
$23.2K - $26K
|
8.1K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
749+ 12.44% |
$90.1K - $101K
|
6.77K
$939K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.55K+ 19.76% |
$306K - $343K
|
15.4K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
820+ 16.06% |
$98.6K - $110K
|
5.93K
$822K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
191+ 3.59% |
$23K - $25.7K
|
5.51K
$764K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10K+ 30.96% |
$1.21M - $1.35M
|
42.4K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 81.17% |
$2.45M - $2.74M
|
4.72K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
216+ 2.14% |
$26K - $29.1K
|
10.3K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
171New |
$20.6K - $23K
|
171
$23.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
32New |
$3.85K - $4.31K
|
32
$4.44K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
532+ 10.44% |
$64K - $71.6K
|
5.63K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3.32KNew |
$399K - $447K
|
3.32K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.06K- 6.99% |
$127K - $143K
|
14.1K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
899+ 7.3% |
$108K - $121K
|
13.2K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
578+ 20.41% |
$69.5K - $77.8K
|
3.41K
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.57K+ 382.72% |
$1.03M - $1.15M
|
10.8K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
100+ 0.43% |
$12K - $13.5K
|
23.4K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$842 - $942
|
4.84K
$671K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 33.56% |
$6.01K - $6.73K
|
99
$13.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
459+ 1.09% |
$55.2K - $61.8K
|
42.4K
$5.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.8KNew |
$217K - $243K
|
1.8K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-506- 0.89% |
$60.9K - $68.1K
|
56.5K
$7.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-242- 8.06% |
$29.1K - $32.6K
|
2.76K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
64+ 0.87% |
$7.7K - $8.61K
|
7.4K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
301New |
$36.2K - $40.5K
|
301
$41.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-319- 2.55% |
$38.4K - $42.9K
|
12.2K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-905- 21.7% |
$109K - $122K
|
3.27K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.34K- 1.54% |
$642K - $718K
|
342K
$47.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100K+ 2.73% |
$12.1M - $13.5M
|
3.78M
$524M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 3.3% |
$3.69M - $4.13M
|
960K
$133M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-185- 1.1% |
$22.3K - $24.9K
|
16.7K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-40- 1.46% |
$4.81K - $5.38K
|
2.7K
$374K
|