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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
67.7K+ 203.52% |
$8.15M - $9.12M
|
101K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.12K+ 6.84% |
$255K - $285K
|
33.1K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.35K+ 220.88% |
$644K - $720K
|
7.78K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$1.08K - $1.21K
|
3.2K
$432K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
6.8K+ 11.47% |
$818K - $916K
|
66.1K
$8.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.9K+ 15.22% |
$1.56M - $1.74M
|
97.9K
$13.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 7.38% |
$1.4M - $1.57M
|
146K
$19.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 56.25% |
$2.17K - $2.42K
|
50
$6.75K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.7K- 12.31% |
$204K - $228K
|
12.1K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
192KNew |
$23.1M - $25.8M
|
192K
$25.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11.5K- 21.96% |
$1.39M - $1.55M
|
40.9K
$5.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16.5K+ 82.64% |
$1.98M - $2.22M
|
36.4K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-227- 1.34% |
$27.3K - $30.6K
|
16.8K
$2.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.08KNew |
$251K - $280K
|
2.08K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-387- 1.97% |
$46.6K - $52.1K
|
19.2K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 4.96% |
$2.17K - $2.42K
|
345
$46.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-840- 4.08% |
$101K - $113K
|
19.7K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35.6K+ 18.97% |
$4.28M - $4.79M
|
223K
$30.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
136+ 4.59% |
$16.4K - $18.3K
|
3.1K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-167- 1.54% |
$20.1K - $22.5K
|
10.7K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.09K- 8.99% |
$131K - $147K
|
11K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.06K+ 18.47% |
$127K - $142K
|
6.79K
$916K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
423+ 9.38% |
$50.9K - $56.9K
|
4.93K
$666K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
4.79K+ 5.33% |
$576K - $645K
|
94.7K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.13KNew |
$256K - $287K
|
2.13K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-35- 1.83% |
$4.21K - $4.71K
|
1.88K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-369- 5.88% |
$44.4K - $49.7K
|
5.91K
$798K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.41K+ 2.77% |
$169K - $190K
|
52.2K
$7.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
231New |
$27.8K - $31.1K
|
231
$31.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.1K+ 11.15% |
$8.92M - $9.98M
|
739K
$99.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
745+ 2.02% |
$89.6K - $100K
|
37.7K
$5.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-60.6K- 11.07% |
$7.29M - $8.16M
|
487K
$65.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.93K+ 303.62% |
$232K - $260K
|
2.57K
$347K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-6- 0.32% |
$722 - $808
|
1.88K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-459- 8.83% |
$55.2K - $61.8K
|
4.74K
$640K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
710+ 20.14% |
$85.4K - $95.6K
|
4.24K
$572K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.66KNew |
$200K - $223K
|
1.66K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.15K- 4.13% |
$499K - $559K
|
96.3K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
497New |
$59.8K - $66.9K
|
497
$67.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
6+ 0.28% |
$722 - $808
|
2.19K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.32KNew |
$279K - $312K
|
2.32K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.94KNew |
$474K - $531K
|
3.94K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
364+ 6.04% |
$43.8K - $49K
|
6.39K
$862K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-980- 34.89% |
$118K - $132K
|
1.83K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 10.31% |
$204K - $228K
|
14.7K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
250New |
$30.1K - $33.7K
|
250
$33.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-894- 9.76% |
$108K - $120K
|
8.27K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.02% |
$120 - $135
|
6.15K
$830K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
774+ 1.91% |
$93.1K - $104K
|
41.3K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.88KNew |
$226K - $253K
|
1.88K
$254K
|