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 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
3.48KNew |
$432K - $466K
|
3.48K
$469K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
464New |
$57.7K - $62.2K
|
464
$62.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
61New |
$7.58K - $8.18K
|
61
$8.24K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
55New |
$6.83K - $7.38K
|
55
$7.43K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.04KNew |
$253K - $274K
|
2.04K
$275K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
450New |
$55.9K - $60.4K
|
450
$60.8K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
259New |
$32.2K - $34.7K
|
259
$35K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-208- 2.8% |
$25.8K - $27.9K
|
7.22K
$975K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.53K- 11.22% |
$315K - $339K
|
20K
$2.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
19.2KNew |
$2.39M - $2.58M
|
19.2K
$2.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
61+ 0.43% |
$7.58K - $8.18K
|
14.1K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
265New |
$32.9K - $35.5K
|
265
$35.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.52KNew |
$313K - $337K
|
2.52K
$340K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.58KNew |
$1.07M - $1.15M
|
8.58K
$1.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.4K- 23.77% |
$298K - $322K
|
7.7K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.57KNew |
$195K - $210K
|
1.57K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.58KNew |
$320K - $346K
|
2.58K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Yale University
New Haven, CT |
SELL
|
- |
-300- 4.64% |
$37.3K - $40.2K
|
6.16K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.45K+ 80.43% |
$552K - $596K
|
9.97K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
5New |
$621 - $671
|
5
$675
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30+ 4.28% |
$3.73K - $4.02K
|
731
$98.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.58KNew |
$320K - $346K
|
2.58K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.05% |
$994 - $1.07K
|
16.8K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.6KNew |
$198K - $214K
|
1.6K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-198- 13.32% |
$24.6K - $26.6K
|
1.29K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-31- 0.4% |
$3.85K - $4.16K
|
7.81K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.14KNew |
$390K - $421K
|
3.14K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-677- 24.27% |
$84.1K - $90.8K
|
2.11K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1+ 0.2% |
$124 - $134
|
512
$69.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.59KNew |
$446K - $482K
|
3.59K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
49New |
$6.09K - $6.57K
|
49
$6.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
495New |
$61.5K - $66.4K
|
495
$66.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.76KNew |
$343K - $370K
|
2.76K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.94KNew |
$241K - $260K
|
1.94K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.85KNew |
$230K - $248K
|
1.85K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1KNew |
$5.36M - $5.78M
|
43.1K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.9K- 2.08% |
$1.36M - $1.47M
|
516K
$69.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.16K- 38.32% |
$393K - $424K
|
5.09K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
188+ 2.44% |
$23.4K - $25.2K
|
7.89K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-649- 2.43% |
$80.6K - $87K
|
26.1K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-267- 14.74% |
$33.2K - $35.8K
|
1.55K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
110New |
$13.7K - $14.8K
|
110
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.35KNew |
$292K - $315K
|
2.35K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-99- 12.42% |
$12.3K - $13.3K
|
698
$94.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69+ 176.92% |
$8.57K - $9.25K
|
108
$14.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$124 - $134
|
267
$36K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
88New |
$10.9K - $11.8K
|
88
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
578New |
$71.8K - $77.5K
|
578
$78K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-60- 3.16% |
$7.46K - $8.05K
|
1.84K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23.1K- 87.55% |
$2.87M - $3.09M
|
3.28K
$443K
|