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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-79- 0.7% |
$9.5K - $10.6K
|
11.2K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7.22K+ 8.46% |
$869K - $972K
|
92.6K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-822- 32.5% |
$98.9K - $111K
|
1.71K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-21.6K- 42.43% |
$2.6M - $2.91M
|
29.3K
$4.23M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
28.5KNew |
$3.43M - $3.84M
|
28.5K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-44- 0.39% |
$5.29K - $5.92K
|
11.4K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-8Closed |
$962 - $1.08K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
200New |
$24.1K - $26.9K
|
200
$28.8K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
77New |
$9.26K - $10.4K
|
77
$11.1K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-351- 0.74% |
$42.2K - $47.2K
|
47.2K
$6.79M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.09KNew |
$973K - $1.09M
|
8.09K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-300- 4.84% |
$36.1K - $40.4K
|
5.9K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-855- 11.31% |
$103K - $115K
|
6.71K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-171- 3.73% |
$20.6K - $23K
|
4.41K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3+ 0.11% |
$361 - $404
|
2.62K
$378K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
121New |
$14.6K - $16.3K
|
121
$17.4K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-802- 31.61% |
$96.5K - $108K
|
1.74K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.46K- 26.12% |
$417K - $466K
|
9.8K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.65% |
$601 - $673
|
769
$111K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.84% |
$2.17K - $2.42K
|
2.16K
$310K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3New |
$361 - $404
|
3
$432
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.05KNew |
$246K - $276K
|
2.05K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-351- 15.69% |
$42.2K - $47.2K
|
1.89K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.67% |
$120 - $135
|
151
$21.7K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-834- 0.46% |
$100K - $112K
|
179K
$25.8M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.21KNew |
$265K - $297K
|
2.21K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.68KNew |
$563K - $630K
|
4.68K
$674K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
296+ 8.26% |
$35.6K - $39.8K
|
3.88K
$558K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-157- 8.16% |
$18.9K - $21.1K
|
1.77K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-70- 2.39% |
$8.42K - $9.42K
|
2.86K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
564+ 2.62% |
$67.8K - $75.9K
|
22.1K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
436+ 50.17% |
$52.4K - $58.7K
|
1.31K
$188K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-224- 11.95% |
$26.9K - $30.2K
|
1.65K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
455+ 1.68% |
$54.7K - $61.2K
|
27.6K
$3.97M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
853New |
$103K - $115K
|
853
$123K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.44% |
$4.81K - $5.38K
|
8.95K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$4.09K - $4.58K
|
34
$4.89K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 3.68% |
$722 - $808
|
169
$24.3K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.91K- 35.21% |
$591K - $661K
|
9.03K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.41K- 62.21% |
$170K - $190K
|
857
$123K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-300- 17.25% |
$36.1K - $40.4K
|
1.44K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.91K+ 63.64% |
$710K - $795K
|
15.2K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-85- 0.72% |
$10.2K - $11.4K
|
11.8K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
12.4KNew |
$1.5M - $1.67M
|
12.4K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.13KNew |
$257K - $287K
|
2.13K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
12New |
$1.44K - $1.62K
|
12
$1.73K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.59KNew |
$432K - $483K
|
3.59K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 4.0% |
$178K - $199K
|
35.5K
$5.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
13KNew |
$1.57M - $1.76M
|
13K
$1.88M
|