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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-167- 22.81% |
$20.8K - $22.4K
|
565
$76.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
123K+ 22.4% |
$15.3M - $16.5M
|
673K
$90.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 3.06% |
$1.99K - $2.15K
|
507
$68.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.6KNew |
$4.3M - $4.64M
|
34.6K
$4.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
429+ 13.03% |
$53.3K - $57.5K
|
3.72K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-68- 3.03% |
$8.45K - $9.12K
|
2.18K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 2.61% |
$746 - $805
|
224
$30.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-668- 48.02% |
$83K - $89.6K
|
723
$97.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$621 - $671
|
3.38K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-60- 1.06% |
$7.46K - $8.05K
|
5.6K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
424New |
$52.7K - $56.9K
|
424
$57.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$31.1K - $33.5K
|
250
$33.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$87K - $93.9K
|
700
$94.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.66K+ 26.07% |
$703K - $759K
|
27.4K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1K- 2.89% |
$124K - $134K
|
33.7K
$4.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.01K- 15.83% |
$250K - $269K
|
10.7K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-20- 0.51% |
$2.49K - $2.68K
|
3.92K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$18.6K - $20.1K
|
150
$20.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
320New |
$39.8K - $42.9K
|
320
$43.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2- 2.47% |
$249 - $268
|
79
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
152+ 62.55% |
$18.9K - $20.4K
|
395
$53.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
432New |
$53.7K - $57.9K
|
432
$58.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-543- 7.29% |
$67.5K - $72.8K
|
6.91K
$932K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-351- 6.77% |
$43.6K - $47.1K
|
4.83K
$652K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.31K+ 7.2% |
$163K - $176K
|
19.5K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.02K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
225New |
$28K - $30.2K
|
225
$30.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28New |
$3.48K - $3.76K
|
28
$3.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-100- 38.17% |
$12.4K - $13.4K
|
162
$21.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.7KNew |
$1.33M - $1.44M
|
10.7K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 7.94% |
$32.3K - $34.9K
|
3.02K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
745+ 32.39% |
$92.6K - $99.9K
|
3.05K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-54- 1.31% |
$6.71K - $7.24K
|
4.08K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
657+ 3.49% |
$81.6K - $88.1K
|
19.5K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
188New |
$23.4K - $25.2K
|
188
$25.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
113K+ 5505.16% |
$14M - $15.2M
|
115K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.96KNew |
$492K - $531K
|
3.96K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.77KNew |
$220K - $238K
|
1.77K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
508New |
$63.1K - $68.1K
|
508
$68.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
31New |
$3.85K - $4.16K
|
31
$4.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-255K- 99.22% |
$31.7M - $34.2M
|
2K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.56K- 49.12% |
$193K - $209K
|
1.61K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
200New |
$24.9K - $26.8K
|
200
$27K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-420- 12.32% |
$52.2K - $56.3K
|
2.99K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.67KNew |
$207K - $224K
|
1.67K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-657- 28.85% |
$81.6K - $88.1K
|
1.62K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.96K- 12.55% |
$493K - $532K
|
27.6K
$3.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.4KNew |
$9.74M - $10.5M
|
78.4K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
2.17KNew |
$270K - $291K
|
2.17K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.13K- 80.13% |
$140K - $151K
|
280
$37.8K
|