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 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$962 - $1.08K
|
2.3K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.09% |
$1.08K - $1.21K
|
10.2K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-944- 4.5% |
$114K - $127K
|
20.1K
$2.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
426+ 1.53% |
$51.2K - $57.3K
|
28.2K
$3.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-361- 0.57% |
$43.4K - $48.6K
|
63.1K
$7.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$371K - $415K
|
3.08K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
1.97K+ 4.04% |
$237K - $265K
|
50.8K
$5.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-4.6K- 3.02% |
$553K - $619K
|
147K
$17.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-340K- 16.48% |
$40.9M - $45.8M
|
1.72M
$202M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
610+ 11.78% |
$73.4K - $82.1K
|
5.79K
$677K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-50- 2.3% |
$6.01K - $6.73K
|
2.12K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
963+ 0.78% |
$116K - $130K
|
125K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-483- 7.98% |
$58.1K - $65K
|
5.57K
$652K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.8K+ 48.98% |
$1.9M - $2.13M
|
48.1K
$5.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$241 - $269
|
3.31K
$387K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 1.85% |
$134K - $150K
|
61.2K
$7.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3- 0.04% |
$361 - $404
|
7K
$820K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.9KNew |
$2.64M - $2.95M
|
21.9K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.65KNew |
$199K - $222K
|
1.65K
$193K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
615+ 0.29% |
$74K - $82.8K
|
212K
$24.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.8K+ 72.13% |
$216K - $242K
|
4.29K
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-111- 4.01% |
$13.4K - $14.9K
|
2.65K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
508+ 17.66% |
$61.1K - $68.4K
|
3.38K
$396K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-508- 0.38% |
$61.1K - $68.4K
|
134K
$15.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-5- 0.18% |
$601 - $673
|
2.82K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-875- 1.39% |
$105K - $118K
|
62K
$7.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2+ 0.02% |
$241 - $269
|
9.78K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
37+ 0.8% |
$4.45K - $4.98K
|
4.67K
$547K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-275- 38.9% |
$33.1K - $37K
|
432
$50.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
573+ 9.72% |
$68.9K - $77.1K
|
6.47K
$757K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-36.3K- 55.49% |
$4.37M - $4.89M
|
29.1K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.22K+ 34.03% |
$267K - $299K
|
8.75K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 5.49% |
$135K - $151K
|
19.3K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.6KNew |
$313K - $350K
|
2.6K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
46+ 0.28% |
$5.53K - $6.19K
|
16.5K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.35K- 24.97% |
$523K - $585K
|
13.1K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.28K- 0.51% |
$395K - $442K
|
643K
$75.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4+ 0.1% |
$481 - $538
|
3.94K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $135
|
4.24K
$497K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.71K- 64.97% |
$567K - $634K
|
2.54K
$297K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.87K+ 68.22% |
$225K - $252K
|
4.61K
$540K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 0.3% |
$1.25M - $1.4M
|
3.49M
$408M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
280+ 1.25% |
$33.7K - $37.7K
|
22.7K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-759- 4.97% |
$91.3K - $102K
|
14.5K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-154- 5.46% |
$18.5K - $20.7K
|
2.66K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11.8K+ 7.04% |
$1.42M - $1.59M
|
179K
$20.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.18K+ 108800.0% |
$262K - $293K
|
2.18K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
115+ 3.09% |
$13.8K - $15.5K
|
3.83K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.09KNew |
$612K - $684K
|
5.09K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-472- 2.4% |
$56.8K - $63.5K
|
19.2K
$2.25M
|