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 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.64K+ 0.56% |
$437K - $489K
|
650K
$83.7M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.1K- 13.21% |
$253K - $283K
|
13.8K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
33.5K+ 4.04% |
$4.03M - $4.51M
|
863K
$111M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.2K+ 0.95% |
$2.42M - $2.71M
|
2.14M
$276M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
19+ 0.51% |
$2.29K - $2.56K
|
3.78K
$486K
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-12.6K- 69.46% |
$1.52M - $1.7M
|
5.55K
$714K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
446+ 66.07% |
$53.6K - $60K
|
1.12K
$144K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-244- 11.95% |
$29.4K - $32.8K
|
1.8K
$231K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
356+ 0.48% |
$42.8K - $47.9K
|
74.1K
$9.54M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.94KNew |
$955K - $1.07M
|
7.94K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
195+ 3.81% |
$23.5K - $26.2K
|
5.32K
$684K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
53.7K+ 149.77% |
$6.46M - $7.23M
|
89.6K
$11.5M
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-60- 1.97% |
$7.22K - $8.08K
|
2.99K
$385K
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.93K- 3.29% |
$833K - $933K
|
204K
$26.2M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-158- 1.39% |
$19K - $21.3K
|
11.2K
$1.44M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-229- 3.18% |
$27.5K - $30.8K
|
6.96K
$896K
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3.79K- 2.62% |
$456K - $510K
|
141K
$18.1M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
812+ 16.58% |
$97.7K - $109K
|
5.71K
$735K
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.17K- 1.07% |
$140K - $157K
|
108K
$13.8M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18.6K- 5.24% |
$2.23M - $2.5M
|
336K
$43.2M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
25.7KNew |
$3.09M - $3.45M
|
25.7K
$3.3M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
103K+ 96.5% |
$12.3M - $13.8M
|
209K
$26.9M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.96K- 59.96% |
$356K - $399K
|
1.98K
$255K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.99K- 20.84% |
$239K - $267K
|
7.54K
$971K
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
665K+ 132.42% |
$80.1M - $89.6M
|
1.17M
$150M
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.16K+ 3.19% |
$380K - $425K
|
102K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
665+ 30.46% |
$80K - $89.5K
|
2.85K
$367K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-710- 10.4% |
$85.4K - $95.6K
|
6.12K
$787K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.5K- 6.52% |
$3.06M - $3.43M
|
365K
$47M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47.2K+ 47.8% |
$5.68M - $6.35M
|
146K
$18.8M
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-69.2K- 5.34% |
$8.33M - $9.32M
|
1.23M
$158M
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-90- 2.04% |
$10.8K - $12.1K
|
4.32K
$556K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.04KNew |
$246K - $275K
|
2.04K
$263K
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$120 - $135
|
15.5K
$1.99M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.4K- 62.61% |
$2.58M - $2.88M
|
12.8K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-111K- 5.46% |
$13.4M - $15M
|
1.92M
$248M
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
103+ 2.77% |
$12.4K - $13.9K
|
3.83K
$493K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
450+ 4.16% |
$54.1K - $60.6K
|
11.3K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
206+ 0.51% |
$24.8K - $27.7K
|
40.8K
$5.25M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
278K+ 104.81% |
$33.4M - $37.4M
|
543K
$69.8M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-642- 4.04% |
$77.2K - $86.4K
|
15.2K
$1.96M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5+ 0.04% |
$601 - $673
|
13K
$1.67M
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-9.22K- 8.97% |
$1.11M - $1.24M
|
93.5K
$12M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-561- 3.86% |
$67.5K - $75.5K
|
14K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.16K+ 3.21% |
$260K - $291K
|
69.4K
$8.93M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-35.9K- 2.4% |
$4.31M - $4.83M
|
1.46M
$188M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.1K+ 45.45% |
$3.5M - $3.92M
|
93.2K
$12M
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-172- 3.62% |
$20.7K - $23.2K
|
4.57K
$589K
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
66New |
$7.94K - $8.88K
|
66
$8.49K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.88K+ 2.16% |
$1.07M - $1.2M
|
420K
$54.1M
|