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 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
495New |
$61.5K - $66.4K
|
495
$60.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.8K+ 0.43% |
$5.57M - $6.01M
|
10.5M
$1.28B
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
90.6K+ 857.79% |
$11.3M - $12.1M
|
101K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.79K+ 2.98% |
$471K - $509K
|
131K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-914- 2.14% |
$114K - $123K
|
41.7K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78.3K- 19.29% |
$9.74M - $10.5M
|
328K
$39.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-693- 4.73% |
$86.1K - $92.9K
|
14K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.25K- 34.31% |
$279K - $301K
|
4.3K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.76KNew |
$343K - $370K
|
2.76K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25.5KNew |
$3.17M - $3.43M
|
25.5K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.3K+ 20.62% |
$2.15M - $2.32M
|
101K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 3.52% |
$2.73M - $2.95M
|
647K
$78.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.94KNew |
$241K - $260K
|
1.94K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
11.6K+ 269.77% |
$1.44M - $1.56M
|
15.9K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.76KNew |
$467K - $504K
|
3.76K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.77K+ 229.66% |
$717K - $774K
|
8.28K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6- 11.32% |
$746 - $805
|
47
$5.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
526K+ 18.99% |
$65.3M - $70.5M
|
3.29M
$400M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-294K- 86.96% |
$36.5M - $39.4M
|
44.1K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
11.1KNew |
$1.38M - $1.49M
|
11.1K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
10.4KNew |
$1.29M - $1.39M
|
10.4K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
2.62KNew |
$326K - $351K
|
2.62K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.12K- 6.39% |
$387K - $418K
|
45.7K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
74+ 4.26% |
$9.2K - $9.92K
|
1.81K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
469New |
$58.3K - $62.9K
|
469
$56.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-47- 5.23% |
$5.84K - $6.3K
|
852
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
637K+ 20.88% |
$79.2M - $85.5M
|
3.69M
$448M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.71K- 37.65% |
$212K - $229K
|
2.83K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
40+ 0.45% |
$4.97K - $5.36K
|
8.99K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.85KNew |
$230K - $248K
|
1.85K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.06K+ 3.38% |
$131K - $141K
|
32.3K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
75New |
$9.32K - $10.1K
|
75
$9.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
472+ 575.61% |
$58.7K - $63.3K
|
554
$67.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.06K- 9.0% |
$628K - $678K
|
51.1K
$6.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
294+ 8.28% |
$36.5K - $39.4K
|
3.84K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.96K+ 44.39% |
$244K - $263K
|
6.38K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
210+ 7.72% |
$26.1K - $28.2K
|
2.93K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.36% |
$1.12K - $1.21K
|
2.52K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-366- 1.28% |
$45.5K - $49.1K
|
28.3K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.9K- 1.37% |
$3.71M - $4.01M
|
2.16M
$262M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1KNew |
$5.36M - $5.78M
|
43.1K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.34% |
$1.49K - $1.61K
|
3.56K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-307- 3.48% |
$38.1K - $41.2K
|
8.53K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27K+ 13.82% |
$3.36M - $3.62M
|
223K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 0.95% |
$18.8K - $20.3K
|
16K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.08K- 2.31% |
$259K - $279K
|
87.9K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-95- 0.54% |
$11.8K - $12.7K
|
17.4K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.68K- 2.52% |
$954K - $1.03M
|
297K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.58K- 2.58% |
$694K - $749K
|
211K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.14K
$259K
|