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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.5K+ 28.31% |
$1.74M - $1.95M
|
65.6K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
452K+ 29.03% |
$54.3M - $60.8M
|
2.01M
$258M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-954- 2.3% |
$115K - $128K
|
40.6K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.97K+ 5.27% |
$237K - $265K
|
39.4K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-106- 0.63% |
$12.8K - $14.3K
|
16.8K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 105.7% |
$123K - $137K
|
1.99K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 1.59% |
$10.6K - $11.8K
|
5.62K
$723K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 0.75% |
$205K - $229K
|
229K
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.69K- 13.24% |
$204K - $228K
|
11.1K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-286- 14.19% |
$34.4K - $38.5K
|
1.73K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
102+ 0.9% |
$12.3K - $13.7K
|
11.5K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.3M+ 5.98% |
$397M - $445M
|
58.6M
$7.54B
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-586- 1.66% |
$70.5K - $78.9K
|
34.7K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.28K- 25.09% |
$154K - $172K
|
3.82K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.86KNew |
$224K - $251K
|
1.86K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-860- 58.86% |
$103K - $116K
|
601
$77.3K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.01K+ 5.74% |
$242K - $271K
|
37.1K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
770+ 3.25% |
$92.6K - $104K
|
24.4K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4K+ 1.91% |
$169K - $189K
|
74.8K
$9.63M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-119K- 27.01% |
$14.4M - $16.1M
|
323K
$41.5M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7+ 0.28% |
$842 - $942
|
2.51K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
684+ 1.49% |
$82.3K - $92.1K
|
46.7K
$6.01M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.39K- 2.34% |
$167K - $186K
|
57.7K
$7.43M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
322+ 7.22% |
$38.7K - $43.3K
|
4.78K
$615K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-567K- 48.97% |
$68.2M - $76.3M
|
591K
$76M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-14- 0.16% |
$1.68K - $1.88K
|
8.86K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 2.43% |
$1.15M - $1.29M
|
385K
$49.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.08K+ 13.96% |
$731K - $819K
|
49.7K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
378+ 0.23% |
$45.5K - $50.9K
|
162K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-510- 18.95% |
$61.3K - $68.6K
|
2.18K
$281K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 10.12% |
$2.47M - $2.77M
|
182K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
75+ 4.78% |
$9.02K - $10.1K
|
1.65K
$212K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.02K+ 34.38% |
$243K - $271K
|
7.88K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60.6K- 75.98% |
$7.29M - $8.15M
|
19.2K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
162+ 14.52% |
$19.5K - $21.8K
|
1.28K
$164K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.6K- 10.17% |
$5.85M - $6.55M
|
429K
$55.3M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
16.3K+ 10.82% |
$1.96M - $2.2M
|
167K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-650- 0.57% |
$78.2K - $87.5K
|
114K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.28K+ 21.45% |
$635K - $711K
|
29.9K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
504+ 27.42% |
$60.6K - $67.8K
|
2.34K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.4K+ 2.19% |
$6.18M - $6.91M
|
2.4M
$309M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 2.0% |
$243K - $272K
|
103K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.8K+ 1.69% |
$2.14M - $2.4M
|
1.07M
$138M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 1.93% |
$214K - $239K
|
90.5K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-692- 1.47% |
$83.2K - $93.1K
|
46.3K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.8K- 1.12% |
$217K - $243K
|
160K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-21- 0.32% |
$2.53K - $2.83K
|
6.6K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.59K+ 73.6% |
$552K - $618K
|
10.8K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-14- 0.16% |
$1.68K - $1.88K
|
8.86K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
87K+ 36.74% |
$10.5M - $11.7M
|
324K
$41.7M
|