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
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-134- 0.31% |
$16.7K - $18K
|
43.1K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-18.7K- 15.98% |
$2.33M - $2.51M
|
98.4K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
195+ 2.49% |
$24.2K - $26.2K
|
8.02K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 1.4% |
$4.97K - $5.36K
|
2.9K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.79K+ 223.49% |
$968K - $1.05M
|
11.3K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.19KNew |
$148K - $159K
|
1.19K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-15- 0.44% |
$1.86K - $2.01K
|
3.39K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.9K- 2.08% |
$1.36M - $1.47M
|
516K
$62.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.23K+ 23.61% |
$401K - $433K
|
16.9K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.16K- 38.32% |
$393K - $424K
|
5.09K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
188+ 2.44% |
$23.4K - $25.2K
|
7.89K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
160+ 0.2% |
$19.9K - $21.5K
|
81.8K
$9.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.8K+ 2.51% |
$2.09M - $2.25M
|
685K
$83.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-649- 2.43% |
$80.6K - $87K
|
26.1K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-267- 14.74% |
$33.2K - $35.8K
|
1.55K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 0.17% |
$1.24K - $1.34K
|
6.07K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-41.8K- 3.48% |
$5.19M - $5.61M
|
1.16M
$141M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.07K- 28.11% |
$257K - $277K
|
5.28K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.08K+ 13.66% |
$382K - $413K
|
25.6K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-67- 0.22% |
$8.33K - $8.99K
|
30.1K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.5K- 24.51% |
$1.43M - $1.55M
|
35.5K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-420- 0.67% |
$52.2K - $56.3K
|
62.3K
$7.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$124 - $134
|
6.28K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
499+ 6.16% |
$62K - $66.9K
|
8.6K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
110New |
$13.7K - $14.8K
|
110
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
778+ 1.04% |
$96.7K - $104K
|
75.8K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 4.21% |
$252K - $272K
|
46.2K
$5.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.99K+ 10.31% |
$744K - $803K
|
64.1K
$7.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.39K+ 32.07% |
$421K - $455K
|
14K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
173+ 2.05% |
$21.5K - $23.2K
|
8.61K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-487- 9.94% |
$60.5K - $65.3K
|
4.41K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.35KNew |
$292K - $315K
|
2.35K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
33.3KNew |
$4.14M - $4.46M
|
33.3K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.24KNew |
$278K - $300K
|
2.24K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.08K- 1.67% |
$258K - $279K
|
123K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
103KNew |
$12.8M - $13.8M
|
103K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-441- 4.33% |
$54.8K - $59.1K
|
9.73K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-256- 2.8% |
$31.8K - $34.3K
|
8.87K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35+ 0.69% |
$4.35K - $4.69K
|
5.14K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.56K- 1.8% |
$442K - $477K
|
194K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.89K- 8.42% |
$359K - $387K
|
31.4K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-57.2K- 91.69% |
$7.11M - $7.67M
|
5.18K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.04% |
$124 - $134
|
2.63K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40- 0.92% |
$4.97K - $5.36K
|
4.32K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-99- 12.42% |
$12.3K - $13.3K
|
698
$84.7K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.32K- 3.48% |
$909K - $982K
|
203K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.12KNew |
$884K - $954K
|
7.12K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 2.3% |
$1.45M - $1.57M
|
496K
$60.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69+ 176.92% |
$8.57K - $9.25K
|
108
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.24K+ 0.83% |
$1.15M - $1.24M
|
1.12M
$135M
|