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
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.4K- 31.1% |
$174K - $188K
|
3.1K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
189K+ 9.92% |
$23.5M - $25.3M
|
2.09M
$254M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
107K+ 242.84% |
$13.3M - $14.3M
|
151K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
79.8KNew |
$9.92M - $10.7M
|
79.8K
$9.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.43K- 31.82% |
$799K - $862K
|
13.8K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
352+ 7.67% |
$43.7K - $47.2K
|
4.94K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$124 - $134
|
267
$32.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.68KNew |
$209K - $226K
|
1.68K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
359+ 100.56% |
$44.6K - $48.1K
|
716
$86.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-256- 2.8% |
$31.8K - $34.3K
|
8.87K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-79- 0.63% |
$9.82K - $10.6K
|
12.5K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
88New |
$10.9K - $11.8K
|
88
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.74KNew |
$216K - $233K
|
1.74K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
578New |
$71.8K - $77.5K
|
578
$70.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
2.95KNew |
$366K - $395K
|
2.95K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.62KNew |
$201K - $217K
|
1.62K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
56.2K+ 4.23% |
$6.98M - $7.54M
|
1.38M
$168M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-22- 0.21% |
$2.73K - $2.95K
|
10.4K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.6K+ 134.88% |
$1.69M - $1.82M
|
23.7K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32K+ 153.59% |
$3.97M - $4.29M
|
52.8K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
64+ 0.65% |
$7.95K - $8.58K
|
9.86K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 5.73% |
$4.46M - $4.81M
|
590K
$71.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
238+ 0.11% |
$29.6K - $31.9K
|
222K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-60- 3.16% |
$7.46K - $8.05K
|
1.84K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23.1K- 87.55% |
$2.87M - $3.09M
|
3.28K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
45+ 0.41% |
$5.59K - $6.04K
|
10.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-167- 22.81% |
$20.8K - $22.4K
|
565
$68.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
9+ 0.16% |
$1.12K - $1.21K
|
5.73K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
123K+ 22.4% |
$15.3M - $16.5M
|
673K
$81.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.3K+ 4.63% |
$7.49M - $8.09M
|
1.36M
$166M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.2K+ 4.63% |
$2.64M - $2.85M
|
480K
$58.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.77K+ 36.66% |
$219K - $237K
|
6.58K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
177+ 37.11% |
$22K - $23.7K
|
654
$79.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.1K- 1.77% |
$1.01M - $1.09M
|
448K
$54.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.68K- 12.85% |
$208K - $225K
|
11.4K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
78+ 1.1% |
$9.69K - $10.5K
|
7.19K
$873K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.26M+ 3574.62% |
$157M - $169M
|
1.3M
$157M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
970+ 8.08% |
$121K - $130K
|
13K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
13.9KNew |
$1.73M - $1.87M
|
13.9K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.44K- 0.16% |
$303K - $327K
|
1.56M
$189M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-164K- 14.98% |
$20.4M - $22M
|
933K
$113M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.64K- 12.06% |
$452K - $488K
|
26.6K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.06K- 0.69% |
$380K - $410K
|
442K
$53.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-197- 0.95% |
$24.5K - $26.4K
|
20.5K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 3.06% |
$1.99K - $2.15K
|
507
$61.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.3K- 6.62% |
$1.27M - $1.37M
|
145K
$17.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.39K+ 118.13% |
$546K - $589K
|
8.11K
$984K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.12K+ 5.37% |
$263K - $284K
|
41.5K
$5.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-23.8M- 99.22% |
$2.96B - $3.19B
|
186K
$22.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.6KNew |
$4.3M - $4.64M
|
34.6K
$4.2M
|