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 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-404- 0.78% |
$50.2K - $54.2K
|
51.6K
$6.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-32.2K- 3.57% |
$3.99M - $4.31M
|
868K
$106M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
48.8KNew |
$6.06M - $6.54M
|
48.8K
$5.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
206K+ 0.37% |
$25.6M - $27.6M
|
55.3M
$6.75B
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.06K+ 25.04% |
$256K - $277K
|
10.3K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.1K+ 4.41% |
$12.2M - $13.2M
|
2.32M
$283M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
424New |
$52.7K - $56.9K
|
424
$51.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.1K+ 3.68% |
$261K - $281K
|
59.1K
$7.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
114+ 3.87% |
$14.2K - $15.3K
|
3.06K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$31.1K - $33.5K
|
250
$30.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 0.6% |
$2.62M - $2.83M
|
3.48M
$425M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-535- 9.47% |
$66.5K - $71.8K
|
5.12K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.25K+ 1.16% |
$156K - $168K
|
109K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$87K - $93.9K
|
700
$85.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.21K- 1.52% |
$648K - $699K
|
338K
$41.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.66K+ 26.07% |
$703K - $759K
|
27.4K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.59K+ 18.67% |
$322K - $348K
|
16.5K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15.7K- 22.82% |
$1.95M - $2.1M
|
53K
$6.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.38KNew |
$296K - $320K
|
2.38K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
13+ 0.18% |
$1.62K - $1.74K
|
7.28K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.9KNew |
$609K - $657K
|
4.9K
$598K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1K- 2.89% |
$124K - $134K
|
33.7K
$4.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
869New |
$108K - $117K
|
869
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
33+ 0.9% |
$4.1K - $4.43K
|
3.7K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-44.2K- 37.99% |
$5.49M - $5.92M
|
72.1K
$8.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.01K- 15.83% |
$250K - $269K
|
10.7K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-20- 0.51% |
$2.49K - $2.68K
|
3.92K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.04K+ 4.53% |
$129K - $139K
|
23.9K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215K+ 125.94% |
$26.7M - $28.8M
|
385K
$47M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-802- 1.08% |
$99.7K - $108K
|
73.8K
$9.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.05K+ 7.71% |
$130K - $141K
|
14.6K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.4K- 11.3% |
$6.51M - $7.03M
|
411K
$50.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
353K+ 7.45% |
$43.9M - $47.3M
|
5.09M
$622M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 261.26% |
$3.07M - $3.32M
|
34.2K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.65K+ 11.85% |
$206K - $222K
|
15.6K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
968+ 4.03% |
$120K - $130K
|
25K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-40- 0.35% |
$4.97K - $5.36K
|
11.4K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-441- 12.45% |
$54.8K - $59.1K
|
3.1K
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$18.6K - $20.1K
|
150
$18.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
267KNew |
$33.1M - $35.8M
|
267K
$32.5M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.4K+ 77.48% |
$298K - $322K
|
5.5K
$672K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.27K- 10.67% |
$1.15M - $1.24M
|
77.6K
$9.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-192- 0.8% |
$23.9K - $25.8K
|
23.7K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.41K+ 4.54% |
$175K - $188K
|
32.3K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.53K- 14.54% |
$190K - $205K
|
9K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.54K- 0.66% |
$440K - $475K
|
529K
$64.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1.9K+ 70.97% |
$236K - $255K
|
4.58K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
320New |
$39.8K - $42.9K
|
320
$39.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.3K+ 672.06% |
$3.27M - $3.53M
|
30.3K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.93K- 5.87% |
$364K - $393K
|
47K
$5.74M
|