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 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.9KNew |
$609K - $657K
|
4.9K
$595K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1K- 2.89% |
$124K - $134K
|
33.7K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
869New |
$108K - $117K
|
869
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
33+ 0.9% |
$4.1K - $4.43K
|
3.7K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-44.2K- 37.99% |
$5.49M - $5.92M
|
72.1K
$8.75M
|
|
|
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
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.04K+ 4.53% |
$129K - $139K
|
23.9K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215K+ 125.94% |
$26.7M - $28.8M
|
385K
$46.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-802- 1.08% |
$99.7K - $108K
|
73.8K
$8.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.05K+ 7.71% |
$130K - $141K
|
14.6K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.4K- 11.3% |
$6.51M - $7.03M
|
411K
$49.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
353K+ 7.45% |
$43.9M - $47.3M
|
5.09M
$618M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 261.26% |
$3.07M - $3.32M
|
34.2K
$4.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.65K+ 11.85% |
$206K - $222K
|
15.6K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
968+ 4.03% |
$120K - $130K
|
25K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-40- 0.35% |
$4.97K - $5.36K
|
11.4K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-441- 12.45% |
$54.8K - $59.1K
|
3.1K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$18.6K - $20.1K
|
150
$18.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
267KNew |
$33.1M - $35.8M
|
267K
$32.4M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.4K+ 77.48% |
$298K - $322K
|
5.5K
$668K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.27K- 10.67% |
$1.15M - $1.24M
|
77.6K
$9.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-192- 0.8% |
$23.9K - $25.8K
|
23.7K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.41K+ 4.54% |
$175K - $188K
|
32.3K
$3.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.53K- 14.54% |
$190K - $205K
|
9K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.54K- 0.66% |
$440K - $475K
|
529K
$64.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1.9K+ 70.97% |
$236K - $255K
|
4.58K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
320New |
$39.8K - $42.9K
|
320
$38.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.3K+ 672.06% |
$3.27M - $3.53M
|
30.3K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.93K- 5.87% |
$364K - $393K
|
47K
$5.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.49K+ 14.57% |
$309K - $333K
|
19.5K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-310- 12.92% |
$38.5K - $41.6K
|
2.09K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2- 2.47% |
$249 - $268
|
79
$9.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-116- 24.22% |
$14.4K - $15.6K
|
363
$44.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
152+ 62.55% |
$18.9K - $20.4K
|
395
$47.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
344+ 0.68% |
$42.7K - $46.1K
|
50.6K
$6.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.98K- 0.62% |
$1.24M - $1.34M
|
1.59M
$194M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-63- 0.79% |
$7.83K - $8.45K
|
7.9K
$959K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.54K- 12.15% |
$315K - $340K
|
18.3K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.74KNew |
$340K - $367K
|
2.74K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
3.72KNew |
$463K - $499K
|
3.72K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
79.1K+ 36.86% |
$9.83M - $10.6M
|
294K
$35.7M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-163- 0.17% |
$20.3K - $21.9K
|
97.7K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
13.2K+ 5.9% |
$1.64M - $1.77M
|
237K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 5.58% |
$2.57M - $2.77M
|
391K
$47.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.24K - $1.34K
|
2.7K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
6+ 0.37% |
$746 - $805
|
1.65K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-478- 2.74% |
$59.4K - $64.1K
|
17K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
20KNew |
$2.48M - $2.68M
|
20K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-360- 9.92% |
$44.7K - $48.3K
|
3.27K
$397K
|