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 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.98KNew |
$370K - $399K
|
2.98K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 0.06% |
$6.09K - $6.57K
|
83K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.69K+ 12.52% |
$334K - $360K
|
24.1K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2- 0.1% |
$249 - $268
|
1.93K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-41.9K- 8.37% |
$5.21M - $5.63M
|
459K
$55.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
703+ 0.79% |
$87.4K - $94.3K
|
90.1K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
432New |
$53.7K - $57.9K
|
432
$52.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.7K- 1.25% |
$460K - $496K
|
293K
$35.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
39.9K+ 13.65% |
$4.96M - $5.36M
|
333K
$40.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156+ 1.43% |
$19.4K - $20.9K
|
11K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-85- 3.02% |
$10.6K - $11.4K
|
2.73K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.4K- 18.57% |
$7.51M - $8.1M
|
265K
$32.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.24K- 3.79% |
$279K - $301K
|
57K
$6.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.6KNew |
$1.56M - $1.69M
|
12.6K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-173- 8.2% |
$21.5K - $23.2K
|
1.94K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-543- 7.29% |
$67.5K - $72.8K
|
6.91K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-351- 6.77% |
$43.6K - $47.1K
|
4.83K
$586K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.31K+ 7.2% |
$163K - $176K
|
19.5K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.88K- 1.32% |
$358K - $387K
|
215K
$26.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6+ 0.05% |
$746 - $805
|
11.5K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-96- 11.33% |
$11.9K - $12.9K
|
751
$91.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-290- 0.77% |
$36K - $38.9K
|
37.4K
$4.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.02K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68+ 0.46% |
$8.45K - $9.12K
|
14.9K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
225New |
$28K - $30.2K
|
225
$27.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
366New |
$45.5K - $49.1K
|
366
$44.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.88K+ 169.48% |
$1.23M - $1.33M
|
15.7K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-135- 0.82% |
$16.8K - $18.1K
|
16.3K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
774+ 27.55% |
$96.2K - $104K
|
3.58K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-949- 3.72% |
$118K - $127K
|
24.5K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.58K+ 13.71% |
$196K - $212K
|
13.1K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.68K+ 1.05% |
$209K - $225K
|
162K
$19.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.4K+ 18.22% |
$2.04M - $2.2M
|
106K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.37KNew |
$916K - $988K
|
7.37K
$894K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-91- 1.4% |
$11.3K - $12.2K
|
6.39K
$776K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.64K+ 13.95% |
$577K - $623K
|
37.9K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 0.25% |
$1.24K - $1.34K
|
3.95K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28New |
$3.48K - $3.76K
|
28
$3.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-100- 38.17% |
$12.4K - $13.4K
|
162
$19.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.17KNew |
$270K - $291K
|
2.17K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
26.6K+ 42.02% |
$3.3M - $3.57M
|
89.9K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.56KNew |
$442K - $477K
|
3.56K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.7KNew |
$1.33M - $1.44M
|
10.7K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.37% |
$994 - $1.07K
|
2.19K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 7.84% |
$15.3M - $16.5M
|
1.45M
$176M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
6+ 0.36% |
$746 - $805
|
1.65K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-110- 3.47% |
$13.7K - $14.8K
|
3.06K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-3.1K- 3.07% |
$385K - $416K
|
98K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 7.94% |
$32.3K - $34.9K
|
3.02K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.13% |
$994 - $1.07K
|
6.28K
$762K
|