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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3+ 0.11% |
$361 - $404
|
2.62K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 1.74% |
$9.02K - $10.1K
|
4.25K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.64K- 6.94% |
$198K - $221K
|
22K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
121New |
$14.6K - $16.3K
|
121
$15.6K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32- 1.76% |
$3.85K - $4.31K
|
1.79K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.12% |
$2.29K - $2.56K
|
15.3K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
470+ 8.45% |
$56.5K - $63.3K
|
6.04K
$777K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
450+ 0.98% |
$54.1K - $60.6K
|
46.1K
$5.94M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-802- 31.61% |
$96.5K - $108K
|
1.74K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-846- 3.95% |
$102K - $114K
|
20.6K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.79K+ 0.82% |
$936K - $1.05M
|
961K
$124M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.39K+ 7.68% |
$768K - $860K
|
89.6K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.46K- 26.12% |
$417K - $466K
|
9.8K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.94K+ 1.26% |
$233K - $261K
|
156K
$20.1M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
255+ 1.92% |
$30.7K - $34.3K
|
13.6K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
7.22K+ 212.89% |
$868K - $972K
|
10.6K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.65% |
$601 - $673
|
769
$99K
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-2.69K- 0.51% |
$323K - $362K
|
529K
$68M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
20+ 0.08% |
$2.41K - $2.69K
|
23.8K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-185- 0.29% |
$22.3K - $24.9K
|
63.1K
$8.12M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.24K- 3.29% |
$269K - $301K
|
65.8K
$8.47M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
293K+ 63.77% |
$35.2M - $39.4M
|
752K
$96.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 3.13% |
$19.2M - $21.5M
|
5.25M
$676M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-2.06K- 20.19% |
$247K - $277K
|
8.12K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.28% |
$962 - $1.08K
|
2.82K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.84% |
$2.17K - $2.42K
|
2.16K
$277K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3New |
$361 - $404
|
3
$386
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.96K+ 0.45% |
$236K - $264K
|
437K
$56.3M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.05KNew |
$246K - $276K
|
2.05K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-700- 8.9% |
$84.2K - $94.2K
|
7.17K
$923K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.47K+ 18.77% |
$176K - $197K
|
9.28K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
844+ 10.2% |
$102K - $114K
|
9.12K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-337- 18.75% |
$40.5K - $45.4K
|
1.46K
$188K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
9.67K+ 163.78% |
$1.16M - $1.3M
|
15.6K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-3.6K- 9.58% |
$433K - $485K
|
34K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-359- 1.75% |
$43.2K - $48.3K
|
20.1K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-391- 9.81% |
$47K - $52.6K
|
3.59K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-8.79K- 20.56% |
$1.06M - $1.18M
|
33.9K
$4.37M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
39+ 1.36% |
$4.69K - $5.25K
|
2.9K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.04K- 1.38% |
$486K - $544K
|
289K
$37.2M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-351- 15.69% |
$42.2K - $47.2K
|
1.89K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.23% |
$120 - $135
|
444
$57.1K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.4K+ 109.31% |
$288K - $323K
|
4.59K
$590K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.67% |
$120 - $135
|
151
$19.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
39+ 0.15% |
$4.69K - $5.25K
|
25.8K
$3.32M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.7K- 1.73% |
$205K - $229K
|
96.7K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.5K- 12.46% |
$1.63M - $1.82M
|
95K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
76+ 4.49% |
$9.14K - $10.2K
|
1.77K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-834- 0.46% |
$100K - $112K
|
179K
$23.1M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.6K- 24.29% |
$193K - $216K
|
5K
$644K
|