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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.41K+ 1.22% |
$160K - $177K
|
117K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.18KNew |
$247K - $273K
|
2.18K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.59KNew |
$521K - $577K
|
4.59K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28.2K+ 102.05% |
$3.19M - $3.54M
|
55.8K
$7.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
861+ 5.3% |
$97.6K - $108K
|
17.1K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.63K+ 11.48% |
$411K - $455K
|
35.2K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
99.2K+ 146.93% |
$11.2M - $12.5M
|
167K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-434- 0.58% |
$49.2K - $54.5K
|
73.9K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.78K- 4.08% |
$201K - $223K
|
41.7K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 9.55% |
$299K - $331K
|
30.2K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-105- 5.16% |
$11.9K - $13.2K
|
1.93K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
41.1K+ 428.56% |
$4.66M - $5.17M
|
50.7K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.5K+ 5.16% |
$2.55M - $2.83M
|
459K
$61.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
148KNew |
$16.8M - $18.6M
|
148K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.05K+ 6.55% |
$119K - $132K
|
17.1K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
20+ 0.02% |
$2.27K - $2.51K
|
90K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-417- 3.48% |
$47.3K - $52.4K
|
11.6K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
30+ 1.12% |
$3.4K - $3.77K
|
2.72K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.71KNew |
$194K - $215K
|
1.71K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-555- 1.39% |
$62.9K - $69.7K
|
39.4K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
225+ 0.73% |
$25.5K - $28.3K
|
31.2K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
32.6K+ 323.76% |
$3.69M - $4.09M
|
42.6K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-139- 1.66% |
$15.8K - $17.5K
|
8.25K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.19K- 1.11% |
$589K - $652K
|
464K
$61.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-320- 9.17% |
$36.3K - $40.2K
|
3.17K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.28KNew |
$372K - $412K
|
3.28K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.71K+ 11.97% |
$194K - $215K
|
16K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.44K+ 3.42% |
$277K - $307K
|
73.9K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-534- 0.25% |
$60.6K - $67.1K
|
210K
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-228- 2.98% |
$25.9K - $28.6K
|
7.43K
$989K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
148KNew |
$16.8M - $18.6M
|
148K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$388K - $429K
|
3.42K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.14K- 1.72% |
$583K - $646K
|
294K
$39.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.7K- 10.69% |
$1.21M - $1.35M
|
89.4K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20.8K+ 36.19% |
$2.36M - $2.61M
|
78.2K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-487- 2.84% |
$55.2K - $61.2K
|
16.7K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-96- 7.95% |
$10.9K - $12.1K
|
1.11K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.58K- 8.35% |
$519K - $575K
|
50.2K
$6.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10+ 0.22% |
$1.13K - $1.26K
|
4.64K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-17- 0.75% |
$1.93K - $2.14K
|
2.24K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.06KNew |
$347K - $384K
|
3.06K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.11% |
$227 - $251
|
1.77K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.21K- 2.56% |
$478K - $529K
|
160K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-240K- 17.92% |
$27.2M - $30.1M
|
1.1M
$146M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 57.99% |
$394K - $436K
|
9.47K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
229+ 3.66% |
$26K - $28.8K
|
6.49K
$864K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
243New |
$27.6K - $30.5K
|
243
$32.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-17.9K- 13.37% |
$2.04M - $2.25M
|
116K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.2K- 1.54% |
$3.88M - $4.3M
|
2.19M
$291M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.47K- 39.62% |
$167K - $185K
|
2.24K
$299K
|