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 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
235+ 0.32% |
$26.7K - $29.5K
|
74.6K
$9.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-28.2K- 13.2% |
$3.19M - $3.54M
|
185K
$24.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.36% |
$4.54K - $5.02K
|
11.2K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.21% |
$113 - $126
|
477
$63.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11.1K+ 173.52% |
$1.26M - $1.39M
|
17.4K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-102- 5.44% |
$11.6K - $12.8K
|
1.77K
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-446- 1.37% |
$50.6K - $56K
|
32.1K
$4.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 15.14% |
$320K - $354K
|
21.4K
$2.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 1.35% |
$3.37M - $3.73M
|
2.22M
$296M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-160- 2.71% |
$18.1K - $20.1K
|
5.75K
$765K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.37% |
$907 - $1K
|
2.18K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.68K+ 9.47% |
$303K - $336K
|
30.9K
$4.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 2.06% |
$3.72M - $4.12M
|
1.56M
$207M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
320+ 0.94% |
$36.3K - $40.2K
|
34.5K
$4.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.41KNew |
$386K - $428K
|
3.41K
$453K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
381+ 2.79% |
$43.2K - $47.9K
|
14K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
40.5K+ 4.85% |
$4.6M - $5.09M
|
876K
$116M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.11K+ 41.14% |
$580K - $642K
|
17.5K
$2.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-149- 2.84% |
$16.9K - $18.7K
|
5.1K
$678K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.44K- 43.75% |
$957K - $1.06M
|
10.9K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
646+ 6.12% |
$73.3K - $81.2K
|
11.2K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-57- 1.64% |
$6.46K - $7.16K
|
3.43K
$456K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-35.2K- 31.52% |
$3.99M - $4.42M
|
76.4K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
19.7K+ 45.09% |
$2.23M - $2.47M
|
63.3K
$8.41M
|
|
|
Nov 05, 2024
Q3 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
323KNew |
$36.7M - $40.6M
|
323K
$43M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
608+ 1.19% |
$69K - $76.4K
|
51.8K
$6.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.01K+ 2.66% |
$568K - $630K
|
193K
$25.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.65KNew |
$527K - $584K
|
4.65K
$618K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47.1K- 81.7% |
$5.35M - $5.92M
|
10.6K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.77K- 5.36% |
$314K - $347K
|
48.8K
$6.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 1.7% |
$1.31M - $1.45M
|
668K
$88.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24.5K+ 96.33% |
$2.78M - $3.08M
|
49.9K
$6.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
876+ 6.3% |
$99.3K - $110K
|
14.8K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
761K+ 544.87% |
$86.3M - $95.6M
|
900K
$120M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.28K- 7.61% |
$486K - $538K
|
52K
$6.92M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
56New |
$6.35K - $7.03K
|
56
$7.45K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-597- 4.22% |
$67.7K - $75K
|
13.6K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.94KNew |
$333K - $369K
|
2.94K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.64K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.56K- 0.31% |
$177K - $196K
|
501K
$66.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-748- 18.67% |
$84.8K - $94K
|
3.26K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
833New |
$94.5K - $105K
|
833
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
43+ 0.65% |
$4.88K - $5.4K
|
6.68K
$888K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.58K+ 15.41% |
$632K - $700K
|
41.8K
$5.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.02K+ 251.82% |
$456K - $505K
|
5.62K
$747K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.45% |
$2.84K - $3.14K
|
5.58K
$742K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 0.78% |
$9.75K - $10.8K
|
10.9K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.43K+ 2.11% |
$502K - $556K
|
215K
$28.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5.1K- 3.86% |
$579K - $641K
|
127K
$16.9M
|