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 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
37+ 0.24% |
$4.2K - $4.65K
|
15.6K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
518+ 26.92% |
$58.7K - $65.1K
|
2.44K
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.46% |
$1.13K - $1.26K
|
2.16K
$287K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.8KNew |
$658K - $728K
|
5.8K
$771K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.65KNew |
$187K - $207K
|
1.65K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 1.81% |
$124K - $138K
|
61.7K
$8.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.2K+ 1.74% |
$1.95M - $2.15M
|
1.01M
$134M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
220+ 10.83% |
$25K - $27.6K
|
2.25K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
26.7K+ 1.87% |
$3.03M - $3.35M
|
1.45M
$193M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
971+ 6.53% |
$110K - $122K
|
15.8K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-38- 0.18% |
$4.31K - $4.77K
|
20.9K
$2.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.5K- 42.86% |
$170K - $188K
|
2K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
330+ 2.14% |
$37.4K - $41.5K
|
15.8K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.53K- 20.48% |
$401K - $444K
|
13.7K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.43K+ 28.59% |
$162K - $180K
|
6.44K
$856K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.1% |
$567 - $628
|
4.89K
$650K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
602+ 7.53% |
$68.3K - $75.6K
|
8.6K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.31K+ 3.98% |
$149K - $165K
|
34.3K
$4.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.32K- 6.28% |
$490K - $542K
|
64.5K
$8.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-250- 12.12% |
$28.4K - $31.4K
|
1.81K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
70+ 1.84% |
$7.94K - $8.79K
|
3.88K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8.13K+ 19.89% |
$922K - $1.02M
|
49K
$6.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.13K - $1.26K
|
2.69K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.97K- 1.07% |
$450K - $499K
|
367K
$48.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
259+ 1.65% |
$29.4K - $32.5K
|
16K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.19K- 18.91% |
$248K - $275K
|
9.39K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
100+ 4.26% |
$11.3K - $12.6K
|
2.45K
$325K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.93KNew |
$218K - $242K
|
1.93K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
53New |
$6.01K - $6.66K
|
53
$7.05K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.13K- 1.87% |
$128K - $142K
|
59.2K
$7.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-517- 0.49% |
$58.6K - $64.9K
|
105K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-815- 3.93% |
$92.4K - $102K
|
19.9K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.54K- 8.96% |
$174K - $193K
|
15.6K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.69K+ 0.57% |
$191K - $212K
|
297K
$39.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-300- 13.64% |
$34K - $37.7K
|
1.9K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-904- 22.98% |
$103K - $114K
|
3.03K
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
686+ 37.96% |
$77.8K - $86.2K
|
2.49K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
17+ 0.85% |
$1.93K - $2.14K
|
2.02K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.06K- 39.8% |
$120K - $133K
|
1.6K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-536- 0.97% |
$60.8K - $67.3K
|
54.7K
$7.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.66K+ 29.5% |
$188K - $209K
|
7.29K
$970K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.12K+ 111.19% |
$240K - $266K
|
4.02K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
146+ 2.03% |
$16.6K - $18.3K
|
7.35K
$977K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
127+ 9.79% |
$14.4K - $16K
|
1.42K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-200- 0.16% |
$22.7K - $25.1K
|
122K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-29- 0.23% |
$3.29K - $3.64K
|
12.5K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
54New |
$6.12K - $6.78K
|
54
$7.18K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 8.2% |
$156K - $173K
|
18.2K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
700+ 13.85% |
$79.4K - $87.9K
|
5.75K
$765K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $126
|
15.5K
$2.06M
|