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 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-284- 11.59% |
$32.2K - $35.7K
|
2.17K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
780+ 21.78% |
$88.5K - $98K
|
4.36K
$582K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-54- 1.11% |
$6.12K - $6.78K
|
4.81K
$642K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.66KNew |
$641K - $711K
|
5.66K
$755K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.24% |
$680 - $754
|
2.51K
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
144K+ 194.71% |
$16.4M - $18.1M
|
218K
$29.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-58- 2.02% |
$6.58K - $7.29K
|
2.82K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
330+ 0.36% |
$37.4K - $41.5K
|
92.4K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
990+ 4.98% |
$112K - $124K
|
20.9K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.69K- 66.25% |
$759K - $841K
|
3.41K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.87K- 12.3% |
$212K - $234K
|
13.3K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.08K+ 11.38% |
$350K - $387K
|
30.2K
$4.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-74- 0.47% |
$8.39K - $9.3K
|
15.7K
$2.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
177+ 2.3% |
$20.1K - $22.2K
|
7.87K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
622+ 24.37% |
$70.5K - $78.1K
|
3.17K
$424K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
499New |
$56.6K - $62.7K
|
499
$66.6K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.64KNew |
$186K - $206K
|
1.64K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.04K- 12.75% |
$118K - $131K
|
7.11K
$949K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.58K- 0.76% |
$292K - $324K
|
338K
$45.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
148K+ 14.09% |
$16.8M - $18.6M
|
1.2M
$160M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
309+ 15.97% |
$35K - $38.8K
|
2.24K
$299K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9.65K- 62.32% |
$1.09M - $1.21M
|
5.83K
$778K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-96- 1.01% |
$10.9K - $12.1K
|
9.43K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.98K- 1.99% |
$225K - $249K
|
97.9K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.5K+ 30.08% |
$1.64M - $1.82M
|
62.7K
$8.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
340+ 13.77% |
$38.6K - $42.7K
|
2.81K
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 0.2% |
$11.6K - $12.8K
|
50K
$6.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
319New |
$36.2K - $40.1K
|
319
$42.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
235+ 0.32% |
$26.7K - $29.5K
|
74.6K
$9.96M
|
|
|
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
$63.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11.1K+ 173.52% |
$1.26M - $1.39M
|
17.4K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-102- 5.44% |
$11.6K - $12.8K
|
1.77K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 15.14% |
$320K - $354K
|
21.4K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 1.35% |
$3.37M - $3.73M
|
2.22M
$297M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-160- 2.71% |
$18.1K - $20.1K
|
5.75K
$768K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.37% |
$907 - $1K
|
2.18K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.68K+ 9.47% |
$303K - $336K
|
30.9K
$4.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 2.06% |
$3.72M - $4.12M
|
1.56M
$208M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
320+ 0.94% |
$36.3K - $40.2K
|
34.5K
$4.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.41KNew |
$386K - $428K
|
3.41K
$455K
|
|
|
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
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.11K+ 41.14% |
$580K - $642K
|
17.5K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-149- 2.84% |
$16.9K - $18.7K
|
5.1K
$681K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$274K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
19.7K+ 45.09% |
$2.23M - $2.47M
|
63.3K
$8.45M
|
|
|
Nov 05, 2024
Q3 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
323KNew |
$36.7M - $40.6M
|
323K
$43.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47.1K- 81.7% |
$5.35M - $5.92M
|
10.6K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.77K- 5.36% |
$314K - $347K
|
48.8K
$6.51M
|