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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.49K- 1.79% |
$169K - $187K
|
81.7K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
247+ 6.35% |
$28K - $31K
|
4.13K
$550K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.06K+ 7.06% |
$460K - $510K
|
61.5K
$8.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-50- 0.45% |
$5.67K - $6.28K
|
11.1K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-323- 1.69% |
$36.6K - $40.6K
|
18.8K
$2.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.43K+ 2.11% |
$162K - $179K
|
69.1K
$9.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$113 - $126
|
266
$35.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-36- 1.11% |
$4.08K - $4.52K
|
3.2K
$425K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
919+ 3.0% |
$104K - $115K
|
31.6K
$4.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$454 - $502
|
51.7K
$6.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5+ 0.12% |
$567 - $628
|
4.07K
$541K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-206- 3.34% |
$23.4K - $25.9K
|
5.95K
$792K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.4K+ 11.05% |
$4.47M - $4.95M
|
396K
$52.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-24- 0.24% |
$2.72K - $3.01K
|
10K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.75KNew |
$198K - $220K
|
1.75K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-65- 1.22% |
$7.37K - $8.17K
|
5.28K
$702K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.45KNew |
$618K - $685K
|
5.45K
$724K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25K+ 10.98% |
$142K - $157K
|
12.6K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.5KNew |
$284K - $314K
|
2.5K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-20- 0.87% |
$2.27K - $2.51K
|
2.28K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-952- 24.42% |
$108K - $120K
|
2.95K
$392K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
641+ 11.64% |
$72.7K - $80.5K
|
6.15K
$818K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 22.28% |
$340K - $377K
|
16.5K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
126+ 0.13% |
$14.3K - $15.8K
|
94K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
399New |
$45.3K - $50.1K
|
399
$53.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-3.07K- 1.8% |
$348K - $385K
|
167K
$22.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-733- 24.43% |
$83.1K - $92.1K
|
2.27K
$301K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.9K- 3.83% |
$7.24M - $8.02M
|
1.6M
$213M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.44K+ 1.02% |
$731K - $809K
|
637K
$84.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
302K+ 22.45% |
$34.3M - $37.9M
|
1.65M
$219M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.12K+ 130.12% |
$127K - $141K
|
1.98K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$185K - $205K
|
1.63K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-369- 0.41% |
$41.8K - $46.4K
|
88.6K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-676- 18.27% |
$76.7K - $84.9K
|
3.02K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.38K+ 1512.08% |
$610K - $676K
|
5.74K
$763K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
846+ 7.93% |
$95.9K - $106K
|
11.5K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
36+ 1.28% |
$4.08K - $4.52K
|
2.84K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.62K- 13.74% |
$184K - $204K
|
10.2K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.33K+ 9.66% |
$831K - $921K
|
83.2K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
250+ 0.59% |
$28.4K - $31.4K
|
42.6K
$5.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$227 - $251
|
1.05K
$140K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.91K+ 98.7% |
$216K - $239K
|
3.84K
$510K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 8.13% |
$1.47K - $1.63K
|
147
$19.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
863+ 1.45% |
$97.9K - $108K
|
60.4K
$8.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.01K+ 4.13% |
$115K - $127K
|
25.5K
$3.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.7K- 65.94% |
$420K - $465K
|
1.91K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-134- 6.51% |
$15.2K - $16.8K
|
1.92K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-19.3K- 86.93% |
$2.18M - $2.42M
|
2.89K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.9K- 6.57% |
$1.23M - $1.37M
|
155K
$20.6M
|