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 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-730- 12.97% |
$82.8K - $91.7K
|
4.9K
$652K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.3M - $1.44M
|
11.4K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
420+ 10.0% |
$47.6K - $52.8K
|
4.62K
$615K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-39- 0.57% |
$4.42K - $4.9K
|
6.81K
$907K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.07K+ 4.33% |
$121K - $134K
|
25.6K
$3.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.95K+ 4.64% |
$675K - $748K
|
134K
$17.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.92KNew |
$444K - $492K
|
3.92K
$522K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
38.5KNew |
$4.37M - $4.84M
|
38.5K
$5.12M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-620- 18.45% |
$70.3K - $77.9K
|
2.74K
$365K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.91KNew |
$330K - $365K
|
2.91K
$387K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
109+ 63.37% |
$12.4K - $13.7K
|
281
$37.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-243- 5.0% |
$27.6K - $30.5K
|
4.62K
$615K
|
|
| Q2 2024 | |||||||
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
625+ 5.93% |
$68K - $74.5K
|
11.2K
$1.49M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.63K- 0.3% |
$177K - $194K
|
534K
$71M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$457K - $501K
|
4.2K
$559K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 1.1% |
$15K - $16.5K
|
12.4K
$1.65M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.25K- 9.61% |
$572K - $626K
|
49.4K
$6.58M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$200K - $219K
|
1.84K
$245K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
269New |
$29.3K - $32.1K
|
269
$35.8K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3+ 0.13% |
$326 - $358
|
2.36K
$314K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-106K- 91.24% |
$11.5M - $12.6M
|
10.1K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 2.95% |
$761 - $835
|
230
$30.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.56K- 71.4% |
$713K - $782K
|
2.63K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5+ 0.18% |
$544 - $596
|
2.82K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.34KNew |
$580K - $636K
|
5.34K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$1.87M - $2.05M
|
17.2K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
100+ 1.64% |
$10.9K - $11.9K
|
6.2K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.9K- 83.64% |
$1.18M - $1.3M
|
2.13K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
38+ 0.69% |
$4.13K - $4.53K
|
5.53K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
600New |
$65.3K - $71.5K
|
600
$79.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
732New |
$79.6K - $87.3K
|
732
$97.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
41.5K+ 30.38% |
$4.51M - $4.95M
|
178K
$23.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67KNew |
$7.29M - $7.99M
|
67K
$8.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.8KNew |
$196K - $215K
|
1.8K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4K- 2.73% |
$435K - $477K
|
143K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.54KNew |
$385K - $422K
|
3.54K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
428New |
$46.6K - $51K
|
428
$57K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
28.2K+ 16.87% |
$3.07M - $3.37M
|
196K
$26M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.87% |
$5.44K - $5.96K
|
2.63K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.76KNew |
$191K - $210K
|
1.76K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.62K+ 25.87% |
$284K - $312K
|
12.7K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
340+ 0.92% |
$37K - $40.5K
|
37.5K
$4.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
490+ 52.46% |
$53.3K - $58.4K
|
1.42K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2- 0.06% |
$218 - $238
|
3.51K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
249New |
$27.1K - $29.7K
|
249
$33.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-73- 2.02% |
$7.94K - $8.7K
|
3.55K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.86KNew |
$202K - $222K
|
1.86K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.3M+ 12.18% |
$576M - $631M
|
48.8M
$6.49B
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
463+ 7.61% |
$50.4K - $55.2K
|
6.54K
$871K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
377K+ 11.82% |
$41M - $45M
|
3.57M
$475M
|
|