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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.16KNew |
$194K - $228K
|
2.16K
$287K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
65New |
$5.85K - $6.87K
|
65
$8.64K
|
|
|
Feb 21, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
SELL
|
- |
-969KClosed |
$87.3M - $102M
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Yale University
New Haven, CT |
SELL
|
- |
-100- 1.52% |
$9K - $10.6K
|
6.46K
$859K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$180 - $211
|
2
$266
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.95KNew |
$176K - $206K
|
1.95K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.95KNew |
$176K - $206K
|
1.95K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-420- 13.01% |
$37.8K - $44.4K
|
2.81K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6- 5.71% |
$540 - $634
|
99
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.49KNew |
$134K - $157K
|
1.49K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
67New |
$6.03K - $7.08K
|
67
$8.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-918- 65.57% |
$82.7K - $97K
|
482
$64.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
BUY
|
- |
3.34KNew |
$301K - $353K
|
3.34K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.48% |
$180 - $211
|
137
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.51KNew |
$316K - $371K
|
3.51K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.89KNew |
$170K - $200K
|
1.89K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
21New |
$1.89K - $2.22K
|
21
$2.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
50New |
$4.5K - $5.28K
|
50
$6.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.4K- 19.45% |
$576K - $676K
|
26.5K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-95- 10.08% |
$8.55K - $10K
|
847
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
31New |
$2.79K - $3.28K
|
31
$4.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.26KNew |
$204K - $239K
|
2.26K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
51KNew |
$4.59M - $5.39M
|
51K
$6.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
164K+ 6.31% |
$14.8M - $17.4M
|
2.77M
$368M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
21+ 1050.0% |
$1.89K - $2.22K
|
23
$3.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-148- 3.11% |
$13.3K - $15.6K
|
4.61K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.35KNew |
$211K - $248K
|
2.35K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.41KNew |
$127K - $149K
|
1.41K
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.33KNew |
$570K - $669K
|
6.33K
$841K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.61KNew |
$325K - $382K
|
3.61K
$480K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$90 - $106
|
959
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-90- 3.11% |
$8.1K - $9.51K
|
2.81K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.3K+ 22.74% |
$1.74M - $2.04M
|
104K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
587New |
$52.9K - $62K
|
587
$78K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.45KNew |
$221K - $259K
|
2.45K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
634New |
$57.1K - $67K
|
634
$84.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
400New |
$36K - $42.3K
|
400
$53.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-177- 3.7% |
$15.9K - $18.7K
|
4.61K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
325+ 5.06% |
$29.3K - $34.3K
|
6.75K
$897K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.3KNew |
$207K - $243K
|
2.3K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-550- 11.98% |
$49.5K - $58.1K
|
4.04K
$537K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
111+ 1.87% |
$9.99K - $11.7K
|
6.06K
$805K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
420New |
$37.8K - $44.4K
|
420
$55.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$9K - $10.6K
|
100
$13.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.5KNew |
$135K - $158K
|
1.5K
$199K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
22KNew |
$1.98M - $2.33M
|
22K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-3.3K- 3.25% |
$297K - $349K
|
98.2K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-80- 61.07% |
$7.2K - $8.46K
|
51
$6.78K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.9K- 17.09% |
$171K - $201K
|
9.22K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
48+ 1.34% |
$4.32K - $5.07K
|
3.63K
$482K
|