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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
31New |
$2.76K - $3.03K
|
31
$4.12K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
48New |
$4.27K - $4.7K
|
48
$6.38K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.17KNew |
$193K - $212K
|
2.17K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-271- 96.79% |
$24.1K - $26.5K
|
9
$1.2K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
800+ 25.36% |
$71.2K - $78.3K
|
3.96K
$526K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-410- 13.5% |
$36.5K - $40.1K
|
2.63K
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-25K- 8.59% |
$2.22M - $2.44M
|
266K
$35.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$197K - $216K
|
2.21K
$294K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.19KNew |
$373K - $410K
|
4.19K
$557K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2.81KNew |
$250K - $274K
|
2.81K
$373K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-640- 10.65% |
$57K - $62.6K
|
5.37K
$714K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 34.29% |
$107K - $117K
|
2.3K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
424+ 0.5% |
$37.7K - $41.5K
|
85.9K
$11.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
425+ 36.89% |
$37.8K - $41.6K
|
1.58K
$210K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.75KNew |
$244K - $269K
|
2.75K
$365K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
383+ 1.93% |
$34.1K - $37.5K
|
20.2K
$2.69M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-445- 8.84% |
$39.6K - $43.5K
|
4.59K
$610K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-57- 6.54% |
$5.07K - $5.58K
|
815
$108K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-64- 3.25% |
$5.7K - $6.26K
|
1.91K
$253K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
21.2K+ 3567.62% |
$1.88M - $2.07M
|
21.7K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.23K- 49.67% |
$199K - $219K
|
2.26K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
2.14KNew |
$190K - $209K
|
2.14K
$284K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
24+ 0.28% |
$2.14K - $2.35K
|
8.58K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
835+ 22.14% |
$74.3K - $81.7K
|
4.61K
$613K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
131+ 1.11% |
$11.7K - $12.8K
|
12K
$1.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.05KNew |
$539K - $592K
|
6.05K
$805K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-175- 5.78% |
$15.6K - $17.1K
|
2.86K
$380K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
3+ 0.09% |
$267 - $294
|
3.19K
$424K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.1KNew |
$187K - $205K
|
2.1K
$279K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
585+ 134.48% |
$52.1K - $57.2K
|
1.02K
$136K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
205+ 34.92% |
$18.3K - $20.1K
|
792
$105K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-181Closed |
$15.2K - $16.9K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.32K+ 55.64% |
$111K - $123K
|
3.69K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 3.21% |
$16.8K - $18.6K
|
6.03K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
324+ 1.09% |
$27.3K - $30.2K
|
30.1K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 31.96% |
$645K - $714K
|
16.3K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-399- 9.49% |
$33.6K - $37.2K
|
3.81K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.61K- 95.25% |
$219K - $243K
|
130
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.11KClosed |
$346K - $383K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.51K- 99.49% |
$379K - $420K
|
23
$3.06K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$252 - $279
|
2.63K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-600- 16.67% |
$50.5K - $55.9K
|
3K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.06KNew |
$174K - $192K
|
2.06K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.34KNew |
$197K - $218K
|
2.34K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-25- 0.25% |
$2.1K - $2.33K
|
9.87K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$84.1 - $93.2
|
13.8K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-436- 7.58% |
$36.7K - $40.6K
|
5.32K
$707K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$11.8M - $13.1M
|
140K
$18.6M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.25KNew |
$189K - $210K
|
2.25K
$299K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20New |
$1.68K - $1.86K
|
20
$2.66K
|
|