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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-3.3K- 3.25% |
$297K - $349K
|
98.2K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-80- 61.07% |
$7.2K - $8.46K
|
51
$6.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.9K- 17.09% |
$171K - $201K
|
9.22K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.09K+ 13.08% |
$548K - $643K
|
52.6K
$6.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
149New |
$13.4K - $15.7K
|
149
$18.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
627New |
$56.5K - $66.3K
|
627
$76.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
232+ 0.92% |
$20.9K - $24.5K
|
25.4K
$3.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
13.2KNew |
$1.19M - $1.4M
|
13.2K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
366New |
$33K - $38.7K
|
366
$44.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 12.2% |
$1.8K - $2.11K
|
144
$17.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
113New |
$10.2K - $11.9K
|
113
$13.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.88KNew |
$350K - $410K
|
3.88K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-22- 0.21% |
$1.98K - $2.33K
|
10.3K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$9K - $10.6K
|
100
$12.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5.5KNew |
$495K - $581K
|
5.5K
$668K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.97KNew |
$177K - $208K
|
1.97K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
839+ 3.77% |
$75.5K - $88.7K
|
23.1K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
158New |
$14.2K - $16.7K
|
158
$19.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
474New |
$42.7K - $50.1K
|
474
$57.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-942- 3.04% |
$84.8K - $99.6K
|
30K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
564KNew |
$50.8M - $59.6M
|
564K
$68.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.99KNew |
$179K - $210K
|
1.99K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
864+ 31.05% |
$77.8K - $91.3K
|
3.65K
$443K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
52+ 1.3% |
$4.68K - $5.5K
|
4.05K
$491K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-52- 44.07% |
$4.68K - $5.5K
|
66
$8.01K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 4.57% |
$18K - $21.1K
|
4.58K
$556K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$100K - $118K
|
1.12K
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.05KNew |
$274K - $322K
|
3.05K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-200- 7.97% |
$18K - $21.1K
|
2.31K
$280K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
18KNew |
$1.62M - $1.9M
|
18K
$2.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16New |
$1.44K - $1.69K
|
16
$1.94K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
31New |
$2.79K - $3.28K
|
31
$3.76K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
14.9K+ 840.94% |
$1.34M - $1.57M
|
16.7K
$2.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.01K- 25.47% |
$271K - $318K
|
8.8K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
640+ 11.95% |
$57.6K - $67.6K
|
6K
$728K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-199- 65.89% |
$17.9K - $21K
|
103
$12.5K
|
|
| Q3 2023 | |||||||
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.02% |
$93.7 - $101
|
4.07K
$494K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.77KNew |
$166K - $179K
|
1.77K
$214K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.35KNew |
$220K - $238K
|
2.35K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
15New |
$1.41K - $1.52K
|
15
$1.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-41.3K- 2.15% |
$3.87M - $4.19M
|
1.88M
$229M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 1.69% |
$281 - $304
|
181
$22K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
60New |
$5.62K - $6.08K
|
60
$7.28K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.74K- 1.24% |
$257K - $278K
|
218K
$26.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
203+ 193.33% |
$19K - $20.6K
|
308
$37.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3K- 41.96% |
$281K - $304K
|
4.15K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.46K- 77.26% |
$887K - $959K
|
2.78K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.8MClosed |
$1.39B - $1.5B
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
373New |
$35K - $37.8K
|
373
$45.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.89K+ 213.11% |
$177K - $191K
|
2.77K
$336K
|
|