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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
54.1KNew |
$4.3M - $5.19M
|
54.1K
$7.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
400+ 44.44% |
$31.8K - $38.4K
|
1.3K
$172K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16.3K- 65.84% |
$1.3M - $1.57M
|
8.47K
$1.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 28.04% |
$93.7K - $113K
|
3.02K
$400K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.83K- 85.4% |
$225K - $271K
|
483
$64K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
140New |
$11.1K - $13.4K
|
140
$18.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-378- 2.3% |
$30.1K - $36.3K
|
16.1K
$2.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-9.24K- 3.38% |
$735K - $886K
|
264K
$35M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
37New |
$2.94K - $3.55K
|
37
$4.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-318- 60.8% |
$25.3K - $30.5K
|
205
$27.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.02KNew |
$638K - $770K
|
8.02K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-65- 2.52% |
$5.17K - $6.23K
|
2.52K
$333K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
50+ 9.82% |
$3.98K - $4.8K
|
559
$74K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
3.61KNew |
$287K - $346K
|
3.61K
$478K
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-256- 2.09% |
$20.4K - $24.6K
|
12K
$1.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$2.91M - $3.51M
|
36.6K
$4.85M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
31New |
$2.47K - $2.97K
|
31
$4.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-141K- 86.39% |
$11.3M - $13.6M
|
22.3K
$2.95M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.69KNew |
$214K - $258K
|
2.69K
$357K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
1.29K+ 19.52% |
$103K - $124K
|
7.91K
$1.05M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
706+ 24.35% |
$56.2K - $67.7K
|
3.61K
$477K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.5KNew |
$2.06M - $2.61M
|
25.5K
$3.38M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-820Closed |
$66.4K - $83.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-361- 1.2% |
$29.2K - $36.9K
|
29.6K
$3.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.53KNew |
$286K - $361K
|
3.53K
$468K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-110KClosed |
$8.89M - $11.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.24KNew |
$748K - $944K
|
9.24K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-104KClosed |
$8.44M - $10.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-46- 61.33% |
$3.72K - $4.7K
|
29
$3.84K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-255Closed |
$20.6K - $26.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.83KClosed |
$391K - $493K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-43Closed |
$3.48K - $4.39K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.43KNew |
$358K - $452K
|
4.43K
$586K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
175New |
$14.2K - $17.9K
|
175
$23.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
66.6KNew |
$5.39M - $6.81M
|
66.6K
$8.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.37KNew |
$354K - $446K
|
4.37K
$578K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-620Closed |
$50.2K - $63.4K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.24K- 21.53% |
$100K - $126K
|
4.51K
$597K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.58MClosed |
$128M - $162M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.63KClosed |
$213K - $268K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.05K- 20.19% |
$85K - $107K
|
4.15K
$550K
|
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-6.23KClosed |
$504K - $637K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-880- 1.25% |
$71.2K - $89.9K
|
69.3K
$9.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.64KClosed |
$376K - $474K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.38KNew |
$354K - $447K
|
4.38K
$579K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.2KClosed |
$988K - $1.25M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-2.08KClosed |
$168K - $212K
|
0
$0
|
|