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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-10.3K- 13.02% |
$1.17M - $1.29M
|
68.7K
$8.92M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-790- 3.38% |
$89.6K - $99.2K
|
22.6K
$2.93M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.28K- 36.39% |
$146K - $161K
|
2.24K
$291K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.83K+ 45.89% |
$208K - $230K
|
5.82K
$756K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$11.8M - $13M
|
104K
$13.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
90+ 1.25% |
$10.2K - $11.3K
|
7.26K
$943K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$113 - $126
|
6.91K
$897K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
289+ 4.04% |
$32.8K - $36.3K
|
7.45K
$967K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-249- 0.31% |
$28.2K - $31.3K
|
80.8K
$10.5M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
163+ 1.21% |
$18.5K - $20.5K
|
13.6K
$1.76M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50+ 5.89% |
$5.67K - $6.28K
|
899
$117K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.24K+ 16.24% |
$594K - $658K
|
37.5K
$4.87M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.33K- 18.47% |
$491K - $544K
|
19.1K
$2.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.05% |
$680 - $754
|
12K
$1.56M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.15K+ 59.03% |
$585K - $647K
|
13.9K
$1.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.47K+ 7.57% |
$280K - $310K
|
35K
$4.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.46K+ 1.29% |
$733K - $812K
|
508K
$65.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1+ 0.05% |
$113 - $126
|
1.91K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-342- 1.26% |
$38.8K - $43K
|
26.8K
$3.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.05% |
$1.02K - $1.13K
|
16.8K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-535- 4.99% |
$60.7K - $67.2K
|
10.2K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.84K+ 68.35% |
$209K - $232K
|
4.54K
$590K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.8K- 3.75% |
$2.02M - $2.24M
|
456K
$59.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.16% |
$113 - $126
|
631
$81.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
14+ 0.74% |
$1.59K - $1.76K
|
1.91K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.3K+ 1.05% |
$261K - $289K
|
221K
$28.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
110New |
$12.5K - $13.8K
|
110
$14.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
511New |
$58K - $64.2K
|
511
$66.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 2.02% |
$12.5K - $13.8K
|
5.33K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-50- 3.85% |
$5.67K - $6.28K
|
1.25K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.96K- 13.12% |
$222K - $246K
|
13K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
112K+ 137.07% |
$12.7M - $14.1M
|
194K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.37K- 3.5% |
$155K - $172K
|
37.7K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.2K- 48.28% |
$590K - $653K
|
5.57K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8K+ 79.9% |
$317K - $351K
|
6.29K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
98+ 2.36% |
$11.1K - $12.3K
|
4.25K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
561+ 20.53% |
$63.6K - $70.5K
|
3.29K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-109K- 3.01% |
$12.3M - $13.6M
|
3.5M
$454M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 2.3% |
$1.39M - $1.54M
|
546K
$70.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 1.35% |
$138K - $153K
|
91.4K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5+ 0.02% |
$567 - $628
|
24.6K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
817+ 9.98% |
$92.7K - $103K
|
9.01K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.54K+ 13.19% |
$401K - $444K
|
30.3K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15+ 0.22% |
$1.7K - $1.88K
|
6.94K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.8K- 1.67% |
$2.25M - $2.49M
|
1.17M
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.92K+ 7.24% |
$445K - $493K
|
58.1K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-222- 3.78% |
$25.2K - $27.9K
|
5.65K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10.4K+ 13.92% |
$1.18M - $1.31M
|
85.3K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
827+ 4.13% |
$93.8K - $104K
|
20.8K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.98K- 9.87% |
$225K - $249K
|
18.1K
$2.35M
|