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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
514K+ 434.21% |
$53M - $59.2M
|
632K
$73.1M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 11.39% |
$158K - $176K
|
14.9K
$1.73M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
238+ 31.86% |
$24.6K - $27.4K
|
985
$114K
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-5.92K- 30.47% |
$611K - $682K
|
13.5K
$1.56M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-155- 4.22% |
$16K - $17.9K
|
3.52K
$406K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.38K- 2.27% |
$142K - $159K
|
59.6K
$6.89M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-416- 24.2% |
$42.9K - $48K
|
1.3K
$151K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
38.1K+ 5.96% |
$3.93M - $4.4M
|
677K
$78.3M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-133- 0.56% |
$13.7K - $15.3K
|
23.8K
$2.75M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.76K+ 1.92% |
$698K - $780K
|
359K
$41.5M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
445+ 17.21% |
$45.9K - $51.3K
|
3.03K
$350K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-452K- 99.05% |
$46.6M - $52.1M
|
4.34K
$502K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
119+ 0.43% |
$12.3K - $13.7K
|
27.5K
$3.18M
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.54K+ 4.09% |
$262K - $293K
|
64.7K
$7.48M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.7K+ 56155.0% |
$3.48M - $3.88M
|
33.8K
$3.9M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 10.15% |
$250K - $280K
|
21.5K
$2.48M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.8K+ 4.18% |
$4.52M - $5.05M
|
1.09M
$126M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 45.13% |
$144K - $161K
|
4.5K
$521K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 3.73% |
$1.88M - $2.1M
|
508K
$58.7M
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.02KNew |
$414K - $463K
|
4.02K
$464K
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.74KNew |
$179K - $200K
|
1.74K
$201K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
1.3KNew |
$134K - $150K
|
1.3K
$150K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-127K- 86.9% |
$13.1M - $14.6M
|
19.1K
$2.21M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
595+ 3.38% |
$61.4K - $68.6K
|
18.2K
$2.1M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.9K+ 4.24% |
$1.95M - $2.18M
|
466K
$53.8M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.3K+ 2.56% |
$1.06M - $1.19M
|
412K
$47.7M
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-15K- 0.78% |
$1.54M - $1.72M
|
1.91M
$221M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13K+ 140.81% |
$1.34M - $1.5M
|
22.2K
$2.57M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 30.54% |
$1.08M - $1.2M
|
23.7K
$2.74M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.3K+ 3.55% |
$6.53M - $7.29M
|
1.85M
$214M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6+ 0.09% |
$619 - $692
|
6.64K
$768K
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-35.3K- 49.56% |
$3.64M - $4.07M
|
35.9K
$4.16M
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$484K - $541K
|
4.69K
$542K
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-6.14K- 1.3% |
$633K - $708K
|
467K
$54M
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
49K+ 2.26% |
$5.05M - $5.65M
|
2.22M
$257M
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
3.13KNew |
$323K - $361K
|
3.13K
$362K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 1.25% |
$13.9M - $15.5M
|
10.6M
$1.23B
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
73+ 0.52% |
$7.53K - $8.42K
|
14.1K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
499New |
$51.5K - $57.5K
|
499
$57.7K
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
440+ 6.81% |
$45.4K - $50.7K
|
6.9K
$798K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.05K+ 10.67% |
$727K - $813K
|
73.1K
$8.45M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-284- 3.99% |
$29.3K - $32.7K
|
6.83K
$789K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11.7K+ 388.52% |
$1.2M - $1.35M
|
14.7K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56.7K- 19.76% |
$5.85M - $6.54M
|
230K
$26.6M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.68K+ 2.88% |
$586K - $655K
|
203K
$23.5M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.92K+ 245.91% |
$713K - $797K
|
9.73K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
954+ 13.56% |
$98.4K - $110K
|
7.99K
$924K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21K- 8.75% |
$2.16M - $2.42M
|
219K
$25.3M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.29K- 8.02% |
$442K - $494K
|
49.2K
$5.69M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 4.18% |
$1.16M - $1.29M
|
280K
$32.4M
|