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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-19.8K- 2.88% |
$2.25M - $2.49M
|
668K
$88.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-635- 0.47% |
$72K - $79.8K
|
135K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.81K+ 8.94% |
$205K - $227K
|
22K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-60- 0.06% |
$6.8K - $7.54K
|
106K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-8.14K- 3.41% |
$923K - $1.02M
|
231K
$30.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
38+ 1.09% |
$4.31K - $4.77K
|
3.53K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-330- 11.62% |
$37.4K - $41.5K
|
2.51K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.03K- 0.54% |
$344K - $381K
|
564K
$75M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.52KNew |
$852K - $944K
|
7.52K
$999K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2.2K+ 1.46% |
$250K - $277K
|
153K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
749+ 1.65% |
$84.9K - $94.1K
|
46.1K
$6.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
35+ 0.35% |
$3.97K - $4.4K
|
10.1K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-451- 5.02% |
$51.1K - $56.7K
|
8.54K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
764+ 2.46% |
$86.6K - $96K
|
31.8K
$4.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-792- 1.37% |
$89.8K - $99.5K
|
56.9K
$7.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.26K- 3.37% |
$483K - $535K
|
122K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-311- 1.16% |
$35.3K - $39.1K
|
26.4K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-6- 0.02% |
$680 - $754
|
39.3K
$5.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4.41K- 2.28% |
$500K - $553K
|
189K
$25.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
81+ 0.47% |
$9.19K - $10.2K
|
17.2K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
218+ 0.37% |
$24.7K - $27.4K
|
58.7K
$7.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
73.8K+ 25.48% |
$8.37M - $9.27M
|
363K
$48.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.03K- 11.98% |
$116K - $129K
|
7.55K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.23K+ 0.19% |
$139K - $154K
|
652K
$86.7M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
4New |
$454 - $502
|
4
$532
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
165+ 1.14% |
$18.7K - $20.7K
|
14.7K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 4.83% |
$1.13K - $1.26K
|
197
$26.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-654- 1.75% |
$74.2K - $82.2K
|
36.8K
$4.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.11K- 14.98% |
$580K - $642K
|
29K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.02K- 0.54% |
$115K - $128K
|
187K
$24.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7+ 0.09% |
$794 - $879
|
7.95K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-649- 0.99% |
$73.6K - $81.5K
|
64.7K
$8.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.2% |
$113 - $126
|
489
$65K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$113 - $126
|
41K
$5.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.91K- 13.47% |
$1.01M - $1.12M
|
57.3K
$7.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.7K- 1.27% |
$3.15M - $3.48M
|
2.15M
$286M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.84KNew |
$322K - $357K
|
2.84K
$378K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
116+ 0.2% |
$13.2K - $14.6K
|
59.4K
$7.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
607+ 2.91% |
$68.8K - $76.3K
|
21.4K
$2.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.3K+ 27.98% |
$2.19M - $2.43M
|
88.4K
$11.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-2.3K- 1.97% |
$261K - $289K
|
114K
$15.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.6K+ 3.83% |
$749K - $829K
|
179K
$23.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
19+ 0.29% |
$2.15K - $2.39K
|
6.51K
$866K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
827+ 38.84% |
$93.8K - $104K
|
2.96K
$393K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9.33KNew |
$1.06M - $1.17M
|
9.33K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 1.76% |
$298K - $330K
|
147K
$19.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7+ 0.3% |
$794 - $879
|
2.32K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
155+ 6.4% |
$17.6K - $19.5K
|
2.58K
$343K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.6K+ 8.14% |
$182K - $201K
|
21.3K
$2.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
493+ 2.92% |
$55.9K - $61.9K
|
17.4K
$2.31M
|