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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
806+ 114.0% |
$91.4K - $101K
|
1.51K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.08K+ 31.98% |
$122K - $135K
|
4.44K
$590K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.57KNew |
$519K - $574K
|
4.57K
$608K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.8K- 21.68% |
$431K - $478K
|
13.7K
$1.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.8K- 1.29% |
$204K - $226K
|
137K
$18.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
7+ 0.38% |
$794 - $879
|
1.83K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.9KNew |
$442K - $490K
|
3.9K
$519K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-116- 1.01% |
$13.2K - $14.6K
|
11.4K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.7K- 26.19% |
$1.89M - $2.1M
|
47.1K
$6.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-897- 4.87% |
$102K - $113K
|
17.5K
$2.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-38- 0.66% |
$4.31K - $4.77K
|
5.72K
$760K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
112New |
$12.7K - $14.1K
|
112
$14.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-260- 8.75% |
$29.5K - $32.7K
|
2.71K
$361K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-36- 1.82% |
$4.08K - $4.52K
|
1.94K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-236- 0.03% |
$26.8K - $29.6K
|
833K
$111M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
401+ 0.66% |
$45.5K - $50.4K
|
61.6K
$8.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.57K+ 9.07% |
$632K - $700K
|
67K
$8.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-102- 0.73% |
$11.6K - $12.8K
|
13.9K
$1.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
875+ 0.37% |
$99.2K - $110K
|
238K
$31.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.22K- 1.74% |
$252K - $279K
|
126K
$16.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
184+ 16.93% |
$20.9K - $23.1K
|
1.27K
$169K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 3.5% |
$5.1K - $5.65K
|
1.33K
$177K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-4.39K- 40.1% |
$497K - $551K
|
6.55K
$871K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.73% |
$907 - $1K
|
301
$40K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
551+ 5.13% |
$62.5K - $69.2K
|
11.3K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-3.81K- 58.02% |
$432K - $478K
|
2.76K
$366K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$1.02K - $1.13K
|
2.41K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.17K+ 2.62% |
$586K - $649K
|
203K
$27M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-73- 0.35% |
$8.28K - $9.17K
|
20.7K
$2.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.06K+ 1.45% |
$347K - $385K
|
214K
$28.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
115+ 1.16% |
$13K - $14.4K
|
10K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.73K+ 39.9% |
$537K - $594K
|
16.6K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
321+ 14.87% |
$36.4K - $40.3K
|
2.48K
$330K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-83- 0.54% |
$9.41K - $10.4K
|
15.2K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-378- 2.1% |
$42.9K - $47.5K
|
17.7K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-75- 0.26% |
$8.51K - $9.42K
|
29.3K
$3.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2- 0.04% |
$227 - $251
|
4.51K
$599K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.68K+ 1.13% |
$191K - $211K
|
151K
$20.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
16+ 0.11% |
$1.81K - $2.01K
|
14.3K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
22New |
$2.5K - $2.76K
|
22
$2.92K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
66.6K+ 5.28% |
$7.56M - $8.37M
|
1.33M
$177M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
60.1K+ 13.47% |
$6.82M - $7.55M
|
506K
$67.3M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$133K - $148K
|
1.18K
$156K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.05K- 19.4% |
$346K - $383K
|
12.7K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.37% |
$3.29K - $3.64K
|
7.96K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
451+ 8.78% |
$51.1K - $56.7K
|
5.59K
$743K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.12K+ 41.75% |
$467K - $517K
|
14K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-43- 0.42% |
$4.88K - $5.4K
|
10.2K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.97K+ 14.02% |
$223K - $247K
|
16K
$2.13M
|