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 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
23.3K+ 777.77% |
$2.65M - $2.93M
|
26.3K
$3.51M
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-10.8K- 4.25% |
$1.23M - $1.36M
|
244K
$32.5M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.07K- 1.31% |
$234K - $260K
|
156K
$20.7M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.6K- 10.31% |
$2.22M - $2.46M
|
170K
$22.7M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13.3K+ 1.99% |
$1.51M - $1.68M
|
684K
$91.1M
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
316+ 29.26% |
$35.8K - $39.7K
|
1.4K
$186K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
415+ 3.76% |
$47.1K - $52.1K
|
11.4K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 3.1% |
$1.45M - $1.6M
|
399K
$53.1M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.09K- 0.57% |
$237K - $263K
|
363K
$48.4M
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.67KNew |
$189K - $209K
|
1.67K
$222K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-98.4K- 44.94% |
$11.2M - $12.4M
|
121K
$16M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 2.76% |
$233K - $258K
|
76.3K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-830- 1.16% |
$94.1K - $104K
|
70.6K
$9.39M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.61K+ 0.72% |
$182K - $202K
|
226K
$30.1M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 1.88% |
$2.22M - $2.46M
|
1.06M
$141M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 8.45% |
$1.74M - $1.93M
|
197K
$26.2M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.07K- 7.57% |
$121K - $134K
|
13K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-813- 1.59% |
$92.2K - $102K
|
50.3K
$6.69M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-264K- 2.13% |
$30M - $33.2M
|
12.1M
$1.61B
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-195- 0.38% |
$22.1K - $24.5K
|
50.9K
$6.78M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.22K+ 3.12% |
$1.05M - $1.16M
|
305K
$40.6M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.6K+ 6.61% |
$3.13M - $3.47M
|
445K
$59.2M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-890- 6.09% |
$101K - $112K
|
13.7K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.64K- 99.31% |
$639K - $708K
|
39
$5.19K
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.73KNew |
$536K - $594K
|
4.73K
$629K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$209K - $231K
|
1.84K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-47.5K- 57.38% |
$5.39M - $5.97M
|
35.3K
$4.7M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-77.3K- 3.88% |
$8.77M - $9.71M
|
1.91M
$255M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-22- 0.28% |
$2.5K - $2.76K
|
7.83K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.61M- 45.75% |
$182M - $202M
|
1.9M
$254M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
83.9K+ 0.95% |
$9.52M - $10.5M
|
8.92M
$1.19B
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
32.9K+ 257.34% |
$3.73M - $4.13M
|
45.6K
$6.07M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.67KNew |
$189K - $209K
|
1.67K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2+ 0.05% |
$227 - $251
|
4.42K
$588K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.38% |
$113 - $126
|
266
$35.4K
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-37- 0.8% |
$4.2K - $4.65K
|
4.61K
$613K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.4K+ 1.43% |
$9.23M - $10.2M
|
5.79M
$771M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 1.0% |
$12M - $13.3M
|
10.5M
$1.4B
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
139+ 1.73% |
$15.8K - $17.5K
|
8.17K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-344- 2.45% |
$39K - $43.2K
|
13.7K
$1.82M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 1.26% |
$8.51K - $9.42K
|
6.03K
$803K
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-67.9K- 18.24% |
$7.7M - $8.53M
|
304K
$40.5M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-334- 0.26% |
$37.9K - $42K
|
127K
$17M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-538- 3.28% |
$61K - $67.6K
|
15.9K
$2.11M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.73K+ 0.8% |
$990K - $1.1M
|
1.1M
$147M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
75+ 0.75% |
$8.51K - $9.42K
|
10.1K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.05% |
$340 - $377
|
6.28K
$835K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.56K+ 4.15% |
$177K - $196K
|
39.2K
$5.22M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.04% |
$9.98K - $11.1K
|
222K
$29.5M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.04K- 11.37% |
$118K - $131K
|
8.1K
$1.08M
|