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 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.59K+ 1.8% |
$294K - $326K
|
147K
$19.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2.16K+ 106.41% |
$245K - $271K
|
4.18K
$556K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
953+ 17.09% |
$108K - $120K
|
6.53K
$868K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-197- 0.88% |
$22.3K - $24.7K
|
22.2K
$2.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.78K- 20.0% |
$655K - $726K
|
23.1K
$3.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.82K+ 98.17% |
$206K - $229K
|
3.67K
$488K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.84KNew |
$322K - $357K
|
2.84K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-947- 30.32% |
$107K - $119K
|
2.18K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6+ 0.16% |
$680 - $754
|
3.7K
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.14K- 1.84% |
$470K - $521K
|
221K
$29.3M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-36.8K- 33.91% |
$4.18M - $4.63M
|
71.8K
$9.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-730- 12.97% |
$82.8K - $91.7K
|
4.9K
$651K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-115- 2.37% |
$13K - $14.4K
|
4.74K
$630K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-250- 0.54% |
$28.4K - $31.4K
|
46.3K
$6.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.3M - $1.44M
|
11.4K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
420+ 10.0% |
$47.6K - $52.8K
|
4.62K
$614K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.52K- 7.83% |
$173K - $191K
|
17.9K
$2.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-39- 0.57% |
$4.42K - $4.9K
|
6.81K
$906K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.81K- 18.44% |
$205K - $227K
|
8K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.07K+ 4.33% |
$121K - $134K
|
25.6K
$3.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-99- 2.19% |
$11.2K - $12.4K
|
4.42K
$588K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
116+ 2.4% |
$13.2K - $14.6K
|
4.96K
$659K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.95K+ 4.64% |
$675K - $748K
|
134K
$17.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-18- 12.86% |
$2.04K - $2.26K
|
122
$16.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-460K- 14.78% |
$52.2M - $57.8M
|
2.65M
$353M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
155+ 2.67% |
$17.6K - $19.5K
|
5.96K
$793K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-990- 23.58% |
$112K - $124K
|
3.21K
$427K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$340 - $377
|
3.65K
$485K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
21+ 0.46% |
$2.38K - $2.64K
|
4.61K
$613K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.33K- 3.44% |
$378K - $419K
|
93.6K
$12.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.92KNew |
$444K - $492K
|
3.92K
$521K
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-5.85K- 1.28% |
$664K - $735K
|
451K
$60M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
15.6K+ 177.05% |
$1.77M - $1.96M
|
24.4K
$3.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 73.07% |
$116K - $129K
|
2.42K
$322K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
201+ 0.77% |
$22.8K - $25.2K
|
26.4K
$3.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.44K+ 4.33% |
$164K - $181K
|
34.8K
$4.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.28K- 46.91% |
$372K - $412K
|
3.71K
$493K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.14K- 4.34% |
$129K - $143K
|
25.1K
$3.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
38.5KNew |
$4.37M - $4.84M
|
38.5K
$5.12M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-620- 18.45% |
$70.3K - $77.9K
|
2.74K
$364K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.48K- 4.76% |
$281K - $312K
|
49.7K
$6.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.91KNew |
$330K - $365K
|
2.91K
$386K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
109+ 63.37% |
$12.4K - $13.7K
|
281
$37.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-240- 1.54% |
$27.2K - $30.1K
|
15.3K
$2.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-243- 5.0% |
$27.6K - $30.5K
|
4.62K
$614K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-142- 0.24% |
$16.1K - $17.8K
|
58.2K
$7.74M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.63K- 0.3% |
$177K - $194K
|
534K
$70.9M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
204+ 3.28% |
$22.2K - $24.3K
|
6.43K
$854K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.9K- 12.85% |
$1.51M - $1.66M
|
94.2K
$12.5M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 1.1% |
$15K - $16.5K
|
12.4K
$1.65M
|
|