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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-7- 0.07% |
$761 - $835
|
9.37K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
2.85KNew |
$310K - $340K
|
2.85K
$379K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
201New |
$21.9K - $24K
|
201
$26.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-309- 66.59% |
$33.6K - $36.8K
|
155
$20.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
19New |
$2.07K - $2.27K
|
19
$2.53K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.58KNew |
$281K - $308K
|
2.58K
$343K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
105New |
$11.4K - $12.5K
|
105
$14K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 0.22% |
$653 - $715
|
2.69K
$358K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-750- 3.42% |
$81.6K - $89.4K
|
21.2K
$2.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-7.27K- 14.19% |
$791K - $867K
|
44K
$5.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
36+ 8.43% |
$3.92K - $4.29K
|
463
$61.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
300+ 7.72% |
$32.6K - $35.8K
|
4.19K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-240K- 51.89% |
$26.2M - $28.7M
|
223K
$29.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
185+ 0.79% |
$20.1K - $22.1K
|
23.5K
$3.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2K- 30.69% |
$218K - $238K
|
4.52K
$601K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.19KNew |
$238K - $261K
|
2.19K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
44KNew |
$4.79M - $5.25M
|
44K
$5.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.53K- 12.81% |
$384K - $420K
|
24K
$3.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-602- 17.93% |
$65.5K - $71.8K
|
2.76K
$366K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
163+ 0.55% |
$17.7K - $19.4K
|
29.7K
$3.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-120- 3.43% |
$13.1K - $14.3K
|
3.37K
$449K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 10.55% |
$5.44K - $5.96K
|
424
$56.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.43KNew |
$373K - $409K
|
3.43K
$456K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.42KNew |
$264K - $289K
|
2.42K
$322K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.28K- 11.64% |
$357K - $391K
|
24.9K
$3.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.22K- 98.7% |
$676K - $741K
|
82
$10.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$544 - $596
|
2.09K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5+ 0.16% |
$544 - $596
|
3.04K
$404K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
167New |
$18.2K - $19.9K
|
167
$22.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-3.38K- 1.02% |
$367K - $403K
|
328K
$43.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 3.75% |
$2.72K - $2.98K
|
641
$85.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-363- 7.31% |
$39.5K - $43.3K
|
4.6K
$612K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
9.69KNew |
$1.05M - $1.15M
|
9.69K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.81K- 1.08% |
$197K - $215K
|
165K
$21.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$544 - $596
|
2.05K
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-160- 20.78% |
$17.4K - $19.1K
|
610
$81.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.81KNew |
$414K - $454K
|
3.81K
$506K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
606+ 79.22% |
$65.9K - $72.3K
|
1.37K
$182K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.27KNew |
$1.01M - $1.11M
|
9.27K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-10.8K- 8.72% |
$1.18M - $1.29M
|
114K
$15.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-50- 0.13% |
$5.44K - $5.96K
|
38.2K
$5.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
47New |
$5.11K - $5.6K
|
47
$6.25K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-535- 15.69% |
$58.2K - $63.8K
|
2.87K
$382K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.77KNew |
$193K - $211K
|
1.77K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
714+ 195.62% |
$77.7K - $85.1K
|
1.08K
$143K
|
|
|
Jul 26, 2024
Q2 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
14K+ 2.61% |
$1.52M - $1.66M
|
550K
$73.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.48K- 21.96% |
$160K - $176K
|
5.24K
$697K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.41KNew |
$262K - $287K
|
2.41K
$320K
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
421+ 1.9% |
$45.8K - $50.2K
|
22.5K
$3M
|