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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
392New |
$42.6K - $46.7K
|
392
$52.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
900+ 43.0% |
$97.9K - $107K
|
2.99K
$398K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
129New |
$14K - $15.4K
|
129
$17.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-201- 7.76% |
$21.9K - $24K
|
2.39K
$318K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$109 - $119
|
4.07K
$542K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
897New |
$97.6K - $107K
|
897
$119K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 32.19% |
$24.5K - $26.8K
|
474
$63K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
7.56KNew |
$822K - $901K
|
7.56K
$1M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-444- 3.77% |
$48.3K - $52.9K
|
11.3K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
2.48KNew |
$270K - $296K
|
2.48K
$330K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.55K+ 34.47% |
$169K - $185K
|
6.05K
$804K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-506- 16.69% |
$55K - $60.3K
|
2.53K
$336K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.32K+ 17.01% |
$143K - $157K
|
9.07K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
227+ 4.18% |
$24.7K - $27.1K
|
5.66K
$753K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.89KNew |
$206K - $225K
|
1.89K
$251K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
87New |
$9.46K - $10.4K
|
87
$11.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
37.6KNew |
$4.09M - $4.48M
|
37.6K
$5M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
321+ 3.83% |
$34.9K - $38.3K
|
8.71K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.6K- 17.97% |
$392K - $429K
|
16.4K
$2.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.08KNew |
$553K - $606K
|
5.08K
$675K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.7KNew |
$184K - $202K
|
1.7K
$225K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-86- 10.46% |
$9.36K - $10.3K
|
736
$97.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
69+ 1.31% |
$7.51K - $8.23K
|
5.34K
$710K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
83+ 0.15% |
$9.03K - $9.9K
|
54.2K
$7.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.22KNew |
$241K - $265K
|
2.22K
$295K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.73KNew |
$188K - $206K
|
1.73K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2.25K- 26.45% |
$245K - $268K
|
6.26K
$832K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
242+ 1.05% |
$26.3K - $28.9K
|
23.3K
$3.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 36.84% |
$761 - $835
|
26
$3.46K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$109 - $119
|
3.56K
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-44- 0.67% |
$4.79K - $5.25K
|
6.57K
$873K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
815New |
$88.7K - $97.2K
|
815
$108K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-324- 10.42% |
$35.2K - $38.6K
|
2.79K
$370K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.02% |
$109 - $119
|
4.41K
$586K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21.3K- 91.55% |
$2.31M - $2.53M
|
1.96K
$261K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
143+ 89.38% |
$15.6K - $17K
|
303
$40.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
203New |
$22.1K - $24.2K
|
203
$27K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.92KNew |
$209K - $229K
|
1.92K
$255K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-478- 14.47% |
$52K - $57K
|
2.83K
$376K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.47KNew |
$269K - $295K
|
2.47K
$329K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
56+ 17.5% |
$6.09K - $6.68K
|
376
$50K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
335New |
$36.4K - $39.9K
|
335
$44.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-42- 1.13% |
$4.57K - $5.01K
|
3.66K
$487K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-587- 38.19% |
$63.9K - $70K
|
950
$126K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
756+ 243.87% |
$78K - $87.2K
|
1.07K
$142K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-313- 10.28% |
$32.3K - $36.1K
|
2.73K
$363K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$433K - $484K
|
4.2K
$558K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.85KNew |
$191K - $214K
|
1.85K
$246K
|
|