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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.98KNew |
$204K - $229K
|
1.98K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53+ 1.77% |
$5.47K - $6.11K
|
3.04K
$404K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
116+ 4.6% |
$12K - $13.4K
|
2.64K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 2.38% |
$103 - $115
|
43
$5.72K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20- 95.24% |
$2.06K - $2.31K
|
1
$133
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
112New |
$11.6K - $12.9K
|
112
$14.9K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-135- 42.59% |
$13.9K - $15.6K
|
182
$24.2K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
56.1KNew |
$5.78M - $6.46M
|
56.1K
$7.45M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
367New |
$37.9K - $42.3K
|
367
$48.8K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
31.7KNew |
$3.27M - $3.65M
|
31.7K
$4.21M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
28New |
$2.89K - $3.23K
|
28
$3.72K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-46- 1.53% |
$4.75K - $5.3K
|
2.96K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-10.6K- 48.19% |
$1.09M - $1.22M
|
11.4K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-280- 9.52% |
$28.9K - $32.3K
|
2.66K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
171+ 20.53% |
$17.6K - $19.7K
|
1K
$133K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-150- 3.78% |
$15.5K - $17.3K
|
3.82K
$508K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.39K- 48.08% |
$349K - $391K
|
3.66K
$486K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
170New |
$17.5K - $19.6K
|
170
$22.6K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$182K - $203K
|
1.76K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-233- 10.96% |
$24K - $26.9K
|
1.89K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.04KNew |
$211K - $236K
|
2.04K
$272K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
164New |
$16.9K - $18.9K
|
164
$21.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.56K- 28.57% |
$574K - $641K
|
13.9K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75- 0.5% |
$7.74K - $8.65K
|
15K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
88+ 3.16% |
$9.08K - $10.1K
|
2.88K
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-657- 5.7% |
$67.8K - $75.8K
|
10.9K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-372- 13.54% |
$38.4K - $42.9K
|
2.38K
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7+ 0.26% |
$722 - $807
|
2.72K
$362K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-71- 2.87% |
$7.32K - $8.19K
|
2.4K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
79+ 24.01% |
$8.15K - $9.11K
|
408
$54.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12KNew |
$1.24M - $1.38M
|
12K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-53- 1.92% |
$5.47K - $6.11K
|
2.71K
$361K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
32New |
$3.3K - $3.69K
|
32
$4.25K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-342- 12.98% |
$35.3K - $39.4K
|
2.29K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
360New |
$37.1K - $41.5K
|
360
$47.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1New |
$103 - $115
|
1
$133
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
128New |
$13.2K - $14.8K
|
128
$17K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.72K+ 7.53% |
$280K - $313K
|
38.8K
$5.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$2.06K - $2.31K
|
20
$2.66K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
35K+ 120.64% |
$3.61M - $4.03M
|
63.9K
$8.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.82K- 55.57% |
$291K - $326K
|
2.26K
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.78KNew |
$184K - $206K
|
1.78K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-465- 94.7% |
$48K - $53.6K
|
26
$3.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
448+ 16.55% |
$46.2K - $51.7K
|
3.16K
$419K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$103 - $115
|
2.23K
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.6KNew |
$475K - $530K
|
4.6K
$612K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
20.9K+ 39.43% |
$2.15M - $2.41M
|
73.8K
$9.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
8.9K+ 523.53% |
$918K - $1.03M
|
10.6K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.78KNew |
$183K - $205K
|
1.78K
$236K
|