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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 4.57% |
$18K - $21.1K
|
4.58K
$609K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
216New |
$19.4K - $22.8K
|
216
$28.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$100K - $118K
|
1.12K
$148K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.05KNew |
$274K - $322K
|
3.05K
$405K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-200- 7.97% |
$18K - $21.1K
|
2.31K
$307K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
18KNew |
$1.62M - $1.9M
|
18K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16New |
$1.44K - $1.69K
|
16
$2.13K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-26- 1.02% |
$2.34K - $2.75K
|
2.53K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
31New |
$2.79K - $3.28K
|
31
$4.12K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-30- 6.85% |
$2.7K - $3.17K
|
408
$54.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
14.9K+ 840.94% |
$1.34M - $1.57M
|
16.7K
$2.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.94KNew |
$175K - $205K
|
1.94K
$258K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.01K- 25.47% |
$271K - $318K
|
8.8K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
640+ 11.95% |
$57.6K - $67.6K
|
6K
$797K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-199- 65.89% |
$17.9K - $21K
|
103
$13.7K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.77KNew |
$166K - $179K
|
1.77K
$235K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.35KNew |
$220K - $238K
|
2.35K
$312K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
297+ 3.94% |
$27.8K - $30.1K
|
7.84K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
469New |
$44K - $47.6K
|
469
$62.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
15New |
$1.41K - $1.52K
|
15
$1.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-41.3K- 2.15% |
$3.87M - $4.19M
|
1.88M
$250M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-67.3K- 89.72% |
$6.3M - $6.82M
|
7.7K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 1.69% |
$281 - $304
|
181
$24.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
60New |
$5.62K - $6.08K
|
60
$7.98K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.74K- 1.24% |
$257K - $278K
|
218K
$28.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
203+ 193.33% |
$19K - $20.6K
|
308
$40.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3K- 41.96% |
$281K - $304K
|
4.15K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.46K- 77.26% |
$887K - $959K
|
2.78K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.8MClosed |
$1.39B - $1.5B
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
373New |
$35K - $37.8K
|
373
$49.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.89K+ 213.11% |
$177K - $191K
|
2.77K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-233- 8.71% |
$21.8K - $23.6K
|
2.44K
$325K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.35K+ 158650.0% |
$595K - $643K
|
6.35K
$844K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.73K+ 15.38% |
$350K - $379K
|
28K
$3.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-21- 0.54% |
$1.97K - $2.13K
|
3.9K
$519K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.5K- 7.61% |
$2.86M - $3.09M
|
370K
$49.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.11K+ 54.14% |
$197K - $213K
|
5.99K
$797K
|
|
|
Nov 03, 2023
Q3 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
82+ 3.3% |
$7.69K - $8.31K
|
2.57K
$341K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.7K+ 18.01% |
$159K - $172K
|
11.1K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1+ 0.04% |
$93.7 - $101
|
2.33K
$310K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
684New |
$64.1K - $69.4K
|
684
$90.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-763- 7.85% |
$71.5K - $77.4K
|
8.95K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.09K- 33.94% |
$102K - $111K
|
2.13K
$283K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
124+ 427.59% |
$11.6K - $12.6K
|
153
$20.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
247K+ 74.47% |
$23.1M - $25M
|
578K
$76.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.31KNew |
$123K - $133K
|
1.31K
$174K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
3.64KNew |
$342K - $369K
|
3.64K
$484K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
11.4K+ 4.29% |
$1.06M - $1.15M
|
276K
$36.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-26- 1.09% |
$2.44K - $2.64K
|
2.37K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-336- 1.1% |
$31.5K - $34.1K
|
30.1K
$4M
|
|