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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$794 - $879
|
7
$945
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-121- 36.67% |
$13.7K - $15.2K
|
209
$28.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-110- 12.43% |
$12.5K - $13.8K
|
775
$105K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
18+ 0.67% |
$2.04K - $2.26K
|
2.69K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.48K+ 48.62% |
$168K - $186K
|
4.52K
$610K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-472- 72.95% |
$53.5K - $59.3K
|
175
$23.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.82KNew |
$207K - $229K
|
1.82K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-24- 0.24% |
$2.72K - $3.01K
|
10K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-65- 1.22% |
$7.37K - $8.17K
|
5.28K
$713K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-20- 0.87% |
$2.27K - $2.51K
|
2.28K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
641+ 11.64% |
$72.7K - $80.5K
|
6.15K
$830K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
399New |
$45.3K - $50.1K
|
399
$53.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-733- 24.43% |
$83.1K - $92.1K
|
2.27K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.44K+ 1.02% |
$731K - $809K
|
637K
$85.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
302K+ 22.45% |
$34.3M - $37.9M
|
1.65M
$222M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.12K+ 130.12% |
$127K - $141K
|
1.98K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.33K+ 9.66% |
$831K - $921K
|
83.2K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-134- 6.51% |
$15.2K - $16.8K
|
1.92K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-90- 0.91% |
$10.2K - $11.3K
|
9.84K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.64K+ 2257.26% |
$300K - $332K
|
2.76K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18New |
$2.04K - $2.26K
|
18
$2.43K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.65KNew |
$188K - $208K
|
1.65K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
4New |
$454 - $502
|
4
$540
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 4.83% |
$1.13K - $1.26K
|
197
$26.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$113 - $126
|
41K
$5.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.84KNew |
$322K - $357K
|
2.84K
$383K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-2.3K- 1.97% |
$261K - $289K
|
114K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.9KNew |
$442K - $490K
|
3.9K
$527K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
112New |
$12.7K - $14.1K
|
112
$15.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 3.5% |
$5.1K - $5.65K
|
1.33K
$180K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.73% |
$907 - $1K
|
301
$40.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
22New |
$2.5K - $2.76K
|
22
$2.97K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$133K - $148K
|
1.18K
$159K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.3M - $1.44M
|
11.4K
$1.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.91KNew |
$330K - $365K
|
2.91K
$392K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
109+ 63.37% |
$12.4K - $13.7K
|
281
$37.9K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 0.64% |
$23.9K - $26.2K
|
33.9K
$4.58M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$457K - $501K
|
4.2K
$567K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
269New |
$29.3K - $32.1K
|
269
$36.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-106K- 91.24% |
$11.5M - $12.6M
|
10.1K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.56K- 71.4% |
$713K - $782K
|
2.63K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5+ 0.18% |
$544 - $596
|
2.82K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.34KNew |
$580K - $636K
|
5.34K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
41.5K+ 30.38% |
$4.51M - $4.95M
|
178K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67KNew |
$7.29M - $7.99M
|
67K
$9.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.8KNew |
$196K - $215K
|
1.8K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4K- 2.73% |
$435K - $477K
|
143K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
428New |
$46.6K - $51K
|
428
$57.8K
|
|