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 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.87% |
$5.44K - $5.96K
|
2.63K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.76KNew |
$191K - $210K
|
1.76K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
340+ 0.92% |
$37K - $40.5K
|
37.5K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
249New |
$27.1K - $29.7K
|
249
$33.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.86KNew |
$202K - $222K
|
1.86K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.3M+ 12.18% |
$576M - $631M
|
48.8M
$6.58B
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
377K+ 11.82% |
$41M - $45M
|
3.57M
$482M
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.7KNew |
$184K - $202K
|
1.7K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-533K- 6.82% |
$58M - $63.5M
|
7.28M
$983M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.3KNew |
$250K - $274K
|
2.3K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
314+ 26.95% |
$34.2K - $37.4K
|
1.48K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.45K+ 70.93% |
$158K - $173K
|
3.5K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.33KNew |
$144K - $158K
|
1.33K
$179K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.62K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-309- 66.59% |
$33.6K - $36.8K
|
155
$20.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
19New |
$2.07K - $2.27K
|
19
$2.57K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
105New |
$11.4K - $12.5K
|
105
$14.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.53K- 12.81% |
$384K - $420K
|
24K
$3.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-602- 17.93% |
$65.5K - $71.8K
|
2.76K
$372K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
163+ 0.55% |
$17.7K - $19.4K
|
29.7K
$4.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.43KNew |
$373K - $409K
|
3.43K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.42KNew |
$264K - $289K
|
2.42K
$327K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.22K- 98.7% |
$676K - $741K
|
82
$11.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5+ 0.16% |
$544 - $596
|
3.04K
$410K
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-3.38K- 1.02% |
$367K - $403K
|
328K
$44.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 3.75% |
$2.72K - $2.98K
|
641
$86.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
9.69KNew |
$1.05M - $1.15M
|
9.69K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$544 - $596
|
2.05K
$276K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
606+ 79.22% |
$65.9K - $72.3K
|
1.37K
$185K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.27KNew |
$1.01M - $1.11M
|
9.27K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-10.8K- 8.72% |
$1.18M - $1.29M
|
114K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
47New |
$5.11K - $5.6K
|
47
$6.35K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.77KNew |
$193K - $211K
|
1.77K
$239K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
714+ 195.62% |
$77.7K - $85.1K
|
1.08K
$146K
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
421+ 1.9% |
$45.8K - $50.2K
|
22.5K
$3.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
392New |
$42.6K - $46.7K
|
392
$52.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
900+ 43.0% |
$97.9K - $107K
|
2.99K
$404K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
129New |
$14K - $15.4K
|
129
$17.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-201- 7.76% |
$21.9K - $24K
|
2.39K
$323K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
897New |
$97.6K - $107K
|
897
$121K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
7.56KNew |
$822K - $901K
|
7.56K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
2.48KNew |
$270K - $296K
|
2.48K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-506- 16.69% |
$55K - $60.3K
|
2.53K
$341K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.32K+ 17.01% |
$143K - $157K
|
9.07K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.89KNew |
$206K - $225K
|
1.89K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
87New |
$9.46K - $10.4K
|
87
$11.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
37.6KNew |
$4.09M - $4.48M
|
37.6K
$5.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
321+ 3.83% |
$34.9K - $38.3K
|
8.71K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.6K- 17.97% |
$392K - $429K
|
16.4K
$2.22M
|