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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 1.1% |
$84.1 - $93.2
|
92
$12.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 36.36% |
$1.68M - $1.86M
|
75K
$9.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.21KNew |
$186K - $206K
|
2.21K
$294K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.58K+ 2.82% |
$133K - $148K
|
57.8K
$7.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$202K - $224K
|
2.4K
$320K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.88KNew |
$410K - $454K
|
4.88K
$649K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-148- 5.74% |
$12.4K - $13.8K
|
2.43K
$323K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.7KNew |
$479K - $531K
|
5.7K
$758K
|
|
| Q4 2022 | |||||||
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
315New |
$25K - $28.5K
|
315
$41.9K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
24.8KNew |
$1.97M - $2.24M
|
24.8K
$3.3M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1KNew |
$79.4K - $90.5K
|
1K
$133K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.31KNew |
$342K - $390K
|
4.31K
$573K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.64KNew |
$607K - $691K
|
7.64K
$1.02M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.4KNew |
$191K - $217K
|
2.4K
$319K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.54KNew |
$202K - $230K
|
2.54K
$338K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.43KNew |
$113K - $129K
|
1.43K
$190K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
824New |
$65.5K - $74.6K
|
824
$110K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
356+ 291.8% |
$28.3K - $32.2K
|
478
$63.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.34K- 33.81% |
$106K - $121K
|
2.61K
$348K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14New |
$1.11K - $1.27K
|
14
$1.86K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $181
|
2.54K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.5KNew |
$437K - $498K
|
5.5K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-609- 7.07% |
$48.4K - $55.1K
|
8K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.44KNew |
$352K - $401K
|
4.44K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
269New |
$21.4K - $24.3K
|
269
$35.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
888KNew |
$70.5M - $80.3M
|
888K
$118M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.06M+ 140.13% |
$164M - $187M
|
3.53M
$470M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-109- 15.37% |
$8.66K - $9.86K
|
600
$79.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
25+ 0.45% |
$1.99K - $2.26K
|
5.55K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$1.59K - $1.81K
|
40
$5.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-45- 2.46% |
$3.57K - $4.07K
|
1.78K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
51.4KNew |
$4.08M - $4.65M
|
51.4K
$6.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
56.6KNew |
$4.5M - $5.12M
|
56.6K
$7.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
48New |
$3.81K - $4.34K
|
48
$6.38K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
108+ 12.81% |
$8.58K - $9.77K
|
951
$126K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
484New |
$38.4K - $43.8K
|
484
$64.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.39KNew |
$110K - $126K
|
1.39K
$185K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.77K+ 178.04% |
$220K - $250K
|
4.32K
$574K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32+ 0.99% |
$2.54K - $2.9K
|
3.27K
$435K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-50- 1.19% |
$3.97K - $4.52K
|
4.14K
$551K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.32KNew |
$502K - $572K
|
6.32K
$840K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
3.38KNew |
$268K - $306K
|
3.38K
$449K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.97% |
$397 - $452
|
519
$69K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 8.0% |
$477 - $543
|
69
$9.17K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-15.1K- 16.08% |
$1.2M - $1.37M
|
78.9K
$10.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.56KNew |
$203K - $231K
|
2.56K
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20K- 3.46% |
$1.59M - $1.81M
|
559K
$74.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
200+ 52.22% |
$15.9K - $18.1K
|
583
$77.5K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
157New |
$12.5K - $14.2K
|
157
$20.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-81- 34.47% |
$6.43K - $7.33K
|
154
$20.5K
|
|