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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14KNew |
$1.12M - $1.27M
|
14K
$1.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12- 0.13% |
$953 - $1.09K
|
9.58K
$1.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.31KNew |
$342K - $390K
|
4.31K
$575K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.74KNew |
$615K - $701K
|
7.74K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
16New |
$1.27K - $1.45K
|
16
$2.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-243- 13.81% |
$19.3K - $22K
|
1.52K
$202K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
522New |
$41.5K - $47.2K
|
522
$69.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
197KNew |
$15.7M - $17.8M
|
197K
$26.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3New |
$238 - $271
|
3
$400
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-14.3K- 33.79% |
$1.13M - $1.29M
|
27.9K
$3.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-16- 0.56% |
$1.27K - $1.45K
|
2.85K
$380K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-737- 22.89% |
$58.5K - $66.7K
|
2.48K
$331K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
111New |
$8.82K - $10K
|
111
$14.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.96KNew |
$235K - $268K
|
2.96K
$395K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
145+ 2.32% |
$11.5K - $13.1K
|
6.39K
$852K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-480- 14.94% |
$38.1K - $43.4K
|
2.73K
$365K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.28K+ 43.85% |
$102K - $116K
|
4.2K
$560K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.08% |
$79.4 - $90.5
|
1.28K
$171K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-148- 1.03% |
$11.8K - $13.4K
|
14.2K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
697New |
$55.4K - $63.1K
|
697
$93K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
193+ 8.19% |
$15.3K - $17.5K
|
2.55K
$340K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
49KNew |
$3.89M - $4.43M
|
49K
$6.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10.3K+ 4.87% |
$816K - $930K
|
221K
$29.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$207K - $236K
|
2.61K
$348K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.86K- 6.22% |
$148K - $168K
|
28.1K
$3.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
291New |
$23.1K - $26.3K
|
291
$38.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
281New |
$22.3K - $25.4K
|
281
$37.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.03KNew |
$81.4K - $92.7K
|
1.03K
$137K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
172New |
$13.7K - $15.6K
|
172
$22.9K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.28KClosed |
$102K - $123K
|
0
$0
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
312+ 12.7% |
$24.8K - $29.9K
|
2.77K
$369K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-673- 68.81% |
$53.5K - $64.5K
|
305
$40.7K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
548New |
$43.6K - $52.6K
|
548
$73.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
387New |
$30.8K - $37.1K
|
387
$51.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
241+ 3.29% |
$19.2K - $23.1K
|
7.56K
$1.01M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$6.36K - $7.67K
|
80
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.14K- 87.75% |
$250K - $301K
|
438
$58.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.1KClosed |
$167K - $202K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-173- 0.22% |
$13.8K - $16.6K
|
80.2K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-683- 3.63% |
$54.3K - $65.5K
|
18.1K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.9K+ 271.21% |
$867K - $1.05M
|
14.9K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
141K+ 60.31% |
$11.2M - $13.5M
|
375K
$50.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.07MNew |
$324M - $391M
|
4.07M
$543M
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.98K- 86.69% |
$157K - $190K
|
304
$40.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-583- 8.45% |
$46.4K - $55.9K
|
6.32K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.9KNew |
$628K - $758K
|
7.9K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
40New |
$3.18K - $3.84K
|
40
$5.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.73KNew |
$376K - $454K
|
4.73K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
78K+ 126.18% |
$6.2M - $7.48M
|
140K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$79.5 - $95.9
|
2.7K
$360K
|
|