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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
203New |
$22.1K - $24.2K
|
203
$27.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
56+ 17.5% |
$6.09K - $6.68K
|
376
$50.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-587- 38.19% |
$63.9K - $70K
|
950
$128K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.85KNew |
$191K - $214K
|
1.85K
$250K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 11.39% |
$158K - $176K
|
14.9K
$2.02M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
238+ 31.86% |
$24.6K - $27.4K
|
985
$133K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-452K- 99.05% |
$46.6M - $52.1M
|
4.34K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.74KNew |
$179K - $200K
|
1.74K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34.6K- 89.63% |
$3.57M - $3.99M
|
4.01K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
740+ 32.64% |
$76.3K - $85.3K
|
3.01K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-108- 2.53% |
$11.1K - $12.5K
|
4.17K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$5.26K - $5.88K
|
51
$6.89K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-275- 4.22% |
$28.4K - $31.7K
|
6.24K
$843K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.18K- 45.68% |
$225K - $251K
|
2.59K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-730- 2.15% |
$75.3K - $84.2K
|
33.2K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-5.6K- 2.58% |
$578K - $646K
|
211K
$28.5M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.94K+ 18.08% |
$200K - $224K
|
12.7K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-31.8K- 89.97% |
$3.28M - $3.67M
|
3.55K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
114KNew |
$11.7M - $13.1M
|
114K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.25KNew |
$129K - $144K
|
1.25K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.79KNew |
$184K - $206K
|
1.79K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.44K+ 3.59% |
$871K - $973K
|
243K
$32.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38K+ 16.38% |
$3.92M - $4.38M
|
270K
$36.5M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.89KNew |
$195K - $217K
|
1.89K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-381- 2.56% |
$39.3K - $43.9K
|
14.5K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$1.03M - $1.16M
|
10K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.07KNew |
$214K - $239K
|
2.07K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 0.67% |
$3.09K - $3.46K
|
4.49K
$606K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.77KNew |
$182K - $204K
|
1.77K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
368KNew |
$37.9M - $42.4M
|
368K
$49.6M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
29+ 40.28% |
$2.99K - $3.34K
|
101
$13.6K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19.4KNew |
$2M - $2.24M
|
19.4K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
80+ 2.02% |
$8.25K - $9.22K
|
4.05K
$547K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.98KNew |
$204K - $229K
|
1.98K
$268K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53+ 1.77% |
$5.47K - $6.11K
|
3.04K
$410K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
116+ 4.6% |
$12K - $13.4K
|
2.64K
$356K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 2.38% |
$103 - $115
|
43
$5.81K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20- 95.24% |
$2.06K - $2.31K
|
1
$135
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
112New |
$11.6K - $12.9K
|
112
$15.1K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-135- 42.59% |
$13.9K - $15.6K
|
182
$24.6K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
56.1KNew |
$5.78M - $6.46M
|
56.1K
$7.57M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
367New |
$37.9K - $42.3K
|
367
$49.5K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
28New |
$2.89K - $3.23K
|
28
$3.78K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-46- 1.53% |
$4.75K - $5.3K
|
2.96K
$399K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
171+ 20.53% |
$17.6K - $19.7K
|
1K
$136K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.39K- 48.08% |
$349K - $391K
|
3.66K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
170New |
$17.5K - $19.6K
|
170
$23K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$182K - $203K
|
1.76K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.04KNew |
$211K - $236K
|
2.04K
$276K
|
|