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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-91- 7.8% |
$7.24K - $8.73K
|
1.08K
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-225K- 88.21% |
$17.9M - $21.6M
|
30.1K
$4.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.11KNew |
$247K - $298K
|
3.11K
$414K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.31% |
$795 - $959
|
3.17K
$423K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.8K+ 5.65% |
$1.34M - $1.61M
|
315K
$42M
|
|
|
Nov 10, 2022
Q3 2022
|
Louis Dreyfus Family Office LLC
Wilton, CT |
SELL
|
- |
-190- 0.05% |
$15.1K - $18.2K
|
387K
$51.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.76K- 99.48% |
$379K - $457K
|
25
$3.33K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.4K- 82.07% |
$985K - $1.19M
|
2.71K
$361K
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.67K+ 60.27% |
$133K - $160K
|
4.43K
$591K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-3.87K- 2.71% |
$307K - $371K
|
139K
$18.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-82.5K- 67.34% |
$6.56M - $7.91M
|
40K
$5.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-128K- 2.94% |
$10.2M - $12.2M
|
4.21M
$561M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
738New |
$58.7K - $70.8K
|
738
$98.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-388- 54.11% |
$30.9K - $37.2K
|
329
$43.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
1.96K+ 14.68% |
$156K - $188K
|
15.3K
$2.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
54.1KNew |
$4.3M - $5.19M
|
54.1K
$7.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
400+ 44.44% |
$31.8K - $38.4K
|
1.3K
$173K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16.3K- 65.84% |
$1.3M - $1.57M
|
8.47K
$1.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 28.04% |
$93.7K - $113K
|
3.02K
$403K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.83K- 85.4% |
$225K - $271K
|
483
$64.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
140New |
$11.1K - $13.4K
|
140
$18.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-378- 2.3% |
$30.1K - $36.3K
|
16.1K
$2.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-9.24K- 3.38% |
$735K - $886K
|
264K
$35.3M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
37New |
$2.94K - $3.55K
|
37
$4.93K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-318- 60.8% |
$25.3K - $30.5K
|
205
$27.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.02KNew |
$638K - $770K
|
8.02K
$1.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-65- 2.52% |
$5.17K - $6.23K
|
2.52K
$336K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
50+ 9.82% |
$3.98K - $4.8K
|
559
$74.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
3.61KNew |
$287K - $346K
|
3.61K
$482K
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-256- 2.09% |
$20.4K - $24.6K
|
12K
$1.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$2.91M - $3.51M
|
36.6K
$4.89M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
31New |
$2.47K - $2.97K
|
31
$4.13K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-141K- 86.39% |
$11.3M - $13.6M
|
22.3K
$2.97M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.69KNew |
$214K - $258K
|
2.69K
$359K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
1.29K+ 19.52% |
$103K - $124K
|
7.91K
$1.05M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
706+ 24.35% |
$56.2K - $67.7K
|
3.61K
$481K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.5KNew |
$2.06M - $2.61M
|
25.5K
$3.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-820Closed |
$66.4K - $83.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-361- 1.2% |
$29.2K - $36.9K
|
29.6K
$3.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.53KNew |
$286K - $361K
|
3.53K
$471K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-110KClosed |
$8.89M - $11.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.24KNew |
$748K - $944K
|
9.24K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-104KClosed |
$8.44M - $10.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-46- 61.33% |
$3.72K - $4.7K
|
29
$3.87K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-255Closed |
$20.6K - $26.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.83KClosed |
$391K - $493K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.32KClosed |
$187K - $237K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-43Closed |
$3.48K - $4.39K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.43KNew |
$358K - $452K
|
4.43K
$591K
|
|