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 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
175New |
$14.2K - $17.9K
|
175
$23.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
66.6KNew |
$5.39M - $6.81M
|
66.6K
$8.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.37KNew |
$354K - $446K
|
4.37K
$583K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-620Closed |
$50.2K - $63.4K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.24K- 21.53% |
$100K - $126K
|
4.51K
$601K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.58MClosed |
$128M - $162M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.63KClosed |
$213K - $268K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.05K- 20.19% |
$85K - $107K
|
4.15K
$553K
|
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-6.23KClosed |
$504K - $637K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-880- 1.25% |
$71.2K - $89.9K
|
69.3K
$9.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.64KClosed |
$376K - $474K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.38KNew |
$354K - $447K
|
4.38K
$583K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.2KClosed |
$988K - $1.25M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-2.08KClosed |
$168K - $212K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
145+ 0.21% |
$11.7K - $14.8K
|
69.9K
$9.32M
|
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-87Closed |
$7.04K - $8.89K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.2K+ 62.63% |
$97.2K - $123K
|
3.12K
$416K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-533- 8.95% |
$43.2K - $54.5K
|
5.42K
$723K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50- 55.56% |
$4.05K - $5.11K
|
40
$5.33K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
4.68KNew |
$379K - $478K
|
4.68K
$624K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
176New |
$14.2K - $18K
|
176
$23.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
96+ 4.36% |
$7.77K - $9.81K
|
2.3K
$306K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.57KNew |
$532K - $672K
|
6.57K
$877K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-132- 61.97% |
$10.7K - $13.5K
|
81
$10.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.05KNew |
$85K - $107K
|
1.05K
$140K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-12Closed |
$972 - $1.23K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-283- 94.65% |
$22.9K - $28.9K
|
16
$2.13K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$8.5K - $10.7K
|
105
$14K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
103KNew |
$8.34M - $10.5M
|
103K
$13.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-64.9K- 82.59% |
$5.25M - $6.63M
|
13.7K
$1.82M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$110K - $138K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-2.22KClosed |
$180K - $227K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.2KClosed |
$178K - $225K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-25.1KClosed |
$2.03M - $2.56M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
932New |
$75.5K - $95.2K
|
932
$124K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-65.2K- 97.01% |
$5.27M - $6.66M
|
2.01K
$268K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
163+ 0.31% |
$13.2K - $16.7K
|
53.5K
$7.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-203Closed |
$16.4K - $20.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-720- 1.65% |
$58.3K - $73.6K
|
42.8K
$5.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.43K- 3.06% |
$116K - $146K
|
45.3K
$6.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.23KNew |
$504K - $636K
|
6.23K
$831K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.84K+ 31.64% |
$311K - $393K
|
16K
$2.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
484New |
$39.2K - $49.5K
|
484
$64.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-29.8KClosed |
$2.41M - $3.05M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-66- 2.7% |
$5.34K - $6.74K
|
2.38K
$318K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
214New |
$17.3K - $21.9K
|
214
$28.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$243 - $307
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.28KClosed |
$185K - $233K
|
0
$0
|