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 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
1.76KNew |
$182K - $203K
|
1.76K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.75KNew |
$181K - $202K
|
1.75K
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13KNew |
$1.34M - $1.5M
|
13K
$1.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.61KNew |
$992K - $1.11M
|
9.61K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.96K- 29.49% |
$305K - $341K
|
7.08K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-344- 3.6% |
$35.5K - $39.7K
|
9.2K
$1.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.7K+ 41.02% |
$175K - $196K
|
5.83K
$840K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.78KNew |
$183K - $205K
|
1.78K
$256K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.16KNew |
$194K - $228K
|
2.16K
$310K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
65New |
$5.85K - $6.87K
|
65
$9.36K
|
|
|
Feb 21, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
SELL
|
- |
-969KClosed |
$87.3M - $102M
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.95KNew |
$176K - $206K
|
1.95K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.95KNew |
$176K - $206K
|
1.95K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-918- 65.57% |
$82.7K - $97K
|
482
$69.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
BUY
|
- |
3.34KNew |
$301K - $353K
|
3.34K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.51KNew |
$316K - $371K
|
3.51K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.89KNew |
$170K - $200K
|
1.89K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
21New |
$1.89K - $2.22K
|
21
$3.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
50New |
$4.5K - $5.28K
|
50
$7.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
31New |
$2.79K - $3.28K
|
31
$4.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.26KNew |
$204K - $239K
|
2.26K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
21+ 1050.0% |
$1.89K - $2.22K
|
23
$3.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-148- 3.11% |
$13.3K - $15.6K
|
4.61K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.35KNew |
$211K - $248K
|
2.35K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.41KNew |
$127K - $149K
|
1.41K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.33KNew |
$570K - $669K
|
6.33K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.61KNew |
$325K - $382K
|
3.61K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$90 - $106
|
959
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-90- 3.11% |
$8.1K - $9.51K
|
2.81K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.3K+ 22.74% |
$1.74M - $2.04M
|
104K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
587New |
$52.9K - $62K
|
587
$84.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.45KNew |
$221K - $259K
|
2.45K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
634New |
$57.1K - $67K
|
634
$91.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
400New |
$36K - $42.3K
|
400
$57.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
325+ 5.06% |
$29.3K - $34.3K
|
6.75K
$971K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.3KNew |
$207K - $243K
|
2.3K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-550- 11.98% |
$49.5K - $58.1K
|
4.04K
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
111+ 1.87% |
$9.99K - $11.7K
|
6.06K
$872K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
420New |
$37.8K - $44.4K
|
420
$60.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$9K - $10.6K
|
100
$14.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.5KNew |
$135K - $158K
|
1.5K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
22KNew |
$1.98M - $2.33M
|
22K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-3.3K- 3.25% |
$297K - $349K
|
98.2K
$14.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-80- 61.07% |
$7.2K - $8.46K
|
51
$7.34K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.09K+ 13.08% |
$548K - $643K
|
52.6K
$7.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
149New |
$13.4K - $15.7K
|
149
$21.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
627New |
$56.5K - $66.3K
|
627
$90.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
232+ 0.92% |
$20.9K - $24.5K
|
25.4K
$3.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
13.2KNew |
$1.19M - $1.4M
|
13.2K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
366New |
$33K - $38.7K
|
366
$52.7K
|
|