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 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-194Closed |
$15.7K - $19.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-283- 1.73% |
$22.9K - $28.9K
|
16.1K
$2.15M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-256- 2.39% |
$20.7K - $26.2K
|
10.5K
$1.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-77Closed |
$6.23K - $7.87K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-5.47K- 2.83% |
$443K - $559K
|
188K
$25.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.01KClosed |
$163K - $206K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-6.84KClosed |
$554K - $699K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
94+ 6.67% |
$8.75K - $10.1K
|
1.5K
$200K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-83- 3.82% |
$7.73K - $8.93K
|
2.09K
$279K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-120Closed |
$11.2K - $12.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-158Closed |
$14.7K - $17K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-314KClosed |
$29.2M - $33.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-6.12KClosed |
$569K - $658K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-183- 6.14% |
$17K - $19.7K
|
2.8K
$373K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.47KClosed |
$602K - $696K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.45KClosed |
$228K - $264K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$203K - $235K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-131KClosed |
$12.2M - $14.1M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-51.7KClosed |
$4.81M - $5.57M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-2.68KClosed |
$250K - $289K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
422KNew |
$39.3M - $45.4M
|
422K
$56.3M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-778Closed |
$72.4K - $83.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.22KClosed |
$299K - $346K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-492- 81.59% |
$45.8K - $53K
|
111
$14.8K
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-322KClosed |
$29.9M - $34.6M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.04KClosed |
$190K - $219K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.67KClosed |
$342K - $395K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-298Closed |
$27.7K - $32.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
54New |
$5.03K - $5.81K
|
54
$7.2K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
400New |
$37.2K - $43.1K
|
400
$53.3K
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-145KClosed |
$13.5M - $15.7M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.99KClosed |
$185K - $214K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
3.74KNew |
$348K - $402K
|
3.74K
$499K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
825New |
$76.8K - $88.8K
|
825
$110K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-6.93KClosed |
$645K - $746K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-650Closed |
$60.5K - $70K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$745 - $861
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-92K- 58.56% |
$8.56M - $9.9M
|
65.1K
$8.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.98KClosed |
$184K - $213K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.81KClosed |
$447K - $517K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.43KClosed |
$133K - $154K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-251- 1.74% |
$23.4K - $27K
|
14.2K
$1.89M
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3.7KClosed |
$344K - $398K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
41+ 1.92% |
$3.82K - $4.41K
|
2.18K
$290K
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11.6KClosed |
$1.08M - $1.24M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.13KClosed |
$198K - $229K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-2.13KClosed |
$198K - $229K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-11.8KClosed |
$1.1M - $1.27M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-1.97KClosed |
$183K - $212K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-689Closed |
$64.1K - $74.2K
|
0
$0
|
|