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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.38KNew |
$316K - $342K
|
3.38K
$468K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.5KNew |
$234K - $253K
|
2.5K
$347K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.48KNew |
$514K - $556K
|
5.48K
$760K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-142- 3.43% |
$13.3K - $14.4K
|
4K
$555K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$75K - $81.1K
|
800
$111K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
71New |
$6.65K - $7.2K
|
71
$9.84K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.18K- 3.72% |
$728K - $800K
|
212K
$29.4M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
12New |
$1.07K - $1.17K
|
12
$1.66K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 97.64% |
$1.58M - $1.74M
|
430
$59.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.16KNew |
$192K - $211K
|
2.16K
$299K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
429+ 0.92% |
$38.2K - $42K
|
47.3K
$6.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
429+ 0.92% |
$38.2K - $42K
|
47.3K
$6.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2+ 0.51% |
$178 - $196
|
397
$55K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 38.46% |
$4.45K - $4.89K
|
80
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.7KNew |
$240K - $264K
|
2.7K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
62+ 1.77% |
$5.52K - $6.07K
|
3.57K
$494K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.55K+ 3.83% |
$316K - $347K
|
96.1K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-297- 4.89% |
$26.4K - $29.1K
|
5.78K
$801K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
310New |
$27.6K - $30.3K
|
310
$43K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.15KNew |
$192K - $211K
|
2.15K
$298K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
278+ 4.27% |
$24.8K - $27.2K
|
6.79K
$941K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
31New |
$2.76K - $3.03K
|
31
$4.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
48New |
$4.27K - $4.7K
|
48
$6.65K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.17KNew |
$193K - $212K
|
2.17K
$301K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-271- 96.79% |
$24.1K - $26.5K
|
9
$1.25K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
800+ 25.36% |
$71.2K - $78.3K
|
3.96K
$548K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-410- 13.5% |
$36.5K - $40.1K
|
2.63K
$364K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-25K- 8.59% |
$2.22M - $2.44M
|
266K
$36.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$197K - $216K
|
2.21K
$306K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.19KNew |
$373K - $410K
|
4.19K
$581K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2.81KNew |
$250K - $274K
|
2.81K
$389K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-640- 10.65% |
$57K - $62.6K
|
5.37K
$744K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
424+ 0.5% |
$37.7K - $41.5K
|
85.9K
$11.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
425+ 36.89% |
$37.8K - $41.6K
|
1.58K
$219K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.75KNew |
$244K - $269K
|
2.75K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
383+ 1.93% |
$34.1K - $37.5K
|
20.2K
$2.81M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-445- 8.84% |
$39.6K - $43.5K
|
4.59K
$636K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-57- 6.54% |
$5.07K - $5.58K
|
815
$113K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
21.2K+ 3567.62% |
$1.88M - $2.07M
|
21.7K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.23K- 49.67% |
$199K - $219K
|
2.26K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
24+ 0.28% |
$2.14K - $2.35K
|
8.58K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
835+ 22.14% |
$74.3K - $81.7K
|
4.61K
$639K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
131+ 1.11% |
$11.7K - $12.8K
|
12K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.05KNew |
$539K - $592K
|
6.05K
$839K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
3+ 0.09% |
$267 - $294
|
3.19K
$442K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.1KNew |
$187K - $205K
|
2.1K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
585+ 134.48% |
$52.1K - $57.2K
|
1.02K
$141K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-181Closed |
$15.2K - $16.9K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.32K+ 55.64% |
$111K - $123K
|
3.69K
$511K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
324+ 1.09% |
$27.3K - $30.2K
|
30.1K
$4.18M
|
|