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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
697New |
$55.4K - $63.1K
|
697
$86.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
193+ 8.19% |
$15.3K - $17.5K
|
2.55K
$315K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
49KNew |
$3.89M - $4.43M
|
49K
$6.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10.3K+ 4.87% |
$816K - $930K
|
221K
$27.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$207K - $236K
|
2.61K
$322K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.86K- 6.22% |
$148K - $168K
|
28.1K
$3.47M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
291New |
$23.1K - $26.3K
|
291
$36K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
281New |
$22.3K - $25.4K
|
281
$34.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.03KNew |
$81.4K - $92.7K
|
1.03K
$127K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
172New |
$13.7K - $15.6K
|
172
$21.3K
|
|
| Q3 2022 | |||||||
|
Feb 10, 2025
Q3 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-3KClosed |
$239K - $288K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.28KClosed |
$102K - $123K
|
0
$0
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
312+ 12.7% |
$24.8K - $29.9K
|
2.77K
$342K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-673- 68.81% |
$53.5K - $64.5K
|
305
$37.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
387New |
$30.8K - $37.1K
|
387
$47.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
241+ 3.29% |
$19.2K - $23.1K
|
7.56K
$935K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$6.36K - $7.67K
|
80
$9.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.14K- 87.75% |
$250K - $301K
|
438
$54.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.1KClosed |
$167K - $202K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-173- 0.22% |
$13.8K - $16.6K
|
80.2K
$9.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-683- 3.63% |
$54.3K - $65.5K
|
18.1K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.9K+ 271.21% |
$867K - $1.05M
|
14.9K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
141K+ 60.31% |
$11.2M - $13.5M
|
375K
$46.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.07MNew |
$324M - $391M
|
4.07M
$504M
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.98K- 86.69% |
$157K - $190K
|
304
$37.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-583- 8.45% |
$46.4K - $55.9K
|
6.32K
$781K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.9KNew |
$628K - $758K
|
7.9K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
40New |
$3.18K - $3.84K
|
40
$4.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.73KNew |
$376K - $454K
|
4.73K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
78K+ 126.18% |
$6.2M - $7.48M
|
140K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$79.5 - $95.9
|
2.7K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-91- 7.8% |
$7.24K - $8.73K
|
1.08K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-225K- 88.21% |
$17.9M - $21.6M
|
30.1K
$3.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.11KNew |
$247K - $298K
|
3.11K
$384K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.31% |
$795 - $959
|
3.17K
$392K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.8K+ 5.65% |
$1.34M - $1.61M
|
315K
$39M
|
|
|
Nov 10, 2022
Q3 2022
|
Louis Dreyfus Family Office LLC
Wilton, CT |
SELL
|
- |
-190- 0.05% |
$15.1K - $18.2K
|
387K
$47.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.76K- 99.48% |
$379K - $457K
|
25
$3.09K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.4K- 82.07% |
$985K - $1.19M
|
2.71K
$334K
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.67K+ 60.27% |
$133K - $160K
|
4.43K
$548K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-3.87K- 2.71% |
$307K - $371K
|
139K
$17.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-82.5K- 67.34% |
$6.56M - $7.91M
|
40K
$4.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-128K- 2.94% |
$10.2M - $12.2M
|
4.21M
$521M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
738New |
$58.7K - $70.8K
|
738
$91.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-388- 54.11% |
$30.9K - $37.2K
|
329
$40.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
1.96K+ 14.68% |
$156K - $188K
|
15.3K
$1.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
54.1KNew |
$4.3M - $5.19M
|
54.1K
$6.69M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
400+ 44.44% |
$31.8K - $38.4K
|
1.3K
$161K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16.3K- 65.84% |
$1.3M - $1.57M
|
8.47K
$1.05M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 28.04% |
$93.7K - $113K
|
3.02K
$374K
|
|