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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-54Closed |
$5.26K - $5.61K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.55KClosed |
$151K - $161K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-14.3KClosed |
$1.39M - $1.48M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.31KClosed |
$225K - $240K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1.44KClosed |
$140K - $150K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.06MNew |
$298M - $318M
|
3.06M
$408M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-650Closed |
$63.3K - $67.6K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.23KClosed |
$217K - $232K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-664KClosed |
$64.7M - $69.1M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-342Closed |
$33.3K - $35.6K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-664KClosed |
$64.7M - $69.1M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.11KClosed |
$205K - $219K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-108- 2.76% |
$10.5K - $11.2K
|
3.8K
$507K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29New |
$2.69K - $2.87K
|
29
$3.87K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
471K+ 117753.5% |
$43.7M - $46.6M
|
471K
$62.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
BUY
|
- |
387New |
$35.9K - $38.3K
|
387
$51.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
593New |
$55K - $58.6K
|
593
$79.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-56Closed |
$5.19K - $5.54K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-362Closed |
$33.6K - $35.8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.71KClosed |
$158K - $169K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-227K- 23.06% |
$21.1M - $22.4M
|
758K
$101M
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.18KClosed |
$109K - $116K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-31.6KClosed |
$2.93M - $3.13M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-491Closed |
$45.5K - $48.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-215Closed |
$19.9K - $21.3K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27Closed |
$2.5K - $2.67K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-515Closed |
$47.8K - $50.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-181Closed |
$15.4K - $16.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.79KClosed |
$238K - $258K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.49KClosed |
$382K - $415K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.62KNew |
$393K - $428K
|
4.62K
$616K
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.68KClosed |
$399K - $434K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$4.26K - $4.63K
|
50
$6.67K
|
|
|
May 12, 2021
Q1 2021
|
Palladiem, LLC
|
SELL
|
- |
-3.3KClosed |
$281K - $305K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-215Closed |
$18.3K - $19.9K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.33KClosed |
$198K - $216K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-37Closed |
$3.15K - $3.43K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-213Closed |
$18.1K - $19.7K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-229Closed |
$19.5K - $21.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-153Closed |
$13K - $14.2K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-230- 9.49% |
$19.6K - $21.3K
|
2.19K
$292K
|
|
|
May 03, 2021
Q1 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-43.9KClosed |
$3.73M - $4.06M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-642Closed |
$54.6K - $59.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3KClosed |
$255K - $278K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-4.35KClosed |
$370K - $402K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.62KClosed |
$478K - $520K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.83KClosed |
$241K - $262K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
BUY
|
- |
705+ 2.05% |
$60K - $65.3K
|
35.2K
$4.69M
|
|
|
Apr 14, 2021
Q1 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7.05KClosed |
$600K - $653K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.54K- 50.69% |
$114K - $132K
|
1.49K
$199K
|
|