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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
324+ 1.09% |
$27.3K - $30.2K
|
30.1K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 31.96% |
$645K - $714K
|
16.3K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-399- 9.49% |
$33.6K - $37.2K
|
3.81K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.61K- 95.25% |
$219K - $243K
|
130
$18K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.11KClosed |
$346K - $383K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.51K- 99.49% |
$379K - $420K
|
23
$3.19K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$252 - $279
|
2.63K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.06KNew |
$174K - $192K
|
2.06K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.34KNew |
$197K - $218K
|
2.34K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-25- 0.25% |
$2.1K - $2.33K
|
9.87K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$84.1 - $93.2
|
13.8K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-436- 7.58% |
$36.7K - $40.6K
|
5.32K
$737K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$11.8M - $13.1M
|
140K
$19.4M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.25KNew |
$189K - $210K
|
2.25K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20New |
$1.68K - $1.86K
|
20
$2.77K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
169KNew |
$14.2M - $15.8M
|
169K
$23.4M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$84.1 - $93.2
|
2.97K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.9KNew |
$160K - $177K
|
1.9K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
14+ 0.4% |
$1.18K - $1.3K
|
3.54K
$490K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-53- 2.17% |
$4.46K - $4.94K
|
2.39K
$332K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
36.6KNew |
$3.08M - $3.41M
|
36.6K
$5.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
645New |
$54.3K - $60.1K
|
645
$89.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
81New |
$6.81K - $7.55K
|
81
$11.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.27KNew |
$191K - $211K
|
2.27K
$314K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-68- 2.32% |
$5.72K - $6.33K
|
2.86K
$397K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-555- 31.82% |
$46.7K - $51.7K
|
1.19K
$165K
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
11.1KNew |
$934K - $1.03M
|
11.1K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 1.1% |
$84.1 - $93.2
|
92
$12.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 36.36% |
$1.68M - $1.86M
|
75K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.21KNew |
$186K - $206K
|
2.21K
$307K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.58K+ 2.82% |
$133K - $148K
|
57.8K
$8.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-148- 5.74% |
$12.4K - $13.8K
|
2.43K
$337K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.7KNew |
$479K - $531K
|
5.7K
$790K
|
|
| Q4 2022 | |||||||
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
57New |
$4.53K - $5.16K
|
57
$7.9K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
315New |
$25K - $28.5K
|
315
$43.7K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
24.8KNew |
$1.97M - $2.24M
|
24.8K
$3.44M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.31KNew |
$342K - $390K
|
4.31K
$598K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.64KNew |
$607K - $691K
|
7.64K
$1.06M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.4KNew |
$191K - $217K
|
2.4K
$333K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.54KNew |
$202K - $230K
|
2.54K
$352K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.43KNew |
$113K - $129K
|
1.43K
$198K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
824New |
$65.5K - $74.6K
|
824
$114K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
356+ 291.8% |
$28.3K - $32.2K
|
478
$66.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.34K- 33.81% |
$106K - $121K
|
2.61K
$362K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14New |
$1.11K - $1.27K
|
14
$1.94K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $181
|
2.54K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.5KNew |
$437K - $498K
|
5.5K
$763K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-609- 7.07% |
$48.4K - $55.1K
|
8K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.44KNew |
$352K - $401K
|
4.44K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
269New |
$21.4K - $24.3K
|
269
$37.3K
|
|