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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.06M+ 140.13% |
$164M - $187M
|
3.53M
$490M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-109- 15.37% |
$8.66K - $9.86K
|
600
$83.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
25+ 0.45% |
$1.99K - $2.26K
|
5.55K
$770K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$1.59K - $1.81K
|
40
$5.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-45- 2.46% |
$3.57K - $4.07K
|
1.78K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
51.4KNew |
$4.08M - $4.65M
|
51.4K
$7.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
56.6KNew |
$4.5M - $5.12M
|
56.6K
$7.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
48New |
$3.81K - $4.34K
|
48
$6.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
108+ 12.81% |
$8.58K - $9.77K
|
951
$132K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
484New |
$38.4K - $43.8K
|
484
$67.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.39KNew |
$110K - $126K
|
1.39K
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.77K+ 178.04% |
$220K - $250K
|
4.32K
$599K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32+ 0.99% |
$2.54K - $2.9K
|
3.27K
$453K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-50- 1.19% |
$3.97K - $4.52K
|
4.14K
$574K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.32KNew |
$502K - $572K
|
6.32K
$876K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
3.38KNew |
$268K - $306K
|
3.38K
$468K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.97% |
$397 - $452
|
519
$71.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 8.0% |
$477 - $543
|
69
$9.57K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-15.1K- 16.08% |
$1.2M - $1.37M
|
78.9K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.56KNew |
$203K - $231K
|
2.56K
$354K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20K- 3.46% |
$1.59M - $1.81M
|
559K
$77.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
200+ 52.22% |
$15.9K - $18.1K
|
583
$80.8K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
157New |
$12.5K - $14.2K
|
157
$21.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-81- 34.47% |
$6.43K - $7.33K
|
154
$21.3K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14KNew |
$1.12M - $1.27M
|
14K
$1.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12- 0.13% |
$953 - $1.09K
|
9.58K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.31KNew |
$342K - $390K
|
4.31K
$598K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.74KNew |
$615K - $701K
|
7.74K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
16New |
$1.27K - $1.45K
|
16
$2.22K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-243- 13.81% |
$19.3K - $22K
|
1.52K
$210K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
522New |
$41.5K - $47.2K
|
522
$72.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
197KNew |
$15.7M - $17.8M
|
197K
$27.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3New |
$238 - $271
|
3
$416
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-14.3K- 33.79% |
$1.13M - $1.29M
|
27.9K
$3.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-16- 0.56% |
$1.27K - $1.45K
|
2.85K
$395K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-737- 22.89% |
$58.5K - $66.7K
|
2.48K
$344K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
111New |
$8.82K - $10K
|
111
$15.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.96KNew |
$235K - $268K
|
2.96K
$410K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
145+ 2.32% |
$11.5K - $13.1K
|
6.39K
$886K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.28K+ 43.85% |
$102K - $116K
|
4.2K
$582K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.08% |
$79.4 - $90.5
|
1.28K
$178K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-148- 1.03% |
$11.8K - $13.4K
|
14.2K
$1.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
697New |
$55.4K - $63.1K
|
697
$96.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
193+ 8.19% |
$15.3K - $17.5K
|
2.55K
$353K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
49KNew |
$3.89M - $4.43M
|
49K
$6.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10.3K+ 4.87% |
$816K - $930K
|
221K
$30.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$207K - $236K
|
2.61K
$361K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.86K- 6.22% |
$148K - $168K
|
28.1K
$3.89M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
291New |
$23.1K - $26.3K
|
291
$40.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
281New |
$22.3K - $25.4K
|
281
$39K
|