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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.68KClosed |
$272K - $317K
|
0
$0
|
|
|
Feb 25, 2021
Q4 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-23.5KClosed |
$1.74M - $2.03M
|
0
$0
|
|
|
Feb 22, 2021
Q4 2020
|
In Track Investment Management Inc
|
BUY
|
- |
2.6KNew |
$193K - $224K
|
2.6K
$346K
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17Closed |
$1.26K - $1.47K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-80Closed |
$5.92K - $6.9K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.2KClosed |
$237K - $276K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-17.9KClosed |
$1.33M - $1.55M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-47.4KClosed |
$3.51M - $4.09M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.63K- 25.51% |
$195K - $227K
|
7.68K
$1.02M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
330New |
$24.4K - $28.5K
|
330
$43.9K
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-46.3KClosed |
$3.43M - $3.99M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-109- 2.09% |
$8.07K - $9.4K
|
5.1K
$678K
|
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-81Closed |
$6K - $6.98K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-58Closed |
$4.29K - $5K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-54.7KClosed |
$4.05M - $4.71M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
2.79KNew |
$207K - $241K
|
2.79K
$371K
|
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
5New |
$370 - $431
|
5
$665
|
|
| Q3 2020 | |||||||
|
Feb 05, 2021
Q3 2020
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-72Closed |
$5.03K - $5.79K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-420Closed |
$29.3K - $33.8K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.43KClosed |
$239K - $276K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.8KClosed |
$196K - $225K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.93KClosed |
$414K - $477K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-22.3KClosed |
$1.56M - $1.8M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
25.5KNew |
$1.78M - $2.06M
|
25.5K
$3.4M
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
9.58KNew |
$669K - $771K
|
9.58K
$1.27M
|
|
|
Oct 13, 2020
Q3 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-4.09KClosed |
$286K - $329K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-23- 0.18% |
$1.25K - $1.67K
|
12.6K
$1.67M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.38KClosed |
$75.4K - $101K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-445Closed |
$24.2K - $32.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.02KClosed |
$55.3K - $73.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-230Closed |
$12.5K - $16.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-42.8KClosed |
$2.33M - $3.11M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$10.9K - $14.6K
|
200
$26.6K
|
|
|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-834Closed |
$45.4K - $60.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.76KClosed |
$205K - $274K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
30.3K+ 1176.31% |
$1.65M - $2.21M
|
32.9K
$4.37M
|
|
|
Aug 12, 2020
Q2 2020
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-3.59KClosed |
$196K - $261K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
172New |
$9.37K - $12.5K
|
172
$22.9K
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-15Closed |
$817 - $1.09K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-600Closed |
$32.7K - $43.7K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-3.59KClosed |
$196K - $261K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-18.4KClosed |
$1M - $1.34M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.24KClosed |
$231K - $309K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-966Closed |
$52.6K - $70.3K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-17.2KClosed |
$939K - $1.25M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-32Closed |
$1.74K - $2.33K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Flc Capital Advisors
|
SELL
|
- |
-4.47KClosed |
$244K - $325K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 183.96% |
$85.4K - $131K
|
2.66K
$353K
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-197Closed |
$9.78K - $15.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.06KClosed |
$52.7K - $81.2K
|
0
$0
|
|