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 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
632+ 32.29% |
$71.7K - $79.4K
|
2.59K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.37% |
$1.47K - $1.63K
|
3.55K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.21K+ 9.48% |
$137K - $152K
|
14K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$1.51M - $1.67M
|
13.3K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.74K+ 7.85% |
$197K - $218K
|
23.9K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$113 - $126
|
343
$44.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18.2KNew |
$2.06M - $2.29M
|
18.2K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.48KNew |
$282K - $312K
|
2.48K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3K- 2.66% |
$341K - $377K
|
110K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 2.02% |
$210K - $233K
|
90K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-40.1K- 1.51% |
$4.55M - $5.04M
|
2.61M
$340M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-673- 0.81% |
$76.3K - $84.5K
|
82.9K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 3.34% |
$1.45M - $1.61M
|
370K
$48.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
699+ 9.46% |
$79.3K - $87.8K
|
8.09K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.09K- 36.03% |
$237K - $263K
|
3.72K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-584- 42.29% |
$66.2K - $73.4K
|
797
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
15.1KNew |
$1.72M - $1.9M
|
15.1K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
206+ 2.56% |
$23.4K - $25.9K
|
8.26K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.05M+ 14.68% |
$800M - $886M
|
55.1M
$7.16B
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27.8K- 33.9% |
$3.15M - $3.49M
|
54.2K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-7- 0.15% |
$794 - $879
|
4.72K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
6.04K+ 79.9% |
$685K - $758K
|
13.6K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.22K- 2.81% |
$479K - $531K
|
146K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.26K- 15.14% |
$257K - $284K
|
12.7K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.13KNew |
$241K - $267K
|
2.13K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
290+ 0.36% |
$32.9K - $36.4K
|
81.6K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 1.17% |
$2.07M - $2.29M
|
1.57M
$204M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.63K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13K+ 8.18% |
$1.47M - $1.63M
|
171K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.39% |
$11.3K - $12.6K
|
25.6K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 1.35% |
$1.67M - $1.85M
|
1.11M
$144M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-83- 0.93% |
$9.41K - $10.4K
|
8.83K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2+ 0.05% |
$227 - $251
|
3.67K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-783- 13.13% |
$88.8K - $98.4K
|
5.18K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
162+ 8.83% |
$18.4K - $20.4K
|
2K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-85- 0.15% |
$9.64K - $10.7K
|
58.2K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 1.32% |
$204K - $226K
|
138K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.51K+ 6.45% |
$172K - $190K
|
25K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-358- 1.56% |
$40.6K - $45K
|
22.5K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
214+ 9.94% |
$24.3K - $26.9K
|
2.37K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8K+ 4.99% |
$3.38M - $3.74M
|
626K
$81.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 0.75% |
$310K - $343K
|
360K
$46.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 39.85% |
$2.43M - $2.69M
|
75.1K
$9.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
324New |
$36.7K - $40.7K
|
324
$42.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.28K- 1.71% |
$372K - $412K
|
189K
$24.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$1.15M - $1.27M
|
10.1K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.66K+ 18.72% |
$188K - $209K
|
10.5K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-25.4K- 67.47% |
$2.88M - $3.19M
|
12.2K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.17K- 1.89% |
$472K - $523K
|
216K
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.78K- 13.07% |
$202K - $224K
|
11.8K
$1.54M
|