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 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.67KClosed |
$342K - $395K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-298Closed |
$27.7K - $32.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
54New |
$5.03K - $5.81K
|
54
$6.95K
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
400New |
$37.2K - $43.1K
|
400
$51.5K
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-145KClosed |
$13.5M - $15.7M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.99KClosed |
$185K - $214K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
3.74KNew |
$348K - $402K
|
3.74K
$481K
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
825New |
$76.8K - $88.8K
|
825
$106K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-6.93KClosed |
$645K - $746K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-650Closed |
$60.5K - $70K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$745 - $861
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.98KClosed |
$184K - $213K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.81KClosed |
$447K - $517K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.43KClosed |
$133K - $154K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-251- 1.74% |
$23.4K - $27K
|
14.2K
$1.83M
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3.7KClosed |
$344K - $398K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
41+ 1.92% |
$3.82K - $4.41K
|
2.18K
$280K
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11.6KClosed |
$1.08M - $1.24M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.13KClosed |
$198K - $229K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-2.13KClosed |
$198K - $229K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-11.8KClosed |
$1.1M - $1.27M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-1.97KClosed |
$183K - $212K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-689Closed |
$64.1K - $74.2K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
9.39KNew |
$874K - $1.01M
|
9.39K
$1.21M
|
|
Q4 2021 | |||||||
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100New |
$9.82K - $10.8K
|
100
$12.9K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-138Closed |
$13.6K - $14.9K
|
0
$0
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
167New |
$16.4K - $18K
|
167
$21.5K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
180New |
$17.7K - $19.4K
|
180
$23.2K
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.07KClosed |
$204K - $223K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-616Closed |
$60.5K - $66.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
51New |
$5.01K - $5.49K
|
51
$6.56K
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-30KClosed |
$2.95M - $3.23M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.23KNew |
$219K - $240K
|
2.23K
$287K
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-8.7K- 75.14% |
$854K - $936K
|
2.88K
$370K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.34KClosed |
$132K - $144K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-292- 10.08% |
$28.7K - $31.4K
|
2.61K
$335K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
248New |
$24.4K - $26.7K
|
248
$31.9K
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.24KClosed |
$417K - $457K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.63KClosed |
$160K - $175K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
2.88KNew |
$283K - $309K
|
2.88K
$370K
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
335New |
$32.9K - $36K
|
335
$43.1K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-200Closed |
$19.6K - $21.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-77Closed |
$7.56K - $8.29K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-800- 4.54% |
$78.6K - $86.1K
|
16.8K
$2.17M
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
78New |
$7.66K - $8.39K
|
78
$10K
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
7.89KNew |
$775K - $849K
|
7.89K
$1.02M
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-23.7KClosed |
$2.33M - $2.55M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-720- 64.52% |
$70.7K - $77.5K
|
396
$51K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-8.17KClosed |
$803K - $879K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.11KClosed |
$698K - $765K
|
0
$0
|