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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-91Closed |
$8.94K - $9.79K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-900Closed |
$88.4K - $96.8K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.96KClosed |
$684K - $749K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.11K- 23.1% |
$109K - $119K
|
3.7K
$476K
|
|
|
Jan 07, 2022
Q4 2021
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-23KClosed |
$2.26M - $2.48M
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-85- 4.92% |
$8.35K - $9.15K
|
1.64K
$211K
|
|
| Q3 2021 | |||||||
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.09KNew |
$203K - $217K
|
2.09K
$269K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-91- 23.21% |
$8.86K - $9.46K
|
301
$38.7K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10+ 3.3% |
$973 - $1.04K
|
313
$40.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-48.8KClosed |
$4.75M - $5.08M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.42KClosed |
$430K - $460K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
3.2KNew |
$312K - $333K
|
3.2K
$412K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.35KClosed |
$520K - $556K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
SELL
|
- |
-2.04KClosed |
$199K - $212K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-410Closed |
$39.9K - $42.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31New |
$3.02K - $3.22K
|
31
$3.99K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-6.04KClosed |
$588K - $628K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.29K- 8.85% |
$125K - $134K
|
13.2K
$1.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.4KClosed |
$1.2M - $1.28M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.15KClosed |
$209K - $223K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.15KClosed |
$210K - $224K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-54Closed |
$5.26K - $5.61K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.55KClosed |
$151K - $161K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-14.3KClosed |
$1.39M - $1.48M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1.44KClosed |
$140K - $150K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.06MNew |
$298M - $318M
|
3.06M
$394M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-650Closed |
$63.3K - $67.6K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.23KClosed |
$217K - $232K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-664KClosed |
$64.7M - $69.1M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-342Closed |
$33.3K - $35.6K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-664KClosed |
$64.7M - $69.1M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.11KClosed |
$205K - $219K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-108- 2.76% |
$10.5K - $11.2K
|
3.8K
$489K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
471K+ 117753.5% |
$43.7M - $46.6M
|
471K
$60.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
BUY
|
- |
387New |
$35.9K - $38.3K
|
387
$49.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
593New |
$55K - $58.6K
|
593
$76.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-56Closed |
$5.19K - $5.54K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.71KClosed |
$158K - $169K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-227K- 23.06% |
$21.1M - $22.4M
|
758K
$97.5M
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.18KClosed |
$109K - $116K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-31.6KClosed |
$2.93M - $3.13M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-491Closed |
$45.5K - $48.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-215Closed |
$19.9K - $21.3K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27Closed |
$2.5K - $2.67K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-515Closed |
$47.8K - $50.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-181Closed |
$15.4K - $16.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.79KClosed |
$238K - $258K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.49KClosed |
$382K - $415K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.62KNew |
$393K - $428K
|
4.62K
$594K
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.68KClosed |
$399K - $434K
|
0
$0
|
|