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 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$4.26K - $4.63K
|
50
$6.43K
|
|
|
May 12, 2021
Q1 2021
|
Palladiem, LLC
|
SELL
|
- |
-3.3KClosed |
$281K - $305K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-215Closed |
$18.3K - $19.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-37Closed |
$3.15K - $3.43K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-213Closed |
$18.1K - $19.7K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-229Closed |
$19.5K - $21.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-153Closed |
$13K - $14.2K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-230- 9.49% |
$19.6K - $21.3K
|
2.19K
$282K
|
|
|
May 03, 2021
Q1 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-43.9KClosed |
$3.73M - $4.06M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-642Closed |
$54.6K - $59.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3KClosed |
$255K - $278K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-4.35KClosed |
$370K - $402K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.62KClosed |
$478K - $520K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.83KClosed |
$241K - $262K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
BUY
|
- |
705+ 2.05% |
$60K - $65.3K
|
35.2K
$4.53M
|
|
|
Apr 14, 2021
Q1 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7.05KClosed |
$600K - $653K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.54K- 50.69% |
$114K - $132K
|
1.49K
$192K
|
|
|
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
$335K
|
|
|
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
|
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 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
330New |
$24.4K - $28.5K
|
330
$42.5K
|
|
|
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
$656K
|
|
|
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
$359K
|
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
5New |
$370 - $431
|
5
$644
|
|
| 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
$3.29M
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
9.58KNew |
$669K - $771K
|
9.58K
$1.23M
|
|
|
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
$1.62M
|
|
|
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
$25.7K
|
|
|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-834Closed |
$45.4K - $60.7K
|
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
$4.23M
|
|