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 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 57.99% |
$394K - $436K
|
9.47K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
229+ 3.66% |
$26K - $28.8K
|
6.49K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.3KNew |
$1.4M - $1.55M
|
12.3K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
243New |
$27.6K - $30.5K
|
243
$32K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.67K- 3.51% |
$190K - $210K
|
46K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-17.9K- 13.37% |
$2.04M - $2.25M
|
116K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.2K- 1.54% |
$3.88M - $4.3M
|
2.19M
$287M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.47K- 39.62% |
$167K - $185K
|
2.24K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 4.4% |
$231K - $256K
|
48.2K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
92.4K+ 9.5% |
$10.5M - $11.6M
|
1.07M
$140M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-32.1K- 36.04% |
$3.64M - $4.04M
|
57K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.61KNew |
$183K - $202K
|
1.61K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-4.31K- 0.96% |
$489K - $542K
|
447K
$58.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.28% |
$113 - $126
|
357
$46.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
491+ 1.74% |
$55.7K - $61.7K
|
28.6K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-131- 6.37% |
$14.9K - $16.5K
|
1.93K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-850- 2.39% |
$96.4K - $107K
|
34.7K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-183- 1.06% |
$20.8K - $23K
|
17.1K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.4M+ 20.29% |
$159M - $176M
|
8.33M
$1.1B
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12+ 0.15% |
$1.36K - $1.51K
|
7.97K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
159+ 2.12% |
$18K - $20K
|
7.66K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-141K- 69.29% |
$16M - $17.7M
|
62.4K
$8.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-29.8K- 79.12% |
$3.38M - $3.74M
|
7.86K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
644+ 7.04% |
$73K - $80.9K
|
9.79K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-231- 1.55% |
$26.2K - $29K
|
14.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.79K- 7.25% |
$203K - $225K
|
22.9K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
405+ 13.14% |
$45.9K - $50.9K
|
3.49K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-490- 0.71% |
$55.6K - $61.6K
|
68.7K
$9.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75.4K+ 58.37% |
$8.55M - $9.48M
|
205K
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.6K- 1.32% |
$522K - $578K
|
344K
$45.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7.15K- 7.6% |
$810K - $898K
|
86.9K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.3K- 9.05% |
$488K - $540K
|
43.2K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.74K- 84.77% |
$878K - $972K
|
1.39K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-5- 0.02% |
$567 - $628
|
27.1K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.17% |
$340 - $377
|
1.74K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-17- 0.08% |
$1.93K - $2.14K
|
21.7K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
24.8K+ 16.06% |
$2.81M - $3.11M
|
179K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
22.8K+ 21.12% |
$2.59M - $2.87M
|
131K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.1KNew |
$352K - $389K
|
3.1K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.73K- 19.16% |
$310K - $343K
|
11.5K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-178- 4.3% |
$20.2K - $22.4K
|
3.96K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-158- 0.1% |
$17.9K - $19.8K
|
161K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.8K+ 14.75% |
$4.74M - $5.26M
|
325K
$42.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-316- 25.65% |
$35.8K - $39.7K
|
916
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.13% |
$1.47K - $1.63K
|
10.4K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 0.53% |
$3.63K - $4.02K
|
6.06K
$797K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
7.94K+ 3.68% |
$900K - $997K
|
224K
$29.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-522- 1.54% |
$59.2K - $65.6K
|
33.3K
$4.38M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-118- 12.23% |
$13.4K - $14.8K
|
847
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 1.34% |
$2.01M - $2.23M
|
1.3M
$171M
|