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 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
381+ 2.79% |
$43.2K - $47.9K
|
14K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 1.34% |
$2.04K - $2.26K
|
1.36K
$177K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
40.5K+ 4.85% |
$4.6M - $5.09M
|
876K
$114M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-351- 4.35% |
$39.8K - $44.1K
|
7.71K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.11K+ 41.14% |
$580K - $642K
|
17.5K
$2.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-149- 2.84% |
$16.9K - $18.7K
|
5.1K
$663K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.44K- 43.75% |
$957K - $1.06M
|
10.9K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
646+ 6.12% |
$73.3K - $81.2K
|
11.2K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-57- 1.64% |
$6.46K - $7.16K
|
3.43K
$445K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-35.2K- 31.52% |
$3.99M - $4.42M
|
76.4K
$9.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
182+ 9.41% |
$20.6K - $22.9K
|
2.12K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 1.85% |
$113 - $126
|
53
$6.89K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
19.7K+ 45.09% |
$2.23M - $2.47M
|
63.3K
$8.23M
|
|
|
Nov 05, 2024
Q3 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
323KNew |
$36.7M - $40.6M
|
323K
$42M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.47% |
$2.04K - $2.26K
|
3.83K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
608+ 1.19% |
$69K - $76.4K
|
51.8K
$6.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.01K+ 2.66% |
$568K - $630K
|
193K
$25.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.65KNew |
$527K - $584K
|
4.65K
$604K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47.1K- 81.7% |
$5.35M - $5.92M
|
10.6K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.77K- 5.36% |
$314K - $347K
|
48.8K
$6.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 1.7% |
$1.31M - $1.45M
|
668K
$86.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24.5K+ 96.33% |
$2.78M - $3.08M
|
49.9K
$6.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
482+ 2.61% |
$54.7K - $60.5K
|
19K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
876+ 6.3% |
$99.3K - $110K
|
14.8K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-80- 0.57% |
$9.07K - $10K
|
14K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.44K- 12.53% |
$844K - $934K
|
51.9K
$6.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.01K- 11.02% |
$341K - $378K
|
24.3K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-151- 1.14% |
$17.1K - $19K
|
13.2K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
761K+ 544.87% |
$86.3M - $95.6M
|
900K
$117M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
5.2K+ 16.43% |
$590K - $654K
|
36.9K
$4.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.28K- 7.61% |
$486K - $538K
|
52K
$6.77M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
56New |
$6.35K - $7.03K
|
56
$7.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
33.4K+ 129.74% |
$3.79M - $4.2M
|
59.2K
$7.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-597- 4.22% |
$67.7K - $75K
|
13.6K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.94KNew |
$333K - $369K
|
2.94K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.64K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.56K- 0.31% |
$177K - $196K
|
501K
$65.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-748- 18.67% |
$84.8K - $94K
|
3.26K
$424K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
833New |
$94.5K - $105K
|
833
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
43+ 0.65% |
$4.88K - $5.4K
|
6.68K
$868K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.58K+ 15.41% |
$632K - $700K
|
41.8K
$5.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-939- 1.7% |
$106K - $118K
|
54.3K
$7.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.02K+ 251.82% |
$456K - $505K
|
5.62K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.45% |
$2.84K - $3.14K
|
5.58K
$726K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 0.78% |
$9.75K - $10.8K
|
10.9K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.43K+ 2.11% |
$502K - $556K
|
215K
$27.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
9.22K+ 4.21% |
$1.05M - $1.16M
|
228K
$29.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
234+ 0.54% |
$26.5K - $29.4K
|
43.9K
$5.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5.1K- 3.86% |
$579K - $641K
|
127K
$16.5M
|