Latest Institutional Purchases of Ishares Core S&P Total U.S. St (ITOT)
This list provides information on the latest institutional transactions involving Ishares Core S&P Total U.S. St (ITOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.05M+ 14.68% |
$800M - $886M
|
55.1M
$7.15B
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.4M+ 20.29% |
$159M - $176M
|
8.33M
$1.08B
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
761K+ 544.87% |
$86.3M - $95.6M
|
900K
$117M
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
527KNew |
$59.8M - $66.2M
|
527K
$68.4M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
326K+ 12466.5% |
$37M - $41M
|
329K
$42.7M
|
|
Nov 05, 2024
Q3 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
323KNew |
$36.7M - $40.6M
|
323K
$42M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
302K+ 22.45% |
$34.3M - $37.9M
|
1.65M
$214M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
257K+ 9.18% |
$29.1M - $32.3M
|
3.05M
$396M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
248K+ 7.61% |
$28.2M - $31.2M
|
3.51M
$456M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
148K+ 14.09% |
$16.8M - $18.6M
|
1.2M
$156M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
148KNew |
$16.8M - $18.6M
|
148K
$19.2M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
148KNew |
$16.8M - $18.6M
|
148K
$19.2M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
144K+ 194.71% |
$16.4M - $18.1M
|
218K
$28.3M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
112K+ 137.07% |
$12.7M - $14.1M
|
194K
$25.2M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
110K+ 19.09% |
$12.5M - $13.9M
|
689K
$89.4M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$11.8M - $13M
|
104K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
103K+ 42.42% |
$11.6M - $12.9M
|
345K
$44.7M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
99.2K+ 146.93% |
$11.2M - $12.5M
|
167K
$21.6M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
92.4K+ 9.5% |
$10.5M - $11.6M
|
1.07M
$138M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
83.9K+ 0.95% |
$9.52M - $10.5M
|
8.92M
$1.16B
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
82.3K+ 253.65% |
$9.33M - $10.3M
|
115K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.4K+ 1.43% |
$9.23M - $10.2M
|
5.79M
$751M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78.8K+ 2.23% |
$8.93M - $9.9M
|
3.62M
$470M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.6K+ 1687.35% |
$8.69M - $9.62M
|
81.1K
$10.5M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75.4K+ 58.37% |
$8.55M - $9.48M
|
205K
$26.6M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
73.8K+ 25.48% |
$8.37M - $9.27M
|
363K
$47.2M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
66.6K+ 5.28% |
$7.56M - $8.37M
|
1.33M
$172M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
60.1K+ 13.47% |
$6.82M - $7.55M
|
506K
$65.7M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
57.9K+ 442.72% |
$6.56M - $7.27M
|
71K
$9.21M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
56.8K+ 2.38% |
$6.44M - $7.13M
|
2.44M
$317M
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
56.6K+ 6.59% |
$6.42M - $7.11M
|
916K
$119M
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
47.6KNew |
$5.4M - $5.98M
|
47.6K
$6.18M
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
44K+ 116.18% |
$4.99M - $5.52M
|
81.8K
$10.6M
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
42K+ 5.01% |
$4.76M - $5.27M
|
879K
$114M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.8K+ 14.75% |
$4.74M - $5.26M
|
325K
$42.2M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
41.1K+ 428.56% |
$4.66M - $5.17M
|
50.7K
$6.58M
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
40.5K+ 4.85% |
$4.6M - $5.09M
|
876K
$114M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
40.1KNew |
$4.54M - $5.03M
|
40.1K
$5.2M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.4K+ 11.05% |
$4.47M - $4.95M
|
396K
$51.4M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
38.5KNew |
$4.37M - $4.84M
|
38.5K
$5M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
36K+ 291.5% |
$4.08M - $4.52M
|
48.3K
$6.27M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
33.4K+ 129.74% |
$3.79M - $4.2M
|
59.2K
$7.68M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
32.9K+ 257.34% |
$3.73M - $4.13M
|
45.6K
$5.92M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
32.6K+ 323.76% |
$3.69M - $4.09M
|
42.6K
$5.53M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.9K+ 5.01% |
$3.51M - $3.89M
|
648K
$84.1M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8K+ 4.99% |
$3.38M - $3.74M
|
626K
$81.3M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 1.35% |
$3.37M - $3.73M
|
2.22M
$289M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28.2K+ 102.05% |
$3.19M - $3.54M
|
55.8K
$7.24M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
28KNew |
$3.17M - $3.51M
|
28K
$3.63M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
27.8K+ 10.92% |
$3.15M - $3.49M
|
282K
$36.6M
|