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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
61+ 0.43% |
$7.58K - $8.18K
|
14.1K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
59+ 3.45% |
$7.33K - $7.91K
|
1.77K
$218K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
55New |
$6.83K - $7.38K
|
55
$6.78K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
54+ 2.48% |
$6.71K - $7.24K
|
2.23K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
51+ 7.05% |
$6.34K - $6.84K
|
774
$95.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
51+ 1.03% |
$6.34K - $6.84K
|
5.01K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
49New |
$6.09K - $6.57K
|
49
$6.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 0.06% |
$6.09K - $6.57K
|
83K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 0.29% |
$5.96K - $6.44K
|
16.8K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
45+ 0.41% |
$5.59K - $6.04K
|
10.9K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.74% |
$5.47K - $5.9K
|
6.02K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
40+ 0.45% |
$4.97K - $5.36K
|
8.99K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 1.4% |
$4.97K - $5.36K
|
2.9K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
38+ 1.51% |
$4.72K - $5.1K
|
2.55K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36+ 1.05% |
$4.47K - $4.83K
|
3.46K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35+ 0.69% |
$4.35K - $4.69K
|
5.14K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 0.34% |
$4.22K - $4.56K
|
10.1K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
33+ 1.22% |
$4.1K - $4.43K
|
2.74K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
33+ 0.9% |
$4.1K - $4.43K
|
3.7K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
33+ 0.09% |
$4.1K - $4.43K
|
35.1K
$4.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
33+ 1.13% |
$4.1K - $4.43K
|
2.96K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$3.98K - $4.29K
|
32
$3.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
31New |
$3.85K - $4.16K
|
31
$3.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30+ 4.28% |
$3.73K - $4.02K
|
731
$90.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.36% |
$3.6K - $3.89K
|
7.99K
$985K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28New |
$3.48K - $3.76K
|
28
$3.45K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
28+ 0.42% |
$3.48K - $3.76K
|
6.66K
$821K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
27+ 0.59% |
$3.36K - $3.62K
|
4.63K
$572K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26+ 0.23% |
$3.23K - $3.49K
|
11.2K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
25+ 1.08% |
$3.11K - $3.35K
|
2.33K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24+ 0.12% |
$2.98K - $3.22K
|
20.9K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.13% |
$2.49K - $2.68K
|
15.1K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
20+ 0.32% |
$2.49K - $2.68K
|
6.28K
$774K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19+ 0.29% |
$2.36K - $2.55K
|
6.51K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 0.37% |
$2.11K - $2.28K
|
4.59K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 0.37% |
$1.86K - $2.01K
|
4.08K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
14+ 0.37% |
$1.74K - $1.88K
|
3.8K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.4% |
$1.74K - $1.88K
|
3.47K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
13+ 0.18% |
$1.62K - $1.74K
|
7.28K
$898K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.35% |
$1.62K - $1.74K
|
3.71K
$458K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13+ 0.35% |
$1.62K - $1.74K
|
3.72K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.34% |
$1.49K - $1.61K
|
3.56K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11+ 0.6% |
$1.37K - $1.48K
|
1.84K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11+ 2.38% |
$1.37K - $1.48K
|
474
$58.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11+ 0.34% |
$1.37K - $1.48K
|
3.24K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 0.17% |
$1.24K - $1.34K
|
6.07K
$749K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.24K - $1.34K
|
2.7K
$334K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10+ 3.23% |
$1.24K - $1.34K
|
320
$39.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10+ 0.23% |
$1.24K - $1.34K
|
4.43K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
9+ 0.36% |
$1.12K - $1.21K
|
2.51K
$309K
|