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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
173+ 0.29% |
$20.8K - $23.3K
|
59.1K
$7.98M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
171+ 2.32% |
$20.6K - $23K
|
7.54K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
171New |
$20.6K - $23K
|
171
$23.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
164+ 4.46% |
$19.7K - $22.1K
|
3.85K
$519K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 3.57% |
$19.7K - $22.1K
|
4.76K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
162+ 14.52% |
$19.5K - $21.8K
|
1.28K
$173K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
157+ 0.41% |
$18.9K - $21.1K
|
38.3K
$5.17M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
146+ 5.04% |
$17.6K - $19.7K
|
3.05K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
140New |
$16.8K - $18.8K
|
140
$18.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
136+ 4.59% |
$16.4K - $18.3K
|
3.1K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
135+ 4.13% |
$16.2K - $18.2K
|
3.4K
$459K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
128+ 2.04% |
$15.4K - $17.2K
|
6.4K
$864K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
125+ 7.01% |
$15K - $16.8K
|
1.91K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
121New |
$14.6K - $16.3K
|
121
$16.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
115+ 3.09% |
$13.8K - $15.5K
|
3.83K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
112+ 9.42% |
$13.5K - $15.1K
|
1.3K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
103+ 2.77% |
$12.4K - $13.9K
|
3.83K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
102+ 0.9% |
$12.3K - $13.7K
|
11.5K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
101+ 0.16% |
$12.1K - $13.6K
|
62.1K
$8.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
100+ 0.43% |
$12K - $13.5K
|
23.4K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
97+ 4.8% |
$11.7K - $13.1K
|
2.12K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 1.59% |
$10.6K - $11.8K
|
5.62K
$758K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
88+ 2.1% |
$10.6K - $11.8K
|
4.28K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
88+ 0.51% |
$10.6K - $11.8K
|
17.5K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87+ 0.03% |
$10.5K - $11.7K
|
278K
$37.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
87+ 1.12% |
$10.5K - $11.7K
|
7.86K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
87+ 1.89% |
$10.5K - $11.7K
|
4.69K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
85+ 0.31% |
$10.2K - $11.4K
|
27.4K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 0.18% |
$10.1K - $11.3K
|
46.3K
$6.25M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
80+ 1.93% |
$9.62K - $10.8K
|
4.22K
$570K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
80+ 4.15% |
$9.62K - $10.8K
|
2.01K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
79+ 0.18% |
$9.5K - $10.6K
|
42.9K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77+ 3.16% |
$9.26K - $10.4K
|
2.51K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
77New |
$9.26K - $10.4K
|
77
$10.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
76+ 3.13% |
$9.14K - $10.2K
|
2.5K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
75+ 4.78% |
$9.02K - $10.1K
|
1.65K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.48% |
$8.42K - $9.42K
|
14.7K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
67+ 7.85% |
$8.06K - $9.02K
|
920
$124K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
66New |
$7.94K - $8.88K
|
66
$8.91K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
65+ 0.68% |
$7.82K - $8.75K
|
9.56K
$1.29M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
65New |
$7.82K - $8.75K
|
65
$8.78K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
64+ 3.0% |
$7.7K - $8.61K
|
2.19K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
64+ 0.87% |
$7.7K - $8.61K
|
7.4K
$999K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
60+ 2.38% |
$7.22K - $8.08K
|
2.58K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 0.83% |
$6.86K - $7.67K
|
6.91K
$933K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
56+ 0.77% |
$6.74K - $7.54K
|
7.33K
$990K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
48New |
$5.77K - $6.46K
|
48
$6.48K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
46+ 33.09% |
$5.53K - $6.19K
|
185
$25K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
44+ 2.2% |
$5.29K - $5.92K
|
2.05K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 0.26% |
$5.17K - $5.79K
|
16.7K
$2.25M
|