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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.89KNew |
$206K - $225K
|
1.89K
$249K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.86KNew |
$202K - $222K
|
1.86K
$245K
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$200K - $219K
|
1.84K
$242K
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.8KNew |
$196K - $215K
|
1.8K
$237K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.77KNew |
$193K - $211K
|
1.77K
$233K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.76KNew |
$191K - $210K
|
1.76K
$231K
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.73KNew |
$188K - $206K
|
1.73K
$227K
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.7KNew |
$184K - $202K
|
1.7K
$223K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.7KNew |
$184K - $202K
|
1.7K
$223K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.55K+ 34.47% |
$169K - $185K
|
6.05K
$796K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
1.49K+ 73.35% |
$162K - $178K
|
3.53K
$464K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.45K+ 70.93% |
$158K - $173K
|
3.5K
$461K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.33KNew |
$144K - $158K
|
1.33K
$175K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.32K+ 17.01% |
$143K - $157K
|
9.07K
$1.19M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
900+ 43.0% |
$97.9K - $107K
|
2.99K
$394K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
897New |
$97.6K - $107K
|
897
$118K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
815New |
$88.7K - $97.2K
|
815
$107K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
732New |
$79.6K - $87.3K
|
732
$96.3K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
714+ 195.62% |
$77.7K - $85.1K
|
1.08K
$142K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
606+ 79.22% |
$65.9K - $72.3K
|
1.37K
$180K
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
600New |
$65.3K - $71.5K
|
600
$78.9K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
587+ 67.16% |
$63.9K - $70K
|
1.46K
$192K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
507+ 4225.0% |
$55.2K - $60.4K
|
519
$68.2K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
490+ 52.46% |
$53.3K - $58.4K
|
1.42K
$187K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
463+ 7.61% |
$50.4K - $55.2K
|
6.54K
$861K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
428New |
$46.6K - $51K
|
428
$56.3K
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
421+ 1.9% |
$45.8K - $50.2K
|
22.5K
$2.96M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
392New |
$42.6K - $46.7K
|
392
$51.5K
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
340+ 0.92% |
$37K - $40.5K
|
37.5K
$4.93M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
335New |
$36.4K - $39.9K
|
335
$44.1K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
321+ 3.83% |
$34.9K - $38.3K
|
8.71K
$1.15M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
314+ 26.95% |
$34.2K - $37.4K
|
1.48K
$194K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
300+ 7.72% |
$32.6K - $35.8K
|
4.19K
$551K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
269New |
$29.3K - $32.1K
|
269
$35.4K
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
262New |
$28.5K - $31.2K
|
262
$34.5K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
249New |
$27.1K - $29.7K
|
249
$32.7K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
242+ 1.05% |
$26.3K - $28.9K
|
23.3K
$3.07M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
227+ 4.18% |
$24.7K - $27.1K
|
5.66K
$745K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
203New |
$22.1K - $24.2K
|
203
$26.7K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
201New |
$21.9K - $24K
|
201
$26.4K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
185+ 0.79% |
$20.1K - $22.1K
|
23.5K
$3.09M
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
167New |
$18.2K - $19.9K
|
167
$22K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
163+ 0.55% |
$17.7K - $19.4K
|
29.7K
$3.9M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
143+ 89.38% |
$15.6K - $17K
|
303
$39.8K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
129New |
$14K - $15.4K
|
129
$17K
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
105New |
$11.4K - $12.5K
|
105
$13.8K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
100+ 1.64% |
$10.9K - $11.9K
|
6.2K
$815K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
87New |
$9.46K - $10.4K
|
87
$11.4K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
83+ 0.15% |
$9.03K - $9.9K
|
54.2K
$7.13M
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
69+ 1.31% |
$7.51K - $8.23K
|
5.34K
$702K
|