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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$361 - $404
|
3.54K
$477K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$361 - $404
|
15.5K
$2.1M
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.06% |
$361 - $404
|
5.31K
$716K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3+ 0.12% |
$361 - $404
|
2.49K
$336K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$361 - $404
|
1.94K
$262K
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3+ 0.02% |
$361 - $404
|
13.9K
$1.88M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.46% |
$241 - $269
|
438
$59.1K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.11% |
$241 - $269
|
1.81K
$245K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2+ 0.11% |
$241 - $269
|
1.89K
$255K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.09% |
$241 - $269
|
2.19K
$296K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2+ 0.07% |
$241 - $269
|
2.74K
$370K
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$241 - $269
|
2.33K
$315K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.08% |
$241 - $269
|
2.51K
$338K
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2+ 0.02% |
$241 - $269
|
9.78K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$120 - $135
|
15.5K
$2.09M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.01% |
$120 - $135
|
8.4K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.21% |
$120 - $135
|
470
$63.5K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$120 - $135
|
345
$46.6K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$120 - $135
|
2.16K
$292K
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$120 - $135
|
4.82K
$650K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.14% |
$120 - $135
|
717
$96.8K
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.23% |
$120 - $135
|
444
$59.9K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.67% |
$120 - $135
|
151
$20.4K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $135
|
2.33K
$315K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.4% |
$120 - $135
|
248
$33.5K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$120 - $135
|
3.92K
$530K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $135
|
2.35K
$318K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$120 - $135
|
1.76K
$237K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.03% |
$120 - $135
|
3.96K
$535K
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$120 - $135
|
2.69K
$363K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$120 - $135
|
1.05K
$142K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.05% |
$120 - $135
|
1.85K
$250K
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.02% |
$120 - $135
|
6.15K
$830K
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $135
|
4.24K
$573K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
123K+ 22.4% |
$15.3M - $16.5M
|
673K
$90.8M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
113K+ 5505.16% |
$14M - $15.2M
|
115K
$15.5M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
106KNew |
$13.1M - $14.2M
|
106K
$14.2M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.4KNew |
$9.74M - $10.5M
|
78.4K
$10.6M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1KNew |
$5.36M - $5.78M
|
43.1K
$5.82M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.6KNew |
$4.3M - $4.64M
|
34.6K
$4.67M
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
19.2KNew |
$2.39M - $2.58M
|
19.2K
$2.59M
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
16.7K+ 43.14% |
$2.08M - $2.24M
|
55.5K
$7.49M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.4KNew |
$1.41M - $1.53M
|
11.4K
$1.54M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.7KNew |
$1.33M - $1.44M
|
10.7K
$1.45M
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.3KNew |
$1.16M - $1.25M
|
9.3K
$1.26M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.58KNew |
$1.07M - $1.15M
|
8.58K
$1.16M
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
7.23KNew |
$899K - $970K
|
7.23K
$976K
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$814K - $878K
|
6.55K
$884K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.2KNew |
$771K - $832K
|
6.2K
$837K
|