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 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7+ 0.26% |
$722 - $807
|
2.72K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6+ 0.09% |
$619 - $692
|
6.64K
$874K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.05% |
$103 - $115
|
2.14K
$281K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 2.38% |
$103 - $115
|
43
$5.65K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1New |
$103 - $115
|
1
$132
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
564KNew |
$50.8M - $59.6M
|
564K
$74.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
164K+ 6.31% |
$14.8M - $17.4M
|
2.77M
$364M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
51KNew |
$4.59M - $5.39M
|
51K
$6.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
22KNew |
$1.98M - $2.33M
|
22K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.3K+ 22.74% |
$1.74M - $2.04M
|
104K
$13.7M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
18KNew |
$1.62M - $1.9M
|
18K
$2.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
14.9K+ 840.94% |
$1.34M - $1.57M
|
16.7K
$2.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
13.2KNew |
$1.19M - $1.4M
|
13.2K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
7.7KNew |
$694K - $814K
|
7.7K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.33KNew |
$570K - $669K
|
6.33K
$832K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.09K+ 13.08% |
$548K - $643K
|
52.6K
$6.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5.5KNew |
$495K - $581K
|
5.5K
$723K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.88KNew |
$350K - $410K
|
3.88K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.61KNew |
$325K - $382K
|
3.61K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.51KNew |
$316K - $371K
|
3.51K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
BUY
|
- |
3.34KNew |
$301K - $353K
|
3.34K
$439K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.05KNew |
$274K - $322K
|
3.05K
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.45KNew |
$221K - $259K
|
2.45K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.35KNew |
$211K - $248K
|
2.35K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.3KNew |
$207K - $243K
|
2.3K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.26KNew |
$204K - $239K
|
2.26K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.23KNew |
$201K - $236K
|
2.23K
$293K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.16KNew |
$194K - $228K
|
2.16K
$284K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.01KNew |
$181K - $212K
|
2.01K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.99KNew |
$179K - $210K
|
1.99K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.97KNew |
$177K - $208K
|
1.97K
$258K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.95KNew |
$176K - $206K
|
1.95K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.95KNew |
$176K - $206K
|
1.95K
$256K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.94KNew |
$175K - $205K
|
1.94K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.89KNew |
$170K - $200K
|
1.89K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.5KNew |
$135K - $158K
|
1.5K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.49KNew |
$134K - $157K
|
1.49K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.41KNew |
$127K - $149K
|
1.41K
$186K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$100K - $118K
|
1.12K
$147K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
864+ 31.05% |
$77.8K - $91.3K
|
3.65K
$480K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
839+ 3.77% |
$75.5K - $88.7K
|
23.1K
$3.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
640+ 11.95% |
$57.6K - $67.6K
|
6K
$789K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
634New |
$57.1K - $67K
|
634
$83.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
627New |
$56.5K - $66.3K
|
627
$82.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
587New |
$52.9K - $62K
|
587
$77.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
474New |
$42.7K - $50.1K
|
474
$62.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
420New |
$37.8K - $44.4K
|
420
$55.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
400New |
$36K - $42.3K
|
400
$52.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
366New |
$33K - $38.7K
|
366
$48.1K
|
|