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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5+ 0.18% |
$544 - $596
|
2.82K
$377K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5+ 0.16% |
$544 - $596
|
3.04K
$407K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$544 - $596
|
2.05K
$274K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3+ 0.13% |
$326 - $358
|
2.36K
$317K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
368KNew |
$37.9M - $42.4M
|
368K
$49.3M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
114KNew |
$11.7M - $13.1M
|
114K
$15.2M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
56.1KNew |
$5.78M - $6.46M
|
56.1K
$7.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38K+ 16.38% |
$3.92M - $4.38M
|
270K
$36.2M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
35.9K+ 7.24% |
$3.7M - $4.14M
|
531K
$71.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
35K+ 120.64% |
$3.61M - $4.03M
|
63.9K
$8.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
20.9K+ 39.43% |
$2.15M - $2.41M
|
73.8K
$9.89M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19.4KNew |
$2M - $2.24M
|
19.4K
$2.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13KNew |
$1.34M - $1.5M
|
13K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12KNew |
$1.24M - $1.38M
|
12K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$1.03M - $1.16M
|
10K
$1.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.61KNew |
$992K - $1.11M
|
9.61K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
9.42KNew |
$972K - $1.09M
|
9.42K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
8.9K+ 523.53% |
$918K - $1.03M
|
10.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.44K+ 3.59% |
$871K - $973K
|
243K
$32.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.6KNew |
$475K - $530K
|
4.6K
$616K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.07KNew |
$214K - $239K
|
2.07K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.04KNew |
$211K - $236K
|
2.04K
$274K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.98KNew |
$204K - $229K
|
1.98K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.94K+ 18.08% |
$200K - $224K
|
12.7K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.9KNew |
$196K - $219K
|
1.9K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.89KNew |
$195K - $217K
|
1.89K
$253K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.85KNew |
$191K - $214K
|
1.85K
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.83KNew |
$189K - $211K
|
1.83K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$187K - $210K
|
1.82K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.81KNew |
$186K - $208K
|
1.81K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.8KNew |
$186K - $208K
|
1.8K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.79KNew |
$184K - $206K
|
1.79K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.78KNew |
$184K - $206K
|
1.78K
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.78KNew |
$184K - $205K
|
1.78K
$239K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.78KNew |
$183K - $205K
|
1.78K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.78KNew |
$183K - $205K
|
1.78K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.77KNew |
$182K - $204K
|
1.77K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
1.76KNew |
$182K - $203K
|
1.76K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$182K - $203K
|
1.76K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.75KNew |
$181K - $202K
|
1.75K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.74KNew |
$179K - $200K
|
1.74K
$233K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.7K+ 41.02% |
$175K - $196K
|
5.83K
$782K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 11.39% |
$158K - $176K
|
14.9K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.25KNew |
$129K - $144K
|
1.25K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
740+ 32.64% |
$76.3K - $85.3K
|
3.01K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$51.6K - $57.7K
|
500
$67K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
499New |
$51.5K - $57.5K
|
499
$66.9K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
367New |
$37.9K - $42.3K
|
367
$49.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
360New |
$37.1K - $41.5K
|
360
$48.2K
|
|