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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30+ 4.28% |
$3.73K - $4.02K
|
731
$98.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.36% |
$3.6K - $3.89K
|
7.99K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28New |
$3.48K - $3.76K
|
28
$3.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11+ 2.38% |
$1.37K - $1.48K
|
474
$64K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.05% |
$994 - $1.07K
|
16.8K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
5New |
$621 - $671
|
5
$675
|
|
|
Feb 12, 2025
Q4 2024
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$621 - $671
|
3.38K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5+ 0.31% |
$621 - $671
|
1.62K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1+ 0.2% |
$124 - $134
|
512
$69.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$124 - $134
|
267
$36K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.02K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.6% |
$124 - $134
|
169
$22.8K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.05K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$124 - $134
|
2.86K
$386K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
323KNew |
$36.7M - $40.6M
|
323K
$43.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
302K+ 22.45% |
$34.3M - $37.9M
|
1.65M
$222M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
148KNew |
$16.8M - $18.6M
|
148K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28.2K+ 102.05% |
$3.19M - $3.54M
|
55.8K
$7.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
26.7K+ 1.87% |
$3.03M - $3.35M
|
1.45M
$196M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
15.1KNew |
$1.72M - $1.9M
|
15.1K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13.6K+ 4984.25% |
$1.54M - $1.71M
|
13.9K
$1.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.3M - $1.44M
|
11.4K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.33K+ 9.66% |
$831K - $921K
|
83.2K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.44K+ 1.02% |
$731K - $809K
|
637K
$85.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.8KNew |
$658K - $728K
|
5.8K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.73KNew |
$536K - $594K
|
4.73K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.32KNew |
$490K - $542K
|
4.32K
$583K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.02K+ 251.82% |
$456K - $505K
|
5.62K
$758K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.9KNew |
$442K - $490K
|
3.9K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.94KNew |
$333K - $369K
|
2.94K
$396K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.91KNew |
$330K - $365K
|
2.91K
$392K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.84KNew |
$322K - $357K
|
2.84K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8K+ 79.9% |
$317K - $351K
|
6.29K
$850K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.64K+ 2257.26% |
$300K - $332K
|
2.76K
$372K
|
|
|
Jul 08, 2025
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.58KNew |
$293K - $324K
|
2.58K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.18KNew |
$247K - $273K
|
2.18K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.82KNew |
$207K - $229K
|
1.82K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.71KNew |
$194K - $215K
|
1.71K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.67KNew |
$189K - $209K
|
1.67K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.65KNew |
$188K - $208K
|
1.65K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.48K+ 48.62% |
$168K - $186K
|
4.52K
$610K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$133K - $148K
|
1.18K
$159K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.12K+ 130.12% |
$127K - $141K
|
1.98K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 1.81% |
$124K - $138K
|
61.7K
$8.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
861+ 5.3% |
$97.6K - $108K
|
17.1K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
833New |
$94.5K - $105K
|
833
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
686+ 37.96% |
$77.8K - $86.2K
|
2.49K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
641+ 11.64% |
$72.7K - $80.5K
|
6.15K
$830K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
622+ 24.37% |
$70.5K - $78.1K
|
3.17K
$428K
|
|