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 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.33KNew |
$144K - $158K
|
1.33K
$179K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.32K+ 17.01% |
$143K - $157K
|
9.07K
$1.22M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
900+ 43.0% |
$97.9K - $107K
|
2.99K
$404K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
897New |
$97.6K - $107K
|
897
$121K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
714+ 195.62% |
$77.7K - $85.1K
|
1.08K
$146K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
606+ 79.22% |
$65.9K - $72.3K
|
1.37K
$185K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
428New |
$46.6K - $51K
|
428
$57.8K
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
421+ 1.9% |
$45.8K - $50.2K
|
22.5K
$3.04M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
392New |
$42.6K - $46.7K
|
392
$52.9K
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
340+ 0.92% |
$37K - $40.5K
|
37.5K
$5.06M
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
321+ 3.83% |
$34.9K - $38.3K
|
8.71K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
314+ 26.95% |
$34.2K - $37.4K
|
1.48K
$200K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
269New |
$29.3K - $32.1K
|
269
$36.3K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
249New |
$27.1K - $29.7K
|
249
$33.6K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
203New |
$22.1K - $24.2K
|
203
$27.4K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
163+ 0.55% |
$17.7K - $19.4K
|
29.7K
$4.01M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
129New |
$14K - $15.4K
|
129
$17.4K
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
105New |
$11.4K - $12.5K
|
105
$14.2K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
87New |
$9.46K - $10.4K
|
87
$11.7K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
83+ 0.15% |
$9.03K - $9.9K
|
54.2K
$7.32M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
56+ 17.5% |
$6.09K - $6.68K
|
376
$50.8K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
47New |
$5.11K - $5.6K
|
47
$6.35K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
19New |
$2.07K - $2.27K
|
19
$2.57K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.62K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.62K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5+ 0.18% |
$544 - $596
|
2.82K
$380K
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5+ 0.16% |
$544 - $596
|
3.04K
$410K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$544 - $596
|
2.05K
$276K
|
|
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
$49.6M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
114KNew |
$11.7M - $13.1M
|
114K
$15.3M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
56.1KNew |
$5.78M - $6.46M
|
56.1K
$7.57M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38K+ 16.38% |
$3.92M - $4.38M
|
270K
$36.5M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
35K+ 120.64% |
$3.61M - $4.03M
|
63.9K
$8.63M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
20.9K+ 39.43% |
$2.15M - $2.41M
|
73.8K
$9.96M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19.4KNew |
$2M - $2.24M
|
19.4K
$2.62M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13KNew |
$1.34M - $1.5M
|
13K
$1.75M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12KNew |
$1.24M - $1.38M
|
12K
$1.62M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$1.03M - $1.16M
|
10K
$1.35M
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.61KNew |
$992K - $1.11M
|
9.61K
$1.3M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
8.9K+ 523.53% |
$918K - $1.03M
|
10.6K
$1.43M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.44K+ 3.59% |
$871K - $973K
|
243K
$32.9M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.6KNew |
$475K - $530K
|
4.6K
$621K
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.07KNew |
$214K - $239K
|
2.07K
$279K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.04KNew |
$211K - $236K
|
2.04K
$276K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.98KNew |
$204K - $229K
|
1.98K
$268K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.94K+ 18.08% |
$200K - $224K
|
12.7K
$1.71M
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.9KNew |
$196K - $219K
|
1.9K
$256K
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.89KNew |
$195K - $217K
|
1.89K
$255K
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.85KNew |
$191K - $214K
|
1.85K
$250K
|