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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
56.9K+ 124.8% |
$7.08M - $7.64M
|
103K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
56.2K+ 4.23% |
$6.98M - $7.54M
|
1.38M
$168M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
55.8KNew |
$6.94M - $7.49M
|
55.8K
$6.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.3K+ 538.88% |
$6.63M - $7.16M
|
63.2K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
48.8KNew |
$6.06M - $6.54M
|
48.8K
$5.92M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48K+ 11.48% |
$5.97M - $6.44M
|
466K
$56.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
47.8K+ 80.86% |
$5.94M - $6.41M
|
107K
$13M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
47.5KNew |
$5.9M - $6.37M
|
47.5K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.8K+ 0.43% |
$5.57M - $6.01M
|
10.5M
$1.28B
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1KNew |
$5.36M - $5.78M
|
43.1K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
41.6K+ 19.46% |
$5.17M - $5.58M
|
255K
$31M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
40.5K+ 44.22% |
$5.03M - $5.43M
|
132K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
39.9K+ 13.65% |
$4.96M - $5.36M
|
333K
$40.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 2.26% |
$4.68M - $5.05M
|
1.71M
$207M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
35.4KNew |
$4.4M - $4.75M
|
35.4K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.6KNew |
$4.3M - $4.64M
|
34.6K
$4.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
34.4K+ 67.83% |
$4.27M - $4.61M
|
85.1K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
34.3KNew |
$4.27M - $4.6M
|
34.3K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
33.3KNew |
$4.14M - $4.46M
|
33.3K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
32.7KNew |
$4.07M - $4.39M
|
32.7K
$3.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
32.5KNew |
$4.04M - $4.36M
|
32.5K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32K+ 153.59% |
$3.97M - $4.29M
|
52.8K
$6.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
27K+ 183.35% |
$3.36M - $3.63M
|
41.8K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27K+ 13.82% |
$3.36M - $3.62M
|
223K
$27M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
26.6K+ 42.02% |
$3.3M - $3.57M
|
89.9K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.3K+ 672.06% |
$3.27M - $3.53M
|
30.3K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25.5KNew |
$3.17M - $3.43M
|
25.5K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 261.26% |
$3.07M - $3.32M
|
34.2K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.9K+ 94.91% |
$2.97M - $3.2M
|
49K
$5.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
23.8KNew |
$2.96M - $3.19M
|
23.8K
$2.89M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
22.7KNew |
$2.82M - $3.04M
|
22.7K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.6K+ 41.67% |
$2.81M - $3.03M
|
76.8K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 3.52% |
$2.73M - $2.95M
|
647K
$78.5M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
21.9KNew |
$2.72M - $2.94M
|
21.9K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
21.4KNew |
$2.66M - $2.87M
|
21.4K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.2K+ 4.63% |
$2.64M - $2.85M
|
480K
$58.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.8KNew |
$2.58M - $2.79M
|
20.8K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
20.7K+ 13.31% |
$2.57M - $2.78M
|
176K
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 5.58% |
$2.57M - $2.77M
|
391K
$47.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20.6K+ 26.28% |
$2.55M - $2.76M
|
98.8K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
20KNew |
$2.48M - $2.68M
|
20K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.3K+ 12.44% |
$2.4M - $2.59M
|
174K
$21.2M
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
19.2KNew |
$2.39M - $2.58M
|
19.2K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 13.62% |
$2.34M - $2.52M
|
157K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18.8K+ 1.7% |
$2.33M - $2.52M
|
1.12M
$136M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
18.5K+ 4.88% |
$2.3M - $2.48M
|
397K
$48.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
18.5K+ 7.57% |
$2.29M - $2.48M
|
262K
$31.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18.2K+ 70.84% |
$2.26M - $2.44M
|
43.8K
$5.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
17.5K+ 7.68% |
$2.18M - $2.35M
|
246K
$29.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.5KNew |
$2.17M - $2.34M
|
17.5K
$2.12M
|