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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
26.7K+ 1.87% |
$3.03M - $3.35M
|
1.45M
$191M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
24.8K+ 16.06% |
$2.81M - $3.11M
|
179K
$23.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
24.7K+ 3.26% |
$2.81M - $3.11M
|
784K
$103M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24.5K+ 96.33% |
$2.78M - $3.08M
|
49.9K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
24.2K+ 12.88% |
$2.74M - $3.04M
|
212K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
23.3K+ 777.77% |
$2.65M - $2.93M
|
26.3K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
22.8K+ 21.12% |
$2.59M - $2.87M
|
131K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.5K+ 5.16% |
$2.55M - $2.83M
|
459K
$60.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 39.85% |
$2.43M - $2.69M
|
75.1K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
21K+ 2.6% |
$2.38M - $2.64M
|
830K
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20.8K+ 36.19% |
$2.36M - $2.61M
|
78.2K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
19.7K+ 45.09% |
$2.23M - $2.47M
|
63.3K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 1.88% |
$2.22M - $2.46M
|
1.06M
$139M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.3K+ 27.98% |
$2.19M - $2.43M
|
88.4K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 1.17% |
$2.07M - $2.29M
|
1.57M
$207M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18.2KNew |
$2.06M - $2.29M
|
18.2K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17.9K+ 2.0% |
$2.03M - $2.25M
|
913K
$120M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.2K+ 1.74% |
$1.95M - $2.15M
|
1.01M
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 2.76% |
$1.9M - $2.11M
|
625K
$82.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
15.6K+ 177.05% |
$1.77M - $1.96M
|
24.4K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 8.45% |
$1.74M - $1.93M
|
197K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
15.1KNew |
$1.72M - $1.9M
|
15.1K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 1.35% |
$1.67M - $1.85M
|
1.11M
$146M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.5K+ 30.08% |
$1.64M - $1.82M
|
62.7K
$8.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13.6K+ 4984.25% |
$1.54M - $1.71M
|
13.9K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
13.5K+ 9.51% |
$1.53M - $1.69M
|
155K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13.3K+ 1.99% |
$1.51M - $1.68M
|
684K
$90M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$1.51M - $1.67M
|
13.3K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13K+ 8.18% |
$1.47M - $1.63M
|
171K
$22.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.9K+ 278.87% |
$1.46M - $1.62M
|
17.5K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.3KNew |
$1.4M - $1.55M
|
12.3K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 2.3% |
$1.39M - $1.54M
|
546K
$71.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
11.6K+ 9.61% |
$1.32M - $1.46M
|
133K
$17.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.3M - $1.44M
|
11.4K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.2KNew |
$1.27M - $1.41M
|
11.2K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11.1K+ 173.52% |
$1.26M - $1.39M
|
17.4K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11K+ 0.93% |
$1.25M - $1.39M
|
1.2M
$157M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10.4K+ 13.92% |
$1.18M - $1.31M
|
85.3K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 42.16% |
$1.17M - $1.3M
|
34.8K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$1.15M - $1.27M
|
10.1K
$1.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9.33KNew |
$1.06M - $1.17M
|
9.33K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9.29K+ 20.21% |
$1.05M - $1.17M
|
55.3K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.22K+ 3.12% |
$1.05M - $1.16M
|
305K
$40.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
9.22K+ 4.21% |
$1.05M - $1.16M
|
228K
$30M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
8.88K+ 1.27% |
$1.01M - $1.12M
|
711K
$93.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.75K+ 60.07% |
$992K - $1.1M
|
23.3K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.73K+ 0.8% |
$990K - $1.1M
|
1.1M
$145M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.39K+ 2.95% |
$952K - $1.05M
|
293K
$38.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8.13K+ 19.89% |
$922K - $1.02M
|
49K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
7.94K+ 3.68% |
$900K - $997K
|
224K
$29.4M
|