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 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
21+ 1050.0% |
$1.89K - $2.22K
|
23
$2.84K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16New |
$1.44K - $1.69K
|
16
$1.97K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$180 - $211
|
2
$247
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.48% |
$180 - $211
|
137
$16.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$90 - $106
|
959
$118K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
247K+ 74.47% |
$23.1M - $25M
|
578K
$71.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
75.6KNew |
$7.09M - $7.67M
|
75.6K
$9.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
11.4K+ 4.29% |
$1.06M - $1.15M
|
276K
$34.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.48KNew |
$514K - $556K
|
5.48K
$676K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.73K+ 15.38% |
$350K - $379K
|
28K
$3.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
3.64KNew |
$342K - $369K
|
3.64K
$450K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.38KNew |
$316K - $342K
|
3.38K
$417K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.5KNew |
$234K - $253K
|
2.5K
$308K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.35KNew |
$220K - $238K
|
2.35K
$290K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.11K+ 54.14% |
$197K - $213K
|
5.99K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.89K+ 213.11% |
$177K - $191K
|
2.77K
$342K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.77KNew |
$166K - $179K
|
1.77K
$218K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.31KNew |
$123K - $133K
|
1.31K
$162K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$75K - $81.1K
|
800
$98.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
766New |
$71.8K - $77.7K
|
766
$94.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
684New |
$64.1K - $69.4K
|
684
$84.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
373New |
$35K - $37.8K
|
373
$46K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
203+ 193.33% |
$19K - $20.6K
|
308
$38K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
198+ 0.69% |
$18.6K - $20.1K
|
28.9K
$3.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
126+ 0.48% |
$11.8K - $12.8K
|
26.6K
$3.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
82+ 3.3% |
$7.69K - $8.31K
|
2.57K
$316K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
71New |
$6.65K - $7.2K
|
71
$8.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
60New |
$5.62K - $6.08K
|
60
$7.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
15New |
$1.41K - $1.52K
|
15
$1.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 1.69% |
$281 - $304
|
181
$22.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 3.28% |
$187 - $203
|
63
$7.77K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1+ 0.04% |
$93.7 - $101
|
2.33K
$287K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
21.2K+ 3567.62% |
$1.88M - $2.07M
|
21.7K
$2.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.05KNew |
$539K - $592K
|
6.05K
$747K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.19KNew |
$373K - $410K
|
4.19K
$517K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.55K+ 3.83% |
$316K - $347K
|
96.1K
$11.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2.81KNew |
$250K - $274K
|
2.81K
$346K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.75KNew |
$244K - $269K
|
2.75K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.7KNew |
$240K - $264K
|
2.7K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$197K - $216K
|
2.21K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.17KNew |
$193K - $212K
|
2.17K
$267K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.16KNew |
$192K - $211K
|
2.16K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.15KNew |
$192K - $211K
|
2.15K
$265K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
2.14KNew |
$190K - $209K
|
2.14K
$264K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.1KNew |
$187K - $205K
|
2.1K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
835+ 22.14% |
$74.3K - $81.7K
|
4.61K
$568K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
800+ 25.36% |
$71.2K - $78.3K
|
3.96K
$488K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
585+ 134.48% |
$52.1K - $57.2K
|
1.02K
$126K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
429+ 0.92% |
$38.2K - $42K
|
47.3K
$5.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
429+ 0.92% |
$38.2K - $42K
|
47.3K
$5.83M
|
|