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 15, 2021
Q3 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
3.2KNew |
$312K - $333K
|
3.2K
$421K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.09KNew |
$203K - $217K
|
2.09K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.57KNew |
$153K - $163K
|
1.57K
$206K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31New |
$3.02K - $3.22K
|
31
$4.08K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10+ 3.3% |
$973 - $1.04K
|
313
$41.2K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
471K+ 117753.5% |
$43.7M - $46.6M
|
471K
$62M
|
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
593New |
$55K - $58.6K
|
593
$78K
|
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
BUY
|
- |
387New |
$35.9K - $38.3K
|
387
$50.9K
|
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29New |
$2.69K - $2.87K
|
29
$3.81K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.62KNew |
$393K - $428K
|
4.62K
$607K
|
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
BUY
|
- |
705+ 2.05% |
$60K - $65.3K
|
35.2K
$4.62M
|
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$4.26K - $4.63K
|
50
$6.58K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
2.79KNew |
$207K - $241K
|
2.79K
$367K
|
|
|
Feb 22, 2021
Q4 2020
|
In Track Investment Management Inc
|
BUY
|
- |
2.6KNew |
$193K - $224K
|
2.6K
$342K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
330New |
$24.4K - $28.5K
|
330
$43.4K
|
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
5New |
$370 - $431
|
5
$658
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
25.5KNew |
$1.78M - $2.06M
|
25.5K
$3.36M
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
9.58KNew |
$669K - $771K
|
9.58K
$1.26M
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
30.3K+ 1176.31% |
$1.65M - $2.21M
|
32.9K
$4.32M
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$10.9K - $14.6K
|
200
$26.3K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
172New |
$9.37K - $12.5K
|
172
$22.6K
|
|
| Q1 2020 | |||||||
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 183.96% |
$85.4K - $131K
|
2.66K
$349K
|
|
|
Apr 24, 2020
Q1 2020
|
Fenimore Asset Management Inc
|
BUY
|
- |
739+ 19.65% |
$36.7K - $56.5K
|
4.5K
$592K
|
|
| Q2 2019 | |||||||
|
Jul 15, 2019
Q2 2019
|
Canton Hathaway, LLC
|
BUY
|
- |
592New |
$37K - $39.7K
|
592
$77.8K
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
97+ 4850.0% |
$6.06K - $6.5K
|
99
$13K
|
|
| Q1 2019 | |||||||
|
Apr 09, 2019
Q1 2019
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3.51KNew |
$194K - $228K
|
3.51K
$461K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
877New |
$51.8K - $56.4K
|
877
$115K
|
|
| Q4 2017 | |||||||
|
Jan 30, 2018
Q4 2017
|
Hall Laurie J Trustee
|
BUY
|
- |
4.7KNew |
$273K - $290K
|
4.7K
$619K
|
|
| Q3 2017 | |||||||
|
Nov 06, 2017
Q3 2017
|
Meridian Management CO
|
BUY
|
- |
8.1KNew |
$463K - $467K
|
8.1K
$1.07M
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Securian Asset Management, Inc
|
BUY
|
- |
42KNew |
N/A
|
42K
$5.52M
|
|