Latest Institutional Purchases of Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
2
+ 0.51%
$178 - $196
397 $53.6K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
169K
New
$14.2M - $15.8M
169K $22.8M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
140K
New
$11.8M - $13.1M
140K $18.9M
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
36.6K
New
$3.08M - $3.41M
36.6K $4.94M
Apr 19, 2023 Q1 2023
Gunma Bank,Ltd.

BUY
 -
20K
+ 36.36%
$1.68M - $1.86M
75K $10.1M
Apr 21, 2023 Q1 2023
Econ Financial Services Corp

BUY
 -
11.1K
New
$934K - $1.03M
11.1K $1.5M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
5.7K
New
$479K - $531K
5.7K $769K
May 12, 2023 Q1 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
2.34K
New
$197K - $218K
2.34K $315K
Apr 26, 2023 Q1 2023
Buffington Mohr Mc Neal

BUY
 -
2.27K
New
$191K - $211K
2.27K $306K
May 10, 2023 Q1 2023
Boston Family Office LLC

Boston, MA
BUY
 -
2.25K
New
$189K - $210K
2.25K $304K
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
2.06K
New
$174K - $192K
2.06K $279K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.9K
New
$160K - $177K
1.9K $257K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
1.58K
+ 2.82%
$133K - $148K
57.8K $7.81M
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
1.32K
+ 55.64%
$111K - $123K
3.69K $498K
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
645
New
$54.3K - $60.1K
645 $87.1K
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
324
+ 1.09%
$27.3K - $30.2K
30.1K $4.07M
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
81
New
$6.81K - $7.55K
81 $10.9K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
20
New
$1.68K - $1.86K
20 $2.7K
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
14
+ 0.4%
$1.18K - $1.3K
3.54K $477K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
3
+ 0.11%
$252 - $279
2.63K $355K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
1
+ 0.01%
$84.1 - $93.2
13.8K $1.86M
May 04, 2023 Q1 2023
Fi3 Financial Advisors, LLC

BUY
 -
1
+ 0.03%
$84.1 - $93.2
2.97K $401K
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

BUY
 -
1
+ 1.1%
$84.1 - $93.2
92 $12.4K
Q4 2022
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
2.06M
+ 140.13%
$164M - $187M
3.53M $477M
Feb 14, 2023 Q4 2022
Allstate Investment Management CO

Northbrook, IL
BUY
 -
888K
New
$70.5M - $80.3M
888K $120M
Jan 31, 2023 Q4 2022
Spc Financial, Inc.

BUY
 -
197K
New
$15.7M - $17.8M
197K $26.6M
Feb 13, 2023 Q4 2022
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
56.6K
New
$4.5M - $5.12M
56.6K $7.64M
Feb 13, 2023 Q4 2022
Rex Capital Advisors, LLC

Providence, RI
BUY
 -
51.4K
New
$4.08M - $4.65M
51.4K $6.93M
Jan 20, 2023 Q4 2022
Avestar Capital, LLC

BUY
 -
49K
New
$3.89M - $4.43M
49K $6.62M
Sep 05, 2023 Q4 2022
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
24.8K
New
$1.97M - $2.24M
24.8K $3.35M
Feb 06, 2023 Q4 2022
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
14K
New
$1.12M - $1.27M
14K $1.9M
Jan 20, 2023 Q4 2022
Newman & Schimel, LLC

BUY
 -
10.3K
+ 4.87%
$816K - $930K
221K $29.9M
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
7.74K
New
$615K - $701K
7.74K $1.05M
Mar 01, 2023 Q4 2022
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
7.64K
New
$607K - $691K
7.64K $1.03M
Feb 09, 2023 Q4 2022
Lwmg, LLC

Lake Elmo, MN
BUY
 -
6.32K
New
$502K - $572K
6.32K $853K
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
5.5K
New
$437K - $498K
5.5K $743K
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
4.44K
New
$352K - $401K
4.44K $599K
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
4.31K
New
$342K - $390K
4.31K $582K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
4.31K
New
$342K - $390K
4.31K $582K
Feb 09, 2023 Q4 2022
Omega Financial Group, LLC

BUY
 -
3.38K
New
$268K - $306K
3.38K $456K
Jan 25, 2023 Q4 2022
Aj Wealth Strategies, LLC

BUY
 -
2.96K
New
$235K - $268K
2.96K $400K
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
2.77K
+ 178.04%
$220K - $250K
4.32K $583K
Jan 18, 2023 Q4 2022
Salvus Wealth Management, LLC

BUY
 -
2.61K
New
$207K - $236K
2.61K $352K
Feb 06, 2023 Q4 2022
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
2.56K
New
$203K - $231K
2.56K $345K
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
2.54K
New
$202K - $230K
2.54K $343K
Mar 01, 2023 Q4 2022
Smithbridge Asset Management Inc

BUY
 -
2.4K
New
$191K - $217K
2.4K $324K
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
1.43K
New
$113K - $129K
1.43K $193K
Feb 10, 2023 Q4 2022
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
1.39K
New
$110K - $126K
1.39K $188K
Jan 23, 2023 Q4 2022
Measured Wealth Private Client Group, LLC

BUY
 -
1.28K
+ 43.85%
$102K - $116K
4.2K $567K

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