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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.03KNew |
$81.4K - $92.7K
|
1.03K
$138K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
824New |
$65.5K - $74.6K
|
824
$111K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
697New |
$55.4K - $63.1K
|
697
$94.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
522New |
$41.5K - $47.2K
|
522
$70.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
484New |
$38.4K - $43.8K
|
484
$65.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
356+ 291.8% |
$28.3K - $32.2K
|
478
$64.5K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
315New |
$25K - $28.5K
|
315
$42.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
291New |
$23.1K - $26.3K
|
291
$39.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
281New |
$22.3K - $25.4K
|
281
$37.9K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
269New |
$21.4K - $24.3K
|
269
$36.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
200+ 52.22% |
$15.9K - $18.1K
|
583
$78.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
193+ 8.19% |
$15.3K - $17.5K
|
2.55K
$344K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
172New |
$13.7K - $15.6K
|
172
$23.2K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
157New |
$12.5K - $14.2K
|
157
$21.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
145+ 2.32% |
$11.5K - $13.1K
|
6.39K
$863K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
111New |
$8.82K - $10K
|
111
$15K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
108+ 12.81% |
$8.58K - $9.77K
|
951
$128K
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
57New |
$4.53K - $5.16K
|
57
$7.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
48New |
$3.81K - $4.34K
|
48
$6.48K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32+ 0.99% |
$2.54K - $2.9K
|
3.27K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
25+ 0.45% |
$1.99K - $2.26K
|
5.55K
$750K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$1.59K - $1.81K
|
40
$5.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
16New |
$1.27K - $1.45K
|
16
$2.16K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14New |
$1.11K - $1.27K
|
14
$1.89K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.97% |
$397 - $452
|
519
$70.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3New |
$238 - $271
|
3
$405
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $181
|
2.54K
$343K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.08% |
$79.4 - $90.5
|
1.28K
$173K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.07MNew |
$324M - $391M
|
4.07M
$550M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
141K+ 60.31% |
$11.2M - $13.5M
|
375K
$50.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
78K+ 126.18% |
$6.2M - $7.48M
|
140K
$18.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
54.1KNew |
$4.3M - $5.19M
|
54.1K
$7.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$2.91M - $3.51M
|
36.6K
$4.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.8K+ 5.65% |
$1.34M - $1.61M
|
315K
$42.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.9K+ 271.21% |
$867K - $1.05M
|
14.9K
$2.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.02KNew |
$638K - $770K
|
8.02K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.9KNew |
$628K - $758K
|
7.9K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.73KNew |
$376K - $454K
|
4.73K
$639K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
3.61KNew |
$287K - $346K
|
3.61K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.11KNew |
$247K - $298K
|
3.11K
$419K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.69KNew |
$214K - $258K
|
2.69K
$364K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
1.96K+ 14.68% |
$156K - $188K
|
15.3K
$2.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.67K+ 60.27% |
$133K - $160K
|
4.43K
$598K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
1.29K+ 19.52% |
$103K - $124K
|
7.91K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
738New |
$58.7K - $70.8K
|
738
$99.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
706+ 24.35% |
$56.2K - $67.7K
|
3.61K
$487K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
400+ 44.44% |
$31.8K - $38.4K
|
1.3K
$176K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
387New |
$30.8K - $37.1K
|
387
$52.2K
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
312+ 12.7% |
$24.8K - $29.9K
|
2.77K
$374K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
241+ 3.29% |
$19.2K - $23.1K
|
7.56K
$1.02M
|
|