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 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.3K+ 20.62% |
$2.15M - $2.32M
|
101K
$12.3M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.8K+ 2.51% |
$2.09M - $2.25M
|
685K
$83.1M
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
16.7K+ 43.14% |
$2.08M - $2.24M
|
55.5K
$6.74M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.4K+ 18.22% |
$2.04M - $2.2M
|
106K
$12.9M
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
15.2K+ 18.67% |
$1.89M - $2.04M
|
96.9K
$11.8M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
14.8K+ 3.2% |
$1.84M - $1.99M
|
478K
$58M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14KNew |
$1.74M - $1.88M
|
14K
$1.7M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
13.9KNew |
$1.73M - $1.87M
|
13.9K
$1.69M
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
13.9KNew |
$1.73M - $1.87M
|
13.9K
$1.69M
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 1.52% |
$1.73M - $1.87M
|
930K
$113M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.6K+ 134.88% |
$1.69M - $1.82M
|
23.7K
$2.87M
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.4K+ 706.65% |
$1.66M - $1.8M
|
15.3K
$1.85M
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
13.3KNew |
$1.65M - $1.79M
|
13.3K
$1.62M
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
13.2K+ 5.9% |
$1.64M - $1.77M
|
237K
$28.8M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13K+ 7.81% |
$1.62M - $1.75M
|
180K
$21.8M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 51.36% |
$1.6M - $1.73M
|
38K
$4.61M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.6KNew |
$1.56M - $1.69M
|
12.6K
$1.53M
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
12.5KNew |
$1.55M - $1.68M
|
12.5K
$1.52M
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
12.5KNew |
$1.55M - $1.67M
|
12.5K
$1.51M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.1KNew |
$1.51M - $1.63M
|
12.1K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
11.6K+ 269.77% |
$1.44M - $1.56M
|
15.9K
$1.93M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.5K+ 56.87% |
$1.43M - $1.54M
|
31.7K
$3.84M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.4KNew |
$1.41M - $1.53M
|
11.4K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
11.1KNew |
$1.38M - $1.49M
|
11.1K
$1.35M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.9K+ 170.12% |
$1.36M - $1.47M
|
17.4K
$2.11M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.9K+ 8.72% |
$1.35M - $1.46M
|
136K
$16.5M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.7KNew |
$1.33M - $1.44M
|
10.7K
$1.3M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.6K+ 5.23% |
$1.32M - $1.42M
|
213K
$25.9M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$1.3M - $1.41M
|
10.5K
$1.27M
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$1.3M - $1.4M
|
10.4K
$1.27M
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
10.4KNew |
$1.29M - $1.39M
|
10.4K
$1.26M
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
10.3K+ 29.48% |
$1.28M - $1.39M
|
45.4K
$5.51M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1K+ 38.84% |
$1.26M - $1.36M
|
36.1K
$4.38M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.1K+ 22.61% |
$1.26M - $1.35M
|
54.8K
$6.65M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.94K+ 2.73% |
$1.23M - $1.33M
|
373K
$45.3M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.88K+ 169.48% |
$1.23M - $1.33M
|
15.7K
$1.91M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.85K+ 8.59% |
$1.22M - $1.32M
|
125K
$15.1M
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.3KNew |
$1.16M - $1.25M
|
9.3K
$1.13M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.24K+ 0.83% |
$1.15M - $1.24M
|
1.12M
$135M
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.99KNew |
$1.12M - $1.21M
|
8.99K
$1.09M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.96K+ 4.84% |
$1.11M - $1.2M
|
194K
$23.6M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.88K+ 6.36% |
$1.1M - $1.19M
|
148K
$18M
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
8.85KNew |
$1.1M - $1.19M
|
8.85K
$1.07M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.82K+ 2.07% |
$1.1M - $1.18M
|
435K
$52.8M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.58KNew |
$1.07M - $1.15M
|
8.58K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.79K+ 223.49% |
$968K - $1.05M
|
11.3K
$1.37M
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.78KNew |
$966K - $1.04M
|
7.78K
$944K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.54K+ 62.47% |
$937K - $1.01M
|
19.6K
$2.38M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.46K+ 8.16% |
$927K - $1M
|
98.9K
$12M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.46K+ 0.21% |
$927K - $1M
|
3.52M
$427M
|