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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
53.3K+ 5.41% |
$6.41M - $7.17M
|
1.04M
$140M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
52.3KNew |
$6.3M - $7.05M
|
52.3K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.4K+ 2.19% |
$6.18M - $6.91M
|
2.4M
$324M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47.2K+ 47.8% |
$5.68M - $6.35M
|
146K
$19.7M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45.9K+ 23.64% |
$5.52M - $6.18M
|
240K
$32.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44.3K+ 93.71% |
$5.33M - $5.96M
|
91.5K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
41.1KNew |
$4.94M - $5.53M
|
41.1K
$5.54M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
40.8KNew |
$4.91M - $5.49M
|
40.8K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
38.5K+ 2.78% |
$4.63M - $5.19M
|
1.42M
$192M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36K+ 6.11% |
$4.34M - $4.85M
|
626K
$84.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35.6K+ 18.97% |
$4.28M - $4.79M
|
223K
$30.2M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
35.1K+ 4.04% |
$4.22M - $4.72M
|
903K
$122M
|
|
|
May 15, 2025
Q1 2025
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
33.5K+ 4.04% |
$4.03M - $4.51M
|
863K
$117M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.9K+ 5.26% |
$3.96M - $4.43M
|
658K
$88.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.9K+ 2.0% |
$3.84M - $4.3M
|
1.63M
$220M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
31.5KNew |
$3.79M - $4.24M
|
31.5K
$4.25M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 3.3% |
$3.69M - $4.13M
|
960K
$130M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
30.4KNew |
$3.66M - $4.09M
|
30.4K
$4.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.2KNew |
$3.51M - $3.93M
|
29.2K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.1K+ 45.45% |
$3.5M - $3.92M
|
93.2K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
28.5KNew |
$3.43M - $3.84M
|
28.5K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
25.7KNew |
$3.09M - $3.45M
|
25.7K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
25.1KNew |
$3.02M - $3.38M
|
25.1K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.7K+ 6.42% |
$2.97M - $3.33M
|
410K
$55.3M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 53.51% |
$2.82M - $3.15M
|
67.2K
$9.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.9KNew |
$2.64M - $2.95M
|
21.9K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.2K+ 0.95% |
$2.42M - $2.71M
|
2.14M
$289M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.7K+ 156.26% |
$2.36M - $2.65M
|
32.2K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19K+ 192.39% |
$2.28M - $2.55M
|
28.8K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.8K+ 1.69% |
$2.14M - $2.4M
|
1.07M
$144M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.4K+ 72.15% |
$2.09M - $2.34M
|
41.5K
$5.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 18.05% |
$2.09M - $2.34M
|
114K
$15.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
16.7K+ 11.83% |
$2M - $2.24M
|
157K
$21.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16.5K+ 82.64% |
$1.98M - $2.22M
|
36.4K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
16.3K+ 10.82% |
$1.96M - $2.2M
|
167K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.8K+ 3265.77% |
$1.91M - $2.13M
|
16.3K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
15.7K+ 151.38% |
$1.89M - $2.11M
|
26.1K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.5K+ 28.31% |
$1.74M - $1.95M
|
65.6K
$8.86M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
14.3KNew |
$1.72M - $1.92M
|
14.3K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.2K+ 14.05% |
$1.71M - $1.91M
|
115K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 127.13% |
$1.67M - $1.87M
|
24.8K
$3.35M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13.9KNew |
$1.67M - $1.86M
|
13.9K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
13KNew |
$1.57M - $1.76M
|
13K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
13K+ 12.19% |
$1.57M - $1.76M
|
120K
$16.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.9K+ 15.22% |
$1.56M - $1.74M
|
97.9K
$13.2M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
12.9K+ 4.84% |
$1.55M - $1.73M
|
279K
$37.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
12.4KNew |
$1.5M - $1.67M
|
12.4K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
12.4K+ 10.26% |
$1.49M - $1.67M
|
133K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.1K+ 121.87% |
$1.46M - $1.63M
|
22K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11.6K+ 6.36% |
$1.4M - $1.57M
|
195K
$26.3M
|