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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
11.6K+ 1547.8% |
$1.4M - $1.56M
|
12.4K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.4K+ 16.13% |
$1.37M - $1.53M
|
81.7K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
11.2K+ 0.62% |
$1.35M - $1.51M
|
1.82M
$245M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10.6K+ 3.0% |
$1.27M - $1.42M
|
364K
$49.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.5K+ 587.61% |
$1.26M - $1.41M
|
12.3K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 5.3% |
$1.25M - $1.4M
|
207K
$27.9M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.1K+ 2.55% |
$1.22M - $1.36M
|
407K
$55M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10K+ 30.96% |
$1.21M - $1.35M
|
42.4K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.84K+ 103.26% |
$1.18M - $1.33M
|
19.4K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.82K+ 6.61% |
$1.18M - $1.32M
|
158K
$21.4M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
9.67K+ 163.78% |
$1.16M - $1.3M
|
15.6K
$2.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9.23KNew |
$1.11M - $1.24M
|
9.23K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.88K+ 2.16% |
$1.07M - $1.2M
|
420K
$56.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.87K+ 64.12% |
$1.07M - $1.19M
|
22.7K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.68K+ 54.27% |
$1.04M - $1.17M
|
24.7K
$3.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.57K+ 382.72% |
$1.03M - $1.15M
|
10.8K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
8.56K+ 26.45% |
$1.03M - $1.15M
|
40.9K
$5.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8.54K+ 2.05% |
$1.03M - $1.15M
|
426K
$57.5M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.09KNew |
$973K - $1.09M
|
8.09K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.99K+ 5.36% |
$961K - $1.07M
|
157K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.94KNew |
$955K - $1.07M
|
7.94K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.58K+ 2.79% |
$912K - $1.02M
|
280K
$37.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
7.3KNew |
$878K - $983K
|
7.3K
$986K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.28K+ 16.62% |
$876K - $980K
|
51.1K
$6.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.24K+ 39.4% |
$871K - $975K
|
25.6K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7.22K+ 8.46% |
$869K - $972K
|
92.6K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
7.22K+ 212.89% |
$868K - $972K
|
10.6K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.87K+ 19.02% |
$826K - $925K
|
43K
$5.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
6.8K+ 11.47% |
$818K - $916K
|
66.1K
$8.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.7KNew |
$806K - $902K
|
6.7K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.52K+ 37.64% |
$784K - $878K
|
23.8K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.08K+ 13.96% |
$731K - $819K
|
49.7K
$6.7M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.91K+ 63.64% |
$710K - $795K
|
15.2K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81K+ 25.52% |
$699K - $782K
|
28.6K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.78KNew |
$695K - $778K
|
5.78K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.64K+ 1.26% |
$679K - $759K
|
454K
$61.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.54KNew |
$666K - $745K
|
5.54K
$747K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.53K+ 4.44% |
$666K - $745K
|
130K
$17.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.49K+ 1.52% |
$660K - $739K
|
366K
$49.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.35K+ 220.88% |
$644K - $720K
|
7.78K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.33K+ 11.1% |
$641K - $718K
|
53.3K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.27K+ 5.98% |
$634K - $709K
|
93.4K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.2K+ 20.37% |
$626K - $700K
|
30.7K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.13K+ 12.28% |
$616K - $690K
|
46.8K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.12K+ 2.9% |
$616K - $689K
|
181K
$24.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.09KNew |
$612K - $684K
|
5.09K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.02K+ 6.54% |
$604K - $676K
|
81.8K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.98K+ 16.33% |
$599K - $670K
|
35.5K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.89KNew |
$589K - $659K
|
4.89K
$661K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
4.79K+ 5.33% |
$576K - $645K
|
94.7K
$12.8M
|