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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.51K+ 6.45% |
$172K - $190K
|
25K
$3.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.48K+ 48.62% |
$168K - $186K
|
4.52K
$594K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.44K+ 4.33% |
$164K - $181K
|
34.8K
$4.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.43K+ 28.59% |
$162K - $180K
|
6.44K
$846K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.43K+ 2.11% |
$162K - $179K
|
69.1K
$9.08M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.41K+ 1.22% |
$160K - $177K
|
117K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 8.2% |
$156K - $173K
|
18.2K
$2.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.31K+ 3.98% |
$149K - $165K
|
34.3K
$4.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.27K+ 3.08% |
$144K - $159K
|
42.4K
$5.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.26K+ 0.36% |
$143K - $158K
|
348K
$45.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.25K+ 96.01% |
$142K - $157K
|
2.55K
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25K+ 10.98% |
$142K - $157K
|
12.6K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 3.53% |
$140K - $156K
|
36.3K
$4.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.23K+ 0.19% |
$139K - $154K
|
652K
$85.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 1.35% |
$138K - $153K
|
91.4K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.21K+ 9.48% |
$137K - $152K
|
14K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.2K+ 62.38% |
$136K - $151K
|
3.13K
$411K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.18K+ 25.85% |
$133K - $148K
|
5.72K
$752K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$133K - $148K
|
1.18K
$155K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.12K+ 130.12% |
$127K - $141K
|
1.98K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.11K+ 3.5% |
$126K - $140K
|
32.9K
$4.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 1.81% |
$124K - $138K
|
61.7K
$8.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.09K+ 21.76% |
$124K - $137K
|
6.12K
$804K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.08K+ 31.98% |
$122K - $135K
|
4.44K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.07K+ 4.33% |
$121K - $134K
|
25.6K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.05K+ 6.55% |
$119K - $132K
|
17.1K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 16.3% |
$117K - $130K
|
7.39K
$972K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 73.07% |
$116K - $129K
|
2.42K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.02K+ 16.96% |
$115K - $128K
|
7.01K
$922K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.01K+ 4.13% |
$115K - $127K
|
25.5K
$3.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
992+ 0.96% |
$113K - $125K
|
104K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
990+ 4.98% |
$112K - $124K
|
20.9K
$2.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
971+ 6.53% |
$110K - $122K
|
15.8K
$2.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
953+ 17.09% |
$108K - $120K
|
6.53K
$859K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
949+ 25.58% |
$108K - $119K
|
4.66K
$613K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
919+ 3.0% |
$104K - $115K
|
31.6K
$4.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
908+ 2.66% |
$103K - $114K
|
35.1K
$4.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
900New |
$102K - $113K
|
900
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
876+ 6.3% |
$99.3K - $110K
|
14.8K
$1.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
875+ 0.37% |
$99.2K - $110K
|
238K
$31.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
863+ 1.45% |
$97.9K - $108K
|
60.4K
$7.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
861+ 5.3% |
$97.6K - $108K
|
17.1K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
846+ 7.93% |
$95.9K - $106K
|
11.5K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
833New |
$94.5K - $105K
|
833
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
827+ 4.13% |
$93.8K - $104K
|
20.8K
$2.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
827+ 38.84% |
$93.8K - $104K
|
2.96K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
817+ 9.98% |
$92.7K - $103K
|
9.01K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
808+ 24.26% |
$91.6K - $102K
|
4.14K
$544K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
806+ 114.0% |
$91.4K - $101K
|
1.51K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
800+ 2.28% |
$90.7K - $100K
|
35.9K
$4.72M
|