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 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
780+ 21.78% |
$88.5K - $98K
|
4.36K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
764+ 2.46% |
$86.6K - $96K
|
31.8K
$4.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
749+ 1.65% |
$84.9K - $94.1K
|
46.1K
$6.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
745+ 20.35% |
$84.5K - $93.6K
|
4.41K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
724+ 1.67% |
$82.1K - $90.9K
|
44K
$5.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
718New |
$81.4K - $90.2K
|
718
$94.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
700+ 13.85% |
$79.4K - $87.9K
|
5.75K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
699+ 9.46% |
$79.3K - $87.8K
|
8.09K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
686+ 37.96% |
$77.8K - $86.2K
|
2.49K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
656+ 4.56% |
$74.4K - $82.4K
|
15.1K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
646+ 6.12% |
$73.3K - $81.2K
|
11.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
644+ 7.04% |
$73K - $80.9K
|
9.79K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
641+ 11.64% |
$72.7K - $80.5K
|
6.15K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
632+ 32.29% |
$71.7K - $79.4K
|
2.59K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
627+ 1.11% |
$71.1K - $78.8K
|
57.3K
$7.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
623+ 24.2% |
$70.7K - $78.3K
|
3.2K
$420K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
622+ 24.37% |
$70.5K - $78.1K
|
3.17K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
617+ 8.25% |
$70K - $77.5K
|
8.1K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
608+ 1.19% |
$69K - $76.4K
|
51.8K
$6.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
607+ 2.91% |
$68.8K - $76.3K
|
21.4K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
602+ 7.53% |
$68.3K - $75.6K
|
8.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
600+ 13.33% |
$68K - $75.4K
|
5.1K
$671K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
590+ 0.22% |
$66.9K - $74.1K
|
274K
$36.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
571+ 0.63% |
$64.8K - $71.7K
|
91.6K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
564+ 6.5% |
$64K - $70.8K
|
9.24K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
561+ 20.53% |
$63.6K - $70.5K
|
3.29K
$433K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
551+ 5.13% |
$62.5K - $69.2K
|
11.3K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
544+ 3.66% |
$61.7K - $68.3K
|
15.4K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
538+ 27.7% |
$61K - $67.6K
|
2.48K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
523+ 23.96% |
$59.3K - $65.7K
|
2.71K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
523+ 11.16% |
$59.3K - $65.7K
|
5.21K
$685K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
518+ 26.92% |
$58.7K - $65.1K
|
2.44K
$321K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
511New |
$58K - $64.2K
|
511
$67.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
510+ 15.66% |
$57.8K - $64.1K
|
3.77K
$495K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
507+ 2.69% |
$57.5K - $63.7K
|
19.4K
$2.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
499New |
$56.6K - $62.7K
|
499
$65.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
498+ 16.76% |
$56.5K - $62.6K
|
3.47K
$456K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
493+ 2.92% |
$55.9K - $61.9K
|
17.4K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
491+ 1.74% |
$55.7K - $61.7K
|
28.6K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
482+ 2.61% |
$54.7K - $60.5K
|
19K
$2.5M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
451+ 8.78% |
$51.1K - $56.7K
|
5.59K
$734K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
445+ 1.28% |
$50.5K - $55.9K
|
35.1K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
433+ 17.33% |
$49.1K - $54.4K
|
2.93K
$385K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
420+ 10.0% |
$47.6K - $52.8K
|
4.62K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
415+ 3.76% |
$47.1K - $52.1K
|
11.4K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
405+ 13.14% |
$45.9K - $50.9K
|
3.49K
$459K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
405+ 16.5% |
$45.9K - $50.9K
|
2.86K
$376K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
403+ 13.47% |
$45.7K - $50.6K
|
3.4K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
401+ 19.47% |
$45.5K - $50.4K
|
2.46K
$324K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
401+ 2.46% |
$45.5K - $50.4K
|
16.7K
$2.2M
|