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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.79K+ 2.24% |
$576K - $644K
|
218K
$29.5M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.68KNew |
$563K - $630K
|
4.68K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.59K+ 73.6% |
$552K - $618K
|
10.8K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.46K+ 21.33% |
$536K - $600K
|
25.3K
$3.42M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.44K+ 4.92% |
$533K - $597K
|
94.6K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.41K+ 12.12% |
$530K - $593K
|
40.8K
$5.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.21KNew |
$507K - $567K
|
4.21K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 295.72% |
$507K - $567K
|
5.64K
$761K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
4.13K+ 149.91% |
$497K - $556K
|
6.89K
$929K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.94KNew |
$474K - $531K
|
3.94K
$532K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.9KNew |
$470K - $525K
|
3.9K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.88KNew |
$467K - $522K
|
3.88K
$524K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.82KNew |
$459K - $514K
|
3.82K
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.74K+ 9.42% |
$450K - $503K
|
43.4K
$5.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.73K+ 63.94% |
$449K - $502K
|
9.56K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.68K+ 2.48% |
$442K - $495K
|
152K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.64K+ 0.56% |
$437K - $489K
|
650K
$87.8M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.6KNew |
$433K - $484K
|
3.6K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.59KNew |
$432K - $483K
|
3.59K
$485K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.54K+ 2.53% |
$426K - $476K
|
144K
$19.4M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
3.42K+ 6.37% |
$411K - $460K
|
57.1K
$7.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3.32KNew |
$399K - $447K
|
3.32K
$448K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.27K+ 37.95% |
$393K - $440K
|
11.9K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.26K+ 12.51% |
$392K - $438K
|
29.3K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.22K+ 26.8% |
$388K - $434K
|
15.2K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$371K - $415K
|
3.08K
$416K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 37.64% |
$371K - $415K
|
11.3K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.07K+ 19.95% |
$370K - $414K
|
18.5K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.04K+ 19.46% |
$366K - $409K
|
18.7K
$2.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3K+ 43.32% |
$361K - $404K
|
9.94K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.95K+ 4.47% |
$354K - $396K
|
68.8K
$9.29M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.92K+ 11.39% |
$351K - $393K
|
28.5K
$3.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.89KNew |
$348K - $389K
|
2.89K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.89K+ 12.52% |
$347K - $388K
|
25.9K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.86K+ 11.42% |
$344K - $384K
|
27.9K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.8KNew |
$337K - $377K
|
2.8K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.7KNew |
$325K - $364K
|
2.7K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.68KNew |
$323K - $361K
|
2.68K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.6KNew |
$313K - $350K
|
2.6K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.55K+ 19.76% |
$306K - $343K
|
15.4K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.54K+ 5.25% |
$305K - $341K
|
50.8K
$6.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.51K+ 3.3% |
$302K - $338K
|
78.6K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.49K+ 39.74% |
$300K - $335K
|
8.76K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.48K+ 13.9% |
$299K - $334K
|
20.3K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.46K+ 39.17% |
$296K - $331K
|
8.73K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.45K+ 0.51% |
$294K - $330K
|
483K
$65.1M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.45KNew |
$294K - $330K
|
2.45K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.42K+ 1.98% |
$291K - $326K
|
125K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.35K+ 57.34% |
$283K - $316K
|
6.45K
$871K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.32KNew |
$279K - $312K
|
2.32K
$313K
|