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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
401+ 2.46% |
$45.5K - $50.4K
|
16.7K
$2.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
401+ 0.66% |
$45.5K - $50.4K
|
61.6K
$8.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
399New |
$45.3K - $50.1K
|
399
$53K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
396+ 1.9% |
$44.9K - $49.7K
|
21.2K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
381+ 2.79% |
$43.2K - $47.9K
|
14K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
378+ 3.97% |
$42.9K - $47.5K
|
9.9K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
366+ 11.07% |
$41.5K - $46K
|
3.67K
$488K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
362+ 1.56% |
$41.1K - $45.5K
|
23.6K
$3.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
361+ 0.31% |
$40.9K - $45.3K
|
118K
$15.7M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
360+ 21.38% |
$40.8K - $45.2K
|
2.04K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
357+ 4.23% |
$40.5K - $44.8K
|
8.79K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
350+ 5.89% |
$39.7K - $44K
|
6.29K
$835K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
340+ 13.77% |
$38.6K - $42.7K
|
2.81K
$373K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
330+ 0.36% |
$37.4K - $41.5K
|
92.4K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
330+ 2.14% |
$37.4K - $41.5K
|
15.8K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
328+ 6.1% |
$37.2K - $41.2K
|
5.71K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
324New |
$36.7K - $40.7K
|
324
$43K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
321+ 14.87% |
$36.4K - $40.3K
|
2.48K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
320+ 0.94% |
$36.3K - $40.2K
|
34.5K
$4.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
319New |
$36.2K - $40.1K
|
319
$42.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
316+ 29.26% |
$35.8K - $39.7K
|
1.4K
$185K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
315New |
$35.7K - $39.6K
|
315
$41.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
309+ 15.97% |
$35K - $38.8K
|
2.24K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
290+ 0.36% |
$32.9K - $36.4K
|
81.6K
$10.8M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
289+ 4.04% |
$32.8K - $36.3K
|
7.45K
$989K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
284+ 4.99% |
$32.2K - $35.7K
|
5.98K
$794K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
278+ 5.5% |
$31.5K - $34.9K
|
5.34K
$709K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
276+ 3.7% |
$31.3K - $34.7K
|
7.74K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267+ 5.32% |
$30.3K - $33.5K
|
5.29K
$702K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
262+ 0.21% |
$29.7K - $32.9K
|
124K
$16.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
260+ 2.36% |
$29.5K - $32.7K
|
11.3K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
259+ 1.65% |
$29.4K - $32.5K
|
16K
$2.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
250+ 0.59% |
$28.4K - $31.4K
|
42.6K
$5.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
247+ 6.35% |
$28K - $31K
|
4.13K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
246+ 10.27% |
$27.9K - $30.9K
|
2.64K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
243New |
$27.6K - $30.5K
|
243
$32.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
242+ 0.94% |
$27.4K - $30.4K
|
26.1K
$3.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
235+ 0.32% |
$26.7K - $29.5K
|
74.6K
$9.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
234+ 0.54% |
$26.5K - $29.4K
|
43.9K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
229+ 3.66% |
$26K - $28.8K
|
6.49K
$862K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
225+ 0.73% |
$25.5K - $28.3K
|
31.2K
$4.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
225+ 1.55% |
$25.5K - $28.3K
|
14.7K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
220+ 10.83% |
$25K - $27.6K
|
2.25K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
218+ 0.37% |
$24.7K - $27.4K
|
58.7K
$7.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
215+ 10.74% |
$24.4K - $27K
|
2.22K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
214+ 9.94% |
$24.3K - $26.9K
|
2.37K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
206+ 2.56% |
$23.4K - $25.9K
|
8.26K
$1.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
201+ 0.77% |
$22.8K - $25.2K
|
26.4K
$3.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
194+ 8.65% |
$22K - $24.4K
|
2.44K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
185+ 0.23% |
$21K - $23.2K
|
80.7K
$10.7M
|