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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.46K+ 10.86% |
$175K - $196K
|
14.9K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.41K+ 2.77% |
$169K - $190K
|
52.2K
$7.04M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4K+ 1.91% |
$169K - $189K
|
74.8K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.39K+ 32.4% |
$168K - $187K
|
5.69K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 7.37% |
$166K - $186K
|
20.1K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.36K+ 1.25% |
$164K - $184K
|
111K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.34K+ 63.58% |
$161K - $180K
|
3.45K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 18.41% |
$161K - $180K
|
8.59K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.32K+ 5.53% |
$159K - $178K
|
25.2K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1.23K+ 1.36% |
$147K - $165K
|
91.1K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
1.22KNew |
$147K - $164K
|
1.22K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.21KNew |
$145K - $163K
|
1.21K
$163K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.2K+ 23.11% |
$144K - $162K
|
6.39K
$863K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.16K+ 3.38% |
$140K - $156K
|
35.5K
$4.79M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.16K+ 29.29% |
$139K - $156K
|
5.11K
$690K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.14K+ 24.98% |
$137K - $153K
|
5.69K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 0.22% |
$134K - $150K
|
497K
$67.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 1.85% |
$134K - $150K
|
61.2K
$8.26M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.11K+ 25.18% |
$134K - $150K
|
5.53K
$746K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.06K+ 44.85% |
$128K - $143K
|
3.43K
$463K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.06K+ 18.47% |
$127K - $142K
|
6.79K
$916K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.04K+ 55.02% |
$125K - $140K
|
2.93K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.03K+ 0.79% |
$124K - $139K
|
132K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 105.7% |
$123K - $137K
|
1.99K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.01K+ 7.12% |
$121K - $136K
|
15.2K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1KNew |
$120K - $135K
|
1K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
987+ 4.97% |
$119K - $133K
|
20.9K
$2.81M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
980+ 13.75% |
$118K - $132K
|
8.11K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
963+ 0.78% |
$116K - $130K
|
125K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
959New |
$115K - $129K
|
959
$129K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
950New |
$114K - $128K
|
950
$128K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
910+ 11.32% |
$109K - $122K
|
8.95K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
902+ 7.81% |
$109K - $121K
|
12.4K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
899+ 7.3% |
$108K - $121K
|
13.2K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
898+ 5.25% |
$108K - $121K
|
18K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
896New |
$108K - $121K
|
896
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
857+ 10.22% |
$103K - $115K
|
9.24K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
853New |
$103K - $115K
|
853
$115K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
849+ 0.97% |
$102K - $114K
|
88.2K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
844+ 10.2% |
$102K - $114K
|
9.12K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
820+ 16.06% |
$98.6K - $110K
|
5.93K
$800K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
816+ 0.96% |
$98.2K - $110K
|
86.2K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
812+ 16.58% |
$97.7K - $109K
|
5.71K
$771K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
774+ 1.91% |
$93.1K - $104K
|
41.3K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
770+ 3.25% |
$92.6K - $104K
|
24.4K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
769+ 7.8% |
$92.5K - $104K
|
10.6K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
749+ 12.44% |
$90.1K - $101K
|
6.77K
$914K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
748+ 4.4% |
$90K - $101K
|
17.7K
$2.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
745+ 2.02% |
$89.6K - $100K
|
37.7K
$5.09M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
743+ 4.58% |
$89.4K - $100K
|
17K
$2.29M
|