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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
693+ 5.54% |
$86.1K - $92.9K
|
13.2K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
681+ 1.31% |
$84.6K - $91.3K
|
52.5K
$6.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
672+ 1.41% |
$83.5K - $90.1K
|
48.3K
$5.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
664+ 2.23% |
$82.5K - $89.1K
|
30.5K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
657+ 3.49% |
$81.6K - $88.1K
|
19.5K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
651+ 10.18% |
$80.9K - $87.3K
|
7.04K
$855K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
619+ 3.38% |
$76.9K - $83K
|
18.9K
$2.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
610+ 7.92% |
$75.8K - $81.8K
|
8.31K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
595+ 12.77% |
$73.9K - $79.8K
|
5.25K
$638K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
592+ 30.44% |
$73.6K - $79.4K
|
2.54K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
578New |
$71.8K - $77.5K
|
578
$70.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
575+ 21.04% |
$71.4K - $77.1K
|
3.31K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
573New |
$71.2K - $76.9K
|
573
$69.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
569+ 19.25% |
$70.7K - $76.3K
|
3.53K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
562+ 22.84% |
$69.8K - $75.4K
|
3.02K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
561+ 0.45% |
$69.7K - $75.2K
|
124K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
556+ 1.83% |
$69.1K - $74.6K
|
31K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
508New |
$63.1K - $68.1K
|
508
$61.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
504+ 3.56% |
$62.6K - $67.6K
|
14.7K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
500+ 16.51% |
$62.1K - $67.1K
|
3.53K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
499+ 6.16% |
$62K - $66.9K
|
8.6K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
495New |
$61.5K - $66.4K
|
495
$60.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
481+ 33.78% |
$59.8K - $64.5K
|
1.91K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
472+ 575.61% |
$58.7K - $63.3K
|
554
$67.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
469New |
$58.3K - $62.9K
|
469
$56.9K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
464New |
$57.7K - $62.2K
|
464
$56.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
463+ 0.74% |
$57.5K - $62.1K
|
62.9K
$7.63M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
450New |
$55.9K - $60.4K
|
450
$54.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
442New |
$54.9K - $59.3K
|
442
$53.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
441+ 1.37% |
$54.8K - $59.1K
|
32.6K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
436New |
$54.2K - $58.5K
|
436
$52.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
432New |
$53.7K - $57.9K
|
432
$52.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
429+ 13.03% |
$53.3K - $57.5K
|
3.72K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
424New |
$52.7K - $56.9K
|
424
$51.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
424+ 17.14% |
$52.7K - $56.9K
|
2.9K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
423+ 3.26% |
$52.6K - $56.7K
|
13.4K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
421+ 23.83% |
$52.3K - $56.5K
|
2.19K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
421+ 15.95% |
$52.3K - $56.5K
|
3.06K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
420+ 2.85% |
$52.2K - $56.3K
|
15.1K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
415+ 10.86% |
$51.6K - $55.7K
|
4.24K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
413+ 9.65% |
$51.3K - $55.4K
|
4.69K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
402+ 1.7% |
$50K - $53.9K
|
24K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
390+ 2.86% |
$48.5K - $52.3K
|
14K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
383+ 7.03% |
$47.6K - $51.4K
|
5.83K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
379+ 16.14% |
$47.1K - $50.8K
|
2.73K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
372+ 111.04% |
$46.2K - $49.9K
|
707
$85.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
371+ 0.62% |
$46.1K - $49.8K
|
60.1K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
366New |
$45.5K - $49.1K
|
366
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
359+ 100.56% |
$44.6K - $48.1K
|
716
$86.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
352+ 7.67% |
$43.7K - $47.2K
|
4.94K
$600K
|