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 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
184+ 16.93% |
$20.9K - $23.1K
|
1.27K
$169K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
182+ 9.41% |
$20.6K - $22.9K
|
2.12K
$281K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
181+ 60.74% |
$20.5K - $22.7K
|
479
$63.6K
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
177+ 2.3% |
$20.1K - $22.2K
|
7.87K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
172+ 32.51% |
$19.5K - $21.6K
|
701
$93.1K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
171+ 0.59% |
$19.4K - $21.5K
|
29.2K
$3.88M
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
165+ 1.14% |
$18.7K - $20.7K
|
14.7K
$1.95M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
164+ 19.69% |
$18.6K - $20.6K
|
997
$132K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
163+ 1.21% |
$18.5K - $20.5K
|
13.6K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
162+ 8.83% |
$18.4K - $20.4K
|
2K
$265K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
160+ 0.87% |
$18.1K - $20.1K
|
18.6K
$2.47M
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
159+ 2.12% |
$18K - $20K
|
7.66K
$1.02M
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
156+ 5.35% |
$17.7K - $19.6K
|
3.07K
$408K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
155+ 6.4% |
$17.6K - $19.5K
|
2.58K
$342K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
155+ 2.67% |
$17.6K - $19.5K
|
5.96K
$792K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
154+ 0.93% |
$17.5K - $19.3K
|
16.6K
$2.21M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
154New |
$17.5K - $19.3K
|
154
$20.5K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
151+ 0.67% |
$17.1K - $19K
|
22.8K
$3.03M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
146+ 2.03% |
$16.6K - $18.3K
|
7.35K
$976K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
143+ 23.79% |
$16.2K - $18K
|
744
$98.8K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
139+ 1.73% |
$15.8K - $17.5K
|
8.17K
$1.08M
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
134+ 0.09% |
$15.2K - $16.8K
|
150K
$20M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
133+ 1.78% |
$15.1K - $16.7K
|
7.6K
$1.01M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
130+ 0.29% |
$14.7K - $16.3K
|
44.7K
$5.93M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
127+ 9.79% |
$14.4K - $16K
|
1.42K
$189K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
126+ 0.13% |
$14.3K - $15.8K
|
94K
$12.5M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
124+ 7.35% |
$14.1K - $15.6K
|
1.81K
$241K
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
124+ 2.23% |
$14.1K - $15.6K
|
5.67K
$754K
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
118+ 4.03% |
$13.4K - $14.8K
|
3.04K
$404K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$13.4K - $14.8K
|
118
$15.7K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
116+ 0.2% |
$13.2K - $14.6K
|
59.4K
$7.89M
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
116+ 2.4% |
$13.2K - $14.6K
|
4.96K
$658K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
115+ 1.16% |
$13K - $14.4K
|
10K
$1.33M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
112New |
$12.7K - $14.1K
|
112
$14.9K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
110New |
$12.5K - $13.8K
|
110
$14.6K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
110New |
$12.5K - $13.8K
|
110
$14.6K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
109+ 63.37% |
$12.4K - $13.7K
|
281
$37.3K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
108+ 0.17% |
$12.2K - $13.6K
|
62.4K
$8.29M
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
107+ 0.39% |
$12.1K - $13.4K
|
27.5K
$3.65M
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 0.2% |
$11.6K - $12.8K
|
50K
$6.64M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
101+ 1.28% |
$11.5K - $12.7K
|
7.97K
$1.06M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
100+ 4.26% |
$11.3K - $12.6K
|
2.45K
$325K
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
100+ 2.39% |
$11.3K - $12.6K
|
4.28K
$568K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
98+ 2.36% |
$11.1K - $12.3K
|
4.25K
$564K
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
96+ 1.77% |
$10.9K - $12.1K
|
5.52K
$734K
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
90+ 1.25% |
$10.2K - $11.3K
|
7.26K
$965K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
90+ 4.59% |
$10.2K - $11.3K
|
2.05K
$273K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.04% |
$9.98K - $11.1K
|
222K
$29.4M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
81+ 0.47% |
$9.19K - $10.2K
|
17.2K
$2.28M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 1.26% |
$8.51K - $9.42K
|
6.03K
$801K
|