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 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
189KNew |
$23.5M - $25.4M
|
189K
$25.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
164KNew |
$20.4M - $22M
|
164K
$22M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
99.1KNew |
$12.3M - $13.3M
|
99.1K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75.6K+ 2.09% |
$9.39M - $10.1M
|
3.69M
$494M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.3K+ 538.88% |
$6.63M - $7.16M
|
63.2K
$8.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
41.6K+ 19.46% |
$5.17M - $5.58M
|
255K
$34.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
30.9K+ 3.94% |
$3.83M - $4.14M
|
815K
$109M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
27K+ 183.35% |
$3.36M - $3.63M
|
41.8K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.9K+ 94.91% |
$2.97M - $3.2M
|
49K
$6.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.8KNew |
$2.58M - $2.79M
|
20.8K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 1.52% |
$1.73M - $1.87M
|
930K
$124M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.4K+ 706.65% |
$1.66M - $1.8M
|
15.3K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 51.36% |
$1.6M - $1.73M
|
38K
$5.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
12.5KNew |
$1.55M - $1.68M
|
12.5K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.1KNew |
$1.51M - $1.63M
|
12.1K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.4KNew |
$1.41M - $1.53M
|
11.4K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.6K+ 5.23% |
$1.32M - $1.42M
|
213K
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
10.5KNew |
$1.3M - $1.41M
|
10.5K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$1.3M - $1.4M
|
10.4K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1K+ 38.84% |
$1.26M - $1.36M
|
36.1K
$4.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.94K+ 2.73% |
$1.23M - $1.33M
|
373K
$49.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.85K+ 8.59% |
$1.22M - $1.32M
|
125K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.3KNew |
$1.16M - $1.25M
|
9.3K
$1.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
8.93K+ 64.04% |
$1.11M - $1.2M
|
22.9K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.54K+ 62.47% |
$937K - $1.01M
|
19.6K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.46K+ 0.21% |
$927K - $1M
|
3.52M
$471M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
7.23K+ 1.6% |
$899K - $970K
|
458K
$61.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
7.23KNew |
$899K - $970K
|
7.23K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
7.14KNew |
$887K - $957K
|
7.14K
$955K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.98KNew |
$867K - $936K
|
6.98K
$934K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.66K+ 4.57% |
$828K - $893K
|
152K
$20.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$814K - $878K
|
6.55K
$876K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.24KNew |
$775K - $837K
|
6.24K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5.9KNew |
$734K - $792K
|
5.9K
$790K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
5.83K+ 2.64% |
$724K - $782K
|
226K
$30.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.68KNew |
$706K - $762K
|
5.68K
$760K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.56K+ 13.11% |
$691K - $746K
|
48K
$6.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.48K+ 41.69% |
$681K - $735K
|
18.6K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.26KNew |
$654K - $706K
|
5.26K
$704K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
4.92K+ 3.92% |
$612K - $660K
|
130K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
4.75KNew |
$590K - $637K
|
4.75K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.53K+ 13.01% |
$563K - $608K
|
39.4K
$5.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
4.49KNew |
$558K - $603K
|
4.49K
$601K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.47K+ 230.16% |
$556K - $600K
|
6.42K
$858K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.24KNew |
$527K - $569K
|
4.24K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
4.14KNew |
$514K - $555K
|
4.14K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
4.13KNew |
$513K - $554K
|
4.13K
$552K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.86KNew |
$479K - $517K
|
3.86K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.59KNew |
$446K - $481K
|
3.59K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.54K+ 9.9% |
$440K - $475K
|
39.3K
$5.25M
|