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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.68K+ 9.47% |
$303K - $336K
|
30.9K
$4.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.64K+ 2257.26% |
$300K - $332K
|
2.76K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 9.55% |
$299K - $331K
|
30.2K
$4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.5KNew |
$284K - $314K
|
2.5K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.48KNew |
$282K - $312K
|
2.48K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.44K+ 3.42% |
$277K - $307K
|
73.9K
$9.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.3K+ 1.05% |
$261K - $289K
|
221K
$29.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.18KNew |
$247K - $273K
|
2.18K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.13KNew |
$241K - $267K
|
2.13K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.12K+ 111.19% |
$240K - $266K
|
4.02K
$532K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 2.76% |
$233K - $258K
|
76.3K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.05KNew |
$233K - $258K
|
2.05K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 4.4% |
$231K - $256K
|
48.2K
$6.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.97K+ 14.02% |
$223K - $247K
|
16K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.93KNew |
$218K - $242K
|
1.93K
$255K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.91K+ 98.7% |
$216K - $239K
|
3.84K
$508K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.84K+ 68.35% |
$209K - $232K
|
4.54K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$209K - $231K
|
1.84K
$244K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.83K+ 45.89% |
$208K - $230K
|
5.82K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.83KNew |
$207K - $230K
|
1.83K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.82KNew |
$207K - $229K
|
1.82K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 1.32% |
$204K - $226K
|
138K
$18.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.77K+ 0.97% |
$201K - $222K
|
185K
$24.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.75KNew |
$198K - $220K
|
1.75K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.74K+ 7.85% |
$197K - $218K
|
23.9K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.71KNew |
$194K - $215K
|
1.71K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.69K+ 0.57% |
$191K - $212K
|
297K
$39.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.67KNew |
$189K - $209K
|
1.67K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.67KNew |
$189K - $209K
|
1.67K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.66K+ 29.5% |
$188K - $209K
|
7.29K
$966K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.66K+ 18.72% |
$188K - $209K
|
10.5K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.65KNew |
$188K - $208K
|
1.65K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.65KNew |
$187K - $207K
|
1.65K
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.64KNew |
$186K - $206K
|
1.64K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$185K - $205K
|
1.63K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.61K+ 0.72% |
$182K - $202K
|
226K
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.56K+ 4.15% |
$177K - $196K
|
39.2K
$5.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.56K+ 96.53% |
$176K - $195K
|
3.17K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.54K+ 7.36% |
$175K - $194K
|
22.5K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.51K+ 6.45% |
$172K - $190K
|
25K
$3.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.48K+ 48.62% |
$168K - $186K
|
4.52K
$598K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.43K+ 28.59% |
$162K - $180K
|
6.44K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.41K+ 1.22% |
$160K - $177K
|
117K
$15.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.31K+ 3.98% |
$149K - $165K
|
34.3K
$4.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25K+ 10.98% |
$142K - $157K
|
12.6K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 3.53% |
$140K - $156K
|
36.3K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 1.35% |
$138K - $153K
|
91.4K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.21K+ 9.48% |
$137K - $152K
|
14K
$1.85M
|