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 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.45% |
$2.84K - $3.14K
|
5.58K
$747K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.27% |
$2.72K - $3.01K
|
9K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
24+ 1.05% |
$2.72K - $3.01K
|
2.31K
$309K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
22New |
$2.5K - $2.76K
|
22
$2.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
21+ 0.1% |
$2.38K - $2.64K
|
20.2K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
21+ 0.18% |
$2.38K - $2.64K
|
11.7K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 0.06% |
$2.38K - $2.64K
|
37.1K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
20+ 0.02% |
$2.27K - $2.51K
|
90K
$12M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
19+ 1.05% |
$2.15K - $2.39K
|
1.83K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
18+ 0.67% |
$2.04K - $2.26K
|
2.69K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18New |
$2.04K - $2.26K
|
18
$2.41K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
17+ 0.85% |
$1.93K - $2.14K
|
2.02K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
16+ 0.11% |
$1.81K - $2.01K
|
14.3K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15+ 0.22% |
$1.7K - $1.88K
|
6.94K
$929K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
14+ 0.74% |
$1.59K - $1.76K
|
1.91K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14+ 0.38% |
$1.59K - $1.76K
|
3.7K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.37% |
$1.47K - $1.63K
|
3.55K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.13% |
$1.47K - $1.63K
|
10.4K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10+ 0.22% |
$1.13K - $1.26K
|
4.64K
$620K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.13K - $1.26K
|
2.69K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10+ 0.25% |
$1.13K - $1.26K
|
4.07K
$544K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.05% |
$1.02K - $1.13K
|
16.8K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
9+ 0.36% |
$1.02K - $1.13K
|
2.5K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$1.02K - $1.13K
|
2.41K
$323K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.37% |
$907 - $1K
|
2.18K
$292K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.73% |
$907 - $1K
|
301
$40.3K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$794 - $879
|
7
$936
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.05% |
$680 - $754
|
12K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6+ 0.05% |
$680 - $754
|
12.2K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.24% |
$680 - $754
|
2.51K
$336K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.17% |
$680 - $754
|
3.57K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6+ 0.16% |
$680 - $754
|
3.7K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5+ 0.02% |
$567 - $628
|
24.6K
$3.29M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$567 - $628
|
3.53K
$472K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5+ 0.27% |
$567 - $628
|
1.88K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5+ 0.06% |
$567 - $628
|
8.38K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5+ 0.12% |
$567 - $628
|
4.07K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$454 - $502
|
4
$535
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
4New |
$454 - $502
|
4
$535
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.05% |
$340 - $377
|
6.28K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.17% |
$340 - $377
|
1.74K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2+ 0.05% |
$227 - $251
|
4.42K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 0.0% |
$227 - $251
|
107K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.63K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2+ 0.05% |
$227 - $251
|
3.67K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.11% |
$227 - $251
|
1.77K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$227 - $251
|
1.51K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.64K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$227 - $251
|
1.05K
$141K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1+ 0.05% |
$113 - $126
|
1.91K
$256K
|