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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4+ 0.36% |
$497 - $536
|
1.12K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4+ 0.08% |
$497 - $536
|
5.3K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.06% |
$497 - $536
|
6.85K
$802K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.18% |
$373 - $402
|
1.69K
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3+ 0.16% |
$373 - $402
|
1.85K
$217K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$373 - $402
|
3
$351
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$249 - $268
|
15.5K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$249 - $268
|
1.05K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.45% |
$249 - $268
|
443
$51.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.01% |
$249 - $268
|
17.3K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.08% |
$249 - $268
|
2.5K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2+ 0.05% |
$249 - $268
|
4.14K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$124 - $134
|
49.4K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$124 - $134
|
344
$40.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1+ 0.2% |
$124 - $134
|
512
$59.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.14K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$124 - $134
|
6.28K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.04% |
$124 - $134
|
2.63K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$124 - $134
|
267
$31.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.02K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.16K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$124 - $134
|
2.25K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.89% |
$124 - $134
|
54
$6.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.02% |
$124 - $134
|
6.62K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.6% |
$124 - $134
|
169
$19.8K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.05K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$124 - $134
|
32K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$124 - $134
|
2.86K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.2% |
$124 - $134
|
490
$57.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.53% |
$124 - $134
|
191
$22.3K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
323KNew |
$36.7M - $40.6M
|
323K
$37.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
302K+ 22.45% |
$34.3M - $37.9M
|
1.65M
$193M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
148KNew |
$16.8M - $18.6M
|
148K
$17.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
38.5KNew |
$4.37M - $4.84M
|
38.5K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28.2K+ 102.05% |
$3.19M - $3.54M
|
55.8K
$6.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
26.7K+ 1.87% |
$3.03M - $3.35M
|
1.45M
$170M
|
|
|
Nov 14, 2024
Q3 2024
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
21K+ 2.6% |
$2.38M - $2.64M
|
830K
$97.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
15.1KNew |
$1.72M - $1.9M
|
15.1K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13.6K+ 4984.25% |
$1.54M - $1.71M
|
13.9K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.3M - $1.44M
|
11.4K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.33K+ 9.66% |
$831K - $921K
|
83.2K
$9.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.44K+ 1.02% |
$731K - $809K
|
637K
$74.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.95K+ 4.64% |
$675K - $748K
|
134K
$15.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.8KNew |
$658K - $728K
|
5.8K
$678K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.38K+ 1512.08% |
$610K - $676K
|
5.74K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.73KNew |
$536K - $594K
|
4.73K
$553K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.69K+ 245.76% |
$532K - $590K
|
6.6K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.32KNew |
$490K - $542K
|
4.32K
$505K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.02K+ 251.82% |
$456K - $505K
|
5.62K
$657K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.02KNew |
$456K - $505K
|
4.02K
$470K
|
|