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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.55K+ 3.83% |
$316K - $347K
|
96.1K
$11.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2.81KNew |
$250K - $274K
|
2.81K
$328K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.75KNew |
$244K - $269K
|
2.75K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.7KNew |
$240K - $264K
|
2.7K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$197K - $216K
|
2.21K
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.17KNew |
$193K - $212K
|
2.17K
$254K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.16KNew |
$192K - $211K
|
2.16K
$252K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.15KNew |
$192K - $211K
|
2.15K
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
2.14KNew |
$190K - $209K
|
2.14K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.1KNew |
$187K - $205K
|
2.1K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
835+ 22.14% |
$74.3K - $81.7K
|
4.61K
$539K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
800+ 25.36% |
$71.2K - $78.3K
|
3.96K
$463K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
585+ 134.48% |
$52.1K - $57.2K
|
1.02K
$119K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
429+ 0.92% |
$38.2K - $42K
|
47.3K
$5.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
429+ 0.92% |
$38.2K - $42K
|
47.3K
$5.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
425+ 36.89% |
$37.8K - $41.6K
|
1.58K
$185K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
424+ 0.5% |
$37.7K - $41.5K
|
85.9K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
383+ 1.93% |
$34.1K - $37.5K
|
20.2K
$2.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
310New |
$27.6K - $30.3K
|
310
$36.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
278+ 4.27% |
$24.8K - $27.2K
|
6.79K
$794K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
131+ 1.11% |
$11.7K - $12.8K
|
12K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
62+ 1.77% |
$5.52K - $6.07K
|
3.57K
$417K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
48New |
$4.27K - $4.7K
|
48
$5.62K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
31New |
$2.76K - $3.03K
|
31
$3.63K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
24+ 0.28% |
$2.14K - $2.35K
|
8.58K
$1M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
12New |
$1.07K - $1.17K
|
12
$1.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
3+ 0.09% |
$267 - $294
|
3.19K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2+ 0.51% |
$178 - $196
|
397
$46.5K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
169KNew |
$14.2M - $15.8M
|
169K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$11.8M - $13.1M
|
140K
$16.4M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
36.6KNew |
$3.08M - $3.41M
|
36.6K
$4.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 36.36% |
$1.68M - $1.86M
|
75K
$8.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
11.1KNew |
$934K - $1.03M
|
11.1K
$1.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.7KNew |
$479K - $531K
|
5.7K
$667K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$202K - $224K
|
2.4K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.34KNew |
$197K - $218K
|
2.34K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.33KNew |
$196K - $217K
|
2.33K
$273K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.27KNew |
$191K - $211K
|
2.27K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.25KNew |
$189K - $210K
|
2.25K
$263K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.21KNew |
$186K - $206K
|
2.21K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.06KNew |
$174K - $192K
|
2.06K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.9KNew |
$160K - $177K
|
1.9K
$222K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.58K+ 2.82% |
$133K - $148K
|
57.8K
$6.77M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.32K+ 55.64% |
$111K - $123K
|
3.69K
$431K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
645New |
$54.3K - $60.1K
|
645
$75.5K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
324+ 1.09% |
$27.3K - $30.2K
|
30.1K
$3.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
81New |
$6.81K - $7.55K
|
81
$9.48K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20New |
$1.68K - $1.86K
|
20
$2.34K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
14+ 0.4% |
$1.18K - $1.3K
|
3.54K
$414K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.26% |
$336 - $373
|
1.55K
$181K
|
|