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 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
561+ 0.45% |
$69.7K - $75.2K
|
124K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
556+ 1.83% |
$69.1K - $74.6K
|
31K
$4.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
504+ 3.56% |
$62.6K - $67.6K
|
14.7K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
500+ 16.51% |
$62.1K - $67.1K
|
3.53K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
463+ 0.74% |
$57.5K - $62.1K
|
62.9K
$8.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
442New |
$54.9K - $59.3K
|
442
$58.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
436New |
$54.2K - $58.5K
|
436
$57.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
424+ 17.14% |
$52.7K - $56.9K
|
2.9K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
420+ 2.85% |
$52.2K - $56.3K
|
15.1K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
415+ 10.86% |
$51.6K - $55.7K
|
4.24K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
413+ 9.65% |
$51.3K - $55.4K
|
4.69K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
402+ 1.7% |
$50K - $53.9K
|
24K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
390+ 2.86% |
$48.5K - $52.3K
|
14K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
379+ 16.14% |
$47.1K - $50.8K
|
2.73K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
372+ 111.04% |
$46.2K - $49.9K
|
707
$93.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
371+ 0.62% |
$46.1K - $49.8K
|
60.1K
$7.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
348+ 1.99% |
$43.2K - $46.7K
|
17.9K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
337+ 2.09% |
$41.9K - $45.2K
|
16.4K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
333New |
$41.4K - $44.7K
|
333
$44.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
330+ 17.25% |
$41K - $44.3K
|
2.24K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
313+ 43.59% |
$38.9K - $42K
|
1.03K
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
301+ 1.76% |
$37.4K - $40.4K
|
17.4K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
300+ 5.24% |
$37.3K - $40.2K
|
6.02K
$798K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
300+ 6.15% |
$37.3K - $40.2K
|
5.18K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
272New |
$33.8K - $36.5K
|
272
$36K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
270+ 4.04% |
$33.6K - $36.2K
|
6.95K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
242+ 4.97% |
$30.1K - $32.5K
|
5.11K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
230+ 4.06% |
$28.6K - $30.8K
|
5.89K
$781K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
217+ 1.9% |
$27K - $29.1K
|
11.7K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
213+ 0.36% |
$26.5K - $28.6K
|
58.9K
$7.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
207+ 2.23% |
$25.7K - $27.8K
|
9.49K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
206+ 0.51% |
$25.6K - $27.6K
|
40.5K
$5.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
202New |
$25.1K - $27.1K
|
202
$26.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
200+ 11.04% |
$24.9K - $26.8K
|
2.01K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
197+ 5.23% |
$24.5K - $26.4K
|
3.96K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
195New |
$24.2K - $26.2K
|
195
$25.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
188+ 0.76% |
$23.4K - $25.2K
|
25.1K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
187+ 3.35% |
$23.2K - $25.1K
|
5.77K
$765K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
179+ 4.04% |
$22.2K - $24K
|
4.61K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
178+ 4.03% |
$22.1K - $23.9K
|
4.6K
$609K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
177+ 2.19% |
$22K - $23.7K
|
8.28K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
171+ 1.85% |
$21.2K - $22.9K
|
9.41K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
168+ 2.04% |
$20.9K - $22.5K
|
8.39K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
153+ 1.86% |
$19K - $20.5K
|
8.4K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
152+ 5.6% |
$18.9K - $20.4K
|
2.86K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
150New |
$18.6K - $20.1K
|
150
$19.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
144+ 2.54% |
$17.9K - $19.3K
|
5.82K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
139New |
$17.3K - $18.6K
|
139
$18.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
136+ 0.07% |
$16.9K - $18.2K
|
193K
$25.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
136+ 7.23% |
$16.9K - $18.2K
|
2.02K
$267K
|