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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.58K+ 15.41% |
$632K - $700K
|
41.8K
$5.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.51K+ 3.16% |
$625K - $693K
|
180K
$23.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.45KNew |
$618K - $685K
|
5.45K
$722K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.38K+ 1512.08% |
$610K - $676K
|
5.74K
$760K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.24K+ 16.24% |
$594K - $658K
|
37.5K
$4.97M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.15K+ 59.03% |
$585K - $647K
|
13.9K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.11K+ 41.14% |
$580K - $642K
|
17.5K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.73KNew |
$536K - $594K
|
4.73K
$627K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.69K+ 245.76% |
$532K - $590K
|
6.6K
$875K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.65KNew |
$527K - $584K
|
4.65K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.59KNew |
$521K - $577K
|
4.59K
$608K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.43K+ 2.11% |
$502K - $556K
|
215K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.41K+ 3.26% |
$500K - $553K
|
140K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.33K+ 2.65% |
$490K - $543K
|
168K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.32KNew |
$490K - $542K
|
4.32K
$572K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.02K+ 251.82% |
$456K - $505K
|
5.62K
$744K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.02KNew |
$456K - $505K
|
4.02K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.92K+ 7.24% |
$445K - $493K
|
58.1K
$7.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.92KNew |
$444K - $492K
|
3.92K
$519K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.9KNew |
$442K - $490K
|
3.9K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.63K+ 11.48% |
$411K - $455K
|
35.2K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 57.99% |
$394K - $436K
|
9.47K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$388K - $429K
|
3.42K
$453K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.41KNew |
$386K - $428K
|
3.41K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.36KNew |
$381K - $422K
|
3.36K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.3K+ 330.0% |
$374K - $415K
|
4.3K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.28KNew |
$372K - $412K
|
3.28K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.1KNew |
$352K - $389K
|
3.1K
$411K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.08K+ 11.38% |
$350K - $387K
|
30.2K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.06KNew |
$347K - $384K
|
3.06K
$405K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3K+ 22.28% |
$340K - $377K
|
16.5K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.94KNew |
$333K - $369K
|
2.94K
$389K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.91KNew |
$330K - $365K
|
2.91K
$385K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.84KNew |
$322K - $357K
|
2.84K
$376K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 15.14% |
$320K - $354K
|
21.4K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8K+ 79.9% |
$317K - $351K
|
6.29K
$834K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.78K+ 75.24% |
$316K - $350K
|
6.48K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.71K+ 14.96% |
$307K - $340K
|
20.8K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.68K+ 9.47% |
$303K - $336K
|
30.9K
$4.1M
|
|
|
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
$9.79M
|
|
|
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
$533K
|
|
|
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
|