Latest Institutional Transactions on Ishares Core S&P Total U.S. St (ITOT)
This table provides information on the latest institutional transactions involving Ishares Core S&P Total U.S. St (ITOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-108- 26.21% |
$14.6K - $15.8K
|
304
$44.5K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
532+ 24.93% |
$71.8K - $77.7K
|
2.67K
$390K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
SELL
|
- |
-34- 0.83% |
$4.59K - $4.96K
|
4.06K
$594K
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.25K+ 1.52% |
$709K - $767K
|
350K
$51.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
31.1K+ 20.49% |
$4.19M - $4.53M
|
183K
$26.7M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-37.9K- 1.83% |
$5.11M - $5.53M
|
2.03M
$297M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$200K - $216K
|
1.48K
$216K
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.05K- 50.72% |
$816K - $883K
|
5.88K
$860K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
5.24KNew |
$708K - $766K
|
5.24K
$767K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$135 - $146
|
347
$50.8K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-76- 0.45% |
$10.3K - $11.1K
|
16.7K
$2.44M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-80.1K- 5.54% |
$10.8M - $11.7M
|
1.37M
$200M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-142- 3.53% |
$19.2K - $20.7K
|
3.88K
$568K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9.92K+ 63.51% |
$1.34M - $1.45M
|
25.5K
$3.74M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.29K+ 87.67% |
$984K - $1.06M
|
15.6K
$2.28M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
2+ 0.02% |
$270 - $292
|
8.83K
$1.29M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.42K- 2.61% |
$326K - $353K
|
90.2K
$13.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
2.83KNew |
$382K - $413K
|
2.83K
$414K
|
|
|
Nov 19, 2025
Q3 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-858K- 22.02% |
$116M - $125M
|
3.04M
$445M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
9.67KNew |
$1.31M - $1.41M
|
9.67K
$1.42M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.24K+ 71.99% |
$1.25M - $1.35M
|
22.1K
$3.23M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.62K- 0.57% |
$218K - $236K
|
282K
$41.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.17K+ 11.5% |
$563K - $609K
|
40.5K
$5.92M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.88KNew |
$389K - $420K
|
2.88K
$421K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-34- 0.5% |
$4.59K - $4.96K
|
6.74K
$986K
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-16.7K- 5.91% |
$2.25M - $2.44M
|
266K
$38.9M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-686- 9.17% |
$92.6K - $100K
|
6.79K
$994K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
29+ 1.44% |
$3.92K - $4.23K
|
2.05K
$299K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.86K- 0.89% |
$251K - $272K
|
207K
$30.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
31K+ 12.21% |
$4.19M - $4.53M
|
285K
$41.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-195- 0.82% |
$26.3K - $28.5K
|
23.7K
$3.47M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.78KNew |
$240K - $259K
|
1.78K
$260K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
2.13K+ 6.07% |
$288K - $312K
|
37.3K
$5.46M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-687- 32.51% |
$92.7K - $100K
|
1.43K
$209K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.5K- 7.07% |
$203K - $219K
|
19.7K
$2.89M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-226- 3.71% |
$30.5K - $33K
|
5.87K
$860K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-11- 1.48% |
$1.49K - $1.61K
|
734
$107K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
7+ 0.15% |
$945 - $1.02K
|
4.63K
$677K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
110+ 2.53% |
$14.9K - $16.1K
|
4.45K
$651K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-203- 2.42% |
$27.4K - $29.6K
|
8.2K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
17.4K+ 80.17% |
$2.34M - $2.54M
|
39K
$5.71M
|
|
|
Nov 14, 2025
Q3 2025
|
1922 Investment CO LLC
Houston, TX |
SELL
|
- |
-2- 40.0% |
$270 - $292
|
3
$439
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.79K+ 2.97% |
$1.19M - $1.28M
|
305K
$44.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 0.32% |
$189K - $204K
|
445K
$65.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.36KNew |
$589K - $637K
|
4.36K
$639K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.51K+ 1.34% |
$608K - $658K
|
341K
$50M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-55.3K- 11.44% |
$7.47M - $8.08M
|
428K
$62.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
567+ 0.64% |
$76.5K - $82.8K
|
89.3K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.3K- 23.3% |
$175K - $189K
|
4.27K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
459New |
$62K - $67K
|
459
$67.2K
|
|