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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 4.32% |
$2.33M - $2.91M
|
521K
$70.3M
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-1.6K- 11.48% |
$172K - $215K
|
12.3K
$1.66M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.41% |
$4.22K - $5.27K
|
9.48K
$1.28M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-195- 2.64% |
$21.1K - $26.3K
|
7.19K
$971K
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-349- 6.81% |
$37.7K - $47.1K
|
4.78K
$645K
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
SELL
|
- |
-1.07K- 13.81% |
$115K - $144K
|
6.65K
$898K
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-33- 0.19% |
$3.57K - $4.46K
|
17K
$2.29M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.8K+ 1.37% |
$5.17M - $6.45M
|
3.54M
$478M
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 3.33% |
$10.8K - $13.5K
|
3.1K
$419K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.49% |
$3.57K - $4.46K
|
6.72K
$907K
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.1K- 1.9% |
$119K - $149K
|
57K
$7.69M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
535New |
$57.8K - $72.2K
|
535
$72.2K
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.99K- 4.96% |
$756K - $944K
|
134K
$18.1M
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-18.5K- 4.02% |
$2.01M - $2.5M
|
443K
$59.8M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.47KNew |
$592K - $739K
|
5.47K
$739K
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.7K+ 16.5% |
$2.35M - $2.93M
|
153K
$20.7M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 1.12% |
$407K - $508K
|
333K
$44.9M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-74- 3.67% |
$8K - $9.99K
|
1.95K
$263K
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-165- 0.27% |
$17.8K - $22.3K
|
61.8K
$8.35M
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-15- 0.3% |
$1.62K - $2.03K
|
4.95K
$668K
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-609- 19.53% |
$65.8K - $82.2K
|
2.51K
$339K
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
596+ 22.36% |
$64.4K - $80.5K
|
3.26K
$440K
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.71KNew |
$184K - $230K
|
1.71K
$230K
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-83- 3.69% |
$8.97K - $11.2K
|
2.17K
$293K
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
291K+ 55.43% |
$31.5M - $39.3M
|
817K
$110M
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-178- 4.09% |
$19.2K - $24K
|
4.17K
$563K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.17KNew |
$234K - $293K
|
2.17K
$293K
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
4.7K+ 109.1% |
$508K - $635K
|
9.01K
$1.22M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-529- 22.78% |
$57.2K - $71.4K
|
1.79K
$242K
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.1K- 4.89% |
$1.1M - $1.37M
|
197K
$26.6M
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-425- 5.38% |
$46K - $57.4K
|
7.48K
$1.01M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-62- 1.77% |
$6.7K - $8.37K
|
3.44K
$464K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-750- 30.86% |
$81.1K - $101K
|
1.68K
$227K
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
14.7K+ 7.95% |
$1.59M - $1.98M
|
199K
$26.9M
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.11% |
$216 - $270
|
1.77K
$239K
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-525- 7.38% |
$56.8K - $70.9K
|
6.59K
$889K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
51+ 42.86% |
$5.51K - $6.89K
|
170
$23K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
742+ 10.96% |
$80.2K - $100K
|
7.51K
$1.01M
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.05K+ 52.16% |
$871K - $1.09M
|
23.5K
$3.17M
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.38K+ 7.12% |
$689K - $861K
|
96K
$13M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.37K+ 7.92% |
$472K - $590K
|
59.5K
$8.04M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.15K+ 117.34% |
$340K - $425K
|
5.83K
$787K
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.54K- 1.73% |
$599K - $748K
|
314K
$42.5M
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.04K+ 24.65% |
$545K - $681K
|
25.5K
$3.44M
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-600- 0.41% |
$64.9K - $81K
|
147K
$19.8M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.5K+ 1.4% |
$1.46M - $1.82M
|
975K
$132M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-6.03K- 11.47% |
$652K - $814K
|
46.5K
$6.28M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-727- 0.68% |
$78.6K - $98.2K
|
106K
$14.3M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-119- 1.41% |
$12.9K - $16.1K
|
8.32K
$1.12M
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.05KNew |
$546K - $682K
|
5.05K
$682K
|