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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
802+ 5.51% |
$86.7K - $108K
|
15.4K
$2.21M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-134- 0.12% |
$14.5K - $18.1K
|
109K
$15.8M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
45+ 1.37% |
$4.87K - $6.08K
|
3.33K
$480K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.3K- 3.22% |
$6.2M - $7.74M
|
1.72M
$248M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.34KNew |
$469K - $586K
|
4.34K
$625K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
606New |
$65.5K - $81.8K
|
606
$87.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
74New |
$8K - $9.99K
|
74
$10.7K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
471K+ 352.17% |
$50.9M - $63.6M
|
605K
$87.1M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-76.4K- 43.35% |
$8.26M - $10.3M
|
99.8K
$14.4M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-115- 2.43% |
$12.4K - $15.5K
|
4.62K
$665K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
219+ 0.27% |
$23.7K - $29.6K
|
80.4K
$11.6M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.8K+ 612.86% |
$1.16M - $1.45M
|
12.5K
$1.8M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.9KNew |
$314K - $392K
|
2.9K
$418K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
531+ 0.58% |
$57.4K - $71.7K
|
92.6K
$13.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11KNew |
$120K - $150K
|
1.11K
$160K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.68K- 1.73% |
$398K - $497K
|
209K
$30M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 58.78% |
$1.27M - $1.59M
|
31.8K
$4.58M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50+ 11.42% |
$5.41K - $6.75K
|
488
$70.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
137+ 49.82% |
$14.8K - $18.5K
|
412
$59.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-6.6K- 11.57% |
$714K - $891K
|
50.5K
$7.26M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.93K+ 1.09% |
$425K - $531K
|
364K
$52.4M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
190+ 0.74% |
$20.5K - $25.7K
|
26K
$3.74M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-610- 1.32% |
$66K - $82.4K
|
45.7K
$6.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 44.94% |
$4.32K - $5.4K
|
49
$7.05K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 1.3% |
$14.5M - $18.1M
|
10.4M
$1.5B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-133K- 41.35% |
$14.4M - $18M
|
189K
$27.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-273K- 50.35% |
$29.5M - $36.9M
|
269K
$38.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12.4K+ 156.34% |
$1.34M - $1.67M
|
20.3K
$2.92M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34+ 1.55% |
$3.68K - $4.59K
|
2.23K
$321K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
23+ 0.01% |
$2.49K - $3.11K
|
166K
$23.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-113- 1.16% |
$12.2K - $15.3K
|
9.67K
$1.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.36K- 11.41% |
$147K - $184K
|
10.6K
$1.52M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-438- 0.95% |
$47.4K - $59.1K
|
45.7K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
5New |
$541 - $675
|
5
$720
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
394+ 10.32% |
$42.6K - $53.2K
|
4.21K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-55.5K- 15.8% |
$6M - $7.5M
|
296K
$42.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.94K+ 26.63% |
$750K - $937K
|
33K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.68K- 63.51% |
$1.05M - $1.31M
|
5.56K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
40.8K+ 3.81% |
$4.41M - $5.5M
|
1.11M
$160M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.01K+ 8.33% |
$866K - $1.08M
|
104K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
484KNew |
$52.3M - $65.3M
|
484K
$69.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
478+ 0.54% |
$51.7K - $64.5K
|
88.7K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-108- 1.17% |
$11.7K - $14.6K
|
9.14K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 0.53% |
$110K - $138K
|
192K
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
390+ 14.97% |
$42.2K - $52.7K
|
3K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 3.49% |
$1.88M - $2.34M
|
515K
$74.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
742New |
$80.2K - $100K
|
742
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20K+ 17.01% |
$2.17M - $2.71M
|
138K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
485New |
$52.4K - $65.5K
|
485
$69.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
681K+ 1.16% |
$73.6M - $92M
|
59.3M
$8.53B
|