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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-23- 12.43% |
$2.49K - $3.11K
|
162
$23.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
58New |
$6.27K - $7.83K
|
58
$8.35K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
765New |
$82.7K - $103K
|
765
$110K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-199- 0.36% |
$21.5K - $26.9K
|
55.3K
$7.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.52K+ 26.19% |
$164K - $205K
|
7.32K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-209K- 35.34% |
$22.6M - $28.2M
|
382K
$55M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.09K- 1.39% |
$551K - $688K
|
361K
$52M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1+ 0.0% |
$108 - $135
|
97.9K
$14.1M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-504- 8.95% |
$54.5K - $68.1K
|
5.13K
$738K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
777+ 22.65% |
$84K - $105K
|
4.21K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
677+ 3.07% |
$73.2K - $91.4K
|
22.7K
$3.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-479K- 39.04% |
$51.8M - $64.7M
|
748K
$108M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
93+ 0.56% |
$10.1K - $12.6K
|
16.8K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 17.84% |
$1.12M - $1.4M
|
47.9K
$6.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-124K- 51.72% |
$13.4M - $16.8M
|
116K
$16.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.15K- 37.43% |
$449K - $561K
|
6.95K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.47K- 13.6% |
$159K - $199K
|
9.34K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-367- 0.79% |
$39.7K - $49.6K
|
46K
$6.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
192+ 1.49% |
$20.8K - $25.9K
|
13K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 1.82% |
$258K - $322K
|
129K
$18.5M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
475+ 0.23% |
$51.4K - $64.1K
|
206K
$29.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.16K- 4.81% |
$341K - $426K
|
62.5K
$8.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-890- 4.44% |
$96.2K - $120K
|
19.2K
$2.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.03K+ 0.74% |
$327K - $409K
|
410K
$59.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.03K- 6.66% |
$652K - $815K
|
84.5K
$12.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
127+ 7.11% |
$13.7K - $17.2K
|
1.91K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
111+ 1.51% |
$12K - $15K
|
7.44K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-382- 5.06% |
$41.3K - $51.6K
|
7.16K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.63KNew |
$284K - $355K
|
2.63K
$378K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
58.7K+ 306.3% |
$6.34M - $7.92M
|
77.8K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-692- 5.59% |
$74.8K - $93.4K
|
11.7K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-244- 0.21% |
$26.4K - $32.9K
|
117K
$16.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-235- 2.84% |
$25.4K - $31.7K
|
8.05K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1K+ 48.95% |
$108K - $135K
|
3.05K
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.04% |
$108 - $135
|
2.49K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$432 - $540
|
3.54K
$510K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.79K+ 6.79% |
$410K - $512K
|
59.6K
$8.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.03K+ 24.72% |
$544K - $679K
|
25.4K
$3.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.08% |
$216 - $270
|
2.57K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-100- 37.74% |
$10.8K - $13.5K
|
165
$23.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.41KNew |
$368K - $460K
|
3.41K
$490K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.13K- 16.16% |
$339K - $423K
|
16.2K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
164+ 4.02% |
$17.7K - $22.1K
|
4.24K
$611K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.19K+ 9.53% |
$128K - $160K
|
13.6K
$1.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.23K+ 50.82% |
$674K - $842K
|
18.5K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
935+ 2.58% |
$101K - $126K
|
37.2K
$5.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 5.45% |
$119K - $148K
|
21.2K
$3.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.5KNew |
$162K - $202K
|
1.5K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
988+ 6.65% |
$107K - $133K
|
15.9K
$2.28M
|