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 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-402- 2.61% |
$43.5K - $54.3K
|
15K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-762- 9.22% |
$82.4K - $103K
|
7.51K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.92K+ 19.81% |
$532K - $665K
|
29.8K
$4.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-18K- 75.63% |
$1.95M - $2.44M
|
5.81K
$837K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.77KNew |
$1.06M - $1.32M
|
9.77K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.28K+ 9.3% |
$138K - $172K
|
15K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.19K- 6.62% |
$128K - $160K
|
16.7K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-165- 0.33% |
$17.8K - $22.3K
|
49.6K
$7.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23KNew |
$349K - $436K
|
3.23K
$465K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.3K+ 2.98% |
$1.11M - $1.39M
|
356K
$51.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-888K- 46.54% |
$96M - $120M
|
1.02M
$147M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 5.84% |
$386K - $482K
|
64.8K
$9.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
318+ 8.75% |
$34.4K - $42.9K
|
3.95K
$569K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-22.2K- 4.56% |
$2.4M - $3M
|
464K
$66.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
460+ 5.14% |
$49.7K - $62.1K
|
9.41K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.03K- 29.28% |
$328K - $410K
|
7.33K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.99K- 22.75% |
$215K - $269K
|
6.77K
$974K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-288- 13.11% |
$31.1K - $38.9K
|
1.91K
$275K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.33K- 23.88% |
$576K - $719K
|
17K
$2.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 3.25% |
$6.81K - $8.51K
|
2K
$289K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
61+ 0.5% |
$6.6K - $8.24K
|
12.2K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.91K+ 2.76% |
$207K - $258K
|
71.3K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.52K+ 12.11% |
$813K - $1.02M
|
69.6K
$10M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-123- 1.97% |
$13.3K - $16.6K
|
6.12K
$881K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-62- 3.74% |
$6.7K - $8.37K
|
1.59K
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.84K+ 17.12% |
$198K - $248K
|
12.6K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.36K+ 257.36% |
$147K - $184K
|
1.89K
$273K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
739+ 1.8% |
$79.9K - $99.8K
|
41.8K
$6.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-254- 4.59% |
$27.5K - $34.3K
|
5.28K
$761K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28+ 0.33% |
$3.03K - $3.78K
|
8.62K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
132K+ 12.37% |
$14.3M - $17.9M
|
1.2M
$173M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 0.22% |
$432 - $540
|
1.79K
$258K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
312+ 64.73% |
$33.7K - $42.1K
|
794
$114K
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
242K+ 8.79% |
$26.1M - $32.7M
|
2.99M
$431M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-25.3K- 3.36% |
$2.74M - $3.42M
|
727K
$105M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.85K+ 84.32% |
$200K - $250K
|
4.04K
$582K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.13K- 3.5% |
$122K - $152K
|
31.1K
$4.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.23% |
$324 - $405
|
1.3K
$188K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.27K+ 8.47% |
$137K - $171K
|
16.2K
$2.34M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-12.8K- 34.5% |
$1.38M - $1.73M
|
24.3K
$3.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
16+ 0.08% |
$1.73K - $2.16K
|
20.6K
$2.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
140K+ 18.92% |
$15.1M - $18.9M
|
879K
$126M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
12+ 0.15% |
$1.3K - $1.62K
|
8.1K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.25K+ 384.86% |
$1M - $1.25M
|
11.7K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-44- 22.56% |
$4.76K - $5.94K
|
151
$21.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.25KNew |
$243K - $304K
|
2.25K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-995- 34.24% |
$108K - $134K
|
1.91K
$275K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-674- 7.9% |
$72.9K - $91K
|
7.86K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.4K- 5.22% |
$3.72M - $4.64M
|
624K
$89.8M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
443New |
$47.9K - $59.8K
|
443
$63.8K
|