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 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
148K+ 14.29% |
$16M - $20M
|
1.19M
$171M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.1K- 23.76% |
$119K - $149K
|
3.53K
$508K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
20.9K+ 71.3% |
$2.26M - $2.82M
|
50.1K
$7.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
110+ 1.93% |
$11.9K - $14.9K
|
5.8K
$835K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
595+ 2.28% |
$64.3K - $80.3K
|
26.7K
$3.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.29K+ 21.13% |
$356K - $444K
|
18.9K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 26.87% |
$142K - $178K
|
3.58K
$515K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-980- 8.7% |
$106K - $132K
|
10.3K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
73.7K+ 1.81% |
$7.96M - $9.95M
|
4.14M
$596M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
365+ 36500.0% |
$39.5K - $49.3K
|
366
$52.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.59K+ 3.05% |
$496K - $619K
|
155K
$22.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.02K- 7.74% |
$111K - $138K
|
12.2K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
109+ 0.7% |
$11.8K - $14.7K
|
15.6K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-40- 0.89% |
$4.32K - $5.4K
|
4.45K
$641K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-23.5K- 1.29% |
$2.54M - $3.17M
|
1.79M
$258M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.73K+ 69.95% |
$295K - $369K
|
6.64K
$955K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 1.68% |
$4.54K - $5.67K
|
2.55K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.21% |
$108 - $135
|
471
$67.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-5.42K- 3.47% |
$585K - $731K
|
151K
$21.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.36KNew |
$471K - $589K
|
4.36K
$628K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-435K- 3.96% |
$47.1M - $58.8M
|
10.6M
$1.52B
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.14K- 6.09% |
$448K - $559K
|
63.8K
$9.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.96M+ 80.69% |
$212M - $265M
|
4.39M
$632M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-470- 0.52% |
$50.8K - $63.5K
|
89.1K
$12.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.35K+ 79.67% |
$254K - $317K
|
5.3K
$762K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
69+ 0.79% |
$7.46K - $9.32K
|
8.78K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
201+ 1.5% |
$21.7K - $27.1K
|
13.6K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-97- 8.99% |
$10.5K - $13.1K
|
982
$141K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-12- 1.59% |
$1.3K - $1.62K
|
745
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.02K- 32.87% |
$110K - $137K
|
2.08K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.04K+ 64.76% |
$113K - $141K
|
2.66K
$382K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-3.63K- 21.99% |
$392K - $490K
|
12.9K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.53K- 12.12% |
$382K - $477K
|
25.6K
$3.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-370- 2.65% |
$40K - $50K
|
13.6K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
299+ 12.71% |
$32.3K - $40.4K
|
2.65K
$382K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1+ 0.04% |
$108 - $135
|
2.7K
$388K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
94+ 0.81% |
$10.2K - $12.7K
|
11.7K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-547- 0.43% |
$59.1K - $73.9K
|
128K
$18.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-198- 1.12% |
$21.4K - $26.7K
|
17.5K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.75K+ 44.46% |
$190K - $237K
|
5.7K
$820K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 22.87% |
$16.2K - $20.3K
|
506
$72.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9- 0.3% |
$973 - $1.22K
|
3.04K
$437K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8+ 0.29% |
$865 - $1.08K
|
2.72K
$392K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-47- 0.34% |
$5.08K - $6.35K
|
13.8K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.79K+ 57.71% |
$193K - $242K
|
4.89K
$704K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$27K - $33.8K
|
250
$36K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 4.88% |
$152K - $190K
|
27.4K
$3.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.63K+ 112.7% |
$284K - $355K
|
4.96K
$714K
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-3.45K- 1.86% |
$373K - $465K
|
182K
$26.2M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-113- 4.22% |
$12.2K - $15.3K
|
2.57K
$369K
|