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 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
850+ 42.48% |
$91.9K - $115K
|
2.85K
$410K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-600- 12.98% |
$64.9K - $81K
|
4.02K
$579K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 0.82% |
$4.22K - $5.27K
|
4.8K
$691K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
104K+ 4.09% |
$11.2M - $14M
|
2.65M
$381M
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
16KNew |
$1.72M - $2.15M
|
16K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
11+ 0.04% |
$1.19K - $1.49K
|
27.6K
$3.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.39K+ 117.34% |
$799K - $998K
|
13.7K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.57K- 4.73% |
$386K - $482K
|
72K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
59+ 0.23% |
$6.38K - $7.97K
|
26K
$3.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-23.1K- 2.34% |
$2.5M - $3.12M
|
964K
$139M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.74KNew |
$621K - $776K
|
5.74K
$827K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-164- 34.6% |
$17.7K - $22.1K
|
310
$44.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
13+ 0.69% |
$1.41K - $1.76K
|
1.89K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.55K+ 32.46% |
$276K - $345K
|
10.4K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.72K+ 25.42% |
$186K - $232K
|
8.49K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.63KNew |
$176K - $219K
|
1.63K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
14.5K+ 61.96% |
$1.57M - $1.96M
|
37.9K
$5.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
87+ 4.3% |
$9.41K - $11.7K
|
2.11K
$304K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.17K+ 2.91% |
$451K - $564K
|
148K
$21.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-233- 0.92% |
$25.2K - $31.5K
|
25.1K
$3.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
13.2K+ 4.74% |
$1.43M - $1.79M
|
292K
$42.1M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7+ 0.29% |
$757 - $945
|
2.41K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-246K- 32.47% |
$26.6M - $33.2M
|
511K
$73.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-306- 0.41% |
$33.1K - $41.3K
|
73.8K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
91.1K+ 1777.69% |
$9.85M - $12.3M
|
96.3K
$13.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
11.9K+ 7.82% |
$1.28M - $1.6M
|
164K
$23.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-634- 15.57% |
$68.5K - $85.6K
|
3.44K
$495K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 3.53% |
$1.47M - $1.84M
|
372K
$53.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.42K- 22.24% |
$154K - $192K
|
4.97K
$716K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.9K+ 27.56% |
$854K - $1.07M
|
36.6K
$5.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-756- 21.47% |
$81.7K - $102K
|
2.77K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140+ 0.15% |
$15.1K - $18.9K
|
91.7K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-51- 0.3% |
$5.51K - $6.89K
|
16.7K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
14.3KNew |
$1.55M - $1.93M
|
14.3K
$2.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
937+ 0.39% |
$101K - $127K
|
241K
$34.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.31K+ 16.17% |
$142K - $177K
|
9.41K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-100- 0.65% |
$10.8K - $13.5K
|
15.3K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
238+ 0.22% |
$25.7K - $32.1K
|
107K
$15.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
104+ 0.83% |
$11.2K - $14K
|
12.7K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.86K+ 4.36% |
$741K - $926K
|
164K
$23.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.59% |
$108 - $135
|
170
$24.5K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
14.9KNew |
$1.61M - $2.01M
|
14.9K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$216 - $270
|
1.06K
$152K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.81K- 4.73% |
$196K - $245K
|
36.5K
$5.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.62K+ 21.59% |
$283K - $353K
|
14.7K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 5.4% |
$142K - $177K
|
23K
$3.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.24% |
$216 - $270
|
831
$120K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-2.37K- 21.41% |
$256K - $320K
|
8.71K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-414- 46.21% |
$44.8K - $55.9K
|
482
$69.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.23K- 1.22% |
$133K - $166K
|
99.8K
$14.4M
|