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 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.5K+ 99.82% |
$1.46M - $1.82M
|
27K
$3.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
16.5K+ 83.78% |
$1.79M - $2.23M
|
36.3K
$5.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.9K+ 14.12% |
$2.58M - $3.22M
|
193K
$27.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
45.4K+ 20.8% |
$4.91M - $6.13M
|
264K
$37.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-276- 3.15% |
$29.8K - $37.3K
|
8.48K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.68K+ 33.21% |
$398K - $497K
|
14.8K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.57K+ 9.54% |
$710K - $887K
|
75.4K
$10.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-906- 6.44% |
$98K - $122K
|
13.2K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.23% |
$108 - $135
|
445
$64.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-781- 11.59% |
$84.4K - $105K
|
5.96K
$857K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 8.31% |
$162K - $202K
|
19.5K
$2.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
325+ 82.91% |
$35.1K - $43.9K
|
717
$103K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
7+ 0.2% |
$757 - $945
|
3.47K
$499K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-211- 0.42% |
$22.8K - $28.5K
|
50.6K
$7.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-23.6K- 81.54% |
$2.55M - $3.18M
|
5.34K
$768K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-734- 5.75% |
$79.4K - $99.1K
|
12K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.5K+ 33.51% |
$162K - $203K
|
5.98K
$862K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
156+ 6.2% |
$16.9K - $21.1K
|
2.67K
$385K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-770- 1.2% |
$83.3K - $104K
|
63.3K
$9.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$216 - $270
|
4.74K
$683K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-441- 18.89% |
$47.7K - $59.6K
|
1.89K
$273K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.44K+ 120.07% |
$480K - $599K
|
8.14K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$216 - $270
|
2.69K
$388K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
589+ 1.44% |
$63.7K - $79.5K
|
41.5K
$5.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-103- 1.8% |
$11.1K - $13.9K
|
5.62K
$810K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
315+ 0.76% |
$34.1K - $42.5K
|
41.6K
$6M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
128+ 0.77% |
$13.8K - $17.3K
|
16.8K
$2.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-38- 0.37% |
$4.11K - $5.13K
|
10.2K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
729+ 1.72% |
$78.8K - $98.4K
|
43.2K
$6.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
857+ 4.64% |
$92.7K - $116K
|
19.3K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10+ 0.43% |
$1.08K - $1.35K
|
2.33K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-263- 2.03% |
$28.4K - $35.5K
|
12.7K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
540+ 1.32% |
$58.4K - $72.9K
|
41.5K
$5.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.66K+ 0.78% |
$287K - $359K
|
345K
$49.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-336- 8.48% |
$36.3K - $45.4K
|
3.63K
$522K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.77KNew |
$408K - $510K
|
3.77K
$543K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.02K+ 15.02% |
$110K - $138K
|
7.81K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.76K- 0.56% |
$299K - $373K
|
487K
$70.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
386+ 30.88% |
$41.7K - $52.1K
|
1.64K
$236K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
79+ 4.25% |
$8.54K - $10.7K
|
1.94K
$279K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.14K+ 34.87% |
$231K - $289K
|
8.27K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.09K- 95.39% |
$226K - $282K
|
101
$14.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7- 0.08% |
$757 - $945
|
9.05K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.16K+ 64.78% |
$125K - $157K
|
2.95K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
89+ 0.89% |
$9.62K - $12K
|
10.1K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.9KNew |
$530K - $662K
|
4.9K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
417+ 25.14% |
$45.1K - $56.3K
|
2.08K
$299K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.75K+ 73.05% |
$514K - $642K
|
11.3K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.77K- 39.33% |
$516K - $644K
|
7.36K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
20+ 8.06% |
$2.16K - $2.7K
|
268
$38.6K
|