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 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
426+ 7.71% |
$46.1K - $57.5K
|
5.95K
$857K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.25% |
$1.3K - $1.62K
|
4.72K
$680K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-85.3K- 63.21% |
$9.22M - $11.5M
|
49.6K
$7.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.01K+ 3.55% |
$217K - $271K
|
58.5K
$8.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-515- 0.96% |
$55.7K - $69.5K
|
53K
$7.64M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-225- 5.11% |
$24.3K - $30.4K
|
4.18K
$602K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
147+ 2.44% |
$15.9K - $19.9K
|
6.18K
$890K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
175+ 6.2% |
$18.9K - $23.6K
|
3K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
163KNew |
$17.6M - $22M
|
163K
$23.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.3K+ 2.76% |
$1.44M - $1.8M
|
496K
$71.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
36.1K+ 53.68% |
$3.9M - $4.87M
|
103K
$14.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-333- 0.67% |
$36K - $45K
|
49.4K
$7.11M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
98.9K+ 10.3% |
$10.7M - $13.4M
|
1.06M
$152M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.55K+ 4.11% |
$167K - $209K
|
39.2K
$5.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-66- 0.62% |
$7.14K - $8.91K
|
10.7K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.39K- 3.4% |
$150K - $187K
|
39.4K
$5.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-212- 4.89% |
$22.9K - $28.6K
|
4.12K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.58K- 4.76% |
$819K - $1.02M
|
152K
$21.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
481+ 5.27% |
$52K - $65K
|
9.6K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-280- 8.73% |
$30.3K - $37.8K
|
2.93K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-698- 0.48% |
$75.5K - $94.3K
|
146K
$21M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.45K- 2.51% |
$156K - $195K
|
56.3K
$8.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-8.28K- 20.28% |
$895K - $1.12M
|
32.5K
$4.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.78K+ 14.0% |
$192K - $240K
|
14.5K
$2.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-1.59K- 2.52% |
$171K - $214K
|
61.4K
$8.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
154K+ 4.06% |
$16.6M - $20.7M
|
3.94M
$567M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-419- 40.64% |
$45.3K - $56.6K
|
612
$88.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-18- 0.41% |
$1.95K - $2.43K
|
4.39K
$631K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.39KNew |
$259K - $323K
|
2.39K
$344K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.47% |
$8.76K - $10.9K
|
5.59K
$805K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-10.6K- 13.39% |
$1.15M - $1.43M
|
68.5K
$9.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.19K+ 1.81% |
$129K - $161K
|
67K
$9.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
154+ 5.65% |
$16.7K - $20.8K
|
2.88K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
11.5K+ 80.29% |
$1.24M - $1.55M
|
25.8K
$3.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
22.1K+ 16.62% |
$2.39M - $2.99M
|
155K
$22.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-197- 0.64% |
$21.3K - $26.6K
|
30.7K
$4.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.44K+ 317.16% |
$480K - $599K
|
5.84K
$840K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.65K+ 27.08% |
$503K - $628K
|
21.8K
$3.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
282New |
$30.5K - $38.1K
|
282
$40.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-22.4K- 15.06% |
$2.42M - $3.02M
|
126K
$18.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$165K - $206K
|
1.53K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-424- 0.76% |
$45.8K - $57.3K
|
55K
$7.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
14.3K+ 39.25% |
$1.55M - $1.93M
|
50.7K
$7.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-95.7K- 49.13% |
$10.4M - $12.9M
|
99.1K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
79+ 0.29% |
$8.54K - $10.7K
|
27K
$3.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4.14K- 6.41% |
$447K - $559K
|
60.4K
$8.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
189+ 9.32% |
$20.4K - $25.5K
|
2.22K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.34K- 2.18% |
$253K - $316K
|
105K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8.03K+ 5.58% |
$868K - $1.08M
|
152K
$21.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13.2K- 8.99% |
$1.43M - $1.79M
|
134K
$19.3M
|