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 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-811- 11.58% |
$87.7K - $110K
|
6.19K
$892K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
84+ 0.16% |
$9.08K - $11.3K
|
53.1K
$7.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
164+ 3.49% |
$17.7K - $22.1K
|
4.86K
$699K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49.1K+ 6.02% |
$5.31M - $6.63M
|
865K
$125M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-4- 0.08% |
$432 - $540
|
5.26K
$757K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-20- 0.75% |
$2.16K - $2.7K
|
2.66K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-673- 1.6% |
$72.8K - $90.9K
|
41.4K
$5.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.84K- 8.83% |
$415K - $518K
|
39.6K
$5.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.1KNew |
$1.09M - $1.36M
|
10.1K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.55K+ 9.13% |
$168K - $209K
|
18.5K
$2.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-81- 3.72% |
$8.76K - $10.9K
|
2.1K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
26+ 0.15% |
$2.81K - $3.51K
|
17.1K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10.2K+ 18.87% |
$1.11M - $1.38M
|
64.4K
$9.27M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
142+ 1.88% |
$15.4K - $19.2K
|
7.68K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.29% |
$757 - $945
|
2.38K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.78K+ 4.04% |
$300K - $375K
|
71.6K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2KNew |
$216K - $270K
|
2K
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.8K- 5.2% |
$1.49M - $1.86M
|
252K
$36.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-188K- 83.98% |
$20.3M - $25.3M
|
35.8K
$5.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.1KNew |
$552K - $689K
|
5.1K
$734K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-881- 9.21% |
$95.3K - $119K
|
8.68K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
87.2KNew |
$9.43M - $11.8M
|
87.2K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-500K- 90.94% |
$54M - $67.5M
|
49.8K
$7.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-6.54K- 3.41% |
$708K - $884K
|
185K
$26.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-112- 2.33% |
$12.1K - $15.1K
|
4.7K
$677K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.28K- 31.79% |
$1M - $1.25M
|
19.9K
$2.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
365+ 6.91% |
$39.5K - $49.3K
|
5.64K
$813K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-177- 2.47% |
$19.1K - $23.9K
|
6.99K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
172K+ 662.23% |
$18.6M - $23.2M
|
198K
$28.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-95- 18.74% |
$10.3K - $12.8K
|
412
$59.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.4K+ 20.35% |
$1.12M - $1.4M
|
61.5K
$8.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-107- 0.25% |
$11.6K - $14.4K
|
43K
$6.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-227- 0.79% |
$24.5K - $30.7K
|
28.3K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
555+ 6.85% |
$60K - $74.9K
|
8.66K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
581+ 23.22% |
$62.8K - $78.5K
|
3.08K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
233+ 14.1% |
$25.2K - $31.5K
|
1.89K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-275- 29.89% |
$29.7K - $37.1K
|
645
$92.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-8- 0.33% |
$865 - $1.08K
|
2.4K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.31K+ 5.54% |
$142K - $177K
|
25K
$3.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.06% |
$324 - $405
|
5.31K
$764K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.11% |
$216 - $270
|
1.86K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-34.7K- 2.44% |
$3.76M - $4.69M
|
1.39M
$200M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.49K- 25.07% |
$161K - $201K
|
4.44K
$639K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.44KNew |
$372K - $464K
|
3.44K
$495K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 1.07% |
$432 - $540
|
370
$53.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.41K+ 60.69% |
$152K - $190K
|
3.73K
$537K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-380- 9.95% |
$41.1K - $51.3K
|
3.44K
$495K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-120- 4.15% |
$13K - $16.2K
|
2.77K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
6+ 0.13% |
$649 - $810
|
4.62K
$665K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
626+ 0.3% |
$67.7K - $84.5K
|
213K
$30.6M
|