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 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-320- 14.9% |
$34.6K - $43.2K
|
1.83K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-4- 0.02% |
$432 - $540
|
18.5K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
33+ 1.0% |
$3.57K - $4.46K
|
3.34K
$480K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-244- 9.5% |
$26.4K - $32.9K
|
2.33K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.31% |
$1.08K - $1.35K
|
3.21K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.64K- 4.84% |
$178K - $222K
|
32.3K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39K+ 90.69% |
$4.22M - $5.26M
|
82K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 0.26% |
$1.62K - $2.03K
|
5.8K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
506+ 4.35% |
$54.7K - $68.3K
|
12.1K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.11K+ 29.21% |
$552K - $690K
|
22.6K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
115+ 1.08% |
$12.4K - $15.5K
|
10.8K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-441K- 21.96% |
$47.7M - $59.5M
|
1.57M
$226M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.05K+ 4.07% |
$762K - $952K
|
180K
$26M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
17.2K+ 21.92% |
$1.86M - $2.33M
|
95.8K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.05K+ 9.34% |
$870K - $1.09M
|
94.2K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-99- 3.67% |
$10.7K - $13.4K
|
2.6K
$375K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
415+ 11.91% |
$44.9K - $56K
|
3.9K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-90- 3.61% |
$9.73K - $12.2K
|
2.4K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 1.03% |
$124K - $155K
|
110K
$15.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-370- 0.83% |
$40K - $50K
|
44K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 5.13% |
$21.6K - $27K
|
3.7K
$532K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
29+ 10.98% |
$3.14K - $3.92K
|
293
$42.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-842- 46.83% |
$91K - $114K
|
956
$138K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.08KNew |
$333K - $416K
|
3.08K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.03K- 6.47% |
$112K - $140K
|
14.9K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.79K+ 82.51% |
$302K - $377K
|
6.18K
$889K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-808- 0.43% |
$87.4K - $109K
|
185K
$26.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$2.88M - $3.6M
|
26.7K
$3.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-5.4K- 6.54% |
$584K - $729K
|
77.1K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-849- 10.7% |
$91.8K - $115K
|
7.09K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.08% |
$216 - $270
|
2.51K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
9.78K+ 177.82% |
$1.06M - $1.32M
|
15.3K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-1.15K- 5.61% |
$125K - $156K
|
19.4K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 2.56% |
$159K - $199K
|
56.1K
$8.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.4K- 81.08% |
$1.99M - $2.49M
|
4.29K
$618K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.95KNew |
$535K - $668K
|
4.95K
$713K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.06KNew |
$223K - $278K
|
2.06K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.5K+ 2.81% |
$162K - $203K
|
54.8K
$7.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
172New |
$18.6K - $23.2K
|
172
$24.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
124+ 2.94% |
$13.4K - $16.7K
|
4.34K
$625K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-137- 3.57% |
$14.8K - $18.5K
|
3.7K
$532K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
28+ 0.29% |
$3.03K - $3.78K
|
9.58K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
163+ 0.28% |
$17.6K - $22K
|
59.3K
$8.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
57+ 3.45% |
$6.16K - $7.7K
|
1.71K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.36K+ 3.49% |
$471K - $588K
|
129K
$18.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
139New |
$15K - $18.8K
|
139
$20K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 4.32% |
$2.33M - $2.91M
|
521K
$74.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-1.6K- 11.48% |
$172K - $215K
|
12.3K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.41% |
$4.22K - $5.27K
|
9.48K
$1.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-195- 2.64% |
$21.1K - $26.3K
|
7.19K
$1.04M
|