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 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.5K+ 175000.0% |
$378K - $473K
|
3.5K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.49KNew |
$1.03M - $1.28M
|
9.49K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
18.8K+ 112.63% |
$2.03M - $2.54M
|
35.5K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-33- 2.04% |
$3.57K - $4.46K
|
1.58K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.23K- 1.93% |
$241K - $301K
|
113K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
570+ 19.13% |
$61.6K - $77K
|
3.55K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.5KNew |
$2.11M - $2.64M
|
19.5K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
316+ 3.36% |
$34.2K - $42.7K
|
9.73K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.09K- 6.49% |
$118K - $147K
|
15.7K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-757- 1.88% |
$81.8K - $102K
|
39.5K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-76- 1.83% |
$8.22K - $10.3K
|
4.07K
$549K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
486+ 5.98% |
$52.5K - $65.6K
|
8.61K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-98- 15.15% |
$10.6K - $13.2K
|
549
$74.1K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 14.61% |
$282K - $352K
|
20.4K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-264K- 61.25% |
$28.6M - $35.7M
|
167K
$22.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 22.89% |
$424K - $529K
|
21K
$2.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
270+ 3.42% |
$29.2K - $36.5K
|
8.17K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.02KNew |
$975K - $1.22M
|
9.02K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.08K+ 12.22% |
$657K - $821K
|
55.8K
$7.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
249+ 1.55% |
$26.9K - $33.6K
|
16.3K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.4K+ 7.9% |
$1.12M - $1.4M
|
142K
$19.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.82K- 19.59% |
$845K - $1.06M
|
32.1K
$4.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-20- 0.91% |
$2.16K - $2.7K
|
2.17K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.97% |
$1.08K - $1.35K
|
1.02K
$137K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-145- 3.14% |
$15.7K - $19.6K
|
4.47K
$603K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.11K+ 6.74% |
$120K - $150K
|
17.6K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6+ 0.24% |
$649 - $810
|
2.48K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$324 - $405
|
3
$405
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-251- 1.83% |
$27.1K - $33.9K
|
13.5K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.12K- 28.22% |
$121K - $151K
|
2.85K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50+ 1.02% |
$5.41K - $6.75K
|
4.94K
$667K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$164K - $205K
|
1.52K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11.3K+ 6.41% |
$1.22M - $1.53M
|
188K
$25.3M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$108 - $135
|
5.85K
$789K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.58% |
$108 - $135
|
173
$23.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13KNew |
$1.41M - $1.76M
|
13K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
276+ 5.32% |
$29.8K - $37.3K
|
5.47K
$738K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84New |
$9.08K - $11.3K
|
84
$11.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-540- 14.61% |
$58.4K - $72.9K
|
3.16K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 10.66% |
$184K - $230K
|
14.3K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
225+ 11.42% |
$24.3K - $30.4K
|
2.2K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-42- 1.32% |
$4.54K - $5.67K
|
3.13K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-758- 2.97% |
$82K - $102K
|
24.7K
$3.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
229+ 2.37% |
$24.8K - $30.9K
|
9.88K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.03K+ 4.96% |
$976K - $1.22M
|
191K
$25.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 342.14% |
$1.79M - $2.23M
|
21.4K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.19K+ 0.88% |
$670K - $836K
|
712K
$96.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.7KNew |
$184K - $230K
|
1.7K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-529- 1.08% |
$57.2K - $71.4K
|
48.5K
$6.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58K+ 7.44% |
$171K - $213K
|
22.8K
$3.08M
|