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 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-63- 3.23% |
$6.81K - $8.51K
|
1.89K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.22K- 1.56% |
$457K - $570K
|
267K
$36.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-92- 1.83% |
$9.95K - $12.4K
|
4.94K
$667K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
25.3KNew |
$2.74M - $3.42M
|
25.3K
$3.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-3.84K- 6.36% |
$415K - $519K
|
56.5K
$7.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.56KNew |
$818K - $1.02M
|
7.56K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-1- 0.01% |
$108 - $135
|
6.81K
$920K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.22K- 33.92% |
$240K - $300K
|
4.32K
$583K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
5.49K+ 15.15% |
$593K - $741K
|
41.7K
$5.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-167- 0.39% |
$18.1K - $22.6K
|
42.5K
$5.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-935- 9.61% |
$101K - $126K
|
8.79K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
299+ 14950.0% |
$32.3K - $40.4K
|
301
$40.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
673New |
$72.8K - $90.9K
|
673
$90.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 1.17% |
$2.92K - $3.65K
|
2.33K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-540- 1.06% |
$58.4K - $72.9K
|
50.4K
$6.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27.8K+ 457.43% |
$3.01M - $3.76M
|
33.9K
$4.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-1.4K- 38.97% |
$151K - $189K
|
2.19K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.76K+ 12.03% |
$407K - $508K
|
35K
$4.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
104+ 2.89% |
$11.2K - $14K
|
3.7K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-274- 4.02% |
$29.6K - $37K
|
6.55K
$884K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-589- 6.83% |
$63.7K - $79.5K
|
8.04K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-11.3K- 34.94% |
$1.22M - $1.53M
|
21.1K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-114K- 3.18% |
$12.3M - $15.4M
|
3.48M
$470M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11.2K- 4.61% |
$1.21M - $1.51M
|
231K
$31.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
28.3KNew |
$3.06M - $3.83M
|
28.3K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 20.19% |
$112K - $139K
|
4.08K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-9.92K- 14.02% |
$1.07M - $1.34M
|
60.8K
$8.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
408+ 0.72% |
$44.1K - $55.1K
|
57.1K
$7.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-55- 0.26% |
$5.95K - $7.43K
|
21.4K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$108 - $135
|
3.31K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-9- 0.43% |
$973 - $1.22K
|
2.07K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$108 - $135
|
998
$135K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.04K- 1.69% |
$112K - $140K
|
60.3K
$8.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5+ 0.29% |
$541 - $675
|
1.73K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-19K- 14.48% |
$2.06M - $2.57M
|
112K
$15.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$356K - $445K
|
3.3K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-91- 0.61% |
$9.84K - $12.3K
|
14.9K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.53K- 1.2% |
$490K - $612K
|
374K
$50.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.88KNew |
$203K - $253K
|
1.88K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-22- 1.2% |
$2.38K - $2.97K
|
1.8K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-280- 3.21% |
$30.3K - $37.8K
|
8.43K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
910+ 3.21% |
$98.4K - $123K
|
29.2K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.69K- 13.86% |
$291K - $363K
|
16.7K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-246- 4.36% |
$26.6K - $33.2K
|
5.4K
$728K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.23K- 24.16% |
$133K - $167K
|
3.87K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-605- 1.19% |
$65.4K - $81.7K
|
50.2K
$6.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-44.9K- 33.06% |
$4.85M - $6.06M
|
90.9K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
16.4K+ 14.45% |
$1.78M - $2.22M
|
130K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
233+ 12.47% |
$25.2K - $31.5K
|
2.1K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 9.55% |
$149K - $186K
|
15.8K
$2.14M
|