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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.76KNew |
$190K - $237K
|
1.76K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-229- 2.04% |
$24.8K - $30.9K
|
11K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.01K+ 12.66% |
$109K - $137K
|
9.01K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.02K+ 40.48% |
$110K - $137K
|
3.53K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9+ 0.3% |
$973 - $1.22K
|
2.98K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 0.3% |
$110K - $137K
|
337K
$48.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-997- 8.68% |
$108K - $135K
|
10.5K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10.5K+ 8.05% |
$1.13M - $1.41M
|
141K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7.59K+ 53.78% |
$820K - $1.02M
|
21.7K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4K+ 0.55% |
$1.12M - $1.4M
|
1.9M
$273M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-934- 27.39% |
$101K - $126K
|
2.48K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.16K+ 2.16% |
$341K - $426K
|
149K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.01K- 36.31% |
$217K - $271K
|
3.52K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.61KNew |
$175K - $218K
|
1.61K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
698+ 2.22% |
$75.5K - $94.3K
|
32.2K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
146K+ 37.67% |
$15.7M - $19.7M
|
532K
$76.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.3K- 45.51% |
$140K - $175K
|
1.55K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.83KNew |
$306K - $382K
|
2.83K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-256- 8.56% |
$27.7K - $34.6K
|
2.74K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
928New |
$100K - $125K
|
928
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
64.3K+ 325.27% |
$6.95M - $8.68M
|
84K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
398+ 1.15% |
$43K - $53.7K
|
35.1K
$5.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-70.4K- 3.35% |
$7.61M - $9.5M
|
2.03M
$292M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 2.75% |
$10.3K - $12.8K
|
3.36K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
109+ 2.38% |
$11.8K - $14.7K
|
4.68K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
3.77K+ 21.08% |
$408K - $509K
|
21.7K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
820+ 2.3% |
$88.7K - $111K
|
36.4K
$5.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.79K- 2.97% |
$734K - $917K
|
222K
$32M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.1% |
$216 - $270
|
1.96K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.35K- 2.52% |
$254K - $318K
|
91K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.17K- 8.06% |
$343K - $429K
|
36.2K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-24- 1.21% |
$2.59K - $3.24K
|
1.96K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.03K- 2.43% |
$220K - $275K
|
81.5K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.28K+ 1.21% |
$355K - $443K
|
274K
$39.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.27K+ 3.74% |
$138K - $172K
|
35.3K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 22.38% |
$309K - $386K
|
15.6K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.03K+ 19.06% |
$111K - $139K
|
6.41K
$923K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.58% |
$229K - $287K
|
44.2K
$6.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-52- 2.51% |
$5.62K - $7.02K
|
2.02K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.33K+ 20.65% |
$144K - $180K
|
7.78K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.43KNew |
$155K - $194K
|
1.43K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
81.6KNew |
$8.82M - $11M
|
81.6K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.01% |
$324 - $405
|
25.6K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.78KNew |
$841K - $1.05M
|
7.78K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13.9K+ 175.63% |
$1.5M - $1.87M
|
21.8K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9K- 5.68% |
$973K - $1.21M
|
149K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23KNew |
$2.49M - $3.11M
|
23K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.06% |
$216 - $270
|
3.14K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.3K+ 26.49% |
$4.58M - $5.72M
|
202K
$29.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
345+ 13.06% |
$37.3K - $46.6K
|
2.99K
$430K
|