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 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 11.5% |
$117K - $146K
|
8.32K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-334- 4.89% |
$36.1K - $45.1K
|
6.49K
$876K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 72.3% |
$2.13M - $2.67M
|
47.1K
$6.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-4.1K- 57.43% |
$443K - $554K
|
3.04K
$410K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
595+ 1.09% |
$64.3K - $80.3K
|
55.3K
$7.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.9K+ 96.06% |
$1.94M - $2.42M
|
36.6K
$4.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 286.43% |
$1.2M - $1.5M
|
15K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-190- 4.82% |
$20.5K - $25.7K
|
3.75K
$507K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 0.04% |
$649 - $810
|
17K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-119- 1.95% |
$12.9K - $16.1K
|
6K
$810K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.25K+ 2.93% |
$567K - $709K
|
184K
$24.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
277+ 1.35% |
$29.9K - $37.4K
|
20.9K
$2.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
551New |
$59.6K - $74.4K
|
551
$74.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.82K+ 0.56% |
$197K - $246K
|
327K
$44.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
23.7KNew |
$2.56M - $3.2M
|
23.7K
$3.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.1% |
$541 - $675
|
4.98K
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 0.03% |
$108 - $135
|
3.95K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
137+ 0.48% |
$14.8K - $18.5K
|
28.4K
$3.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
214+ 43.67% |
$23.1K - $28.9K
|
704
$95K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.59KNew |
$172K - $215K
|
1.59K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
18.6K+ 6.06% |
$2.01M - $2.51M
|
326K
$44M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-11.4K- 5.81% |
$1.23M - $1.53M
|
184K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-25- 0.99% |
$2.7K - $3.38K
|
2.5K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-127- 3.89% |
$13.7K - $17.2K
|
3.13K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
148K+ 73.34% |
$16.1M - $20M
|
351K
$47.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1+ 0.01% |
$108 - $135
|
9.36K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-16- 0.74% |
$1.73K - $2.16K
|
2.14K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
2.1K+ 3.72% |
$227K - $283K
|
58.5K
$7.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.12% |
$108 - $135
|
816
$110K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
93+ 0.56% |
$10.1K - $12.6K
|
16.7K
$2.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36+ 0.65% |
$3.89K - $4.86K
|
5.61K
$757K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
168+ 4.41% |
$18.2K - $22.7K
|
3.98K
$537K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.52% |
$108 - $135
|
192
$25.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.56K+ 2.8% |
$817K - $1.02M
|
277K
$37.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.33K+ 7.87% |
$143K - $179K
|
18.2K
$2.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
112+ 4.04% |
$12.1K - $15.1K
|
2.88K
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
4.37KNew |
$472K - $590K
|
4.37K
$590K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
67+ 3.45% |
$7.24K - $9.05K
|
2.01K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-198- 8.07% |
$21.4K - $26.7K
|
2.26K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-16- 0.86% |
$1.73K - $2.16K
|
1.85K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
520New |
$56.2K - $70.2K
|
520
$70.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-444- 29.64% |
$48K - $60K
|
1.05K
$142K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.01K+ 34.36% |
$109K - $137K
|
3.96K
$534K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-36- 0.48% |
$3.89K - $4.86K
|
7.4K
$999K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.02% |
$108 - $135
|
4.02K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.85K+ 1.85% |
$308K - $384K
|
157K
$21.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
151K+ 2359.64% |
$16.3M - $20.4M
|
157K
$21.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.02% |
$216 - $270
|
9.13K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-86- 2.97% |
$9.3K - $11.6K
|
2.81K
$380K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 3.79% |
$173K - $217K
|
43.9K
$5.92M
|