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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
25.1KNew |
$3.39M - $3.66M
|
25.1K
$3.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.32K+ 4.14% |
$178K - $192K
|
33.2K
$4.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.47KNew |
$199K - $215K
|
1.47K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121K+ 5.1% |
$16.3M - $17.6M
|
2.48M
$363M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.23% |
$405 - $438
|
1.31K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
121K+ 97.16% |
$16.4M - $17.7M
|
246K
$36.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
378New |
$51K - $55.2K
|
378
$55.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2+ 0.01% |
$270 - $292
|
33K
$4.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.22K+ 7.18% |
$165K - $178K
|
18.2K
$2.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.35K+ 10.4% |
$452K - $489K
|
35.5K
$5.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-62- 3.16% |
$8.37K - $9.05K
|
1.9K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
4.25KNew |
$573K - $620K
|
4.25K
$621K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
517+ 0.63% |
$69.8K - $75.5K
|
82.2K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-676- 0.35% |
$91.3K - $98.7K
|
191K
$28M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.07K- 3.19% |
$414K - $448K
|
93.1K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-178- 20.55% |
$24K - $26K
|
688
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.47K- 19.0% |
$198K - $214K
|
6.26K
$916K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.85K+ 69.24% |
$384K - $415K
|
6.95K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
52.5K+ 3.78% |
$7.09M - $7.67M
|
1.44M
$211M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.65KNew |
$223K - $242K
|
1.65K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.5K- 8.81% |
$743K - $803K
|
57K
$8.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-565- 5.39% |
$76.3K - $82.5K
|
9.92K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
19.6KNew |
$2.65M - $2.87M
|
19.6K
$2.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$186K - $202K
|
1.38K
$202K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14New |
$1.89K - $2.04K
|
14
$2.05K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.5KNew |
$202K - $218K
|
1.5K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-39- 1.81% |
$5.27K - $5.69K
|
2.11K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-59- 0.48% |
$7.97K - $8.62K
|
12.1K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
176+ 2.4% |
$23.8K - $25.7K
|
7.52K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.43KNew |
$193K - $209K
|
1.43K
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.15K+ 5.27% |
$290K - $313K
|
42.8K
$6.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10.5KNew |
$1.41M - $1.53M
|
10.5K
$1.53M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
771+ 0.99% |
$104K - $113K
|
78.3K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.42K+ 1.03% |
$1M - $1.08M
|
726K
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-59- 0.54% |
$7.97K - $8.62K
|
10.9K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
204New |
$27.5K - $29.8K
|
204
$29.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.49K+ 13.59% |
$336K - $364K
|
20.8K
$3.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.94K- 2.98% |
$532K - $576K
|
128K
$18.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.61K+ 1.75% |
$352K - $381K
|
152K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.09K- 4.78% |
$147K - $159K
|
21.7K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 0.09% |
$405 - $438
|
3.21K
$469K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.7K+ 1.13% |
$499K - $540K
|
330K
$48.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-392- 20.88% |
$52.9K - $57.2K
|
1.49K
$217K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-23.2K- 29.76% |
$3.13M - $3.38M
|
54.6K
$8M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 22.22% |
$540 - $584
|
22
$3.22K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.03% |
$540 - $584
|
12.7K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
125+ 25.77% |
$16.9K - $18.3K
|
610
$89.3K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
167New |
$22.5K - $24.4K
|
167
$24.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.92M+ 6.61% |
$529M - $573M
|
63.2M
$9.25B
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 2.46% |
$1.62K - $1.75K
|
500
$73.2K
|
|