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 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.13K+ 5.02% |
$554K - $692K
|
107K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
266+ 15.77% |
$28.8K - $35.9K
|
1.95K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19- 0.15% |
$2.05K - $2.57K
|
13K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.71K+ 22.18% |
$185K - $231K
|
9.42K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.74K- 0.27% |
$188K - $234K
|
641K
$86.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.6KNew |
$173K - $216K
|
1.6K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
96+ 1.46% |
$10.4K - $13K
|
6.68K
$901K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.54KNew |
$167K - $209K
|
1.54K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $135
|
13.9K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
431+ 2.24% |
$46.6K - $58.2K
|
19.7K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
25+ 0.29% |
$2.7K - $3.38K
|
8.67K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7.17K- 4.96% |
$776K - $969K
|
137K
$18.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.34K- 70.9% |
$577K - $721K
|
2.19K
$296K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.4K+ 52.4% |
$260K - $325K
|
6.99K
$944K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-151- 7.62% |
$16.3K - $20.4K
|
1.83K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
497+ 1.51% |
$53.7K - $67.1K
|
33.3K
$4.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.14K+ 1.32% |
$664K - $829K
|
472K
$63.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
63New |
$6.81K - $8.51K
|
63
$8.51K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.16% |
$432 - $540
|
2.49K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.53K+ 101.93% |
$274K - $342K
|
5.01K
$677K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
148KNew |
$16M - $20M
|
148K
$20M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.42KNew |
$154K - $192K
|
1.42K
$192K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
49.9K+ 4.21% |
$5.4M - $6.74M
|
1.24M
$167M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 0.9% |
$4.32K - $5.4K
|
4.42K
$597K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-26- 0.41% |
$2.81K - $3.51K
|
6.38K
$861K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.9K+ 311.95% |
$2.16M - $2.69M
|
26.3K
$3.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
199+ 0.41% |
$21.5K - $26.9K
|
48.8K
$6.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.98KNew |
$430K - $537K
|
3.98K
$537K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-6- 0.18% |
$649 - $810
|
3.39K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-433- 75.57% |
$46.8K - $58.5K
|
140
$18.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.62KNew |
$175K - $218K
|
1.62K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.85K- 5.1% |
$741K - $925K
|
127K
$17.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.25% |
$2.92K - $3.65K
|
10.7K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.39K- 18.93% |
$151K - $188K
|
5.96K
$805K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.62KNew |
$175K - $219K
|
1.62K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 6.16% |
$17.7K - $22.1K
|
2.5K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.17K+ 5.16% |
$127K - $158K
|
23.9K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
420+ 8.99% |
$45.4K - $56.7K
|
5.09K
$687K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.03% |
$216 - $270
|
7.33K
$989K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-765- 4.06% |
$82.7K - $103K
|
18.1K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.89K+ 17.22% |
$204K - $255K
|
12.8K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-29- 1.1% |
$3.14K - $3.92K
|
2.61K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-40.5K- 18.92% |
$4.38M - $5.47M
|
173K
$23.4M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6.5K- 1.4% |
$703K - $878K
|
456K
$61.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
32+ 0.49% |
$3.46K - $4.32K
|
6.5K
$877K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-147- 2.55% |
$15.9K - $19.9K
|
5.61K
$757K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.52KNew |
$164K - $205K
|
1.52K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.98KNew |
$1.08M - $1.35M
|
9.98K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.85K+ 6.19% |
$200K - $250K
|
31.7K
$4.29M
|