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
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.35K- 8.06% |
$362K - $452K
|
38.2K
$5.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 2.54% |
$1.18M - $1.47M
|
419K
$60.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-269- 1.14% |
$29.1K - $36.3K
|
23.4K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-188- 2.7% |
$20.3K - $25.4K
|
6.77K
$975K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
179+ 9.04% |
$19.4K - $24.2K
|
2.16K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-232- 1.87% |
$25.1K - $31.3K
|
12.2K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
257+ 8.6% |
$27.8K - $34.7K
|
3.25K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
753New |
$81.4K - $102K
|
753
$108K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-71- 2.29% |
$7.68K - $9.59K
|
3.03K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.31KNew |
$357K - $446K
|
3.31K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-5.63K- 23.63% |
$609K - $761K
|
18.2K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.26K+ 1.71% |
$244K - $305K
|
135K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.02K+ 56.14% |
$218K - $272K
|
5.6K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-43- 0.94% |
$4.65K - $5.81K
|
4.52K
$651K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-53- 0.5% |
$5.73K - $7.16K
|
10.6K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.09K+ 10.93% |
$226K - $283K
|
21.2K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-530- 0.55% |
$57.3K - $71.6K
|
96.2K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
57.1KNew |
$6.17M - $7.7M
|
57.1K
$8.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-269- 65.93% |
$29.1K - $36.3K
|
139
$20K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-810- 3.29% |
$87.6K - $109K
|
23.8K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
112+ 0.28% |
$12.1K - $15.1K
|
40.7K
$5.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
649+ 2.94% |
$70.2K - $87.6K
|
22.7K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.9K+ 19.17% |
$1.18M - $1.48M
|
67.9K
$9.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
49+ 1.75% |
$5.3K - $6.62K
|
2.85K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.8K+ 107.55% |
$3.55M - $4.43M
|
63.3K
$9.11M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.75K+ 45.58% |
$297K - $371K
|
8.78K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-9.36K- 3.21% |
$1.01M - $1.26M
|
282K
$40.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-88- 4.38% |
$9.51K - $11.9K
|
1.92K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.85K- 19.84% |
$1.07M - $1.33M
|
39.8K
$5.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-11- 0.53% |
$1.19K - $1.49K
|
2.08K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.03% |
$649 - $810
|
17.2K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
10KNew |
$1.08M - $1.35M
|
10K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-220K- 22.1% |
$23.8M - $29.7M
|
775K
$112M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.03K+ 236.57% |
$976K - $1.22M
|
12.8K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
10+ 0.14% |
$1.08K - $1.35K
|
7.34K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.2KNew |
$2.08M - $2.6M
|
19.2K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$108 - $135
|
2.02K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.71K- 5.66% |
$184K - $230K
|
28.5K
$4.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.17K- 7.0% |
$559K - $698K
|
68.7K
$9.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.65K- 6.76% |
$179K - $223K
|
22.8K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.05K+ 1.29% |
$114K - $142K
|
82.7K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
497+ 2.8% |
$53.7K - $67.1K
|
18.2K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 4.04% |
$23M - $28.7M
|
5.47M
$787M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.72K+ 3.64% |
$294K - $368K
|
77.6K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
376+ 167.11% |
$40.7K - $50.8K
|
601
$86.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.07% |
$216 - $270
|
2.69K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-499- 0.68% |
$54K - $67.4K
|
72.7K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6K- 87.56% |
$1.36M - $1.7M
|
1.78K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-398- 3.72% |
$43K - $53.7K
|
10.3K
$1.48M
|