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 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
482K+ 44663.33% |
$52.2M - $65.1M
|
483K
$69.6M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.2K+ 32.4% |
$130K - $162K
|
4.91K
$707K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35.7K+ 5.22% |
$3.86M - $4.82M
|
718K
$103M
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
61+ 2.16% |
$6.6K - $8.24K
|
2.88K
$415K
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-13.9K- 8.31% |
$1.5M - $1.88M
|
153K
$22.1M
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-55- 2.54% |
$5.95K - $7.43K
|
2.11K
$303K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-963- 10.48% |
$104K - $130K
|
8.23K
$1.18M
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-12- 0.14% |
$1.3K - $1.62K
|
8.43K
$1.21M
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
74+ 1.48% |
$8K - $9.99K
|
5.07K
$731K
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.3K- 3.4% |
$573K - $716K
|
151K
$21.7M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-594- 1.89% |
$64.2K - $80.2K
|
30.9K
$4.44M
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.17KNew |
$343K - $428K
|
3.17K
$456K
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 200.0% |
$1.3K - $1.62K
|
18
$2.59K
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-203- 1.68% |
$21.9K - $27.4K
|
11.9K
$1.71M
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.64K+ 17.68% |
$177K - $222K
|
10.9K
$1.57M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.8K+ 33.65% |
$1.6M - $2M
|
58.9K
$8.48M
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.14% |
$108 - $135
|
718
$103K
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
22.2K+ 6.85% |
$2.4M - $3M
|
346K
$49.8M
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-342- 2.52% |
$37K - $46.2K
|
13.2K
$1.9M
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-45- 1.18% |
$4.87K - $6.08K
|
3.78K
$544K
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
364+ 0.39% |
$39.4K - $49.2K
|
93.8K
$13.5M
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.9KNew |
$206K - $257K
|
1.9K
$274K
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
6.34KNew |
$685K - $856K
|
6.34K
$912K
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136+ 52.51% |
$14.7K - $18.4K
|
395
$56.9K
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
20KNew |
$2.16M - $2.7M
|
20K
$2.88M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-228- 1.19% |
$24.7K - $30.8K
|
19K
$2.74M
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 19.0% |
$43.2K - $54K
|
1.71K
$245K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
341+ 0.36% |
$36.9K - $46K
|
95.4K
$13.7M
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
45.1K+ 21.56% |
$4.87M - $6.09M
|
254K
$36.6M
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$108 - $135
|
346
$49.8K
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-50- 0.22% |
$5.41K - $6.75K
|
22.7K
$3.27M
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-1.9K- 6.26% |
$205K - $257K
|
28.5K
$4.1M
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-578- 16.2% |
$62.5K - $78.1K
|
2.99K
$430K
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
266+ 0.09% |
$28.8K - $35.9K
|
289K
$41.6M
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7KNew |
$756K - $945K
|
7K
$1.01M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
31+ 0.11% |
$3.35K - $4.19K
|
28.1K
$4.05M
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-63- 3.48% |
$6.81K - $8.51K
|
1.75K
$252K
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.59K+ 3.64% |
$388K - $484K
|
102K
$14.7M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
471+ 0.46% |
$50.9K - $63.6K
|
104K
$14.9M
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.31% |
$865 - $1.08K
|
2.59K
$373K
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-341- 15.14% |
$36.9K - $46K
|
1.91K
$275K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-321- 83.59% |
$34.7K - $43.3K
|
63
$9.07K
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
159+ 3.79% |
$17.2K - $21.5K
|
4.36K
$628K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 4.52% |
$1.7M - $2.12M
|
332K
$47.7M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
711+ 13.24% |
$76.9K - $96K
|
6.08K
$875K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 0.49% |
$520K - $649K
|
995K
$143M
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-296- 8.45% |
$32K - $40K
|
3.21K
$462K
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-30- 0.74% |
$3.24K - $4.05K
|
4K
$576K
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.03K+ 4.0% |
$111K - $138K
|
26.7K
$3.84M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-605- 1.71% |
$65.4K - $81.7K
|
34.9K
$5.02M
|