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 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.45K+ 82.61% |
$589K - $736K
|
12K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.85KNew |
$200K - $250K
|
1.85K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-69.3K- 73.25% |
$7.5M - $9.36M
|
25.3K
$3.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-16- 1.1% |
$1.73K - $2.16K
|
1.44K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.02% |
$108 - $135
|
4.49K
$646K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
972+ 2.08% |
$105K - $131K
|
47.6K
$6.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
473New |
$51.1K - $63.9K
|
473
$68.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 188.94% |
$11.2M - $14M
|
159K
$22.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $135
|
15.5K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
4.77KNew |
$516K - $644K
|
4.77K
$687K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-241- 4.98% |
$26.1K - $32.5K
|
4.6K
$662K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-493- 3.0% |
$53.3K - $66.6K
|
15.9K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.27K- 7.78% |
$462K - $577K
|
50.6K
$7.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-37.6K- 92.2% |
$4.07M - $5.08M
|
3.18K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-102- 2.03% |
$11K - $13.8K
|
4.93K
$710K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 2.08% |
$411K - $513K
|
179K
$25.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.7K+ 9.11% |
$184K - $229K
|
20.4K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
416+ 6.4% |
$45K - $56.2K
|
6.92K
$996K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-428- 15.09% |
$46.3K - $57.8K
|
2.41K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.33% |
$2.27K - $2.84K
|
6.37K
$916K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-917- 8.14% |
$99.1K - $124K
|
10.3K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.93K+ 4.55% |
$209K - $260K
|
44.3K
$6.38M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-21.7K- 8.43% |
$2.34M - $2.92M
|
235K
$33.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
324+ 17.38% |
$35K - $43.8K
|
2.19K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.48K- 24.82% |
$159K - $199K
|
4.47K
$643K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
405+ 8.76% |
$43.8K - $54.7K
|
5.03K
$724K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-26.2K- 60.2% |
$2.84M - $3.54M
|
17.3K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-269K- 51.05% |
$29.1M - $36.4M
|
258K
$37.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
75.6K+ 68.33% |
$8.18M - $10.2M
|
186K
$26.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.34K+ 1094.7% |
$469K - $585K
|
4.73K
$681K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18.9K+ 4.44% |
$2.05M - $2.55M
|
445K
$64M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 75.43% |
$157K - $196K
|
3.38K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.9K+ 70.52% |
$2.58M - $3.22M
|
57.7K
$8.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11+ 0.3% |
$1.19K - $1.49K
|
3.71K
$535K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-402- 11.18% |
$43.5K - $54.3K
|
3.19K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-368- 2.18% |
$39.8K - $49.7K
|
16.5K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.28K+ 4.77% |
$138K - $172K
|
28K
$4.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-120- 3.12% |
$13K - $16.2K
|
3.73K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.15K+ 1.35% |
$124K - $155K
|
85.8K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14.6K- 1.0% |
$1.58M - $1.97M
|
1.45M
$208M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
2.26K+ 5.26% |
$244K - $305K
|
45.2K
$6.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
924+ 18.08% |
$99.9K - $125K
|
6.04K
$869K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.85K+ 83.7% |
$200K - $250K
|
4.07K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
17+ 0.27% |
$1.84K - $2.3K
|
6.42K
$924K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-341- 6.41% |
$36.9K - $46K
|
4.98K
$717K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
342New |
$37K - $46.2K
|
342
$49.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.32% |
$757 - $945
|
2.2K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.81K+ 3.31% |
$303K - $379K
|
87.5K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.65K+ 216.2% |
$827K - $1.03M
|
11.2K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-60- 1.61% |
$6.49K - $8.1K
|
3.67K
$528K
|