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 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.67K- 63.86% |
$631K - $682K
|
2.65K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-46- 0.24% |
$6.21K - $6.72K
|
19.3K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 1.52% |
$135 - $146
|
67
$9.81K
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
1.41KNew |
$190K - $206K
|
1.41K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.17% |
$405 - $438
|
1.77K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
468+ 2.93% |
$63.2K - $68.3K
|
16.4K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.93K- 10.43% |
$396K - $428K
|
25.2K
$3.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
74+ 9.32% |
$9.99K - $10.8K
|
868
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-36K- 3.13% |
$4.87M - $5.26M
|
1.11M
$163M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
715+ 17.76% |
$96.5K - $104K
|
4.74K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-358- 13.74% |
$48.3K - $52.3K
|
2.25K
$329K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-572- 0.48% |
$77.2K - $83.5K
|
119K
$17.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
149+ 0.31% |
$20.1K - $21.8K
|
48K
$7.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2.65KNew |
$358K - $388K
|
2.65K
$388K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-423- 15.46% |
$57.1K - $61.8K
|
2.31K
$339K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.97K+ 0.88% |
$401K - $434K
|
341K
$49.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$135 - $146
|
5.62K
$822K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.98K- 2.69% |
$537K - $581K
|
144K
$21M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.06K- 61.62% |
$954K - $1.03M
|
4.4K
$644K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-51- 0.77% |
$6.89K - $7.45K
|
6.58K
$964K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-600- 19.78% |
$81K - $87.6K
|
2.43K
$356K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.36K- 1.55% |
$183K - $198K
|
86.1K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
76New |
$10.3K - $11.1K
|
76
$11.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
118+ 6.02% |
$15.9K - $17.2K
|
2.08K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10.4K- 5.24% |
$1.4M - $1.52M
|
188K
$27.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 5.19% |
$13.5K - $14.6K
|
1.83K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.73K+ 6.14% |
$774K - $837K
|
99.1K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
469New |
$63.3K - $68.5K
|
469
$68.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
41New |
$5.54K - $5.99K
|
41
$6K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
480New |
$64.8K - $70.1K
|
480
$70.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
91.3K+ 10.39% |
$12.3M - $13.3M
|
970K
$142M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.07K- 7.9% |
$145K - $157K
|
12.5K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
95+ 1.08% |
$12.8K - $13.9K
|
8.88K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-761- 13.6% |
$103K - $111K
|
4.83K
$707K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.4K+ 32.29% |
$1.4M - $1.51M
|
42.4K
$6.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.58K- 14.72% |
$349K - $377K
|
15K
$2.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-120- 0.15% |
$16.2K - $17.5K
|
80.5K
$11.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-670- 15.0% |
$90.5K - $97.8K
|
3.8K
$556K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.11KNew |
$285K - $309K
|
2.11K
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-32.2K- 95.54% |
$4.34M - $4.69M
|
1.5K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-267- 0.58% |
$36K - $39K
|
45.4K
$6.65M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-221- 4.39% |
$29.8K - $32.3K
|
4.81K
$704K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.07K+ 21.42% |
$144K - $156K
|
6.06K
$887K
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-10- 0.08% |
$1.35K - $1.46K
|
12.3K
$1.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.08K- 0.89% |
$145K - $157K
|
119K
$17.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-16- 0.79% |
$2.16K - $2.34K
|
2.01K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.88K+ 0.28% |
$389K - $420K
|
1.02M
$150M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-10- 0.09% |
$1.35K - $1.46K
|
11.6K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$135 - $146
|
2.17K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
410+ 0.82% |
$55.4K - $59.9K
|
50.2K
$7.35M
|
|