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 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-919- 10.26% |
$99.4K - $124K
|
8.03K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
53.5K+ 33.05% |
$5.78M - $7.22M
|
215K
$31M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-503- 22.58% |
$54.4K - $67.9K
|
1.73K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-979- 1.01% |
$106K - $132K
|
95.6K
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-48- 6.19% |
$5.19K - $6.48K
|
727
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
28+ 0.27% |
$3.03K - $3.78K
|
10.3K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.17K+ 27.09% |
$127K - $158K
|
5.49K
$791K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-254- 5.23% |
$27.5K - $34.3K
|
4.6K
$662K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.25K+ 71.06% |
$460K - $574K
|
10.2K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.4KNew |
$1.77M - $2.22M
|
16.4K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
808New |
$87.4K - $109K
|
808
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.5K- 24.51% |
$1.67M - $2.09M
|
47.6K
$6.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.44K+ 13.57% |
$156K - $194K
|
12.1K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.2% |
$757 - $945
|
3.45K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-407- 0.12% |
$44K - $55K
|
329K
$47.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-25.7K- 15.91% |
$2.78M - $3.47M
|
136K
$19.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.78K+ 1.95% |
$300K - $375K
|
145K
$20.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.1K+ 11.36% |
$7.69M - $9.61M
|
698K
$100M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8K+ 11.63% |
$1.17M - $1.46M
|
104K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.7K- 1.2% |
$2.78M - $3.47M
|
2.12M
$305M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-31.4K- 12.93% |
$3.4M - $4.24M
|
212K
$30.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
35+ 1.6% |
$3.78K - $4.73K
|
2.23K
$320K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-39.1K- 24.53% |
$4.23M - $5.28M
|
120K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-31- 0.77% |
$3.35K - $4.19K
|
4.02K
$578K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.15K- 4.73% |
$557K - $696K
|
104K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.64K+ 2.03% |
$285K - $356K
|
132K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-3- 0.08% |
$324 - $405
|
3.59K
$517K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.44K+ 4.16% |
$156K - $195K
|
36.1K
$5.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$171K - $213K
|
1.58K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.78KNew |
$733K - $915K
|
6.78K
$976K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
497New |
$53.7K - $67.1K
|
497
$71.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18+ 0.6% |
$1.95K - $2.43K
|
3.03K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.8K- 3.35% |
$302K - $378K
|
80.7K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.07KNew |
$872K - $1.09M
|
8.07K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-136- 4.96% |
$14.7K - $18.4K
|
2.61K
$375K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-143- 0.17% |
$15.5K - $19.3K
|
81.6K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
826+ 19.45% |
$89.3K - $112K
|
5.07K
$730K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.13K- 2.52% |
$554K - $692K
|
199K
$28.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
15.2K+ 225.19% |
$1.64M - $2.05M
|
21.9K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$233K - $291K
|
2.15K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.56KNew |
$169K - $211K
|
1.56K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 0.31% |
$1.95K - $2.43K
|
5.8K
$834K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-121- 2.6% |
$13.1K - $16.3K
|
4.53K
$652K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.97K- 25.04% |
$213K - $267K
|
5.91K
$851K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.9K- 3.16% |
$422K - $527K
|
120K
$17.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-2.92K- 0.55% |
$316K - $394K
|
526K
$75.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.3K+ 6.22% |
$140K - $175K
|
22.1K
$3.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-21- 0.17% |
$2.27K - $2.84K
|
12.2K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-317- 1.58% |
$34.3K - $42.8K
|
19.8K
$2.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
115+ 1.32% |
$12.4K - $15.5K
|
8.83K
$1.27M
|