Latest Institutional Purchases of Ishares Core S&P Total U.S. St (ITOT)
This list provides information on the latest institutional transactions involving Ishares Core S&P Total U.S. St (ITOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
291K+ 55.43% |
$31.5M - $39.3M
|
817K
$110M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
151K+ 2359.64% |
$16.3M - $20.4M
|
157K
$21.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
148K+ 73.34% |
$16.1M - $20M
|
351K
$47.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
148KNew |
$16M - $20M
|
148K
$20M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
78.3K+ 3.06% |
$8.46M - $10.6M
|
2.64M
$356M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
49.9K+ 4.21% |
$5.4M - $6.74M
|
1.24M
$167M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.8K+ 1.37% |
$5.17M - $6.45M
|
3.54M
$478M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.1K+ 107.86% |
$3.25M - $4.06M
|
57.9K
$7.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
28.3KNew |
$3.06M - $3.83M
|
28.3K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27.8K+ 457.43% |
$3.01M - $3.76M
|
33.9K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
25.3KNew |
$2.74M - $3.42M
|
25.3K
$3.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
23.7KNew |
$2.56M - $3.2M
|
23.7K
$3.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.7K+ 16.5% |
$2.35M - $2.93M
|
153K
$20.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 4.32% |
$2.33M - $2.91M
|
521K
$70.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.9K+ 311.95% |
$2.16M - $2.69M
|
26.3K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 72.3% |
$2.13M - $2.67M
|
47.1K
$6.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.5KNew |
$2.11M - $2.64M
|
19.5K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
18.8K+ 112.63% |
$2.03M - $2.54M
|
35.5K
$4.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18.7K+ 11.5% |
$2.02M - $2.52M
|
181K
$24.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
18.6K+ 6.06% |
$2.01M - $2.51M
|
326K
$44M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.9K+ 96.06% |
$1.94M - $2.42M
|
36.6K
$4.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 342.14% |
$1.79M - $2.23M
|
21.4K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
16.5K+ 39.25% |
$1.79M - $2.23M
|
58.6K
$7.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
16.4K+ 14.45% |
$1.78M - $2.22M
|
130K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
14.7K+ 7.95% |
$1.59M - $1.98M
|
199K
$26.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.5K+ 1.4% |
$1.46M - $1.82M
|
975K
$132M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13KNew |
$1.41M - $1.76M
|
13K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11.3K+ 6.41% |
$1.22M - $1.53M
|
188K
$25.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 286.43% |
$1.2M - $1.5M
|
15K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.4K+ 7.9% |
$1.12M - $1.4M
|
142K
$19.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.98KNew |
$1.08M - $1.35M
|
9.98K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.49KNew |
$1.03M - $1.28M
|
9.49K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.03K+ 4.96% |
$976K - $1.22M
|
191K
$25.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.02KNew |
$975K - $1.22M
|
9.02K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.05K+ 52.16% |
$871K - $1.09M
|
23.5K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.56KNew |
$818K - $1.02M
|
7.56K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.56K+ 2.8% |
$817K - $1.02M
|
277K
$37.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.38K+ 7.12% |
$689K - $861K
|
96K
$13M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.19K+ 0.88% |
$670K - $836K
|
712K
$96.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.14K+ 1.32% |
$664K - $829K
|
472K
$63.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.08K+ 12.22% |
$657K - $821K
|
55.8K
$7.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
5.49K+ 15.15% |
$593K - $741K
|
41.7K
$5.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.47KNew |
$592K - $739K
|
5.47K
$739K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.25K+ 2.93% |
$567K - $709K
|
184K
$24.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.18K+ 21.08% |
$560K - $699K
|
29.7K
$4.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.13K+ 5.02% |
$554K - $692K
|
107K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.05KNew |
$546K - $682K
|
5.05K
$682K
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.04K+ 24.65% |
$545K - $681K
|
25.5K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
4.7K+ 109.1% |
$508K - $635K
|
9.01K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.53KNew |
$490K - $612K
|
4.53K
$612K
|