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 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
163+ 0.28% |
$17.6K - $22K
|
59.3K
$8.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
159+ 3.79% |
$17.2K - $21.5K
|
4.36K
$628K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
156+ 6.2% |
$16.9K - $21.1K
|
2.67K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
154+ 5.65% |
$16.7K - $20.8K
|
2.88K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
147+ 2.44% |
$15.9K - $19.9K
|
6.18K
$890K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
142+ 1.88% |
$15.4K - $19.2K
|
7.68K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140+ 0.15% |
$15.1K - $18.9K
|
91.7K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139+ 16.49% |
$15K - $18.8K
|
982
$141K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
139New |
$15K - $18.8K
|
139
$20K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
137+ 49.82% |
$14.8K - $18.5K
|
412
$59.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
137+ 0.48% |
$14.8K - $18.5K
|
28.4K
$4.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136+ 52.51% |
$14.7K - $18.4K
|
395
$56.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
128+ 0.77% |
$13.8K - $17.3K
|
16.8K
$2.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
127+ 7.11% |
$13.7K - $17.2K
|
1.91K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
124+ 2.94% |
$13.4K - $16.7K
|
4.34K
$625K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
115+ 1.32% |
$12.4K - $15.5K
|
8.83K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
115+ 1.08% |
$12.4K - $15.5K
|
10.8K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
112+ 0.28% |
$12.1K - $15.1K
|
40.7K
$5.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
112+ 4.04% |
$12.1K - $15.1K
|
2.88K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
111+ 5.15% |
$12K - $15K
|
2.27K
$326K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
111+ 1.51% |
$12K - $15K
|
7.44K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
110+ 1.93% |
$11.9K - $14.9K
|
5.8K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
109+ 2.38% |
$11.8K - $14.7K
|
4.68K
$674K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
109+ 0.7% |
$11.8K - $14.7K
|
15.6K
$2.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
104+ 0.83% |
$11.2K - $14K
|
12.7K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
104+ 2.89% |
$11.2K - $14K
|
3.7K
$532K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 3.33% |
$10.8K - $13.5K
|
3.1K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
96+ 1.46% |
$10.4K - $13K
|
6.68K
$961K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
94+ 0.81% |
$10.2K - $12.7K
|
11.7K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
93+ 0.56% |
$10.1K - $12.6K
|
16.8K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
93+ 0.56% |
$10.1K - $12.6K
|
16.7K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
93+ 4.91% |
$10.1K - $12.6K
|
1.99K
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
93+ 3.4% |
$10.1K - $12.6K
|
2.83K
$407K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
93+ 1.56% |
$10.1K - $12.6K
|
6.05K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
92+ 8.21% |
$9.95K - $12.4K
|
1.21K
$175K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
89+ 0.89% |
$9.62K - $12K
|
10.1K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
87+ 4.3% |
$9.41K - $11.7K
|
2.11K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
84+ 0.16% |
$9.08K - $11.3K
|
53.1K
$7.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84New |
$9.08K - $11.3K
|
84
$12.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.47% |
$8.76K - $10.9K
|
5.59K
$805K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
79+ 4.25% |
$8.54K - $10.7K
|
1.94K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
79+ 0.29% |
$8.54K - $10.7K
|
27K
$3.88M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
74New |
$8K - $9.99K
|
74
$10.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
74+ 1.48% |
$8K - $9.99K
|
5.07K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
71+ 4.14% |
$7.68K - $9.59K
|
1.79K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
69+ 0.79% |
$7.46K - $9.32K
|
8.78K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
67+ 3.45% |
$7.24K - $9.05K
|
2.01K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
65+ 0.66% |
$7.03K - $8.78K
|
9.92K
$1.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 3.25% |
$6.81K - $8.51K
|
2K
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
63New |
$6.81K - $8.51K
|
63
$9.07K
|