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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11+ 0.3% |
$1.19K - $1.49K
|
3.71K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
11+ 0.04% |
$1.19K - $1.49K
|
27.6K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
10+ 0.14% |
$1.08K - $1.35K
|
7.34K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10+ 0.43% |
$1.08K - $1.35K
|
2.33K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.31% |
$1.08K - $1.35K
|
3.21K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9+ 0.3% |
$973 - $1.22K
|
2.98K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.32% |
$973 - $1.22K
|
2.83K
$407K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.49% |
$973 - $1.22K
|
1.84K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.2% |
$973 - $1.22K
|
4.45K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.31% |
$865 - $1.08K
|
2.59K
$373K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8+ 0.29% |
$865 - $1.08K
|
2.72K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.32% |
$757 - $945
|
2.2K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.2% |
$757 - $945
|
3.45K
$497K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7+ 0.29% |
$757 - $945
|
2.41K
$347K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
7+ 0.2% |
$757 - $945
|
3.47K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.29% |
$757 - $945
|
2.38K
$343K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7+ 0.19% |
$757 - $945
|
3.74K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.03% |
$649 - $810
|
17.2K
$2.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
6+ 0.13% |
$649 - $810
|
4.62K
$665K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6+ 0.24% |
$649 - $810
|
2.48K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 0.04% |
$649 - $810
|
17K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
5New |
$541 - $675
|
5
$720
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.3% |
$541 - $675
|
1.66K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5+ 0.29% |
$541 - $675
|
1.73K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.1% |
$541 - $675
|
4.98K
$717K
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
4+ 0.24% |
$432 - $540
|
1.66K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$432 - $540
|
3.54K
$510K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 0.22% |
$432 - $540
|
1.79K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.16% |
$432 - $540
|
2.49K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.01% |
$324 - $405
|
25.6K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.12% |
$324 - $405
|
2.45K
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.23% |
$324 - $405
|
1.3K
$188K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.06% |
$324 - $405
|
5.31K
$764K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$324 - $405
|
3
$432
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$216 - $270
|
2.02K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.1% |
$216 - $270
|
1.96K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.06% |
$216 - $270
|
3.14K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.07% |
$216 - $270
|
2.69K
$387K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.08% |
$216 - $270
|
2.57K
$370K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$216 - $270
|
1.06K
$152K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.24% |
$216 - $270
|
831
$120K
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$216 - $270
|
4.74K
$683K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$216 - $270
|
2.69K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.11% |
$216 - $270
|
1.86K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.08% |
$216 - $270
|
2.51K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.11% |
$216 - $270
|
1.77K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.02% |
$216 - $270
|
9.13K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.03% |
$216 - $270
|
7.33K
$1.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$216 - $270
|
2.37K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$108 - $135
|
2.02K
$291K
|