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 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.37K+ 7.92% |
$472K - $590K
|
59.5K
$8.04M
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
4.37KNew |
$472K - $590K
|
4.37K
$590K
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.98KNew |
$430K - $537K
|
3.98K
$537K
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 22.89% |
$424K - $529K
|
21K
$2.84M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.92KNew |
$424K - $529K
|
3.92K
$529K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.76K+ 12.03% |
$407K - $508K
|
35K
$4.73M
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.5K+ 175000.0% |
$378K - $473K
|
3.5K
$473K
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$356K - $445K
|
3.3K
$445K
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.15K+ 117.34% |
$340K - $425K
|
5.83K
$787K
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.85K+ 1.85% |
$308K - $384K
|
157K
$21.2M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 14.61% |
$282K - $352K
|
20.4K
$2.76M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.53K+ 101.93% |
$274K - $342K
|
5.01K
$677K
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.4K+ 52.4% |
$260K - $325K
|
6.99K
$944K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.17KNew |
$234K - $293K
|
2.17K
$293K
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
2.1K+ 3.72% |
$227K - $283K
|
58.5K
$7.9M
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.96K+ 8.61% |
$212K - $265K
|
24.7K
$3.34M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.95K+ 74.17% |
$211K - $263K
|
4.58K
$618K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.89K+ 17.22% |
$204K - $255K
|
12.8K
$1.73M
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.88KNew |
$203K - $253K
|
1.88K
$253K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.85K+ 6.19% |
$200K - $250K
|
31.7K
$4.29M
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.82K+ 0.56% |
$197K - $246K
|
327K
$44.2M
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.71K+ 22.18% |
$185K - $231K
|
9.42K
$1.27M
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.71KNew |
$184K - $230K
|
1.71K
$230K
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.7KNew |
$184K - $230K
|
1.7K
$230K
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.62KNew |
$175K - $219K
|
1.62K
$219K
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.62KNew |
$175K - $218K
|
1.62K
$218K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 23.94% |
$174K - $218K
|
8.34K
$1.13M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 3.79% |
$173K - $217K
|
43.9K
$5.92M
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.6KNew |
$173K - $216K
|
1.6K
$216K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.59KNew |
$172K - $215K
|
1.59K
$215K
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58K+ 7.44% |
$171K - $213K
|
22.8K
$3.08M
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.54KNew |
$167K - $209K
|
1.54K
$208K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.52KNew |
$164K - $205K
|
1.52K
$205K
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$164K - $205K
|
1.52K
$205K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.51KNew |
$163K - $204K
|
1.51K
$204K
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$201K
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.42KNew |
$154K - $192K
|
1.42K
$192K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 9.55% |
$149K - $186K
|
15.8K
$2.14M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.34K+ 5.87% |
$145K - $181K
|
24.2K
$3.27M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.33K+ 7.87% |
$143K - $179K
|
18.2K
$2.45M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.17K+ 5.16% |
$127K - $158K
|
23.9K
$3.22M
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.11K+ 6.74% |
$120K - $150K
|
17.6K
$2.38M
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.01K+ 34.36% |
$109K - $137K
|
3.96K
$534K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
971+ 10.52% |
$105K - $131K
|
10.2K
$1.38M
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
910+ 3.21% |
$98.4K - $123K
|
29.2K
$3.94M
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
742+ 10.96% |
$80.2K - $100K
|
7.51K
$1.01M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
673New |
$72.8K - $90.9K
|
673
$90.9K
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
596+ 22.36% |
$64.4K - $80.5K
|
3.26K
$440K
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
595+ 1.09% |
$64.3K - $80.3K
|
55.3K
$7.47M
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
570+ 19.13% |
$61.6K - $77K
|
3.55K
$479K
|