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 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13.9K+ 175.63% |
$1.5M - $1.87M
|
21.8K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.8K+ 247.69% |
$1.49M - $1.86M
|
19.3K
$2.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.5K+ 99.82% |
$1.46M - $1.82M
|
27K
$3.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.5K+ 1.4% |
$1.46M - $1.82M
|
975K
$140M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.3K+ 2.76% |
$1.44M - $1.8M
|
496K
$71.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
13.3K+ 31.23% |
$1.44M - $1.8M
|
56K
$8.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
13.2K+ 4.74% |
$1.43M - $1.79M
|
292K
$42.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13KNew |
$1.41M - $1.76M
|
13K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 1.14% |
$1.36M - $1.7M
|
1.11M
$160M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12.4K+ 156.34% |
$1.34M - $1.67M
|
20.3K
$2.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
11.9K+ 7.82% |
$1.28M - $1.6M
|
164K
$23.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 58.78% |
$1.27M - $1.59M
|
31.8K
$4.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
11.5K+ 80.29% |
$1.24M - $1.55M
|
25.8K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
11.5K+ 34.0% |
$1.24M - $1.55M
|
45.2K
$6.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11.3K+ 6.41% |
$1.22M - $1.53M
|
188K
$27M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 286.43% |
$1.2M - $1.5M
|
15K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.9K+ 19.17% |
$1.18M - $1.48M
|
67.9K
$9.78M
|
|
|
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 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.8K+ 42.21% |
$1.16M - $1.46M
|
36.3K
$5.23M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.8K+ 612.86% |
$1.16M - $1.45M
|
12.5K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10.5K+ 8.05% |
$1.13M - $1.41M
|
141K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.4K+ 20.35% |
$1.12M - $1.4M
|
61.5K
$8.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.4K+ 7.9% |
$1.12M - $1.4M
|
142K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4K+ 0.55% |
$1.12M - $1.4M
|
1.9M
$273M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.3K+ 223.91% |
$1.11M - $1.39M
|
14.9K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.3K+ 2.98% |
$1.11M - $1.39M
|
356K
$51.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10.2K+ 18.87% |
$1.11M - $1.38M
|
64.4K
$9.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.1K+ 5.98% |
$1.09M - $1.37M
|
179K
$25.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.1KNew |
$1.09M - $1.36M
|
10.1K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 1.55% |
$1.09M - $1.36M
|
661K
$95.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
10KNew |
$1.08M - $1.35M
|
10K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.98KNew |
$1.08M - $1.35M
|
9.98K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
9.78K+ 177.82% |
$1.06M - $1.32M
|
15.3K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.77KNew |
$1.06M - $1.32M
|
9.77K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.49KNew |
$1.03M - $1.28M
|
9.49K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.25K+ 384.86% |
$1M - $1.25M
|
11.7K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.22K+ 19.69% |
$997K - $1.25M
|
56.1K
$8.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.03K+ 4.96% |
$976K - $1.22M
|
191K
$27.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.03K+ 236.57% |
$976K - $1.22M
|
12.8K
$1.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.02KNew |
$975K - $1.22M
|
9.02K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.5K+ 4.68% |
$919K - $1.15M
|
190K
$27.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
8.07K+ 4.98% |
$873K - $1.09M
|
170K
$24.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.07KNew |
$872K - $1.09M
|
8.07K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.05K+ 52.16% |
$871K - $1.09M
|
23.5K
$3.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.05K+ 9.34% |
$870K - $1.09M
|
94.2K
$13.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8.03K+ 5.58% |
$868K - $1.08M
|
152K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.01K+ 8.33% |
$866K - $1.08M
|
104K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.9K+ 27.56% |
$854K - $1.07M
|
36.6K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.78KNew |
$841K - $1.05M
|
7.78K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.65K+ 216.2% |
$827K - $1.03M
|
11.2K
$1.61M
|