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
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7.59K+ 53.78% |
$820K - $1.02M
|
21.7K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.56KNew |
$818K - $1.02M
|
7.56K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.56K+ 2.8% |
$817K - $1.02M
|
277K
$39.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.52K+ 12.11% |
$813K - $1.02M
|
69.6K
$10M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.39K+ 117.34% |
$799K - $998K
|
13.7K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.05K+ 4.07% |
$762K - $952K
|
180K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7KNew |
$756K - $945K
|
7K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.94K+ 26.63% |
$750K - $937K
|
33K
$4.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.86K+ 4.36% |
$741K - $926K
|
164K
$23.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.85K+ 148.25% |
$740K - $924K
|
11.5K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.78KNew |
$733K - $915K
|
6.78K
$976K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.57K+ 9.54% |
$710K - $887K
|
75.4K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.38K+ 7.12% |
$689K - $861K
|
96K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
6.34KNew |
$685K - $856K
|
6.34K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.25K+ 296.86% |
$675K - $843K
|
8.35K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.23K+ 50.82% |
$674K - $842K
|
18.5K
$2.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.19K+ 0.88% |
$670K - $836K
|
712K
$102M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.18K+ 28.27% |
$668K - $834K
|
28K
$4.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.14K+ 1.32% |
$664K - $829K
|
472K
$67.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.08K+ 12.22% |
$657K - $821K
|
55.8K
$8.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.74KNew |
$621K - $776K
|
5.74K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.63K+ 3.35% |
$609K - $760K
|
174K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
5.49K+ 15.15% |
$593K - $741K
|
41.7K
$6M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.47KNew |
$592K - $739K
|
5.47K
$788K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.45K+ 82.61% |
$589K - $736K
|
12K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.43K+ 35.02% |
$587K - $733K
|
20.9K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.25K+ 2.93% |
$567K - $709K
|
184K
$26.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.18K+ 21.08% |
$560K - $699K
|
29.7K
$4.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.13K+ 5.02% |
$554K - $692K
|
107K
$15.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.11K+ 29.21% |
$552K - $690K
|
22.6K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.1KNew |
$552K - $689K
|
5.1K
$734K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.05KNew |
$546K - $682K
|
5.05K
$728K
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.04K+ 24.65% |
$545K - $681K
|
25.5K
$3.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.03K+ 24.72% |
$544K - $679K
|
25.4K
$3.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.95KNew |
$535K - $668K
|
4.95K
$713K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.92K+ 19.81% |
$532K - $665K
|
29.8K
$4.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.9KNew |
$530K - $662K
|
4.9K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 0.49% |
$520K - $649K
|
995K
$143M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
4.77KNew |
$516K - $644K
|
4.77K
$687K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.75K+ 73.05% |
$514K - $642K
|
11.3K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.71K+ 16.9% |
$509K - $636K
|
32.6K
$4.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
4.7K+ 109.1% |
$508K - $635K
|
9.01K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.65K+ 27.08% |
$503K - $628K
|
21.8K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.59K+ 3.05% |
$496K - $619K
|
155K
$22.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.53KNew |
$490K - $612K
|
4.53K
$652K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.44K+ 120.07% |
$480K - $599K
|
8.14K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.44K+ 317.16% |
$480K - $599K
|
5.84K
$840K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.37K+ 7.92% |
$472K - $590K
|
59.5K
$8.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
4.37KNew |
$472K - $590K
|
4.37K
$629K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.36KNew |
$471K - $589K
|
4.36K
$628K
|