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
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.36K+ 3.49% |
$471K - $588K
|
129K
$18.6M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.34KNew |
$469K - $586K
|
4.34K
$625K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.34K+ 1094.7% |
$469K - $585K
|
4.73K
$681K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.25K+ 71.06% |
$460K - $574K
|
10.2K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.24KNew |
$458K - $572K
|
4.24K
$610K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.17K+ 2.91% |
$451K - $564K
|
148K
$21.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.03KNew |
$435K - $544K
|
4.03K
$579K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.98KNew |
$430K - $537K
|
3.98K
$572K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.93K+ 1.09% |
$425K - $531K
|
364K
$52.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 22.89% |
$424K - $529K
|
21K
$3.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.92KNew |
$424K - $529K
|
3.92K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.89K+ 1.39% |
$421K - $526K
|
283K
$40.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.86K+ 226.76% |
$417K - $521K
|
5.56K
$800K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.79K+ 6.79% |
$410K - $512K
|
59.6K
$8.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.77KNew |
$408K - $510K
|
3.77K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
3.77K+ 21.08% |
$408K - $509K
|
21.7K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.76K+ 12.03% |
$407K - $508K
|
35K
$5.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.68K+ 33.21% |
$398K - $497K
|
14.8K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.64K+ 5.75% |
$393K - $491K
|
66.8K
$9.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.63K+ 752.49% |
$392K - $490K
|
4.11K
$592K
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.59K+ 3.64% |
$388K - $484K
|
102K
$14.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 5.84% |
$386K - $482K
|
64.8K
$9.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.54K+ 11.54% |
$383K - $478K
|
34.2K
$4.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.5K+ 175000.0% |
$378K - $473K
|
3.5K
$504K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.44KNew |
$372K - $464K
|
3.44K
$495K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.41KNew |
$368K - $460K
|
3.41K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.31KNew |
$357K - $446K
|
3.31K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$356K - $445K
|
3.3K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.29K+ 21.13% |
$356K - $444K
|
18.9K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.28K+ 1.21% |
$355K - $443K
|
274K
$39.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.28K+ 3.6% |
$354K - $442K
|
94.3K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23KNew |
$349K - $436K
|
3.23K
$465K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.17KNew |
$343K - $428K
|
3.17K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.16K+ 2.16% |
$341K - $426K
|
149K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.15K+ 117.34% |
$340K - $425K
|
5.83K
$839K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.13K+ 37.35% |
$339K - $423K
|
11.5K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.08KNew |
$333K - $416K
|
3.08K
$443K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.03K+ 0.74% |
$327K - $409K
|
410K
$59.1M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.9KNew |
$314K - $392K
|
2.9K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.88K+ 89.23% |
$311K - $388K
|
6.1K
$878K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 22.38% |
$309K - $386K
|
15.6K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.85K+ 1.85% |
$308K - $384K
|
157K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.83KNew |
$306K - $382K
|
2.83K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.81K+ 3.31% |
$303K - $379K
|
87.5K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.79K+ 82.51% |
$302K - $377K
|
6.18K
$889K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.78K+ 4.04% |
$300K - $375K
|
71.6K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.78K+ 1.95% |
$300K - $375K
|
145K
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.75K+ 45.58% |
$297K - $371K
|
8.78K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.73K+ 69.95% |
$295K - $369K
|
6.64K
$955K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.72K+ 3.64% |
$294K - $368K
|
77.6K
$11.2M
|