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 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.24K+ 53.12% |
$135K - $168K
|
3.59K
$516K
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.2K+ 32.4% |
$130K - $162K
|
4.91K
$707K
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.19K+ 1.81% |
$129K - $161K
|
67K
$9.65M
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.19K+ 9.53% |
$128K - $160K
|
13.6K
$1.96M
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.18K+ 68.09% |
$127K - $159K
|
2.91K
$419K
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.17K+ 27.09% |
$127K - $158K
|
5.49K
$791K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.17K+ 5.16% |
$127K - $158K
|
23.9K
$3.43M
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.16K+ 64.78% |
$125K - $157K
|
2.95K
$424K
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.15K+ 1.35% |
$124K - $155K
|
85.8K
$12.3M
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11KNew |
$120K - $150K
|
1.11K
$160K
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.11K+ 6.74% |
$120K - $150K
|
17.6K
$2.54M
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 5.45% |
$119K - $148K
|
21.2K
$3.06M
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.05K+ 1.29% |
$114K - $142K
|
82.7K
$11.9M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.04K+ 64.76% |
$113K - $141K
|
2.66K
$382K
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.03K+ 19.06% |
$111K - $139K
|
6.41K
$923K
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.03K+ 4.0% |
$111K - $138K
|
26.7K
$3.84M
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.02K+ 15.02% |
$110K - $138K
|
7.81K
$1.12M
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.02K+ 40.48% |
$110K - $137K
|
3.53K
$508K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 0.3% |
$110K - $137K
|
337K
$48.5M
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.01K+ 12.66% |
$109K - $137K
|
9.01K
$1.3M
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.01K+ 34.36% |
$109K - $137K
|
3.96K
$570K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1K+ 48.95% |
$108K - $135K
|
3.05K
$439K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
988+ 6.65% |
$107K - $133K
|
15.9K
$2.28M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
972+ 2.08% |
$105K - $131K
|
47.6K
$6.86M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
971+ 10.52% |
$105K - $131K
|
10.2K
$1.47M
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
946+ 2.3% |
$102K - $128K
|
42.1K
$6.07M
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
943+ 0.83% |
$102K - $127K
|
115K
$16.5M
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
937+ 0.39% |
$101K - $127K
|
241K
$34.7M
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
935+ 2.58% |
$101K - $126K
|
37.2K
$5.36M
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
928New |
$100K - $125K
|
928
$134K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
924+ 18.08% |
$99.9K - $125K
|
6.04K
$869K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
910+ 3.21% |
$98.4K - $123K
|
29.2K
$4.21M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
857+ 4.64% |
$92.7K - $116K
|
19.3K
$2.78M
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
850+ 42.48% |
$91.9K - $115K
|
2.85K
$410K
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
826+ 19.45% |
$89.3K - $112K
|
5.07K
$730K
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
820+ 2.3% |
$88.7K - $111K
|
36.4K
$5.25M
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
808New |
$87.4K - $109K
|
808
$116K
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
802+ 5.51% |
$86.7K - $108K
|
15.4K
$2.21M
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
777+ 22.65% |
$84K - $105K
|
4.21K
$606K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
765New |
$82.7K - $103K
|
765
$110K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
753New |
$81.4K - $102K
|
753
$108K
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
742New |
$80.2K - $100K
|
742
$107K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
742+ 10.96% |
$80.2K - $100K
|
7.51K
$1.08M
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
739+ 1.8% |
$79.9K - $99.8K
|
41.8K
$6.02M
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
737+ 18.06% |
$79.7K - $99.5K
|
4.82K
$694K
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
729+ 1.72% |
$78.8K - $98.4K
|
43.2K
$6.21M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
711+ 13.24% |
$76.9K - $96K
|
6.08K
$875K
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
698+ 2.22% |
$75.5K - $94.3K
|
32.2K
$4.63M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
677+ 3.07% |
$73.2K - $91.4K
|
22.7K
$3.27M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
673New |
$72.8K - $90.9K
|
673
$96.9K
|