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 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
661+ 3.42% |
$71.5K - $89.3K
|
20K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
649+ 2.94% |
$70.2K - $87.6K
|
22.7K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
626+ 0.3% |
$67.7K - $84.5K
|
213K
$30.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
606New |
$65.5K - $81.8K
|
606
$87.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
596+ 22.36% |
$64.4K - $80.5K
|
3.26K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
595New |
$64.3K - $80.3K
|
595
$85.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
595+ 2.28% |
$64.3K - $80.3K
|
26.7K
$3.85M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
595+ 1.09% |
$64.3K - $80.3K
|
55.3K
$7.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
594+ 3.91% |
$64.2K - $80.2K
|
15.8K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
589+ 1.44% |
$63.7K - $79.5K
|
41.5K
$5.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
581+ 23.22% |
$62.8K - $78.5K
|
3.08K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
571+ 5.3% |
$61.7K - $77.1K
|
11.3K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
570+ 19.13% |
$61.6K - $77K
|
3.55K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
555+ 6.85% |
$60K - $74.9K
|
8.66K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
551New |
$59.6K - $74.4K
|
551
$79.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
540+ 1.32% |
$58.4K - $72.9K
|
41.5K
$5.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
535New |
$57.8K - $72.2K
|
535
$77K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
531+ 0.58% |
$57.4K - $71.7K
|
92.6K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
520New |
$56.2K - $70.2K
|
520
$74.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
506+ 4.35% |
$54.7K - $68.3K
|
12.1K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
497+ 2.8% |
$53.7K - $67.1K
|
18.2K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
497New |
$53.7K - $67.1K
|
497
$71.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
497+ 1.51% |
$53.7K - $67.1K
|
33.3K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
492+ 8.04% |
$53.2K - $66.4K
|
6.61K
$952K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
486+ 5.98% |
$52.5K - $65.6K
|
8.61K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
485New |
$52.4K - $65.5K
|
485
$69.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
484+ 3.29% |
$52.3K - $65.4K
|
15.2K
$2.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
481+ 5.27% |
$52K - $65K
|
9.6K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
478+ 0.54% |
$51.7K - $64.5K
|
88.7K
$12.8M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
475+ 0.23% |
$51.4K - $64.1K
|
206K
$29.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
473New |
$51.1K - $63.9K
|
473
$68.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
471+ 0.46% |
$50.9K - $63.6K
|
104K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
461+ 940.82% |
$49.8K - $62.3K
|
510
$73.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
460+ 5.14% |
$49.7K - $62.1K
|
9.41K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
454+ 105.09% |
$49.1K - $61.3K
|
886
$128K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
450New |
$48.7K - $60.8K
|
450
$64.8K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
443New |
$47.9K - $59.8K
|
443
$63.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
431+ 2.24% |
$46.6K - $58.2K
|
19.7K
$2.83M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
426+ 7.71% |
$46.1K - $57.5K
|
5.95K
$857K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
420+ 8.99% |
$45.4K - $56.7K
|
5.09K
$733K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
417+ 25.14% |
$45.1K - $56.3K
|
2.08K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
416+ 6.4% |
$45K - $56.2K
|
6.92K
$996K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
415+ 11.91% |
$44.9K - $56K
|
3.9K
$561K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
409+ 22.7% |
$44.2K - $55.2K
|
2.21K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
408+ 0.72% |
$44.1K - $55.1K
|
57.1K
$8.21M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
405+ 8.76% |
$43.8K - $54.7K
|
5.03K
$724K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
398+ 1.15% |
$43K - $53.7K
|
35.1K
$5.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
394+ 10.32% |
$42.6K - $53.2K
|
4.21K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
390+ 14.97% |
$42.2K - $52.7K
|
3K
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
386+ 30.88% |
$41.7K - $52.1K
|
1.64K
$236K
|