Latest Institutional Transactions on Ishares Core S&P Total U.S. St (ITOT)
This table provides information on the latest institutional transactions involving Ishares Core S&P Total U.S. St (ITOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.05% |
$714 - $750
|
9.55K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3- 0.2% |
$428 - $450
|
1.52K
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$353K - $371K
|
2.47K
$362K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
6.56K+ 375.01% |
$937K - $984K
|
8.31K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-966- 7.04% |
$138K - $145K
|
12.8K
$1.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.02K- 3.68% |
$289K - $304K
|
53K
$7.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-115- 0.41% |
$16.4K - $17.3K
|
28.3K
$4.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-378- 12.42% |
$54K - $56.7K
|
2.67K
$390K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
302+ 0.75% |
$43.1K - $45.3K
|
40.5K
$5.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-429- 2.22% |
$61.3K - $64.4K
|
18.9K
$2.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
8.32K+ 92.31% |
$1.19M - $1.25M
|
17.3K
$2.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
6.56K+ 5.53% |
$936K - $984K
|
125K
$18.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
41+ 0.61% |
$5.85K - $6.15K
|
6.76K
$990K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
48+ 0.37% |
$6.85K - $7.2K
|
13K
$1.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
114+ 1.37% |
$16.3K - $17.1K
|
8.44K
$1.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.75KNew |
$250K - $262K
|
1.75K
$256K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.07% |
$143 - $150
|
1.43K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-18.3K- 2.58% |
$2.61M - $2.74M
|
690K
$101M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.48KNew |
$211K - $222K
|
1.48K
$217K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-910- 32.41% |
$130K - $137K
|
1.9K
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.7K+ 5.11% |
$2.39M - $2.51M
|
344K
$50.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.97K- 1.21% |
$281K - $295K
|
160K
$23.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.26K- 6.68% |
$465K - $489K
|
45.6K
$6.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
278+ 12.01% |
$39.7K - $41.7K
|
2.59K
$379K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.13K- 11.03% |
$161K - $170K
|
9.12K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.13K- 8.16% |
$162K - $170K
|
12.8K
$1.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5+ 0.18% |
$714 - $750
|
2.83K
$415K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
212+ 9.27% |
$30.3K - $31.8K
|
2.5K
$366K
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
109KNew |
$15.6M - $16.4M
|
109K
$16M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.18K- 89.7% |
$740K - $778K
|
595
$87.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
103+ 0.17% |
$14.7K - $15.5K
|
60.8K
$8.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$286 - $300
|
4.71K
$689K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
274+ 1.29% |
$39.1K - $41.1K
|
21.6K
$3.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
739+ 0.2% |
$106K - $111K
|
378K
$55.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
981+ 0.46% |
$140K - $147K
|
214K
$31.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6+ 0.36% |
$857 - $900
|
1.69K
$247K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
55+ 0.92% |
$7.85K - $8.25K
|
6.05K
$885K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.26K- 5.83% |
$179K - $189K
|
20.3K
$2.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-33- 1.7% |
$4.71K - $4.95K
|
1.91K
$280K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.35% |
$1K - $1.05K
|
2.04K
$298K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-97- 5.47% |
$13.9K - $14.6K
|
1.68K
$245K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-360- 7.18% |
$51.4K - $54K
|
4.65K
$681K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
330+ 3.93% |
$47.1K - $49.5K
|
8.73K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-104- 1.09% |
$14.9K - $15.6K
|
9.48K
$1.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
863+ 0.47% |
$123K - $129K
|
185K
$27.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
12+ 0.33% |
$1.71K - $1.8K
|
3.67K
$538K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
355+ 0.84% |
$50.7K - $53.3K
|
42.8K
$6.26M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-93- 2.54% |
$13.3K - $14K
|
3.57K
$522K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
367+ 21.85% |
$52.4K - $55.1K
|
2.05K
$300K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
303+ 9.83% |
$43.3K - $45.5K
|
3.39K
$495K
|
|