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 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
455+ 4.55% |
$65K - $68.3K
|
10.5K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
10+ 0.28% |
$1.43K - $1.5K
|
3.61K
$528K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 4.05% |
$297K - $312K
|
49.3K
$7.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.4KNew |
$199K - $209K
|
1.4K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-950- 10.16% |
$136K - $143K
|
8.4K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-4.04K- 1.96% |
$577K - $606K
|
202K
$29.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.11K+ 3.02% |
$159K - $167K
|
37.9K
$5.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-772- 1.56% |
$110K - $116K
|
48.6K
$7.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
11KNew |
$1.57M - $1.65M
|
11K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
27+ 0.53% |
$3.86K - $4.05K
|
5.16K
$755K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.49K+ 65.9% |
$355K - $373K
|
6.26K
$916K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-6- 0.16% |
$857 - $900
|
3.77K
$551K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
13.9K+ 5.12% |
$1.99M - $2.09M
|
286K
$41.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
493+ 2.13% |
$70.4K - $74K
|
23.6K
$3.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-152- 5.46% |
$21.7K - $22.8K
|
2.63K
$385K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-559- 3.24% |
$79.8K - $83.9K
|
16.7K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
998+ 11.42% |
$143K - $150K
|
9.74K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
276+ 12.26% |
$39.4K - $41.4K
|
2.53K
$370K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-311- 6.92% |
$44.4K - $46.7K
|
4.18K
$612K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-18- 0.88% |
$2.57K - $2.7K
|
2.04K
$298K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 1.64% |
$399K - $419K
|
173K
$25.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
21+ 0.55% |
$3K - $3.15K
|
3.82K
$558K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-211- 3.66% |
$30.1K - $31.7K
|
5.55K
$813K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3K+ 2.24% |
$428K - $450K
|
137K
$20M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-190- 4.77% |
$27.1K - $28.5K
|
3.79K
$555K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-96- 2.87% |
$13.7K - $14.4K
|
3.25K
$475K
|
|
|
Jan 12, 2026
Q4 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-1.5K- 1.09% |
$214K - $225K
|
136K
$19.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.1K- 24.22% |
$157K - $165K
|
3.44K
$504K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-125- 5.05% |
$17.8K - $18.8K
|
2.35K
$344K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
749+ 2.63% |
$107K - $112K
|
29.2K
$4.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.15K- 1.63% |
$164K - $172K
|
69K
$10.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-75K- 5.01% |
$10.7M - $11.3M
|
1.42M
$208M
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
4.9K+ 1.07% |
$699K - $734K
|
460K
$67.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.41K+ 5.34% |
$201K - $211K
|
27.7K
$4.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
310+ 10.75% |
$44.3K - $46.5K
|
3.19K
$467K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
71.5K+ 19.16% |
$10.2M - $10.7M
|
445K
$65.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-66- 1.98% |
$9.42K - $9.9K
|
3.27K
$479K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.53K- 6.5% |
$362K - $380K
|
36.5K
$5.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 1.88% |
$7.14K - $7.5K
|
2.61K
$382K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
1.45KNew |
$207K - $218K
|
1.45K
$213K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
302+ 6.1% |
$43.1K - $45.3K
|
5.25K
$768K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.11% |
$428 - $450
|
2.62K
$383K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-869- 1.91% |
$124K - $130K
|
44.6K
$6.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-30- 1.94% |
$4.28K - $4.5K
|
1.51K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
316+ 0.99% |
$45.1K - $47.4K
|
32.2K
$4.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
69+ 0.79% |
$9.85K - $10.4K
|
8.77K
$1.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
245+ 13.58% |
$35K - $36.8K
|
2.05K
$300K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 1.72% |
$153K - $161K
|
61.2K
$8.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$286 - $300
|
2.7K
$395K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
14.9K+ 44.62% |
$2.13M - $2.24M
|
48.4K
$7.08M
|
|