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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-75- 0.67% |
$10.1K - $11K
|
11.1K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
9.43K+ 3.53% |
$1.27M - $1.38M
|
277K
$40.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.49K- 13.46% |
$336K - $364K
|
16K
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
625+ 1.83% |
$84.4K - $91.3K
|
34.8K
$5.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10.8K- 0.1% |
$1.46M - $1.58M
|
10.6M
$1.54B
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
40+ 0.09% |
$5.4K - $5.84K
|
43.2K
$6.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.32% |
$135 - $146
|
309
$45.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.8K+ 5.08% |
$1.32M - $1.43M
|
203K
$29.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
12+ 0.26% |
$1.62K - $1.75K
|
4.59K
$672K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.2K- 9.12% |
$702K - $760K
|
51.8K
$7.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
172+ 0.69% |
$23.2K - $25.1K
|
25.2K
$3.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.54K+ 31.43% |
$342K - $370K
|
10.6K
$1.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
24+ 0.39% |
$3.24K - $3.5K
|
6.23K
$912K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
281New |
$37.9K - $41K
|
281
$41.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.2K+ 0.8% |
$297K - $321K
|
277K
$40.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
495+ 7.49% |
$66.8K - $72.3K
|
7.11K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 13.5% |
$249K - $270K
|
15.5K
$2.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.3K+ 4.59% |
$446K - $482K
|
75.3K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
32.5K+ 3.37% |
$4.39M - $4.74M
|
996K
$146M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5.81K- 34.2% |
$784K - $848K
|
11.2K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-346- 1.36% |
$46.7K - $50.5K
|
25.2K
$3.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.08KNew |
$1.23M - $1.33M
|
9.08K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.76K+ 3.31% |
$237K - $257K
|
54.8K
$8.02M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6.61K+ 0.62% |
$893K - $966K
|
1.07M
$156M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25+ 0.94% |
$3.38K - $3.65K
|
2.68K
$392K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-494- 5.06% |
$66.7K - $72.1K
|
9.28K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-1.61KClosed |
$218K - $235K
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
3.24K+ 21.55% |
$437K - $472K
|
18.2K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-157- 4.86% |
$21.2K - $22.9K
|
3.07K
$450K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.88K- 42.31% |
$658K - $712K
|
6.65K
$973K
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
8KNew |
$1.08M - $1.17M
|
8K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
44+ 1.23% |
$5.94K - $6.42K
|
3.62K
$530K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.83K+ 135.82% |
$787K - $852K
|
10.1K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.8K+ 2.69% |
$242K - $262K
|
68.6K
$10M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-89- 1.89% |
$12K - $13K
|
4.61K
$675K
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
BUY
|
- |
96+ 0.23% |
$13K - $14K
|
41.6K
$6.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
602KNew |
$81.3M - $87.9M
|
602K
$88.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
117+ 1.36% |
$15.8K - $17.1K
|
8.73K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.11K+ 28.59% |
$150K - $162K
|
4.99K
$730K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$1.52M - $1.64M
|
11.2K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-37- 1.05% |
$5K - $5.4K
|
3.49K
$511K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.5K- 3.57% |
$4.8M - $5.19M
|
960K
$140M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-212- 5.3% |
$28.6K - $31K
|
3.79K
$554K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 0.26% |
$3.65K - $3.94K
|
10.4K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
10.1KNew |
$1.36M - $1.47M
|
10.1K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-3.24K- 68.44% |
$437K - $473K
|
1.49K
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
80+ 4.24% |
$10.8K - $11.7K
|
1.97K
$288K
|
|
|
Nov 05, 2025
Q3 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-68- 2.84% |
$9.18K - $9.93K
|
2.32K
$340K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.69K+ 0.62% |
$364K - $393K
|
434K
$63.5M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
10+ 0.27% |
$1.35K - $1.46K
|
3.68K
$538K
|
|