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 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.78K- 3.86% |
$240K - $259K
|
44.2K
$6.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
107K+ 20.15% |
$14.5M - $15.7M
|
639K
$93.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.04K- 4.22% |
$141K - $152K
|
23.7K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
771+ 174.04% |
$104K - $113K
|
1.21K
$178K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.7K- 3.25% |
$1.58M - $1.71M
|
349K
$51.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
16+ 0.18% |
$2.16K - $2.34K
|
9.15K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-100- 1.8% |
$13.5K - $14.6K
|
5.46K
$798K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 0.06% |
$270 - $292
|
3.5K
$512K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.49K+ 1.44% |
$201K - $217K
|
105K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.13K- 4.46% |
$828K - $896K
|
131K
$19.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
118+ 187.3% |
$15.9K - $17.2K
|
181
$26.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
383+ 47.4% |
$51.7K - $55.9K
|
1.19K
$174K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
28.4K+ 7.42% |
$3.83M - $4.14M
|
410K
$60.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
39+ 0.11% |
$5.27K - $5.69K
|
35.3K
$5.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-34- 0.26% |
$4.59K - $4.96K
|
13K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-83- 5.59% |
$11.2K - $12.1K
|
1.4K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
71+ 0.96% |
$9.59K - $10.4K
|
7.47K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.61K- 6.3% |
$758K - $820K
|
83.5K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
163K+ 156.36% |
$21.9M - $23.7M
|
267K
$39M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
148+ 15.43% |
$20K - $21.6K
|
1.11K
$162K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
694+ 1.1% |
$93.7K - $101K
|
64K
$9.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-233K- 5.3% |
$31.4M - $34M
|
4.16M
$608M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-691- 10.04% |
$93.3K - $101K
|
6.19K
$906K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-24- 0.9% |
$3.24K - $3.5K
|
2.65K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
85+ 1.11% |
$11.5K - $12.4K
|
7.77K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.96K+ 3.58% |
$265K - $287K
|
56.8K
$8.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-186- 2.77% |
$25.1K - $27.2K
|
6.52K
$954K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.71K+ 11.99% |
$366K - $396K
|
25.3K
$3.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.62KNew |
$219K - $236K
|
1.62K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
351+ 3.42% |
$47.4K - $51.3K
|
10.6K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
492+ 1.18% |
$66.4K - $71.8K
|
42.1K
$6.17M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-79- 0.39% |
$10.7K - $11.5K
|
20.4K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.1% |
$675 - $730
|
4.96K
$726K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.47K- 42.76% |
$198K - $215K
|
1.97K
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-143- 2.54% |
$19.3K - $20.9K
|
5.48K
$802K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-39.4K- 7.56% |
$5.31M - $5.75M
|
481K
$70.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.26% |
$2.43K - $2.63K
|
6.96K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-2.46K- 2.41% |
$332K - $359K
|
99.8K
$14.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 6.65% |
$138K - $149K
|
14.3K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-32K- 0.92% |
$4.33M - $4.68M
|
3.45M
$504M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.63K+ 23.51% |
$355K - $384K
|
13.8K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
339+ 2.49% |
$45.8K - $49.5K
|
14K
$2.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-2.94K- 9.09% |
$397K - $429K
|
29.4K
$4.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-150- 6.62% |
$20.3K - $21.9K
|
2.12K
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
36New |
$4.86K - $5.26K
|
36
$5.27K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-650- 5.73% |
$87.8K - $94.9K
|
10.7K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
145+ 1.79% |
$19.6K - $21.2K
|
8.25K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-386- 23.59% |
$52.1K - $56.4K
|
1.25K
$183K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
379+ 0.5% |
$51.2K - $55.3K
|
75.8K
$11.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
770+ 3.68% |
$104K - $112K
|
21.7K
$3.18M
|
|