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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-71- 0.41% |
$9.59K - $10.4K
|
17.2K
$2.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-67- 2.61% |
$9.05K - $9.78K
|
2.5K
$366K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-4.35K- 8.62% |
$587K - $635K
|
46.1K
$6.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-179- 0.38% |
$24.2K - $26.1K
|
47.4K
$6.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.2K- 5.18% |
$1.38M - $1.49M
|
187K
$27.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-317- 6.45% |
$42.8K - $46.3K
|
4.6K
$672K
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
1.41KNew |
$190K - $205K
|
1.41K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-134- 5.18% |
$18.1K - $19.6K
|
2.46K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-2.76K- 62.39% |
$373K - $404K
|
1.67K
$244K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
140+ 13.94% |
$18.9K - $20.4K
|
1.14K
$167K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9+ 0.09% |
$1.22K - $1.31K
|
9.93K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-2.35K- 26.95% |
$317K - $343K
|
6.36K
$931K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-50- 2.66% |
$6.75K - $7.3K
|
1.83K
$267K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.46KNew |
$197K - $213K
|
1.46K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-108- 5.63% |
$14.6K - $15.8K
|
1.81K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-181- 39.01% |
$24.4K - $26.4K
|
283
$41.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.84KNew |
$248K - $268K
|
1.84K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
177+ 0.7% |
$23.9K - $25.8K
|
25.5K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
12.8KNew |
$1.73M - $1.87M
|
12.8K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-294- 4.26% |
$39.7K - $42.9K
|
6.62K
$968K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
444+ 6.35% |
$59.9K - $64.8K
|
7.44K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
263+ 0.14% |
$35.5K - $38.4K
|
186K
$27.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
118+ 0.21% |
$15.9K - $17.2K
|
56.6K
$8.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.28K+ 7.68% |
$578K - $625K
|
60.1K
$8.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.63K+ 1.4% |
$355K - $384K
|
190K
$27.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-55.6K- 9.55% |
$7.51M - $8.12M
|
527K
$77.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.36KNew |
$318K - $344K
|
2.36K
$345K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-912- 30.47% |
$123K - $133K
|
2.08K
$305K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.08K+ 3.79% |
$146K - $158K
|
29.5K
$4.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
7+ 0.26% |
$945 - $1.02K
|
2.73K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.57K+ 5302.86% |
$752K - $813K
|
5.67K
$830K
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.4KNew |
$188K - $204K
|
1.4K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.12% |
$135 - $146
|
832
$122K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.45% |
$270 - $292
|
447
$65.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
10+ 0.56% |
$1.35K - $1.46K
|
1.78K
$261K
|
|