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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-244- 0.7% |
$32.9K - $35.6K
|
34.6K
$5.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.59K+ 71.73% |
$214K - $232K
|
3.8K
$556K
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
24KNew |
$3.23M - $3.5M
|
24K
$3.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
243+ 6.85% |
$32.8K - $35.5K
|
3.79K
$555K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
848New |
$114K - $124K
|
848
$124K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20- 0.45% |
$2.7K - $2.92K
|
4.42K
$647K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
337+ 4.29% |
$45.5K - $49.2K
|
8.2K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-806- 2.21% |
$109K - $118K
|
35.7K
$5.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
226+ 3.66% |
$30.5K - $33K
|
6.41K
$938K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 0.06% |
$2.7K - $2.92K
|
32.6K
$4.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
25+ 0.16% |
$3.38K - $3.65K
|
15.4K
$2.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-328- 3.74% |
$44.3K - $47.9K
|
8.45K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-933- 5.55% |
$126K - $136K
|
15.9K
$2.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.2% |
$270 - $292
|
1.02K
$149K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-148- 2.32% |
$20K - $21.6K
|
6.23K
$912K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-273- 3.15% |
$36.9K - $39.9K
|
8.41K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.42KNew |
$327K - $354K
|
2.42K
$355K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.53K- 1.89% |
$342K - $370K
|
131K
$19.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-66- 0.42% |
$8.91K - $9.64K
|
15.6K
$2.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-493- 2.98% |
$66.6K - $72K
|
16K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-93- 0.44% |
$12.6K - $13.6K
|
21.2K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-480- 0.78% |
$64.8K - $70.1K
|
61.3K
$8.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-21K- 2.89% |
$2.83M - $3.06M
|
706K
$103M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-442- 0.41% |
$59.7K - $64.5K
|
106K
$15.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-25- 0.57% |
$3.38K - $3.65K
|
4.39K
$642K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
4.3K+ 30.05% |
$581K - $628K
|
18.6K
$2.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
70+ 0.26% |
$9.45K - $10.2K
|
27.5K
$4.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 1.06% |
$137K - $149K
|
96.8K
$14.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.7K- 45.58% |
$3.6M - $3.89M
|
31.8K
$4.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
17+ 0.9% |
$2.3K - $2.48K
|
1.91K
$280K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-109- 1.4% |
$14.7K - $15.9K
|
7.67K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-141- 1.69% |
$19K - $20.6K
|
8.18K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1+ 0.01% |
$135 - $146
|
10.7K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-1.85K- 10.28% |
$249K - $269K
|
16.1K
$2.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-132- 1.01% |
$17.8K - $19.3K
|
12.9K
$1.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-449- 3.7% |
$60.6K - $65.6K
|
11.7K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-43.3K- 3.65% |
$5.84M - $6.32M
|
1.14M
$167M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-670- 1.59% |
$90.5K - $97.8K
|
41.5K
$6.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-75- 4.59% |
$10.1K - $11K
|
1.56K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
894+ 62.91% |
$121K - $131K
|
2.32K
$339K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-411- 1.54% |
$55.5K - $60K
|
26.3K
$3.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-150- 7.9% |
$20.3K - $21.9K
|
1.75K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
11+ 0.24% |
$1.49K - $1.61K
|
4.63K
$677K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
246K+ 32.93% |
$33.3M - $36M
|
995K
$146M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
114+ 2.41% |
$15.4K - $16.6K
|
4.84K
$708K
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.67KNew |
$225K - $243K
|
1.67K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
503+ 0.83% |
$67.9K - $73.4K
|
60.9K
$8.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
71.6K+ 240.38% |
$9.66M - $10.4M
|
101K
$14.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.94K- 4.64% |
$396K - $429K
|
60.3K
$8.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-52- 24.88% |
$7.02K - $7.59K
|
157
$23K
|
|