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 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
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
425+ 22.23% |
$57.4K - $62.1K
|
2.34K
$342K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4K+ 31.08% |
$540K - $584K
|
16.9K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-43- 1.36% |
$5.81K - $6.28K
|
3.13K
$457K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-337- 3.18% |
$45.5K - $49.2K
|
10.2K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-700- 4.7% |
$94.5K - $102K
|
14.2K
$2.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
217+ 3.26% |
$29.3K - $31.7K
|
6.87K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$140K - $151K
|
1.03K
$151K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.23K+ 12.42% |
$841K - $909K
|
56.4K
$8.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
80New |
$10.8K - $11.7K
|
80
$11.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2+ 0.02% |
$270 - $292
|
9.67K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
77+ 0.29% |
$10.4K - $11.2K
|
27K
$3.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.6K- 5.29% |
$2.65M - $2.87M
|
352K
$51.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.57K- 7.17% |
$887K - $960K
|
85.1K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.06K- 9.07% |
$143K - $154K
|
10.6K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
114New |
$15.4K - $16.6K
|
114
$16.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-5- 0.01% |
$675 - $730
|
57K
$8.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-278- 2.83% |
$37.5K - $40.6K
|
9.56K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.21K+ 28.05% |
$839K - $907K
|
28.4K
$4.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.11K- 3.07% |
$150K - $163K
|
35.2K
$5.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-318- 1.96% |
$42.9K - $46.4K
|
15.9K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-437- 1.11% |
$59K - $63.8K
|
39.1K
$5.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.62K+ 1.71% |
$354K - $383K
|
156K
$22.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-509- 2.57% |
$68.7K - $74.3K
|
19.3K
$2.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 1.12% |
$146K - $157K
|
97.1K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.9K+ 3.98% |
$256K - $277K
|
49.5K
$7.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$135 - $146
|
11.5K
$1.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-44- 0.89% |
$5.94K - $6.42K
|
4.9K
$716K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.56K+ 7.11% |
$210K - $227K
|
23.5K
$3.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-799- 16.06% |
$108K - $117K
|
4.18K
$611K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
17+ 6.03% |
$2.3K - $2.48K
|
299
$43.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
147+ 8.67% |
$19.8K - $21.5K
|
1.84K
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-98- 2.7% |
$13.2K - $14.3K
|
3.53K
$517K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.97K- 13.96% |
$536K - $580K
|
24.5K
$3.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.04KNew |
$815K - $881K
|
6.04K
$883K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 26.83% |
$224K - $242K
|
4.52K
$661K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
467+ 1.28% |
$63K - $68.2K
|
37.1K
$5.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
69.3KNew |
$9.36M - $10.1M
|
69.3K
$10.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
145+ 1.05% |
$19.6K - $21.2K
|
14K
$2.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.5K+ 115.15% |
$2.23M - $2.41M
|
30.8K
$4.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 1.21% |
$183K - $198K
|
111K
$16.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.51K+ 9.03% |
$1.15M - $1.24M
|
103K
$15M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-138- 7.54% |
$18.6K - $20.2K
|
1.69K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
991+ 3.82% |
$134K - $145K
|
26.9K
$3.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.43K+ 3.25% |
$464K - $501K
|
109K
$16M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11+ 0.58% |
$1.49K - $1.61K
|
1.91K
$280K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
332+ 6.19% |
$44.8K - $48.5K
|
5.69K
$833K
|
|