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 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-33- 0.46% |
$4.46K - $4.82K
|
7.16K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
31+ 0.28% |
$4.19K - $4.53K
|
11K
$1.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 7.9% |
$206K - $223K
|
20.9K
$3.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.43K- 9.47% |
$328K - $354K
|
23.2K
$3.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.96K- 14.43% |
$265K - $287K
|
11.6K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
169+ 0.29% |
$22.8K - $24.7K
|
59.4K
$8.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10- 0.17% |
$1.35K - $1.46K
|
5.97K
$874K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.67K+ 6.31% |
$226K - $244K
|
28.1K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.16K+ 6.94% |
$291K - $315K
|
33.3K
$4.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.54KNew |
$208K - $225K
|
1.54K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.59KNew |
$214K - $232K
|
1.59K
$232K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
8.21K+ 19.7% |
$1.11M - $1.2M
|
49.9K
$7.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.24KNew |
$842K - $911K
|
6.24K
$913K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-77- 1.61% |
$10.4K - $11.2K
|
4.7K
$688K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
$218K - $236K
|
1.62K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
398+ 0.66% |
$53.7K - $58.1K
|
60.7K
$8.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-194- 1.3% |
$26.2K - $28.3K
|
14.8K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-145- 3.56% |
$19.6K - $21.2K
|
3.93K
$574K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
54+ 2.47% |
$7.29K - $7.89K
|
2.24K
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
76+ 0.18% |
$10.3K - $11.1K
|
43.1K
$6.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-46- 2.66% |
$6.21K - $6.72K
|
1.68K
$246K
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-32- 0.83% |
$4.32K - $4.67K
|
3.84K
$562K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.12K- 2.48% |
$151K - $164K
|
44.1K
$6.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
114K+ 13.93% |
$15.4M - $16.6M
|
930K
$136M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.23K- 1.79% |
$437K - $472K
|
177K
$25.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-51- 0.2% |
$6.89K - $7.45K
|
25.9K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
93+ 4.24% |
$12.6K - $13.6K
|
2.29K
$335K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-729- 4.16% |
$98.4K - $106K
|
16.8K
$2.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35.6K+ 4.12% |
$4.81M - $5.2M
|
900K
$132M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
163+ 0.89% |
$22K - $23.8K
|
18.4K
$2.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
16+ 0.73% |
$2.16K - $2.34K
|
2.21K
$323K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.36K+ 2.13% |
$183K - $198K
|
65.2K
$9.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-191- 3.63% |
$25.8K - $27.9K
|
5.07K
$741K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.18K+ 7.01% |
$564K - $610K
|
63.8K
$9.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 29.64% |
$20.3K - $21.9K
|
356
$52.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.04% |
$405 - $438
|
7.81K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-103- 2.27% |
$13.9K - $15K
|
4.43K
$648K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.09K- 1.99% |
$282K - $305K
|
103K
$15.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
532New |
$71.8K - $77.7K
|
532
$77.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-66- 6.26% |
$8.91K - $9.64K
|
988
$145K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-166- 1.47% |
$22.4K - $24.2K
|
11.1K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-305- 6.16% |
$41.2K - $44.5K
|
4.65K
$680K
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-40- 8.3% |
$5.4K - $5.84K
|
442
$64.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-66- 16.02% |
$8.91K - $9.64K
|
346
$50.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
SELL
|
- |
-32- 1.24% |
$4.32K - $4.67K
|
2.55K
$374K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
61+ 0.64% |
$8.24K - $8.91K
|
9.65K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.56K+ 38.73% |
$210K - $227K
|
5.58K
$816K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33.4K+ 121.71% |
$4.5M - $4.87M
|
60.8K
$8.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
246+ 6.5% |
$33.2K - $35.9K
|
4.03K
$589K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
45.4K+ 4.66% |
$6.13M - $6.63M
|
1.02M
$149M
|
|