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 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
421+ 7.24% |
$56.8K - $61.5K
|
6.23K
$912K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-905- 3.6% |
$122K - $132K
|
24.2K
$3.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.25% |
$540 - $584
|
1.63K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
405+ 9.69% |
$54.7K - $59.1K
|
4.58K
$671K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
341+ 9.51% |
$46K - $49.8K
|
3.93K
$575K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18KNew |
$2.43M - $2.63M
|
18K
$2.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-698- 1.32% |
$94.2K - $102K
|
52.4K
$7.66M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.03K+ 3.66% |
$274K - $296K
|
57.3K
$8.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-29- 0.66% |
$3.92K - $4.23K
|
4.36K
$638K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
82New |
$11.1K - $12K
|
82
$12K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-770- 0.8% |
$104K - $112K
|
95.5K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-791- 19.03% |
$107K - $116K
|
3.37K
$493K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-65- 0.15% |
$8.78K - $9.49K
|
43.9K
$6.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.14KNew |
$154K - $167K
|
1.14K
$167K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
27.5K+ 16.89% |
$3.72M - $4.02M
|
191K
$27.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
2.39KNew |
$323K - $349K
|
2.39K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
244KNew |
$33M - $35.6M
|
244K
$35.7M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
444+ 25.18% |
$59.9K - $64.8K
|
2.21K
$323K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$1.89K - $2.04K
|
15.5K
$2.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.59% |
$135 - $146
|
171
$25K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
96+ 1.01% |
$13K - $14K
|
9.59K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
15.2K+ 9.29% |
$2.05M - $2.22M
|
179K
$26.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.54K- 22.95% |
$208K - $225K
|
5.17K
$756K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-193- 0.1% |
$26.1K - $28.2K
|
185K
$27.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.17K- 1.66% |
$563K - $609K
|
248K
$36.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
4.64K+ 5.11% |
$626K - $678K
|
95.5K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-105- 0.53% |
$14.2K - $15.3K
|
19.9K
$2.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
637+ 5.21% |
$86K - $93K
|
12.9K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.79K+ 14.26% |
$242K - $261K
|
14.3K
$2.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.91K+ 27.41% |
$1.2M - $1.3M
|
41.4K
$6.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-153- 1.63% |
$20.7K - $22.3K
|
9.26K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4K- 3.11% |
$539K - $583K
|
125K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-298K- 18.63% |
$40.3M - $43.6M
|
1.3M
$191M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.63K- 28.85% |
$760K - $822K
|
13.9K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-14.2K- 9.41% |
$1.91M - $2.07M
|
136K
$20M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-14- 0.36% |
$1.89K - $2.04K
|
3.89K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-339- 2.9% |
$45.8K - $49.5K
|
11.4K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23+ 0.96% |
$3.11K - $3.36K
|
2.43K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-232- 2.46% |
$31.3K - $33.9K
|
9.19K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
101+ 1.38% |
$13.6K - $14.7K
|
7.43K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
847+ 10.24% |
$114K - $124K
|
9.12K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
278+ 2.86% |
$37.5K - $40.6K
|
10K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.68K+ 2.45% |
$361K - $391K
|
112K
$16.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$135 - $146
|
1.06K
$155K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-49- 1.55% |
$6.62K - $7.15K
|
3.11K
$455K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 1.17% |
$3.38K - $3.65K
|
2.11K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.17K- 4.02% |
$157K - $170K
|
27.9K
$4.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-19.9K- 90.11% |
$2.69M - $2.91M
|
2.19K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.92K- 1.9% |
$934K - $1.01M
|
357K
$52.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.64K- 3.22% |
$491K - $531K
|
109K
$16M
|
|