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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.92KNew |
$988K - $1.04M
|
6.92K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.06K+ 0.23% |
$152K - $159K
|
460K
$67.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5+ 0.04% |
$714 - $750
|
12.2K
$1.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-44- 0.07% |
$6.28K - $6.6K
|
65.9K
$9.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.14% |
$143 - $150
|
706
$103K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.49K- 3.9% |
$355K - $373K
|
61.2K
$8.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-761- 1.48% |
$109K - $114K
|
50.5K
$7.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 1.68% |
$223K - $234K
|
91.2K
$13.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
548+ 24.39% |
$78.2K - $82.2K
|
2.8K
$409K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
307+ 17.02% |
$43.8K - $46.1K
|
2.11K
$309K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
61+ 3.03% |
$8.71K - $9.15K
|
2.07K
$304K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-217- 11.96% |
$31K - $32.6K
|
1.6K
$234K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11.6K+ 482.15% |
$1.66M - $1.75M
|
14.1K
$2.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-20.7K- 37.93% |
$2.95M - $3.1M
|
33.8K
$4.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
15.9KNew |
$2.27M - $2.39M
|
15.9K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.8% |
$6.14K - $6.45K
|
2.35K
$343K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-432- 3.25% |
$61.7K - $64.8K
|
12.9K
$1.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
15+ 0.05% |
$2.14K - $2.25K
|
31.6K
$4.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-21- 0.09% |
$3K - $3.15K
|
24.3K
$3.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-50- 1.15% |
$7.14K - $7.5K
|
4.3K
$629K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-60- 2.4% |
$8.57K - $9K
|
2.44K
$356K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-7.1KClosed |
$1.01M - $1.06M
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
26.6K+ 39.71% |
$3.8M - $3.99M
|
93.6K
$13.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
701+ 0.71% |
$100K - $105K
|
99.9K
$14.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.74K- 2.38% |
$392K - $412K
|
112K
$16.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-77- 3.06% |
$11K - $11.6K
|
2.44K
$358K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-97- 1.06% |
$13.9K - $14.6K
|
9.06K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-336- 7.09% |
$48K - $50.4K
|
4.4K
$644K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-166- 45.23% |
$23.7K - $24.9K
|
201
$29.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-23- 0.62% |
$3.28K - $3.45K
|
3.68K
$539K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.03K+ 72.36% |
$147K - $154K
|
2.45K
$359K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
351+ 0.62% |
$50.1K - $52.7K
|
56.9K
$8.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124+ 2.02% |
$17.7K - $18.6K
|
6.25K
$915K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-317- 2.77% |
$45.3K - $47.6K
|
11.1K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.68K- 0.52% |
$239K - $251K
|
318K
$46.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19+ 0.91% |
$2.71K - $2.85K
|
2.1K
$307K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-271- 1.87% |
$38.7K - $40.7K
|
14.2K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 0.29% |
$4.28K - $4.5K
|
10.2K
$1.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
10.1K+ 119.91% |
$1.45M - $1.52M
|
18.6K
$2.72M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.49K- 2.23% |
$213K - $224K
|
65.4K
$9.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
573+ 2.88% |
$81.8K - $86K
|
20.5K
$3M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.87KNew |
$266K - $280K
|
1.87K
$273K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-371- 1.09% |
$53K - $55.7K
|
33.7K
$4.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
172+ 0.36% |
$24.6K - $25.8K
|
48.4K
$7.08M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.47K- 1.85% |
$209K - $220K
|
77.7K
$11.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.18K+ 154.26% |
$311K - $326K
|
3.59K
$525K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.41KNew |
$201K - $211K
|
1.41K
$206K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.76KNew |
$680K - $715K
|
4.76K
$697K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
78+ 0.26% |
$11.1K - $11.7K
|
29.9K
$4.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-161- 2.89% |
$23K - $24.2K
|
5.4K
$791K
|
|