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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 1.57% |
$9.72K - $10.5K
|
4.67K
$683K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-15.3K- 6.63% |
$2.07M - $2.24M
|
216K
$31.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-92- 2.27% |
$12.4K - $13.4K
|
3.95K
$578K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
1.07K+ 2.42% |
$144K - $156K
|
45K
$6.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-762- 11.64% |
$103K - $111K
|
5.78K
$846K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
18.7K+ 13.32% |
$2.53M - $2.74M
|
159K
$23.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
101+ 0.19% |
$13.6K - $14.7K
|
52.3K
$7.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 0.3% |
$1.49K - $1.61K
|
3.66K
$536K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-25- 28.41% |
$3.38K - $3.65K
|
63
$9.22K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
327+ 70.17% |
$44.1K - $47.7K
|
793
$116K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
228+ 2.37% |
$30.8K - $33.3K
|
9.83K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
1.39KNew |
$188K - $203K
|
1.39K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.6K- 0.67% |
$1.84M - $1.99M
|
2.02M
$295M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
197+ 59.16% |
$26.6K - $28.8K
|
530
$77.6K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4.96K- 1.09% |
$669K - $724K
|
451K
$66.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
4.58KNew |
$618K - $668K
|
4.58K
$670K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.29K+ 3.45% |
$174K - $188K
|
38.5K
$5.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18- 0.2% |
$2.43K - $2.63K
|
9.11K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-53- 1.34% |
$7.16K - $7.74K
|
3.9K
$571K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.5KNew |
$202K - $218K
|
1.5K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-346- 2.57% |
$46.7K - $50.5K
|
13.1K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
119K+ 23.33% |
$16.1M - $17.4M
|
630K
$92.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
55+ 3.68% |
$7.43K - $8.03K
|
1.55K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.11% |
$270 - $292
|
1.86K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
17.7K+ 390.53% |
$2.39M - $2.58M
|
22.2K
$3.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-8- 0.13% |
$1.08K - $1.17K
|
6.19K
$905K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
24+ 0.12% |
$3.24K - $3.5K
|
19.5K
$2.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
379+ 0.75% |
$51.2K - $55.3K
|
51K
$7.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1K+ 9.64% |
$136K - $147K
|
11.4K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.48KNew |
$470K - $508K
|
3.48K
$509K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-431- 8.16% |
$58.2K - $62.9K
|
4.85K
$710K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-972- 5.81% |
$131K - $142K
|
15.8K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.27% |
$810 - $876
|
2.21K
$323K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.56K- 6.37% |
$615K - $666K
|
67K
$9.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
384+ 2.69% |
$51.8K - $56.1K
|
14.7K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-474- 2.21% |
$64K - $69.2K
|
20.9K
$3.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.34% |
$135 - $146
|
294
$43K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
49+ 2.53% |
$6.62K - $7.15K
|
1.99K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.83K+ 0.39% |
$247K - $267K
|
466K
$68.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
790+ 7.68% |
$107K - $115K
|
11.1K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-821- 0.54% |
$111K - $120K
|
152K
$22.3M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-268- 6.0% |
$36.2K - $39.1K
|
4.2K
$614K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66.5K+ 1.88% |
$8.97M - $9.71M
|
3.6M
$527M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.43KNew |
$193K - $209K
|
1.43K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.06% |
$405 - $438
|
5.31K
$778K
|
|
|
Oct 21, 2025
Q3 2025
|
Adventist Health System
Roseville, CA |
BUY
|
- |
460KNew |
$62.1M - $67.2M
|
460K
$67.4M
|
|