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 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-409- 0.81% |
$55.2K - $59.7K
|
50.2K
$7.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.58KNew |
$754K - $815K
|
5.58K
$817K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.59K+ 5.29% |
$485K - $525K
|
71.5K
$10.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-258- 9.7% |
$34.8K - $37.7K
|
2.4K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-71- 2.3% |
$9.59K - $10.4K
|
3.01K
$441K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-565- 17.32% |
$76.3K - $82.5K
|
2.7K
$395K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$270 - $292
|
5.34K
$781K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
1.85KNew |
$249K - $269K
|
1.85K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-82- 0.36% |
$11.1K - $12K
|
22.7K
$3.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.41KNew |
$190K - $206K
|
1.41K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$135 - $146
|
26.7K
$3.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
254+ 3.69% |
$34.3K - $37.1K
|
7.14K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-603- 0.78% |
$81.4K - $88.1K
|
76.5K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-539- 12.8% |
$72.8K - $78.7K
|
3.67K
$538K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-967- 32.97% |
$131K - $141K
|
1.97K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
120+ 1.69% |
$16.2K - $17.5K
|
7.21K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
259+ 7.76% |
$35K - $37.8K
|
3.6K
$526K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.8KNew |
$1.59M - $1.72M
|
11.8K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-102- 4.12% |
$13.8K - $14.9K
|
2.37K
$347K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2- 0.01% |
$270 - $292
|
15.7K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.63KNew |
$220K - $238K
|
1.63K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.53K+ 4.99% |
$1.29M - $1.39M
|
201K
$29.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7.25K+ 35.23% |
$979K - $1.06M
|
27.8K
$4.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-76- 1.03% |
$10.3K - $11.1K
|
7.28K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
809+ 0.99% |
$109K - $118K
|
82.8K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
101+ 5.09% |
$13.6K - $14.7K
|
2.09K
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.71K+ 4.41% |
$1.18M - $1.27M
|
206K
$30.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.69K+ 95.43% |
$228K - $247K
|
3.46K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-830- 14.0% |
$112K - $121K
|
5.1K
$746K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.16K+ 3.4% |
$156K - $169K
|
35.1K
$5.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
712+ 2.51% |
$96.1K - $104K
|
29.1K
$4.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-1.33K- 6.83% |
$179K - $194K
|
18.1K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-692- 2.43% |
$93.4K - $101K
|
27.8K
$4.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
45+ 1.77% |
$6.08K - $6.57K
|
2.59K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-15- 0.05% |
$2.03K - $2.19K
|
30.3K
$4.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.16K+ 8.21% |
$967K - $1.05M
|
94.4K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
10+ 0.28% |
$1.35K - $1.46K
|
3.52K
$516K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
232+ 7.41% |
$31.3K - $33.9K
|
3.36K
$492K
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.4K+ 12.97% |
$189K - $205K
|
12.2K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.62K- 32.59% |
$219K - $237K
|
3.35K
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28- 0.33% |
$3.78K - $4.09K
|
8.4K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.38K- 2.62% |
$457K - $494K
|
126K
$18.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.33KNew |
$314K - $340K
|
2.33K
$341K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.02% |
$1.35K - $1.46K
|
43.5K
$6.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 7.7% |
$164K - $178K
|
14.6K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$135 - $146
|
4.8K
$703K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.46% |
$1.35K - $1.46K
|
2.2K
$322K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.17% |
$945 - $1.02K
|
4.23K
$619K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-117- 2.73% |
$15.8K - $17.1K
|
4.17K
$610K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
197+ 2.08% |
$26.6K - $28.8K
|
9.68K
$1.42M
|
|