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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
543+ 10.74% |
$73.3K - $79.3K
|
5.6K
$819K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
918+ 0.51% |
$124K - $134K
|
180K
$26.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
99+ 2.81% |
$13.4K - $14.5K
|
3.63K
$531K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
532+ 15.72% |
$71.8K - $77.7K
|
3.92K
$573K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-106- 3.47% |
$14.3K - $15.5K
|
2.95K
$432K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
913New |
$123K - $133K
|
913
$134K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
781+ 15.24% |
$105K - $114K
|
5.91K
$864K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.45K- 1.16% |
$1.01M - $1.09M
|
634K
$92.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
829+ 31.53% |
$112K - $121K
|
3.46K
$506K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
32+ 0.98% |
$4.32K - $4.67K
|
3.3K
$483K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.86K- 2.59% |
$386K - $417K
|
108K
$15.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-79- 4.32% |
$10.7K - $11.5K
|
1.75K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
6.67KNew |
$900K - $974K
|
6.67K
$976K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
6+ 0.33% |
$810 - $876
|
1.85K
$271K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36+ 0.21% |
$4.86K - $5.26K
|
17K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.04% |
$270 - $292
|
194
$28.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 0.54% |
$242K - $262K
|
331K
$48.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.02% |
$1.08K - $1.17K
|
42.5K
$6.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23K+ 0.58% |
$3.11M - $3.36M
|
3.96M
$579M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-174- 3.18% |
$23.5K - $25.4K
|
5.3K
$775K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34.6K- 40.2% |
$4.68M - $5.06M
|
51.5K
$7.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
407+ 4.7% |
$54.9K - $59.4K
|
9.07K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-573- 0.45% |
$77.4K - $83.7K
|
126K
$18.4M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33+ 29.46% |
$4.46K - $4.82K
|
145
$21.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-7.56K- 5.14% |
$1.02M - $1.1M
|
139K
$20.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 2.0% |
$6.75K - $7.3K
|
2.45K
$359K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.38KNew |
$186K - $201K
|
1.38K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-323- 0.21% |
$43.6K - $47.2K
|
156K
$22.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
930+ 2.37% |
$126K - $136K
|
40.1K
$5.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
75+ 4.74% |
$10.1K - $11K
|
1.66K
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.02K- 49.7% |
$678K - $733K
|
5.08K
$744K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.29% |
$945 - $1.02K
|
2.39K
$349K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.46K- 3.53% |
$197K - $213K
|
40K
$5.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
41+ 1.5% |
$5.54K - $5.99K
|
2.77K
$406K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12.7K+ 3.53% |
$1.72M - $1.86M
|
374K
$54.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
93+ 0.3% |
$12.6K - $13.6K
|
30.8K
$4.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
23+ 0.11% |
$3.11K - $3.36K
|
21.9K
$3.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
33+ 0.07% |
$4.46K - $4.82K
|
48.8K
$7.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-4.06K- 3.13% |
$549K - $593K
|
126K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
920+ 29.87% |
$124K - $134K
|
4K
$585K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-150- 1.77% |
$20.3K - $21.9K
|
8.33K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.17K- 2.96% |
$158K - $171K
|
38.4K
$5.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.03K+ 5.36% |
$409K - $442K
|
59.5K
$8.71M
|
|