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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.55K- 2.78% |
$479K - $518K
|
124K
$18.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
346+ 9.36% |
$46.7K - $50.5K
|
4.04K
$592K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-40- 0.06% |
$5.4K - $5.84K
|
64.4K
$9.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5- 0.91% |
$675 - $730
|
544
$79.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-84- 0.56% |
$11.3K - $12.3K
|
14.9K
$2.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.34% |
$3.65K - $3.94K
|
8.02K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 0.26% |
$2.03K - $2.19K
|
5.82K
$851K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-581- 0.96% |
$78.4K - $84.8K
|
60.2K
$8.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.6KNew |
$1.97M - $2.13M
|
14.6K
$2.13M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$190K - $206K
|
1.41K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
38.6K+ 7.93% |
$5.22M - $5.64M
|
526K
$77M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
3.55KNew |
$479K - $518K
|
3.55K
$519K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.83K- 0.54% |
$517K - $559K
|
708K
$104M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$135 - $146
|
8.14K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-327- 1.66% |
$44.1K - $47.7K
|
19.3K
$2.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.45K- 14.86% |
$196K - $212K
|
8.3K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.11K+ 4.58% |
$960K - $1.04M
|
162K
$23.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-234- 8.67% |
$31.6K - $34.2K
|
2.47K
$361K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
550+ 0.3% |
$74.3K - $80.3K
|
185K
$27M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
17.5KNew |
$2.36M - $2.55M
|
17.5K
$2.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
102+ 0.95% |
$13.8K - $14.9K
|
10.8K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.7K+ 4.03% |
$1.71M - $1.85M
|
327K
$47.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
11.1K+ 10.37% |
$1.5M - $1.63M
|
118K
$17.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-108K- 72.89% |
$14.6M - $15.8M
|
40.2K
$5.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-201- 1.67% |
$27.1K - $29.4K
|
11.8K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-52- 1.66% |
$7.02K - $7.59K
|
3.08K
$451K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-97- 4.17% |
$13.1K - $14.2K
|
2.23K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 13.4% |
$2.05M - $2.22M
|
98.2K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 26.19% |
$1.55M - $1.68M
|
55.4K
$8.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
228+ 3.46% |
$30.8K - $33.3K
|
6.82K
$998K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-707- 1.4% |
$95.4K - $103K
|
49.7K
$7.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
900+ 24.14% |
$122K - $131K
|
4.63K
$677K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-173- 2.96% |
$23.4K - $25.3K
|
5.67K
$830K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1- 0.04% |
$135 - $146
|
2.81K
$411K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-868- 20.22% |
$117K - $127K
|
3.43K
$501K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-841- 1.37% |
$114K - $123K
|
60.5K
$8.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
448+ 1.7% |
$60.5K - $65.4K
|
26.8K
$3.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117+ 0.42% |
$15.8K - $17.1K
|
28.1K
$4.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-477- 7.35% |
$64.4K - $69.7K
|
6.02K
$880K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.94K- 8.28% |
$262K - $284K
|
21.5K
$3.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
154K+ 1185.08% |
$20.8M - $22.5M
|
167K
$24.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.66% |
$135 - $146
|
152
$22.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.09K- 1.93% |
$146K - $158K
|
55K
$8.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-320- 15.17% |
$43.2K - $46.7K
|
1.79K
$262K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.67KNew |
$226K - $244K
|
1.67K
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-483- 29.42% |
$65.2K - $70.5K
|
1.16K
$170K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-19.3K- 28.11% |
$2.61M - $2.82M
|
49.4K
$7.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.3% |
$810 - $876
|
2.03K
$297K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-100- 5.62% |
$13.5K - $14.6K
|
1.68K
$246K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-986- 58.69% |
$133K - $144K
|
694
$102K
|
|