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 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
|
Sound Income Strategies, LLC
|
SELL
|
- |
-986- 58.69% |
$133K - $144K
|
694
$102K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-104- 6.1% |
$14K - $15.2K
|
1.6K
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.17K+ 13.72% |
$1.1M - $1.19M
|
67.7K
$9.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-938- 6.26% |
$127K - $137K
|
14K
$2.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
15.8K+ 31.05% |
$2.13M - $2.3M
|
66.5K
$9.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.19K+ 59.15% |
$161K - $174K
|
3.2K
$468K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
216+ 8.26% |
$29.2K - $31.5K
|
2.83K
$414K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.43KNew |
$193K - $209K
|
1.43K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-59- 0.45% |
$7.97K - $8.62K
|
13K
$1.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
82+ 0.48% |
$11.1K - $12K
|
17.2K
$2.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
585+ 11.75% |
$79K - $85.4K
|
5.56K
$814K
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$853K - $922K
|
6.32K
$924K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.05% |
$405 - $438
|
6K
$878K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
160+ 2.97% |
$21.6K - $23.4K
|
5.56K
$813K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-635- 4.42% |
$85.7K - $92.7K
|
13.7K
$2.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
10+ 0.06% |
$1.35K - $1.46K
|
16.7K
$2.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-210- 6.91% |
$28.4K - $30.7K
|
2.83K
$414K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.39KNew |
$188K - $204K
|
1.39K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4+ 0.14% |
$540 - $584
|
2.83K
$414K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-439- 2.11% |
$59.3K - $64.1K
|
20.4K
$2.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
237+ 3.48% |
$32K - $34.6K
|
7.05K
$1.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
184+ 73.6% |
$24.8K - $26.9K
|
434
$63.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.68K+ 28.92% |
$226K - $245K
|
7.48K
$1.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.42K- 5.96% |
$192K - $208K
|
22.4K
$3.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.19% |
$675 - $730
|
2.61K
$382K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8- 0.16% |
$1.08K - $1.17K
|
4.85K
$710K
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
7.48KNew |
$1.01M - $1.09M
|
7.48K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$1.35K - $1.46K
|
10
$1.46K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.4K- 6.55% |
$1.53M - $1.66M
|
162K
$23.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
224+ 3.45% |
$30.2K - $32.7K
|
6.72K
$984K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-143- 7.15% |
$19.3K - $20.9K
|
1.86K
$272K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.49K- 4.31% |
$742K - $802K
|
122K
$17.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
14+ 0.82% |
$1.89K - $2.04K
|
1.73K
$252K
|
|
|
Oct 06, 2025
Q3 2025
|
Claris Advisors, LLC
|
BUY
|
- |
764+ 1.64% |
$103K - $112K
|
47.3K
$6.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15- 0.2% |
$2.03K - $2.19K
|
7.39K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
7.03K+ 4.83% |
$948K - $1.03M
|
152K
$22.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.72% |
$135 - $146
|
140
$20.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-20- 6.25% |
$2.7K - $2.92K
|
300
$43.9K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.11K- 11.68% |
$285K - $308K
|
16K
$2.34M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
15+ 0.6% |
$2.03K - $2.19K
|
2.53K
$370K
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
BUY
|
- |
1.39KNew |
$188K - $203K
|
1.39K
$203K
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
45+ 346.15% |
$4.87K - $6.08K
|
58
$8.49K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 0.99% |
$1.24M - $1.54M
|
1.15M
$168M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.4K- 28.72% |
$259K - $324K
|
5.95K
$871K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.3K+ 120.38% |
$248K - $310K
|
4.21K
$616K
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30K- 72.34% |
$3.24M - $4.05M
|
11.5K
$1.68M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.47K- 3.44% |
$375K - $469K
|
97.4K
$14.2M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-53- 3.68% |
$5.73K - $7.16K
|
1.39K
$203K
|
|