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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
850+ 42.48% |
$91.9K - $115K
|
2.85K
$417K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.74KNew |
$621K - $776K
|
5.74K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.63KNew |
$176K - $219K
|
1.63K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
14.5K+ 61.96% |
$1.57M - $1.96M
|
37.9K
$5.55M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7+ 0.29% |
$757 - $945
|
2.41K
$353K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-100- 0.65% |
$10.8K - $13.5K
|
15.3K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.59% |
$108 - $135
|
170
$24.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
325+ 82.91% |
$35.1K - $43.9K
|
717
$105K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7- 0.08% |
$757 - $945
|
9.05K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.16K+ 64.78% |
$125K - $157K
|
2.95K
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
89+ 0.89% |
$9.62K - $12K
|
10.1K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.9KNew |
$530K - $662K
|
4.9K
$717K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-85.3K- 63.21% |
$9.22M - $11.5M
|
49.6K
$7.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
175+ 6.2% |
$18.9K - $23.6K
|
3K
$439K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-333- 0.67% |
$36K - $45K
|
49.4K
$7.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-212- 4.89% |
$22.9K - $28.6K
|
4.12K
$603K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-280- 8.73% |
$30.3K - $37.8K
|
2.93K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-419- 40.64% |
$45.3K - $56.6K
|
612
$89.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
154+ 5.65% |
$16.7K - $20.8K
|
2.88K
$422K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
11.5K+ 80.29% |
$1.24M - $1.55M
|
25.8K
$3.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
22.1K+ 16.62% |
$2.39M - $2.99M
|
155K
$22.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.44K+ 317.16% |
$480K - $599K
|
5.84K
$854K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$165K - $206K
|
1.53K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
189+ 9.32% |
$20.4K - $25.5K
|
2.22K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-188K- 83.98% |
$20.3M - $25.3M
|
35.8K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.1KNew |
$552K - $689K
|
5.1K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
365+ 6.91% |
$39.5K - $49.3K
|
5.64K
$826K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-177- 2.47% |
$19.1K - $23.9K
|
6.99K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-275- 29.89% |
$29.7K - $37.1K
|
645
$94.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.44KNew |
$372K - $464K
|
3.44K
$503K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 1.07% |
$432 - $540
|
370
$54.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-380- 9.95% |
$41.1K - $51.3K
|
3.44K
$503K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 5.13% |
$21.6K - $27K
|
3.7K
$541K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
9.78K+ 177.82% |
$1.06M - $1.32M
|
15.3K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.06KNew |
$223K - $278K
|
2.06K
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
172New |
$18.6K - $23.2K
|
172
$25.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 3.33% |
$10.8K - $13.5K
|
3.1K
$454K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.49% |
$3.57K - $4.46K
|
6.72K
$983K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
535New |
$57.8K - $72.2K
|
535
$78.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-609- 19.53% |
$65.8K - $82.2K
|
2.51K
$367K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.71KNew |
$184K - $230K
|
1.71K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-178- 4.09% |
$19.2K - $24K
|
4.17K
$610K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.15K+ 117.34% |
$340K - $425K
|
5.83K
$853K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.02KNew |
$975K - $1.22M
|
9.02K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-20- 0.91% |
$2.16K - $2.7K
|
2.17K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$324 - $405
|
3
$439
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.12K- 28.22% |
$121K - $151K
|
2.85K
$417K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50+ 1.02% |
$5.41K - $6.75K
|
4.94K
$723K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.58% |
$108 - $135
|
173
$25.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84New |
$9.08K - $11.3K
|
84
$12.3K
|
|