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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.23% |
$195K - $210K
|
115K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
136+ 2.01% |
$18.4K - $19.9K
|
6.9K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.6K+ 65.72% |
$1.71M - $1.84M
|
31.9K
$4.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-242- 0.55% |
$32.7K - $35.3K
|
44.1K
$6.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-96- 0.87% |
$13K - $14K
|
10.9K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.18K- 3.55% |
$699K - $756K
|
141K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
553K+ 10.12% |
$74.6M - $80.7M
|
6.02M
$881M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
682K+ 16.48% |
$92.1M - $99.6M
|
4.82M
$706M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.47K+ 5.77% |
$198K - $214K
|
26.8K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.05K- 36.97% |
$141K - $153K
|
1.79K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
594K+ 64.44% |
$80.2M - $86.7M
|
1.52M
$222M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 0.67% |
$379K - $410K
|
421K
$61.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-3.1K- 1.12% |
$419K - $453K
|
274K
$40.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11+ 0.3% |
$1.49K - $1.61K
|
3.72K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-570- 26.08% |
$77K - $83.2K
|
1.62K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-904- 94.56% |
$122K - $132K
|
52
$7.61K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.6K+ 63.15% |
$1.7M - $1.84M
|
32.6K
$4.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.6KNew |
$2.11M - $2.28M
|
15.6K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-8- 0.28% |
$1.08K - $1.17K
|
2.84K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-520- 0.94% |
$70.2K - $75.9K
|
54.8K
$8.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
88+ 6.09% |
$11.9K - $12.8K
|
1.53K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 2.3% |
$262K - $284K
|
86.4K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.48% |
$270 - $292
|
415
$60.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.4K+ 1.56% |
$323K - $350K
|
156K
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
407+ 3.43% |
$54.9K - $59.4K
|
12.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
6.61K+ 291.35% |
$892K - $964K
|
8.87K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
32+ 0.11% |
$4.32K - $4.67K
|
28.1K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
6+ 0.25% |
$810 - $876
|
2.41K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
296New |
$40K - $43.2K
|
296
$43.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-52- 0.25% |
$7.02K - $7.59K
|
21K
$3.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-2.23K- 0.68% |
$302K - $326K
|
327K
$47.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.37KNew |
$590K - $639K
|
4.37K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.35KNew |
$182K - $197K
|
1.35K
$197K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.28% |
$1.08K - $1.17K
|
2.84K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.14% |
$135 - $146
|
719
$105K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
683New |
$92.2K - $99.7K
|
683
$100K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
4.37KNew |
$590K - $639K
|
4.37K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
95.1K+ 91.81% |
$12.8M - $13.9M
|
199K
$29.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
759+ 0.26% |
$102K - $111K
|
290K
$42.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3K+ 5.18% |
$405K - $438K
|
60.9K
$8.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.1K- 2.16% |
$1.76M - $1.91M
|
592K
$86.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-896- 26.48% |
$121K - $131K
|
2.49K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.94KNew |
$397K - $430K
|
2.94K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.93K+ 17.92% |
$395K - $427K
|
19.3K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3+ 0.01% |
$405 - $438
|
23.8K
$3.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
21.3KNew |
$2.87M - $3.11M
|
21.3K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.56K- 1.37% |
$615K - $665K
|
327K
$47.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-270K- 10.23% |
$36.4M - $39.4M
|
2.37M
$347M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-475- 12.02% |
$64.1K - $69.4K
|
3.48K
$509K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
SELL
|
- |
-18- 0.94% |
$2.43K - $2.63K
|
1.89K
$277K
|
|