Latest Institutional Purchases of Ishares Core S&P Total U.S. St (ITOT)
This list provides information on the latest institutional transactions involving Ishares Core S&P Total U.S. St (ITOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.6KNew |
$1.69M - $2.11M
|
15.6K
$2.28M
|
|
|
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 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.98KNew |
$1.08M - $1.35M
|
9.98K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
9.78K+ 177.82% |
$1.06M - $1.32M
|
15.3K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.02KNew |
$975K - $1.22M
|
9.02K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.56KNew |
$818K - $1.02M
|
7.56K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.78KNew |
$733K - $915K
|
6.78K
$992K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
6.34KNew |
$685K - $856K
|
6.34K
$927K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.74KNew |
$621K - $776K
|
5.74K
$841K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.1KNew |
$552K - $689K
|
5.1K
$747K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.44K+ 317.16% |
$480K - $599K
|
5.84K
$854K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
4.37KNew |
$472K - $590K
|
4.37K
$640K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.36KNew |
$471K - $589K
|
4.36K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.34K+ 1094.7% |
$469K - $585K
|
4.73K
$692K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.98KNew |
$430K - $537K
|
3.98K
$582K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.92KNew |
$424K - $529K
|
3.92K
$574K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.44KNew |
$372K - $464K
|
3.44K
$503K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.41KNew |
$368K - $460K
|
3.41K
$498K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$356K - $445K
|
3.3K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.15K+ 117.34% |
$340K - $425K
|
5.83K
$853K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 22.38% |
$309K - $386K
|
15.6K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.78K+ 1.95% |
$300K - $375K
|
145K
$21.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.35K+ 79.67% |
$254K - $317K
|
5.3K
$775K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.25KNew |
$243K - $304K
|
2.25K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$242K - $302K
|
2.23K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.06KNew |
$223K - $278K
|
2.06K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.9KNew |
$206K - $257K
|
1.9K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.85KNew |
$200K - $250K
|
1.85K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.82K+ 0.56% |
$197K - $246K
|
327K
$47.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.71KNew |
$184K - $230K
|
1.71K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.63KNew |
$176K - $219K
|
1.63K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.62KNew |
$175K - $219K
|
1.62K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.62KNew |
$175K - $218K
|
1.62K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.61KNew |
$175K - $218K
|
1.61K
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.6KNew |
$173K - $216K
|
1.6K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.59KNew |
$172K - $215K
|
1.59K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$171K - $213K
|
1.58K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.53KNew |
$165K - $206K
|
1.53K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$165K - $206K
|
1.53K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.51KNew |
$163K - $204K
|
1.51K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.5KNew |
$163K - $203K
|
1.5K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.5KNew |
$162K - $202K
|
1.5K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.43KNew |
$155K - $194K
|
1.43K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.34K+ 5.87% |
$145K - $181K
|
24.2K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.33K+ 20.65% |
$144K - $180K
|
7.78K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.16K+ 64.78% |
$125K - $157K
|
2.95K
$431K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11KNew |
$120K - $150K
|
1.11K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.03K+ 4.0% |
$111K - $138K
|
26.7K
$3.9M
|
|