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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84New |
$9.08K - $11.3K
|
84
$12.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
74New |
$8K - $9.99K
|
74
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
71+ 4.14% |
$7.68K - $9.59K
|
1.79K
$262K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
63New |
$6.81K - $8.51K
|
63
$9.22K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
58New |
$6.27K - $7.83K
|
58
$8.49K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50+ 1.02% |
$5.41K - $6.75K
|
4.94K
$723K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
47+ 0.12% |
$5.08K - $6.35K
|
38.5K
$5.64M
|
|
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
45+ 346.15% |
$4.87K - $6.08K
|
58
$8.49K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
42+ 18.18% |
$4.54K - $5.67K
|
273
$40K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34+ 1.55% |
$3.68K - $4.59K
|
2.23K
$326K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
23+ 0.01% |
$2.49K - $3.11K
|
166K
$24.3M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7+ 0.29% |
$757 - $945
|
2.41K
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$432 - $540
|
3.54K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$324 - $405
|
3
$439
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$216 - $270
|
2.37K
$346K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.21% |
$108 - $135
|
471
$68.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.59% |
$108 - $135
|
170
$24.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.58% |
$108 - $135
|
173
$25.3K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$108 - $135
|
998
$146K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.12% |
$108 - $135
|
816
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
112K+ 70.66% |
$13.5M - $15.1M
|
271K
$39.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
52.3KNew |
$6.3M - $7.05M
|
52.3K
$7.66M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
28.5KNew |
$3.43M - $3.84M
|
28.5K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.8K+ 3265.77% |
$1.91M - $2.13M
|
16.3K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
14.3KNew |
$1.72M - $1.92M
|
14.3K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
12.4KNew |
$1.5M - $1.67M
|
12.4K
$1.82M
|
|
|
Sep 19, 2025
Q1 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
8.79KNew |
$1.06M - $1.18M
|
8.79K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.09KNew |
$973K - $1.09M
|
8.09K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7.22K+ 8.46% |
$869K - $972K
|
92.6K
$13.6M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.15KNew |
$860K - $962K
|
7.15K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.91K+ 63.64% |
$710K - $795K
|
15.2K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.64K+ 1.26% |
$679K - $759K
|
454K
$66.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.35K+ 220.88% |
$644K - $720K
|
7.78K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.09KNew |
$612K - $684K
|
5.09K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 295.72% |
$507K - $567K
|
5.64K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.88KNew |
$467K - $522K
|
3.88K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.59KNew |
$432K - $483K
|
3.59K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.92K+ 11.39% |
$351K - $393K
|
28.5K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.6KNew |
$313K - $350K
|
2.6K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.21KNew |
$265K - $297K
|
2.21K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.18K+ 108800.0% |
$262K - $293K
|
2.18K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.13KNew |
$256K - $287K
|
2.13K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.08KNew |
$251K - $280K
|
2.08K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.05KNew |
$246K - $276K
|
2.05K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.04KNew |
$246K - $275K
|
2.04K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.88KNew |
$226K - $253K
|
1.88K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
1.22KNew |
$147K - $164K
|
1.22K
$179K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.21KNew |
$145K - $163K
|
1.21K
$177K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1KNew |
$120K - $135K
|
1K
$146K
|
|