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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
998+ 11.42% |
$143K - $150K
|
9.74K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
981+ 0.46% |
$140K - $147K
|
214K
$31.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
916+ 26.47% |
$131K - $137K
|
4.38K
$641K
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
863+ 0.47% |
$123K - $129K
|
185K
$27.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
749+ 2.63% |
$107K - $112K
|
29.2K
$4.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
739+ 0.2% |
$106K - $111K
|
378K
$55.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
701+ 0.71% |
$100K - $105K
|
99.9K
$14.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
619+ 6.79% |
$88.4K - $92.9K
|
9.73K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
592+ 1.69% |
$84.5K - $88.8K
|
35.7K
$5.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
573+ 2.88% |
$81.8K - $86K
|
20.5K
$3M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
548+ 24.39% |
$78.2K - $82.2K
|
2.8K
$409K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
511+ 2.57% |
$73K - $76.7K
|
20.4K
$2.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
509+ 1.85% |
$72.7K - $76.4K
|
28K
$4.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
493+ 2.13% |
$70.4K - $74K
|
23.6K
$3.46M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
475+ 28.43% |
$67.8K - $71.3K
|
2.15K
$314K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
470+ 2.69% |
$67.1K - $70.5K
|
18K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
455+ 4.55% |
$65K - $68.3K
|
10.5K
$1.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
367+ 21.85% |
$52.4K - $55.1K
|
2.05K
$300K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
355+ 0.84% |
$50.7K - $53.3K
|
42.8K
$6.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
351+ 0.62% |
$50.1K - $52.7K
|
56.9K
$8.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
349+ 6.28% |
$49.8K - $52.4K
|
5.9K
$864K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
330+ 3.93% |
$47.1K - $49.5K
|
8.73K
$1.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
316+ 0.99% |
$45.1K - $47.4K
|
32.2K
$4.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
310+ 10.75% |
$44.3K - $46.5K
|
3.19K
$467K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
307+ 17.02% |
$43.8K - $46.1K
|
2.11K
$309K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
306+ 1.22% |
$43.7K - $45.9K
|
25.5K
$3.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
303+ 9.83% |
$43.3K - $45.5K
|
3.39K
$495K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
302+ 0.75% |
$43.1K - $45.3K
|
40.5K
$5.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
302+ 6.1% |
$43.1K - $45.3K
|
5.25K
$768K
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
278+ 12.01% |
$39.7K - $41.7K
|
2.59K
$379K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
276+ 12.26% |
$39.4K - $41.4K
|
2.53K
$370K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
274+ 1.29% |
$39.1K - $41.1K
|
21.6K
$3.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
245+ 13.58% |
$35K - $36.8K
|
2.05K
$300K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
231New |
$33K - $34.7K
|
231
$33.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
225+ 85.55% |
$32.1K - $33.8K
|
488
$71.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
212+ 9.27% |
$30.3K - $31.8K
|
2.5K
$366K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
207+ 4.62% |
$29.6K - $31.1K
|
4.69K
$687K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
172+ 0.36% |
$24.6K - $25.8K
|
48.4K
$7.08M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
163+ 3.99% |
$23.3K - $24.5K
|
4.25K
$622K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
132+ 3.95% |
$18.8K - $19.8K
|
3.47K
$508K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
130+ 1.21% |
$18.6K - $19.5K
|
10.9K
$1.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124+ 2.02% |
$17.7K - $18.6K
|
6.25K
$915K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
115+ 0.21% |
$16.4K - $17.3K
|
55.8K
$8.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
114+ 1.37% |
$16.3K - $17.1K
|
8.44K
$1.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
103+ 0.17% |
$14.7K - $15.5K
|
60.8K
$8.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
100+ 1.88% |
$14.3K - $15K
|
5.41K
$792K
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
92+ 6.53% |
$13.1K - $13.8K
|
1.5K
$220K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
78+ 0.26% |
$11.1K - $11.7K
|
29.9K
$4.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
75+ 2.83% |
$10.7K - $11.3K
|
2.72K
$399K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
69+ 0.79% |
$9.85K - $10.4K
|
8.77K
$1.28M
|
|