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 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.59KNew |
$214K - $232K
|
1.59K
$232K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.59K+ 71.73% |
$214K - $232K
|
3.8K
$556K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 16.06% |
$214K - $232K
|
11.5K
$1.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.58K+ 6.37% |
$213K - $230K
|
26.3K
$3.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.56K+ 38.73% |
$210K - $227K
|
5.58K
$816K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.56K+ 7.11% |
$210K - $227K
|
23.5K
$3.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.56KNew |
$210K - $227K
|
1.56K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.54KNew |
$208K - $225K
|
1.54K
$226K
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.53K+ 30.15% |
$207K - $223K
|
6.6K
$966K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 7.9% |
$206K - $223K
|
20.9K
$3.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.5KNew |
$202K - $218K
|
1.5K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.5KNew |
$202K - $218K
|
1.5K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.49K+ 1.44% |
$201K - $217K
|
105K
$15.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.48K+ 46.18% |
$200K - $216K
|
4.69K
$687K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$200K - $216K
|
1.48K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$199K - $216K
|
1.48K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.47KNew |
$199K - $215K
|
1.47K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.47K+ 5.77% |
$198K - $214K
|
26.8K
$3.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.46KNew |
$198K - $214K
|
1.46K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1.46KNew |
$197K - $213K
|
1.46K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.46KNew |
$197K - $213K
|
1.46K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.44KNew |
$195K - $211K
|
1.44K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 7.78% |
$194K - $210K
|
19.9K
$2.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.43KNew |
$193K - $209K
|
1.43K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.43KNew |
$193K - $209K
|
1.43K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.43KNew |
$193K - $209K
|
1.43K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.43KNew |
$193K - $208K
|
1.43K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$190K - $206K
|
1.41K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
1.41KNew |
$190K - $206K
|
1.41K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.41KNew |
$190K - $206K
|
1.41K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
1.41KNew |
$190K - $205K
|
1.41K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.4K+ 12.97% |
$189K - $205K
|
12.2K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 0.32% |
$189K - $204K
|
445K
$65.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.4KNew |
$188K - $204K
|
1.4K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.39KNew |
$188K - $204K
|
1.39K
$204K
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
BUY
|
- |
1.39KNew |
$188K - $203K
|
1.39K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
1.39KNew |
$188K - $203K
|
1.39K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$186K - $202K
|
1.38K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.38KNew |
$186K - $201K
|
1.38K
$201K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.36K+ 2.13% |
$183K - $198K
|
65.2K
$9.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.35KNew |
$182K - $197K
|
1.35K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.32K+ 4.14% |
$178K - $192K
|
33.2K
$4.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.3K+ 16.48% |
$175K - $189K
|
9.15K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.29K+ 3.45% |
$174K - $188K
|
38.5K
$5.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.28K+ 25.16% |
$172K - $186K
|
6.35K
$929K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.24K+ 17.36% |
$168K - $182K
|
8.41K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.22K+ 7.18% |
$165K - $178K
|
18.2K
$2.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.21K+ 0.66% |
$163K - $177K
|
185K
$27.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 48.12% |
$162K - $176K
|
3.7K
$542K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.19K+ 59.15% |
$161K - $174K
|
3.2K
$468K
|
|