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 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 1.12% |
$146K - $157K
|
97.1K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.07K+ 21.42% |
$144K - $156K
|
6.06K
$887K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
1.07K+ 2.42% |
$144K - $156K
|
45K
$6.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.05K+ 14.77% |
$141K - $153K
|
8.13K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$140K - $151K
|
1.03K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 1.06% |
$137K - $149K
|
96.8K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1K+ 9.64% |
$136K - $147K
|
11.4K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
991+ 5.46% |
$134K - $145K
|
19.1K
$2.8M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
991+ 3.82% |
$134K - $145K
|
26.9K
$3.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
975+ 12.49% |
$132K - $142K
|
8.78K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
959+ 5.18% |
$129K - $140K
|
19.5K
$2.85M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
955+ 39.96% |
$129K - $139K
|
3.35K
$490K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
930+ 2.37% |
$126K - $136K
|
40.1K
$5.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
926+ 2.42% |
$125K - $135K
|
39.1K
$5.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
920+ 29.87% |
$124K - $134K
|
4K
$585K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
918+ 0.51% |
$124K - $134K
|
180K
$26.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
915+ 58.65% |
$124K - $134K
|
2.48K
$362K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
913New |
$123K - $133K
|
913
$134K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
900+ 24.14% |
$122K - $131K
|
4.63K
$677K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
894+ 62.91% |
$121K - $131K
|
2.32K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
872+ 0.42% |
$118K - $127K
|
207K
$30.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
848New |
$114K - $124K
|
848
$124K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
847+ 10.24% |
$114K - $124K
|
9.12K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
829+ 31.53% |
$112K - $121K
|
3.46K
$506K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
809+ 0.99% |
$109K - $118K
|
82.8K
$12.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
790+ 7.68% |
$107K - $115K
|
11.1K
$1.62M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
781+ 15.24% |
$105K - $114K
|
5.91K
$864K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
771+ 0.99% |
$104K - $113K
|
78.3K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
771+ 174.04% |
$104K - $113K
|
1.21K
$178K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
770+ 3.68% |
$104K - $112K
|
21.7K
$3.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Claris Advisors, LLC
|
BUY
|
- |
764+ 1.64% |
$103K - $112K
|
47.3K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
759+ 0.26% |
$102K - $111K
|
290K
$42.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
715+ 17.76% |
$96.5K - $104K
|
4.74K
$694K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
712+ 2.51% |
$96.1K - $104K
|
29.1K
$4.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
702+ 8.41% |
$94.8K - $103K
|
9.05K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
702+ 3.09% |
$94.8K - $103K
|
23.4K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
696+ 39.37% |
$94K - $102K
|
2.46K
$361K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
694+ 21.73% |
$93.7K - $101K
|
3.89K
$569K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
694+ 1.1% |
$93.7K - $101K
|
64K
$9.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
683New |
$92.2K - $99.7K
|
683
$100K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
637+ 5.21% |
$86K - $93K
|
12.9K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
633+ 25.83% |
$85.5K - $92.4K
|
3.08K
$451K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
631+ 4.15% |
$85.2K - $92.1K
|
15.8K
$2.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
625+ 1.83% |
$84.4K - $91.3K
|
34.8K
$5.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
624+ 3.07% |
$84.2K - $91.1K
|
21K
$3.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
607+ 0.29% |
$81.9K - $88.6K
|
213K
$31.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
587+ 19.68% |
$79.2K - $85.7K
|
3.57K
$522K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
585+ 11.75% |
$79K - $85.4K
|
5.56K
$814K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
567+ 0.64% |
$76.5K - $82.8K
|
89.3K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
550+ 21.32% |
$74.3K - $80.3K
|
3.13K
$458K
|
|