Purchases and Sales Made in Q1 2025 in Ishares Core S&P Total U.S. St (ITOT)
This table provides information about the institutional ownership of Ishares Core S&P Total U.S. St (ITOT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P TOTAL U.S. ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
479K+ 12104.1% |
$57.6M - $64.4M
|
483K
$56.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.1K+ 11.15% |
$8.92M - $9.98M
|
739K
$86.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
67.7K+ 203.52% |
$8.15M - $9.12M
|
101K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35.6K+ 18.97% |
$4.28M - $4.79M
|
223K
$26.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.2KNew |
$3.51M - $3.93M
|
29.2K
$3.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.9KNew |
$2.64M - $2.95M
|
21.9K
$2.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16.5K+ 82.64% |
$1.98M - $2.22M
|
36.4K
$4.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.8K+ 48.98% |
$1.9M - $2.13M
|
48.1K
$5.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.2K+ 7.84% |
$1.71M - $1.91M
|
195K
$22.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
14.1K+ 5.52% |
$1.7M - $1.9M
|
269K
$31.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11.8K+ 7.04% |
$1.42M - $1.59M
|
179K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.7K+ 19.72% |
$1.4M - $1.57M
|
70.7K
$8.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 0.3% |
$1.25M - $1.4M
|
3.49M
$408M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9.23KNew |
$1.11M - $1.24M
|
9.23K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.53KNew |
$905K - $1.01M
|
7.53K
$881K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.28K+ 16.62% |
$876K - $980K
|
51.1K
$5.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.87K+ 19.02% |
$826K - $925K
|
43K
$5.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81K+ 25.52% |
$699K - $782K
|
28.6K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.49K+ 1.52% |
$660K - $739K
|
366K
$42.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.35K+ 220.88% |
$644K - $720K
|
7.78K
$910K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.33K+ 11.1% |
$641K - $718K
|
53.3K
$6.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.29K+ 1.42% |
$637K - $712K
|
379K
$44.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.09KNew |
$612K - $684K
|
5.09K
$595K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
4.79K+ 5.33% |
$576K - $645K
|
94.7K
$11.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.79K+ 2.24% |
$576K - $644K
|
218K
$25.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.02KNew |
$483K - $541K
|
4.02K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.94KNew |
$474K - $531K
|
3.94K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.74K+ 9.72% |
$450K - $504K
|
42.3K
$4.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.68K+ 2.48% |
$442K - $495K
|
152K
$17.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$371K - $415K
|
3.08K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.95K+ 4.47% |
$354K - $396K
|
68.8K
$8.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.89K+ 12.52% |
$347K - $388K
|
25.9K
$3.03M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
2.87K+ 0.63% |
$346K - $387K
|
461K
$54M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.7KNew |
$325K - $364K
|
2.7K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.6KNew |
$313K - $350K
|
2.6K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.45KNew |
$295K - $330K
|
2.45K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.32KNew |
$279K - $312K
|
2.32K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.22K+ 34.03% |
$267K - $299K
|
8.75K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.18K+ 108800.0% |
$262K - $293K
|
2.18K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.13KNew |
$256K - $287K
|
2.13K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.12K+ 6.84% |
$255K - $285K
|
33.1K
$3.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.08KNew |
$251K - $280K
|
2.08K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
1.97K+ 4.04% |
$237K - $265K
|
50.8K
$5.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.95K+ 6.32% |
$235K - $262K
|
32.8K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.94KNew |
$234K - $262K
|
1.94K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.93K+ 303.62% |
$232K - $260K
|
2.57K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.88KNew |
$226K - $253K
|
1.88K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.87K+ 68.22% |
$225K - $252K
|
4.61K
$540K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.8K+ 72.13% |
$216K - $242K
|
4.29K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.68K+ 6.31% |
$202K - $226K
|
28.3K
$3.31M
|