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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
260+ 6.77% |
$31.3K - $35K
|
4.1K
$593K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
259+ 0.84% |
$31.2K - $34.9K
|
31.3K
$4.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
255+ 0.47% |
$30.7K - $34.3K
|
55K
$7.96M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
255+ 11.4% |
$30.7K - $34.3K
|
2.49K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
255+ 1.92% |
$30.7K - $34.3K
|
13.6K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
254+ 5.52% |
$30.6K - $34.2K
|
4.85K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
250New |
$30.1K - $33.7K
|
250
$36.1K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
250+ 227.27% |
$30.1K - $33.7K
|
360
$52.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
243+ 15.35% |
$29.2K - $32.7K
|
1.83K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
241+ 0.56% |
$29K - $32.4K
|
43.2K
$6.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
241+ 2.68% |
$29K - $32.4K
|
9.24K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
231New |
$27.8K - $31.1K
|
231
$33.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
227+ 17.86% |
$27.3K - $30.6K
|
1.5K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
216+ 2.14% |
$26K - $29.1K
|
10.3K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
215+ 6.05% |
$25.9K - $28.9K
|
3.77K
$545K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
214+ 7.71% |
$25.7K - $28.8K
|
2.99K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
213+ 1.27% |
$25.6K - $28.7K
|
17K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
210New |
$25.3K - $28.3K
|
210
$30.4K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
209+ 6.18% |
$25.1K - $28.1K
|
3.59K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
206+ 0.51% |
$24.8K - $27.7K
|
40.8K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205+ 2.53% |
$24.7K - $27.6K
|
8.32K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
204+ 5.95% |
$24.5K - $27.5K
|
3.63K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
200New |
$24.1K - $26.9K
|
200
$28.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
196+ 3.41% |
$23.6K - $26.4K
|
5.94K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
195+ 3.81% |
$23.5K - $26.2K
|
5.32K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
193+ 3.11% |
$23.2K - $26K
|
6.41K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
193+ 2.44% |
$23.2K - $26K
|
8.1K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
191+ 3.59% |
$23K - $25.7K
|
5.51K
$797K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
176+ 0.17% |
$21.2K - $23.7K
|
106K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
175+ 26.76% |
$21.1K - $23.6K
|
829
$120K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
173+ 0.29% |
$20.8K - $23.3K
|
59.1K
$8.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
171New |
$20.6K - $23K
|
171
$24.7K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
171+ 2.32% |
$20.6K - $23K
|
7.54K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 3.57% |
$19.7K - $22.1K
|
4.76K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
164+ 4.46% |
$19.7K - $22.1K
|
3.85K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
162+ 14.52% |
$19.5K - $21.8K
|
1.28K
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
157+ 0.41% |
$18.9K - $21.1K
|
38.3K
$5.54M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
146+ 5.04% |
$17.6K - $19.7K
|
3.05K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
140New |
$16.8K - $18.8K
|
140
$20.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
136+ 4.59% |
$16.4K - $18.3K
|
3.1K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
135+ 4.13% |
$16.2K - $18.2K
|
3.4K
$492K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
128+ 7.5% |
$15.4K - $17.2K
|
1.84K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
128+ 2.04% |
$15.4K - $17.2K
|
6.4K
$926K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
125+ 7.01% |
$15K - $16.8K
|
1.91K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
121+ 2.64% |
$14.6K - $16.3K
|
4.71K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
121New |
$14.6K - $16.3K
|
121
$17.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
117+ 4.66% |
$14.1K - $15.7K
|
2.63K
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
115+ 3.09% |
$13.8K - $15.5K
|
3.83K
$554K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
112+ 9.42% |
$13.5K - $15.1K
|
1.3K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
103+ 2.77% |
$12.4K - $13.9K
|
3.83K
$553K
|