Purchases and Sales Made in Q1 2025 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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 23, 2025 Q1 2025
Riverbend Wealth Management, LLC

Myrtle Beach, SC
BUY
 -
87
+ 1.12%
$10.5K - $11.7K
7.86K $1.02M
May 15, 2025 Q1 2025
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
87
+ 0.03%
$10.5K - $11.7K
278K $36.2M
Apr 29, 2025 Q1 2025
Forte Asset Management LLC

BUY
 -
85
+ 0.31%
$10.2K - $11.4K
27.4K $3.57M
May 09, 2025 Q1 2025
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
84
+ 0.18%
$10.1K - $11.3K
46.3K $6.03M
Apr 18, 2025 Q1 2025
Cornerstone Wealth Management, LLC

BUY
 -
80
+ 4.15%
$9.62K - $10.8K
2.01K $262K
May 08, 2025 Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
80
+ 1.93%
$9.62K - $10.8K
4.22K $550K
May 02, 2025 Q1 2025
Hudock, Inc.

BUY
 -
79
+ 0.18%
$9.5K - $10.6K
42.9K $5.6M
May 09, 2025 Q1 2025
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
77
New
$9.26K - $10.4K
77 $10K
May 13, 2025 Q1 2025
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
77
+ 3.16%
$9.26K - $10.4K
2.51K $327K
Apr 14, 2025 Q1 2025
Wealthcare Capital Partners, LLC

West Chester, PA
BUY
 -
76
+ 3.13%
$9.14K - $10.2K
2.5K $326K
May 06, 2025 Q1 2025
Jackson, Grant Investment Advisers, Inc.

BUY
 -
76
+ 4.49%
$9.14K - $10.2K
1.77K $230K
May 13, 2025 Q1 2025
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
75
+ 4.78%
$9.02K - $10.1K
1.65K $214K
May 12, 2025 Q1 2025
True North Advisors, LLC

BUY
 -
73
+ 1.26%
$8.78K - $9.83K
5.85K $762K
Apr 30, 2025 Q1 2025
Valeo Financial Advisors, LLC

BUY
 -
70
+ 0.48%
$8.42K - $9.42K
14.7K $1.91M
May 12, 2025 Q1 2025
Bay Harbor Wealth Management, LLC

BUY
 -
67
+ 7.85%
$8.06K - $9.02K
920 $120K
May 14, 2025 Q1 2025
Graney & King, LLC

Latham, NY
BUY
 -
66
New
$7.94K - $8.88K
66 $8.6K
Apr 02, 2025 Q1 2025
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
65
New
$7.82K - $8.75K
65 $8.47K
May 08, 2025 Q1 2025
Signature Wealth Management Partners, LLC

BUY
 -
65
+ 0.68%
$7.82K - $8.75K
9.56K $1.25M
Apr 21, 2025 Q1 2025
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
64
+ 0.87%
$7.7K - $8.61K
7.4K $964K
May 06, 2025 Q1 2025
Milestone Asset Management Group, LLC

Avon, CT
BUY
 -
64
+ 3.0%
$7.7K - $8.61K
2.19K $286K
Apr 01, 2025 Q1 2025
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
61
+ 1.22%
$7.34K - $8.21K
5.07K $660K
Apr 09, 2025 Q1 2025
Harbor Investment Advisory, LLC

BUY
 -
61
+ 1.04%
$7.34K - $8.21K
5.95K $775K
May 09, 2025 Q1 2025
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
60
+ 2.38%
$7.22K - $8.08K
2.58K $336K
Apr 23, 2025 Q1 2025
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
57
+ 0.83%
$6.86K - $7.67K
6.91K $900K
Apr 14, 2025 Q1 2025
Ayrshire Capital Management LLC

BUY
 -
56
+ 3.05%
$6.74K - $7.54K
1.89K $247K
May 09, 2025 Q1 2025
Sfmg, LLC

BUY
 -
56
+ 0.77%
$6.74K - $7.54K
7.33K $955K
Apr 14, 2025 Q1 2025
Lex Aurum Advisors, LLC

BUY
 -
49
+ 0.58%
$5.89K - $6.6K
8.43K $1.1M
Apr 23, 2025 Q1 2025
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
48
New
$5.77K - $6.46K
48 $6.25K
Apr 10, 2025 Q1 2025
Wealth Group LTD

Eden Prairie, MN
BUY
 -
46
+ 0.28%
$5.53K - $6.19K
16.5K $2.15M
May 01, 2025 Q1 2025
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
46
+ 33.09%
$5.53K - $6.19K
185 $24.1K
May 05, 2025 Q1 2025
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
44
+ 2.2%
$5.29K - $5.92K
2.05K $266K
May 15, 2025 Q1 2025
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
43
+ 0.26%
$5.17K - $5.79K
16.7K $2.17M
Apr 17, 2025 Q1 2025
Ht Partners LLC

BUY
 -
41
+ 1.61%
$4.93K - $5.52K
2.59K $337K
May 12, 2025 Q1 2025
Peak Financial Management, Inc.

BUY
 -
40
+ 0.23%
$4.81K - $5.38K
17.1K $2.22M
Apr 25, 2025 Q1 2025
Avidian Wealth Solutions, LLC

BUY
 -
39
+ 0.45%
$4.69K - $5.25K
8.71K $1.13M
May 07, 2025 Q1 2025
Financial Management Network Inc

BUY
 -
39
+ 1.36%
$4.69K - $5.25K
2.9K $378K
May 07, 2025 Q1 2025
N.E.W. Advisory Services LLC

BUY
 -
39
+ 0.15%
$4.69K - $5.25K
25.8K $3.36M
May 12, 2025 Q1 2025
Addison Advisors LLC

BUY
 -
39
+ 9.2%
$4.69K - $5.25K
463 $60.3K
Apr 10, 2025 Q1 2025
Thrive Wealth Management, LLC

BUY
 -
37
+ 0.8%
$4.45K - $4.98K
4.67K $609K
May 08, 2025 Q1 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
37
+ 0.34%
$4.45K - $4.98K
11.1K $1.44M
May 15, 2025 Q1 2025
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
36
+ 0.08%
$4.33K - $4.85K
44.1K $5.74M
Apr 28, 2025 Q1 2025
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
35
+ 0.98%
$4.21K - $4.71K
3.6K $468K
May 02, 2025 Q1 2025
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
34
New
$4.09K - $4.58K
34 $4.43K
Apr 22, 2025 Q1 2025
Hwg Holdings LP

Houston, TX
BUY
 -
32
New
$3.85K - $4.31K
32 $4.17K
May 09, 2025 Q1 2025
Citizens Financial Group Inc

BUY
 -
31
+ 0.77%
$3.73K - $4.17K
4.05K $527K
May 12, 2025 Q1 2025
Pandora Wealth, Inc.

Oakbrook Terrace, IL
BUY
 -
31
New
$3.73K - $4.17K
31 $4.04K
May 14, 2025 Q1 2025
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
31
+ 0.28%
$3.73K - $4.17K
10.9K $1.42M
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
BUY
 -
28
+ 0.15%
$3.37K - $3.77K
18.7K $2.43M
Apr 28, 2025 Q1 2025
Gutierrez Wealth Advisory, LLC

Little Rock, AR
BUY
 -
28
+ 1.17%
$3.37K - $3.77K
2.41K $314K

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