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 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
37+ 0.8% |
$4.45K - $4.98K
|
4.67K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 0.34% |
$4.45K - $4.98K
|
11.1K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36+ 0.08% |
$4.33K - $4.85K
|
44.1K
$6.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
35+ 0.98% |
$4.21K - $4.71K
|
3.6K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$4.09K - $4.58K
|
34
$4.92K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
32New |
$3.85K - $4.31K
|
32
$4.63K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 0.77% |
$3.73K - $4.17K
|
4.05K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
31New |
$3.73K - $4.17K
|
31
$4.48K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
31+ 0.28% |
$3.73K - $4.17K
|
10.9K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 0.15% |
$3.37K - $3.77K
|
18.7K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
28+ 1.17% |
$3.37K - $3.77K
|
2.41K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 1.67% |
$3.25K - $3.63K
|
1.64K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
26+ 0.27% |
$3.13K - $3.5K
|
9.52K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
26+ 0.24% |
$3.13K - $3.5K
|
10.7K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
25+ 0.65% |
$3.01K - $3.37K
|
3.9K
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
23+ 0.86% |
$2.77K - $3.1K
|
2.68K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
23+ 0.87% |
$2.77K - $3.1K
|
2.67K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
20+ 0.08% |
$2.41K - $2.69K
|
23.8K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.12% |
$2.29K - $2.56K
|
15.3K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
19+ 0.51% |
$2.29K - $2.56K
|
3.78K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 56.25% |
$2.17K - $2.42K
|
50
$7.23K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
18+ 0.06% |
$2.17K - $2.42K
|
28.9K
$4.18M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.84% |
$2.17K - $2.42K
|
2.16K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 3.26% |
$1.92K - $2.15K
|
507
$73.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14+ 0.21% |
$1.68K - $1.88K
|
6.58K
$952K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
12New |
$1.44K - $1.62K
|
12
$1.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
11+ 0.29% |
$1.32K - $1.48K
|
3.81K
$551K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.22% |
$1.32K - $1.48K
|
5.11K
$739K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.3% |
$1.32K - $1.48K
|
3.73K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11+ 0.3% |
$1.32K - $1.48K
|
3.7K
$535K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.2% |
$1.08K - $1.21K
|
4.44K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9+ 0.45% |
$1.08K - $1.21K
|
2.02K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$1.08K - $1.21K
|
3.2K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9+ 0.29% |
$1.08K - $1.21K
|
3.1K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.29% |
$1.08K - $1.21K
|
3.07K
$443K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 3.38% |
$1.08K - $1.21K
|
275
$39.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$962 - $1.08K
|
2.3K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8+ 0.3% |
$962 - $1.08K
|
2.71K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.28% |
$962 - $1.08K
|
2.82K
$407K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.3% |
$842 - $942
|
2.37K
$343K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.13% |
$842 - $942
|
5.53K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$842 - $942
|
4.84K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7+ 0.14% |
$842 - $942
|
5.19K
$751K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7+ 0.22% |
$842 - $942
|
3.23K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7+ 0.28% |
$842 - $942
|
2.51K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
6+ 0.28% |
$722 - $808
|
2.19K
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.26% |
$722 - $808
|
2.32K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6+ 0.17% |
$722 - $808
|
3.46K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 3.68% |
$722 - $808
|
169
$24.4K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.27% |
$722 - $808
|
2.19K
$317K
|