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 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$120 - $135
|
15.5K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.01% |
$120 - $135
|
8.4K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.21% |
$120 - $135
|
470
$68K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$120 - $135
|
345
$49.9K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.81% |
$120 - $135
|
122
$17.6K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$120 - $135
|
3.1K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-2- 0.02% |
$241 - $269
|
8.99K
$1.3M
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.1% |
$241 - $269
|
1.96K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3- 0.04% |
$361 - $404
|
7K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3- 0.11% |
$361 - $404
|
2.79K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4- 0.05% |
$481 - $538
|
7.44K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-5- 0.18% |
$601 - $673
|
2.82K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.65% |
$601 - $673
|
769
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-6- 0.32% |
$722 - $808
|
1.88K
$272K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7- 0.11% |
$842 - $942
|
6.5K
$940K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7- 0.17% |
$842 - $942
|
4.15K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-8Closed |
$962 - $1.08K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.09% |
$1.08K - $1.21K
|
10.2K
$1.48M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 10.1% |
$1.2K - $1.35K
|
89
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12- 0.35% |
$1.44K - $1.62K
|
3.44K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.21% |
$1.56K - $1.75K
|
6.3K
$911K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-14- 0.16% |
$1.68K - $1.88K
|
8.86K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-14- 0.16% |
$1.68K - $1.88K
|
8.86K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-17- 0.11% |
$2.04K - $2.29K
|
15K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.26% |
$2.17K - $2.42K
|
6.83K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 4.96% |
$2.17K - $2.42K
|
345
$49.9K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-18- 0.68% |
$2.17K - $2.42K
|
2.64K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-21- 0.32% |
$2.53K - $2.83K
|
6.6K
$954K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-22- 0.02% |
$2.65K - $2.96K
|
145K
$20.9M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-22- 0.42% |
$2.65K - $2.96K
|
5.26K
$761K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 0.52% |
$2.77K - $3.1K
|
4.4K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-26- 0.45% |
$3.13K - $3.5K
|
5.76K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-26- 34.67% |
$3.13K - $3.5K
|
49
$7.08K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-28- 1.26% |
$3.37K - $3.77K
|
2.2K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-30- 0.37% |
$3.61K - $4.04K
|
7.99K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 1.34% |
$3.61K - $4.04K
|
2.22K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-30- 2.61% |
$3.61K - $4.04K
|
1.12K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-30- 0.27% |
$3.61K - $4.04K
|
11.1K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32- 1.76% |
$3.85K - $4.31K
|
1.79K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-33- 0.69% |
$3.97K - $4.44K
|
4.74K
$685K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-35- 52.24% |
$4.21K - $4.71K
|
32
$4.63K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-35- 1.83% |
$4.21K - $4.71K
|
1.88K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-37- 0.78% |
$4.45K - $4.98K
|
4.71K
$681K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 0.19% |
$4.81K - $5.38K
|
20.6K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-40- 1.46% |
$4.81K - $5.38K
|
2.7K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.44% |
$4.81K - $5.38K
|
8.95K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-42- 0.24% |
$5.05K - $5.65K
|
17.2K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-44- 1.08% |
$5.29K - $5.92K
|
4.03K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-44- 0.39% |
$5.29K - $5.92K
|
11.4K
$1.64M
|