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 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-45- 0.73% |
$5.41K - $6.06K
|
6.09K
$881K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 0.38% |
$5.77K - $6.46K
|
12.6K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-50- 2.3% |
$6.01K - $6.73K
|
2.12K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 33.56% |
$6.01K - $6.73K
|
99
$14.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.36% |
$6.13K - $6.86K
|
3.7K
$534K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-51- 0.09% |
$6.13K - $6.86K
|
55.4K
$8.01M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-59- 2.67% |
$7.1K - $7.94K
|
2.15K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-60- 3.0% |
$7.22K - $8.08K
|
1.94K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-60- 1.97% |
$7.22K - $8.08K
|
2.99K
$433K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-61- 0.23% |
$7.34K - $8.21K
|
25.9K
$3.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-64- 1.55% |
$7.7K - $8.61K
|
4.07K
$589K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-66- 1.85% |
$7.94K - $8.88K
|
3.5K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-70- 2.39% |
$8.42K - $9.42K
|
2.86K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-72- 0.77% |
$8.66K - $9.69K
|
9.23K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-72- 13.0% |
$8.66K - $9.69K
|
482
$69.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-74- 0.14% |
$8.9K - $9.96K
|
53K
$7.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-75- 10.26% |
$9.02K - $10.1K
|
656
$94.9K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 1.74% |
$9.02K - $10.1K
|
4.25K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-79- 0.7% |
$9.5K - $10.6K
|
11.2K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-80- 0.53% |
$9.62K - $10.8K
|
15K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-80- 2.43% |
$9.62K - $10.8K
|
3.21K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-80- 0.94% |
$9.62K - $10.8K
|
8.45K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-83- 1.43% |
$9.98K - $11.2K
|
5.73K
$828K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-84- 0.35% |
$10.1K - $11.3K
|
23.9K
$3.46M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-85- 0.87% |
$10.2K - $11.4K
|
9.65K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-85- 0.72% |
$10.2K - $11.4K
|
11.8K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-90- 4.02% |
$10.8K - $12.1K
|
2.15K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-90- 2.04% |
$10.8K - $12.1K
|
4.32K
$625K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-92- 0.74% |
$11.1K - $12.4K
|
12.4K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-97- 0.23% |
$11.7K - $13.1K
|
41.5K
$5.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-99- 5.6% |
$11.9K - $13.3K
|
1.67K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-100- 5.56% |
$12K - $13.5K
|
1.7K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-103- 2.89% |
$12.4K - $13.9K
|
3.46K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-106- 0.63% |
$12.8K - $14.3K
|
16.8K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-109- 0.39% |
$13.1K - $14.7K
|
28.2K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-111- 4.01% |
$13.4K - $14.9K
|
2.65K
$384K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-112- 3.66% |
$13.5K - $15.1K
|
2.95K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-114- 3.72% |
$13.7K - $15.3K
|
2.95K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-116- 0.17% |
$14K - $15.6K
|
68K
$9.83M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-122- 3.93% |
$14.7K - $16.4K
|
2.98K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-123- 2.67% |
$14.8K - $16.6K
|
4.49K
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-127- 3.17% |
$15.3K - $17.1K
|
3.88K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-130- 2.95% |
$15.6K - $17.5K
|
4.28K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-130- 3.88% |
$15.6K - $17.5K
|
3.22K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-135- 2.57% |
$16.2K - $18.2K
|
5.13K
$741K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-139- 6.65% |
$16.7K - $18.7K
|
1.95K
$282K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-141- 2.32% |
$17K - $19K
|
5.93K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-142- 2.75% |
$17.1K - $19.1K
|
5.03K
$727K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-145- 1.76% |
$17.4K - $19.5K
|
8.09K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-150- 96.15% |
$18K - $20.2K
|
6
$868
|