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
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-151- 2.91% |
$18.2K - $20.3K
|
5.03K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-153- 2.3% |
$18.4K - $20.6K
|
6.49K
$939K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-154- 5.44% |
$18.5K - $20.7K
|
2.68K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-154- 5.46% |
$18.5K - $20.7K
|
2.66K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-157- 8.16% |
$18.9K - $21.1K
|
1.77K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-158- 2.26% |
$19K - $21.3K
|
6.82K
$986K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-158- 5.16% |
$19K - $21.3K
|
2.91K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-158- 1.39% |
$19K - $21.3K
|
11.2K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-163- 5.49% |
$19.6K - $21.9K
|
2.81K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-167- 1.54% |
$20.1K - $22.5K
|
10.7K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-169- 1.92% |
$20.3K - $22.7K
|
8.65K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-171- 0.26% |
$20.6K - $23K
|
64.5K
$9.33M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-171- 3.73% |
$20.6K - $23K
|
4.41K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-172- 3.62% |
$20.7K - $23.2K
|
4.57K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-175- 0.21% |
$21.1K - $23.6K
|
81.6K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-175- 7.8% |
$21.1K - $23.6K
|
2.07K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-175- 2.48% |
$21.1K - $23.6K
|
6.89K
$997K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-178- 0.1% |
$21.4K - $24K
|
186K
$26.9M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-178- 0.33% |
$21.4K - $24K
|
53.6K
$7.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-181- 1.6% |
$21.8K - $24.4K
|
11.1K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-185- 1.1% |
$22.3K - $24.9K
|
16.7K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-185- 0.29% |
$22.3K - $24.9K
|
63.1K
$9.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-186- 4.14% |
$22.4K - $25K
|
4.31K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-187- 7.22% |
$22.5K - $25.2K
|
2.4K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-189- 2.52% |
$22.7K - $25.4K
|
7.32K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-200- 3.33% |
$24.1K - $26.9K
|
5.8K
$839K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-203- 4.18% |
$24.4K - $27.3K
|
4.65K
$672K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-205- 7.21% |
$24.7K - $27.6K
|
2.64K
$382K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-210- 9.42% |
$25.3K - $28.3K
|
2.02K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-215- 8.94% |
$25.9K - $28.9K
|
2.19K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-220- 2.59% |
$26.5K - $29.6K
|
8.29K
$1.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-224- 6.12% |
$26.9K - $30.2K
|
3.44K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-224- 11.95% |
$26.9K - $30.2K
|
1.65K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-227- 1.34% |
$27.3K - $30.6K
|
16.8K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-229- 3.18% |
$27.5K - $30.8K
|
6.96K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-230- 5.64% |
$27.7K - $31K
|
3.85K
$556K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-231- 0.81% |
$27.8K - $31.1K
|
28.3K
$4.09M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-234- 1.68% |
$28.1K - $31.5K
|
13.7K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-240- 3.15% |
$28.9K - $32.3K
|
7.39K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-242- 8.06% |
$29.1K - $32.6K
|
2.76K
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-243- 4.99% |
$29.2K - $32.7K
|
4.63K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-244- 11.95% |
$29.4K - $32.8K
|
1.8K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-245- 1.35% |
$29.5K - $33K
|
17.9K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-253- 1.26% |
$30.4K - $34.1K
|
19.8K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-262- 0.23% |
$31.5K - $35.3K
|
115K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-263- 0.6% |
$31.6K - $35.4K
|
43.6K
$6.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-264- 0.65% |
$31.8K - $35.5K
|
40.2K
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-270- 8.33% |
$32.5K - $36.3K
|
2.97K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-273- 1.01% |
$32.8K - $36.7K
|
26.8K
$3.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-275- 38.9% |
$33.1K - $37K
|
432
$62.5K
|