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 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-286- 14.19% |
$34.4K - $38.5K
|
1.73K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-290- 6.18% |
$34.9K - $39K
|
4.4K
$637K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-296- 0.85% |
$35.6K - $39.8K
|
34.6K
$5.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-300- 63.56% |
$36.1K - $40.4K
|
172
$24.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-300- 17.25% |
$36.1K - $40.4K
|
1.44K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-300- 4.84% |
$36.1K - $40.4K
|
5.9K
$853K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-301- 8.67% |
$36.2K - $40.5K
|
3.17K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-304- 4.46% |
$36.6K - $40.9K
|
6.51K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-306- 5.63% |
$36.8K - $41.2K
|
5.13K
$741K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-312- 0.39% |
$37.5K - $42K
|
80.2K
$11.6M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-312- 36.62% |
$37.5K - $42K
|
540
$78.1K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-317- 10.37% |
$38.1K - $42.7K
|
2.74K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-319- 2.55% |
$38.4K - $42.9K
|
12.2K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-320- 27.59% |
$38.5K - $43.1K
|
840
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-331- 99.4% |
$39.8K - $44.6K
|
2
$289
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-335- 11.7% |
$40.3K - $45.1K
|
2.53K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-335- 12.24% |
$40.3K - $45.1K
|
2.4K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-335- 2.42% |
$40.3K - $45.1K
|
13.5K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-336- 2.06% |
$40.4K - $45.2K
|
16K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-337- 18.75% |
$40.5K - $45.4K
|
1.46K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-338- 14.32% |
$40.7K - $45.5K
|
2.02K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-342- 2.74% |
$41.1K - $46K
|
12.2K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-351- 13.75% |
$42.2K - $47.2K
|
2.2K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-351- 15.69% |
$42.2K - $47.2K
|
1.89K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-351- 0.74% |
$42.2K - $47.2K
|
47.2K
$6.82M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-359- 1.75% |
$43.2K - $48.3K
|
20.1K
$2.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-361- 0.57% |
$43.4K - $48.6K
|
63.1K
$9.12M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-365- 99.73% |
$43.9K - $49.1K
|
1
$145
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-368- 10.14% |
$44.3K - $49.5K
|
3.26K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-369- 5.88% |
$44.4K - $49.7K
|
5.91K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-370- 1.44% |
$44.5K - $49.8K
|
25.2K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-387- 1.97% |
$46.6K - $52.1K
|
19.2K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-390- 2.06% |
$46.9K - $52.5K
|
18.5K
$2.68M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-391- 9.81% |
$47K - $52.6K
|
3.59K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-395- 2.02% |
$47.5K - $53.2K
|
19.1K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-409- 0.95% |
$49.2K - $55.1K
|
42.7K
$6.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-412- 9.4% |
$49.6K - $55.5K
|
3.97K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-412- 19.36% |
$49.6K - $55.5K
|
1.72K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-415- 1.9% |
$49.9K - $55.9K
|
21.5K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-417- 8.54% |
$50.2K - $56.1K
|
4.46K
$645K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-424- 5.91% |
$51K - $57.1K
|
6.75K
$976K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-425- 26.06% |
$51.1K - $57.2K
|
1.21K
$174K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-432- 6.98% |
$52K - $58.1K
|
5.76K
$832K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-439- 2.51% |
$52.8K - $59.1K
|
17K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-439- 3.17% |
$52.8K - $59.1K
|
13.4K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-458- 2.38% |
$55.1K - $61.6K
|
18.8K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-459- 8.83% |
$55.2K - $61.8K
|
4.74K
$686K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-460- 0.04% |
$55.3K - $61.9K
|
1.19M
$172M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-463- 0.22% |
$55.7K - $62.3K
|
214K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-463- 0.31% |
$55.7K - $62.3K
|
147K
$21.3M
|