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 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-465- 10.23% |
$55.9K - $62.6K
|
4.08K
$590K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-466- 2.69% |
$56.1K - $62.7K
|
16.9K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-472- 2.4% |
$56.8K - $63.5K
|
19.2K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-483- 7.98% |
$58.1K - $65K
|
5.57K
$805K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-483- 3.32% |
$58.1K - $65K
|
14.1K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-495- 4.78% |
$59.5K - $66.6K
|
9.86K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-499- 8.57% |
$60K - $67.2K
|
5.32K
$770K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-500- 2.36% |
$60.1K - $67.3K
|
20.7K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-502- 2.59% |
$60.4K - $67.6K
|
18.8K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-504- 0.59% |
$60.6K - $67.8K
|
84.6K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-506- 0.89% |
$60.9K - $68.1K
|
56.5K
$8.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-507- 1.17% |
$61K - $68.2K
|
42.7K
$6.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-508- 0.38% |
$61.1K - $68.4K
|
134K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-510- 3.19% |
$61.3K - $68.6K
|
15.5K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-510- 18.95% |
$61.3K - $68.6K
|
2.18K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-520- 4.17% |
$62.6K - $70K
|
11.9K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-525- 8.71% |
$63.2K - $70.7K
|
5.5K
$795K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-530- 0.94% |
$63.8K - $71.3K
|
55.9K
$8.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-536- 17.26% |
$64.5K - $72.1K
|
2.57K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-540- 1.29% |
$65K - $72.7K
|
41.2K
$5.96M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-561- 3.86% |
$67.5K - $75.5K
|
14K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-562- 0.52% |
$67.6K - $75.6K
|
107K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-567- 5.81% |
$68.2K - $76.3K
|
9.19K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-582- 20.53% |
$70K - $78.3K
|
2.25K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-586- 1.66% |
$70.5K - $78.9K
|
34.7K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-592- 0.04% |
$71.2K - $79.7K
|
1.36M
$197M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-594- 13.48% |
$71.5K - $80K
|
3.81K
$551K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-601- 3.28% |
$72.3K - $80.9K
|
17.7K
$2.57M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-607- 5.36% |
$73K - $81.7K
|
10.7K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-630- 0.33% |
$75.8K - $84.8K
|
193K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-642- 4.04% |
$77.2K - $86.4K
|
15.2K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-650- 0.57% |
$78.2K - $87.5K
|
114K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-659- 0.83% |
$79.3K - $88.7K
|
79.1K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-680- 6.16% |
$81.8K - $91.5K
|
10.4K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-690- 18.12% |
$83K - $92.9K
|
3.12K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-692- 1.47% |
$83.2K - $93.1K
|
46.3K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-695- 13.59% |
$83.6K - $93.5K
|
4.42K
$639K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-700- 8.9% |
$84.2K - $94.2K
|
7.17K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-710- 10.4% |
$85.4K - $95.6K
|
6.12K
$885K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-716- 5.28% |
$86.1K - $96.4K
|
12.8K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-737- 8.53% |
$88.7K - $99.2K
|
7.9K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-747- 0.16% |
$89.9K - $101K
|
466K
$67.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-750- 26.27% |
$90.2K - $101K
|
2.11K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 27.26% |
$90.2K - $101K
|
2K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-754- 5.58% |
$90.7K - $101K
|
12.8K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-759- 4.97% |
$91.3K - $102K
|
14.5K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-763- 2.41% |
$91.8K - $103K
|
30.9K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-764- 0.58% |
$91.9K - $103K
|
131K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-768- 17.91% |
$92.4K - $103K
|
3.52K
$509K
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-772- 27.1% |
$92.9K - $104K
|
2.08K
$300K
|