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 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-777- 5.61% |
$93.5K - $105K
|
13.1K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-787- 1.41% |
$94.7K - $106K
|
55.2K
$7.98M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-800- 4.28% |
$96.2K - $108K
|
17.9K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-802- 31.61% |
$96.5K - $108K
|
1.74K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-822- 32.5% |
$98.9K - $111K
|
1.71K
$247K
|
|
|
Sep 22, 2025
Q1 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-824- 28.96% |
$99.1K - $111K
|
2.02K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-834- 0.46% |
$100K - $112K
|
179K
$25.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-840- 4.08% |
$101K - $113K
|
19.7K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-846- 3.95% |
$102K - $114K
|
20.6K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-852- 1.68% |
$102K - $115K
|
49.7K
$7.19M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-855- 11.31% |
$103K - $115K
|
6.71K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-860- 58.86% |
$103K - $116K
|
601
$86.9K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-863- 12.36% |
$104K - $116K
|
6.12K
$884K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-865- 5.86% |
$104K - $116K
|
13.9K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-875- 1.39% |
$105K - $118K
|
62K
$8.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-876- 5.76% |
$105K - $118K
|
14.3K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-877- 15.94% |
$105K - $118K
|
4.63K
$669K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-888- 1.66% |
$107K - $120K
|
52.5K
$7.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-894- 9.76% |
$108K - $120K
|
8.27K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-905- 21.7% |
$109K - $122K
|
3.27K
$472K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-944- 4.5% |
$114K - $127K
|
20.1K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-954- 2.3% |
$115K - $128K
|
40.6K
$5.87M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-962- 13.85% |
$116K - $129K
|
5.98K
$865K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-980- 34.89% |
$118K - $132K
|
1.83K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-985- 18.75% |
$118K - $133K
|
4.27K
$617K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-988- 1.17% |
$119K - $133K
|
83.5K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-988- 0.36% |
$119K - $133K
|
275K
$39.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.01K- 4.52% |
$121K - $135K
|
21.2K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.02K- 19.02% |
$122K - $137K
|
4.33K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 9.78% |
$123K - $137K
|
9.4K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.69% |
$123K - $138K
|
59.4K
$8.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.06K- 6.99% |
$127K - $143K
|
14.1K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.09K- 8.99% |
$131K - $147K
|
11K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-1.1K- 1.98% |
$133K - $148K
|
54.7K
$7.91M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.11K- 3.4% |
$133K - $149K
|
31.5K
$4.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 5.49% |
$135K - $151K
|
19.3K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.13K- 21.9% |
$135K - $151K
|
4.01K
$580K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.13K- 10.78% |
$136K - $152K
|
9.36K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.15K- 1.18% |
$138K - $155K
|
96.6K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-1.16K- 39.31% |
$139K - $156K
|
1.79K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.17K- 1.07% |
$140K - $157K
|
108K
$15.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.19K- 19.53% |
$143K - $160K
|
4.89K
$707K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.2K- 32.32% |
$144K - $161K
|
2.51K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.22K- 3.89% |
$147K - $164K
|
30.2K
$4.36M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 2.24% |
$151K - $169K
|
54.9K
$7.94M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.28K- 25.09% |
$154K - $172K
|
3.82K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.3K- 28.2% |
$156K - $175K
|
3.3K
$478K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.36K- 40.69% |
$164K - $183K
|
1.98K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.39K- 2.34% |
$167K - $186K
|
57.7K
$8.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.39K- 17.12% |
$167K - $187K
|
6.74K
$974K
|