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 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.41K- 62.21% |
$170K - $190K
|
857
$124K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.48K- 0.91% |
$178K - $199K
|
162K
$23.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 4.0% |
$178K - $199K
|
35.5K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.48K- 59.73% |
$178K - $200K
|
1K
$145K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.49K- 22.61% |
$179K - $201K
|
5.1K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.55K- 20.2% |
$187K - $209K
|
6.13K
$887K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 11.15% |
$187K - $210K
|
12.4K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.59K- 1.89% |
$191K - $214K
|
82.5K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.59K- 0.3% |
$192K - $215K
|
528K
$76.3M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.6K- 12.13% |
$192K - $215K
|
11.6K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.6K- 24.29% |
$193K - $216K
|
5K
$723K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.64K- 6.94% |
$198K - $221K
|
22K
$3.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.69K- 25.41% |
$204K - $228K
|
4.97K
$718K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 10.31% |
$204K - $228K
|
14.7K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.69K- 13.24% |
$204K - $228K
|
11.1K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.7K- 12.31% |
$204K - $228K
|
12.1K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.7K- 1.73% |
$205K - $229K
|
96.7K
$14M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.73K- 24.36% |
$208K - $233K
|
5.38K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 1.93% |
$214K - $239K
|
90.5K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-1.8K- 1.26% |
$217K - $242K
|
141K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.8K- 1.12% |
$217K - $243K
|
160K
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.81K- 1.19% |
$218K - $244K
|
150K
$21.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.83K- 2.55% |
$221K - $247K
|
70K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.91K- 18.56% |
$230K - $257K
|
8.39K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.92K- 51.61% |
$231K - $258K
|
1.8K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.94K- 3.76% |
$234K - $262K
|
49.7K
$7.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.95K- 0.2% |
$235K - $263K
|
987K
$143M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.96K- 30.7% |
$235K - $263K
|
4.42K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.99K- 20.84% |
$239K - $267K
|
7.54K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2K- 15.66% |
$241K - $269K
|
10.8K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.02K- 44.65% |
$243K - $271K
|
2.5K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-2.06K- 20.19% |
$247K - $277K
|
8.12K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.1K- 9.28% |
$253K - $283K
|
20.6K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.11K- 15.0% |
$253K - $283K
|
11.9K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-2.11K- 3.38% |
$254K - $284K
|
60.3K
$8.72M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-2.11K- 6.5% |
$254K - $284K
|
30.4K
$4.39M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.19K- 15.28% |
$263K - $295K
|
12.1K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.23K- 4.2% |
$269K - $301K
|
50.9K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.24K- 3.29% |
$269K - $301K
|
65.8K
$9.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.26K- 0.65% |
$272K - $305K
|
346K
$50M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.28K- 0.33% |
$274K - $306K
|
683K
$98.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.32K- 3.55% |
$279K - $313K
|
63.2K
$9.13M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.43K- 9.24% |
$292K - $326K
|
23.8K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.44K- 42.27% |
$294K - $328K
|
3.33K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.52K- 13.62% |
$303K - $339K
|
16K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.64K- 3.48% |
$317K - $355K
|
73.2K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-2.69K- 0.51% |
$323K - $362K
|
529K
$76.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 0.14% |
$329K - $368K
|
1.89M
$273M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.74K- 18.43% |
$329K - $369K
|
12.1K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 2.79% |
$332K - $371K
|
96.2K
$13.9M
|