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 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.76K- 8.78% |
$332K - $371K
|
28.7K
$4.15M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.92K- 4.77% |
$351K - $393K
|
58.3K
$8.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.94K- 7.46% |
$354K - $396K
|
36.5K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.96K- 59.96% |
$356K - $399K
|
1.98K
$286K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.25K- 29.15% |
$391K - $438K
|
7.9K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.28K- 0.51% |
$395K - $442K
|
643K
$93M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.32K- 33.0% |
$399K - $446K
|
6.73K
$973K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.46K- 26.12% |
$417K - $466K
|
9.8K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-3.6K- 9.58% |
$433K - $485K
|
34K
$4.92M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.65K- 21.0% |
$439K - $491K
|
13.7K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3.79K- 2.62% |
$456K - $510K
|
141K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.82K- 2.34% |
$460K - $514K
|
159K
$23M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.04K- 1.38% |
$486K - $544K
|
289K
$41.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.07K- 10.72% |
$489K - $547K
|
33.9K
$4.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.1K- 2.51% |
$493K - $552K
|
159K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-4.15K- 2.96% |
$499K - $558K
|
136K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.15K- 4.13% |
$499K - $559K
|
96.3K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.16K- 3.07% |
$500K - $560K
|
131K
$19M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.35K- 24.97% |
$523K - $585K
|
13.1K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-4.44K- 76.03% |
$534K - $597K
|
1.4K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.46K- 5.08% |
$537K - $601K
|
83.5K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.49K- 31.58% |
$540K - $604K
|
9.73K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.52K- 12.12% |
$544K - $609K
|
32.8K
$4.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-4.6K- 3.02% |
$553K - $619K
|
147K
$21.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.71K- 64.97% |
$567K - $634K
|
2.54K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.9K- 44.62% |
$590K - $660K
|
6.09K
$880K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.91K- 35.21% |
$591K - $661K
|
9.03K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.01K- 8.19% |
$602K - $674K
|
56.1K
$8.11M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.01K- 8.19% |
$602K - $674K
|
56.1K
$8.11M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-5.02K- 53.63% |
$604K - $676K
|
4.34K
$628K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.06K- 49.98% |
$608K - $681K
|
5.06K
$732K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-5.13K- 10.37% |
$617K - $690K
|
44.3K
$6.41M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-5.17K- 26.0% |
$622K - $696K
|
14.7K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-5.2K- 25.21% |
$626K - $700K
|
15.4K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.3K- 2.16% |
$637K - $713K
|
240K
$34.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.34K- 1.54% |
$642K - $718K
|
342K
$49.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.35K- 25.73% |
$643K - $720K
|
15.4K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-5.6K- 0.63% |
$674K - $754K
|
878K
$127M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.66K- 1.73% |
$681K - $762K
|
322K
$46.6M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.95K- 1.79% |
$715K - $801K
|
327K
$47.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.95K- 39.65% |
$716K - $801K
|
9.06K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-6.19K- 1.41% |
$745K - $833K
|
432K
$62.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.26K- 2.3% |
$753K - $842K
|
265K
$38.4M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.61K- 4.86% |
$795K - $890K
|
130K
$18.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-6.8K- 12.28% |
$818K - $916K
|
48.6K
$7.02M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.84K- 18.31% |
$822K - $920K
|
30.5K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.93K- 3.29% |
$833K - $933K
|
204K
$29.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.21K- 8.71% |
$868K - $971K
|
75.5K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-7.36K- 2.64% |
$885K - $990K
|
271K
$39.2M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.95K- 6.65% |
$957K - $1.07M
|
112K
$16.1M
|