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 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.95K- 7.85% |
$957K - $1.07M
|
93.4K
$13.5M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-8.06K- 1.71% |
$969K - $1.08M
|
463K
$66.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.27K- 79.17% |
$995K - $1.11M
|
2.18K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.39K- 79.95% |
$1.01M - $1.13M
|
2.1K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-8.48K- 79.59% |
$1.02M - $1.14M
|
2.17K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.48K- 3.93% |
$1.02M - $1.14M
|
207K
$30M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.5K- 1.52% |
$1.02M - $1.14M
|
549K
$79.4M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.59K- 2.54% |
$1.03M - $1.16M
|
330K
$47.7M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-8.79K- 20.56% |
$1.06M - $1.18M
|
33.9K
$4.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-9.19K- 20.23% |
$1.1M - $1.24M
|
36.2K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-9.22K- 8.97% |
$1.11M - $1.24M
|
93.5K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.53K- 7.52% |
$1.15M - $1.28M
|
117K
$16.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-9.54K- 10.3% |
$1.15M - $1.28M
|
83.1K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 2.43% |
$1.15M - $1.29M
|
385K
$55.7M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-9.86K- 5.51% |
$1.19M - $1.33M
|
169K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.2K- 4.59% |
$1.23M - $1.37M
|
212K
$30.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.5K- 5.84% |
$1.26M - $1.41M
|
169K
$24.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.5K- 0.41% |
$1.27M - $1.42M
|
2.56M
$370M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 2.98% |
$1.28M - $1.43M
|
347K
$50.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.7K- 28.17% |
$1.29M - $1.44M
|
27.3K
$3.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.8K- 29.68% |
$1.3M - $1.45M
|
25.5K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11.5K- 21.96% |
$1.39M - $1.55M
|
40.9K
$5.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 7.38% |
$1.4M - $1.57M
|
146K
$21.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-12.4K- 4.07% |
$1.49M - $1.67M
|
292K
$42.2M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-12.6K- 69.46% |
$1.52M - $1.7M
|
5.55K
$803K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 9.67% |
$1.55M - $1.74M
|
121K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.5K- 12.46% |
$1.63M - $1.82M
|
95K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-14.1K- 8.01% |
$1.7M - $1.9M
|
162K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 1.27% |
$1.71M - $1.91M
|
1.1M
$159M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-14.3K- 11.49% |
$1.72M - $1.92M
|
110K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.9K- 9.46% |
$1.79M - $2M
|
142K
$20.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15K- 38.23% |
$1.81M - $2.03M
|
24.3K
$3.51M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-15.6K- 9.48% |
$1.87M - $2.1M
|
149K
$21.5M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-15.8K- 0.91% |
$1.9M - $2.12M
|
1.71M
$248M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-16K- 31.95% |
$1.92M - $2.15M
|
34.1K
$4.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.9K- 12.23% |
$2.15M - $2.41M
|
128K
$18.5M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-18.2K- 16.52% |
$2.19M - $2.45M
|
92.1K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-18.3K- 24.11% |
$2.2M - $2.46M
|
57.6K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18.6K- 5.24% |
$2.23M - $2.5M
|
336K
$48.6M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-19.4K- 7.38% |
$2.33M - $2.6M
|
243K
$35.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 3.93% |
$2.41M - $2.7M
|
490K
$70.9M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-20.1K- 6.92% |
$2.42M - $2.71M
|
271K
$39.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 81.17% |
$2.45M - $2.74M
|
4.72K
$683K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 10.12% |
$2.47M - $2.77M
|
182K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.4K- 62.61% |
$2.58M - $2.88M
|
12.8K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-21.6K- 42.43% |
$2.6M - $2.91M
|
29.3K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-21.8K- 28.04% |
$2.62M - $2.93M
|
55.9K
$8.08M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.2K- 16.91% |
$2.67M - $2.99M
|
109K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.5K- 6.52% |
$3.06M - $3.43M
|
365K
$52.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-25.5K- 48.29% |
$3.07M - $3.43M
|
27.3K
$3.95M
|