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 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-25.8K- 52.2% |
$3.1M - $3.47M
|
23.6K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-26.6K- 57.42% |
$3.21M - $3.59M
|
19.8K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-27.3K- 3.49% |
$3.29M - $3.68M
|
757K
$109M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-27.4K- 83.59% |
$3.29M - $3.68M
|
5.37K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.3K- 93.52% |
$3.4M - $3.81M
|
1.96K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-28.6K- 15.51% |
$3.44M - $3.85M
|
156K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-31.8K- 16.46% |
$3.83M - $4.28M
|
162K
$23.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.3K- 20.27% |
$4.13M - $4.62M
|
135K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.5KClosed |
$4.27M - $4.78M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-35.9K- 2.4% |
$4.31M - $4.83M
|
1.46M
$211M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-36.3K- 55.49% |
$4.37M - $4.89M
|
29.1K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.1K- 18.17% |
$4.71M - $5.27M
|
176K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-39.8K- 13.4% |
$4.78M - $5.35M
|
257K
$37.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41.6K- 10.36% |
$5M - $5.6M
|
360K
$52.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-42.1K- 10.7% |
$5.07M - $5.67M
|
351K
$50.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.6K- 10.17% |
$5.85M - $6.55M
|
429K
$62.1M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-50.2K- 4.48% |
$6.04M - $6.76M
|
1.07M
$155M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.1K- 4.9% |
$6.14M - $6.87M
|
990K
$143M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-51.4K- 28.2% |
$6.19M - $6.92M
|
131K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-55.2K- 2.56% |
$6.64M - $7.43M
|
2.1M
$304M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-55.5K- 25.03% |
$6.68M - $7.47M
|
166K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-57K- 82.28% |
$6.86M - $7.67M
|
12.3K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60.6K- 75.98% |
$7.29M - $8.15M
|
19.2K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-60.6K- 11.07% |
$7.29M - $8.16M
|
487K
$70.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-69.2K- 5.34% |
$8.33M - $9.32M
|
1.23M
$177M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-87.3K- 97.79% |
$10.5M - $11.8M
|
1.97K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-111K- 5.46% |
$13.4M - $15M
|
1.92M
$278M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-118K- 84.14% |
$14.2M - $15.9M
|
22.3K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-119K- 27.01% |
$14.4M - $16.1M
|
323K
$46.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-125K- 96.97% |
$15M - $16.8M
|
3.9K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-126K- 15.17% |
$15.2M - $17M
|
705K
$102M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-159K- 12.1% |
$19.2M - $21.5M
|
1.16M
$167M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-163K- 72.19% |
$19.7M - $22M
|
62.9K
$9.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-184K- 81.42% |
$22.2M - $24.8M
|
42.1K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-231K- 2.19% |
$27.7M - $31M
|
10.3M
$1.49B
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-262K- 2.22% |
$31.5M - $35.3M
|
11.5M
$1.67B
|
|
|
Apr 11, 2025
Q1 2025
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-340K- 16.48% |
$40.9M - $45.8M
|
1.72M
$249M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-426K- 52.45% |
$51.3M - $57.4M
|
387K
$55.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-479K- 99.18% |
$57.6M - $64.4M
|
3.96K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-542K- 16.45% |
$65.2M - $72.9M
|
2.75M
$398M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-567K- 48.97% |
$68.2M - $76.3M
|
591K
$85.4M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-611K- 75.75% |
$73.5M - $82.3M
|
196K
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-704K- 33.64% |
$84.7M - $94.8M
|
1.39M
$201M
|