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 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-35- 52.24% |
$4.21K - $4.71K
|
32
$3.67K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 0.19% |
$4.81K - $5.38K
|
20.6K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-50- 2.3% |
$6.01K - $6.73K
|
2.12K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-64- 1.55% |
$7.7K - $8.61K
|
4.07K
$468K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-66- 1.85% |
$7.94K - $8.88K
|
3.5K
$402K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-92- 0.74% |
$11.1K - $12.4K
|
12.4K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-99- 5.6% |
$11.9K - $13.3K
|
1.67K
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-111- 4.01% |
$13.4K - $14.9K
|
2.65K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-154- 5.44% |
$18.5K - $20.7K
|
2.68K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-154- 5.46% |
$18.5K - $20.7K
|
2.66K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-158- 2.26% |
$19K - $21.3K
|
6.82K
$783K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-167- 1.54% |
$20.1K - $22.5K
|
10.7K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-169- 1.92% |
$20.3K - $22.7K
|
8.65K
$993K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-178- 0.1% |
$21.4K - $24K
|
186K
$21.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-186- 4.14% |
$22.4K - $25K
|
4.31K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-189- 2.52% |
$22.7K - $25.4K
|
7.32K
$841K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-205- 7.21% |
$24.7K - $27.6K
|
2.64K
$303K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-210- 9.42% |
$25.3K - $28.3K
|
2.02K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-220- 2.59% |
$26.5K - $29.6K
|
8.29K
$951K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-224- 6.12% |
$26.9K - $30.2K
|
3.44K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-227- 1.34% |
$27.3K - $30.6K
|
16.8K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-275- 38.9% |
$33.1K - $37K
|
432
$49.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-300- 63.56% |
$36.1K - $40.4K
|
172
$19.7K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-301- 8.67% |
$36.2K - $40.5K
|
3.17K
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-335- 11.7% |
$40.3K - $45.1K
|
2.53K
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-351- 13.75% |
$42.2K - $47.2K
|
2.2K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-361- 0.57% |
$43.4K - $48.6K
|
63.1K
$7.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-368- 10.14% |
$44.3K - $49.5K
|
3.26K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-369- 5.88% |
$44.4K - $49.7K
|
5.91K
$678K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-387- 1.97% |
$46.6K - $52.1K
|
19.2K
$2.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-412- 9.4% |
$49.6K - $55.5K
|
3.97K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-417- 8.54% |
$50.2K - $56.1K
|
4.46K
$513K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-432- 6.98% |
$52K - $58.1K
|
5.76K
$661K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-439- 2.51% |
$52.8K - $59.1K
|
17K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-459- 8.83% |
$55.2K - $61.8K
|
4.74K
$544K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-463- 0.22% |
$55.7K - $62.3K
|
214K
$24.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-472- 2.4% |
$56.8K - $63.5K
|
19.2K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-483- 7.98% |
$58.1K - $65K
|
5.57K
$639K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-499- 8.57% |
$60K - $67.2K
|
5.32K
$611K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-508- 0.38% |
$61.1K - $68.4K
|
134K
$15.4M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-530- 0.94% |
$63.8K - $71.3K
|
55.9K
$6.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-747- 0.16% |
$89.9K - $101K
|
466K
$53.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-750- 26.27% |
$90.2K - $101K
|
2.11K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-759- 4.97% |
$91.3K - $102K
|
14.5K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-840- 4.08% |
$101K - $113K
|
19.7K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-865- 5.86% |
$104K - $116K
|
13.9K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-875- 1.39% |
$105K - $118K
|
62K
$7.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-888- 1.66% |
$107K - $120K
|
52.5K
$6.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-894- 9.76% |
$108K - $120K
|
8.27K
$949K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-944- 4.5% |
$114K - $127K
|
20.1K
$2.3M
|