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 |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.36K+ 0.49% |
$163K - $183K
|
278K
$40.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.34K+ 63.58% |
$161K - $180K
|
3.45K
$498K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 18.41% |
$161K - $180K
|
8.59K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.32K+ 5.53% |
$159K - $178K
|
25.2K
$3.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
1.29K+ 2.34% |
$156K - $174K
|
56.6K
$8.19M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1.23K+ 1.36% |
$147K - $165K
|
91.1K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
1.22KNew |
$147K - $164K
|
1.22K
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.21K+ 20.48% |
$145K - $163K
|
7.11K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.21KNew |
$145K - $163K
|
1.21K
$175K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.2K+ 23.11% |
$144K - $162K
|
6.39K
$924K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 15.98% |
$142K - $158K
|
8.54K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.16K+ 3.38% |
$140K - $156K
|
35.5K
$5.13M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.16K+ 29.29% |
$139K - $156K
|
5.11K
$739K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.14K+ 24.98% |
$137K - $153K
|
5.69K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 0.22% |
$134K - $150K
|
497K
$71.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 1.85% |
$134K - $150K
|
61.2K
$8.85M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.11K+ 25.18% |
$134K - $150K
|
5.53K
$799K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.06K+ 44.85% |
$128K - $143K
|
3.43K
$496K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.06K+ 18.47% |
$127K - $142K
|
6.79K
$981K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.04K+ 55.02% |
$125K - $140K
|
2.93K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.03K+ 0.79% |
$124K - $139K
|
132K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 105.7% |
$123K - $137K
|
1.99K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.01K+ 7.12% |
$121K - $136K
|
15.2K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1K+ 3853.85% |
$121K - $135K
|
1.03K
$149K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1KNew |
$120K - $135K
|
1K
$145K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
987+ 4.97% |
$119K - $133K
|
20.9K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
980+ 6.24% |
$118K - $132K
|
16.7K
$2.41M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
980+ 13.75% |
$118K - $132K
|
8.11K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
976+ 67.13% |
$117K - $131K
|
2.43K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
968+ 1.6% |
$116K - $130K
|
61.4K
$8.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
963+ 0.78% |
$116K - $130K
|
125K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
959New |
$115K - $129K
|
959
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
958+ 3.9% |
$115K - $129K
|
25.5K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
950New |
$114K - $128K
|
950
$137K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
910+ 11.32% |
$109K - $122K
|
8.95K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
902+ 7.81% |
$109K - $121K
|
12.4K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
899+ 7.3% |
$108K - $121K
|
13.2K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
898+ 5.25% |
$108K - $121K
|
18K
$2.6M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
896New |
$108K - $121K
|
896
$130K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
857+ 10.22% |
$103K - $115K
|
9.24K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
853New |
$103K - $115K
|
853
$123K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
849+ 0.97% |
$102K - $114K
|
88.2K
$12.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
845+ 17.62% |
$102K - $114K
|
5.64K
$816K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
844+ 10.2% |
$102K - $114K
|
9.12K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
820+ 16.06% |
$98.6K - $110K
|
5.93K
$857K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
816+ 0.96% |
$98.2K - $110K
|
86.2K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
815New |
$98K - $110K
|
815
$118K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
812+ 16.58% |
$97.7K - $109K
|
5.71K
$826K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
774+ 1.91% |
$93.1K - $104K
|
41.3K
$5.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
772+ 5.9% |
$92.9K - $104K
|
13.9K
$2M
|