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 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
770+ 3.25% |
$92.6K - $104K
|
24.4K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
769+ 7.8% |
$92.5K - $104K
|
10.6K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
749+ 12.44% |
$90.1K - $101K
|
6.77K
$979K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
748+ 4.4% |
$90K - $101K
|
17.7K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
745+ 2.02% |
$89.6K - $100K
|
37.7K
$5.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
743+ 3.38% |
$89.4K - $100K
|
22.7K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
743+ 4.58% |
$89.4K - $100K
|
17K
$2.45M
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
740+ 26.17% |
$89K - $99.6K
|
3.57K
$516K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
731+ 575.59% |
$87.9K - $98.4K
|
858
$124K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
730+ 2.05% |
$87.8K - $98.3K
|
36.3K
$5.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
710+ 20.14% |
$85.4K - $95.6K
|
4.24K
$612K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
710+ 1510.64% |
$85.4K - $95.6K
|
757
$109K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
691+ 32.47% |
$83.1K - $93K
|
2.82K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
684+ 1.49% |
$82.3K - $92.1K
|
46.7K
$6.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
679+ 2.59% |
$81.7K - $91.4K
|
26.9K
$3.89M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
673+ 0.57% |
$81K - $90.6K
|
118K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
665+ 30.46% |
$80K - $89.5K
|
2.85K
$412K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
664+ 0.08% |
$79.9K - $89.4K
|
816K
$118M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
637+ 0.49% |
$76.6K - $85.7K
|
132K
$19M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
632+ 4.0% |
$76K - $85.1K
|
16.4K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
624+ 0.64% |
$75.1K - $84K
|
98.6K
$14.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
620+ 2.8% |
$74.6K - $83.5K
|
22.8K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
620+ 1.58% |
$74.6K - $83.5K
|
39.9K
$5.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
615+ 0.29% |
$74K - $82.8K
|
212K
$30.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
610+ 11.78% |
$73.4K - $82.1K
|
5.79K
$837K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
580+ 8.13% |
$69.8K - $78.1K
|
7.71K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
578+ 20.41% |
$69.5K - $77.8K
|
3.41K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
573+ 9.72% |
$68.9K - $77.1K
|
6.47K
$935K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
572+ 9.83% |
$68.8K - $77K
|
6.39K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
571+ 1.9% |
$68.7K - $76.9K
|
30.7K
$4.43M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
568New |
$68.3K - $76.5K
|
568
$82.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
564+ 18.53% |
$67.8K - $75.9K
|
3.61K
$522K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
564+ 2.62% |
$67.8K - $75.9K
|
22.1K
$3.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
556+ 3.45% |
$66.9K - $74.8K
|
16.7K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
547+ 0.27% |
$65.8K - $73.6K
|
205K
$29.7M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
532+ 10.44% |
$64K - $71.6K
|
5.63K
$814K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
527+ 5.17% |
$63.4K - $70.9K
|
10.7K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
523+ 163.44% |
$62.9K - $70.4K
|
843
$122K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
518+ 26.84% |
$62.3K - $69.7K
|
2.45K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
508+ 17.66% |
$61.1K - $68.4K
|
3.38K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
508+ 19.29% |
$61.1K - $68.4K
|
3.14K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
507+ 1.78% |
$61K - $68.2K
|
29K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
504+ 27.42% |
$60.6K - $67.8K
|
2.34K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
503+ 27.35% |
$60.5K - $67.7K
|
2.34K
$339K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$60.1K - $67.3K
|
500
$72.3K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
499+ 3.0% |
$60K - $67.2K
|
17.1K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
497New |
$59.8K - $66.9K
|
497
$71.9K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
485+ 1.38% |
$58.3K - $65.3K
|
35.6K
$5.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
482+ 23.69% |
$58K - $64.9K
|
2.52K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
482New |
$58K - $64.9K
|
482
$69.7K
|