Purchases and Sales Made in Q2 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 Q2 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 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.25MNew |
$243M - $303M
|
2.25M
$325M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.96M+ 80.69% |
$212M - $265M
|
4.39M
$635M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
681K+ 1.16% |
$73.6M - $92M
|
59.3M
$8.57B
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
484KNew |
$52.3M - $65.3M
|
484K
$70M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
482K+ 44663.33% |
$52.2M - $65.1M
|
483K
$69.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
471K+ 352.17% |
$50.9M - $63.6M
|
605K
$87.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
291K+ 55.43% |
$31.5M - $39.3M
|
817K
$118M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
271K+ 2.9% |
$29.3M - $36.6M
|
9.61M
$1.39B
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
247K+ 27.36% |
$26.7M - $33.4M
|
1.15M
$166M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
242K+ 8.79% |
$26.1M - $32.7M
|
2.99M
$433M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 4.04% |
$23M - $28.7M
|
5.47M
$790M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
172K+ 662.23% |
$18.6M - $23.2M
|
198K
$28.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
163KNew |
$17.6M - $22M
|
163K
$23.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
163K+ 4171.79% |
$17.6M - $22M
|
167K
$24.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
154K+ 4.06% |
$16.6M - $20.7M
|
3.94M
$569M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
151K+ 2359.64% |
$16.3M - $20.4M
|
157K
$22.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
148K+ 73.34% |
$16.1M - $20M
|
351K
$50.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
148KNew |
$16M - $20M
|
148K
$21.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
148K+ 14.29% |
$16M - $20M
|
1.19M
$171M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
146K+ 37.67% |
$15.7M - $19.7M
|
532K
$76.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
140K+ 18.92% |
$15.1M - $18.9M
|
879K
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
135K+ 15.67% |
$14.6M - $18.3M
|
999K
$144M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 1.3% |
$14.5M - $18.1M
|
10.4M
$1.51B
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
132K+ 12.37% |
$14.3M - $17.9M
|
1.2M
$174M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
116K+ 9055.24% |
$12.5M - $15.6M
|
117K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 188.94% |
$11.2M - $14M
|
159K
$23M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
104K+ 4.09% |
$11.2M - $14M
|
2.65M
$383M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
98.9K+ 10.3% |
$10.7M - $13.4M
|
1.06M
$153M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
91.3K+ 297.03% |
$9.87M - $12.3M
|
122K
$17.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
91.1K+ 1777.69% |
$9.85M - $12.3M
|
96.3K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
87.2KNew |
$9.43M - $11.8M
|
87.2K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
81.6KNew |
$8.82M - $11M
|
81.6K
$11.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
78.3K+ 3.06% |
$8.46M - $10.6M
|
2.64M
$382M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
75.6K+ 68.33% |
$8.18M - $10.2M
|
186K
$26.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
73.7K+ 1.81% |
$7.96M - $9.95M
|
4.14M
$599M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.1K+ 11.36% |
$7.69M - $9.61M
|
698K
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
64.3K+ 325.27% |
$6.95M - $8.68M
|
84K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
64.1K+ 1154.08% |
$6.93M - $8.65M
|
69.6K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
63.4KNew |
$6.86M - $8.57M
|
63.4K
$9.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
58.7K+ 306.3% |
$6.34M - $7.92M
|
77.8K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.2KNew |
$6.19M - $7.73M
|
57.2K
$8.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
57.1KNew |
$6.17M - $7.7M
|
57.1K
$8.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
53.5K+ 33.05% |
$5.78M - $7.22M
|
215K
$31.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
49.9K+ 4.21% |
$5.4M - $6.74M
|
1.24M
$179M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49.1K+ 6.02% |
$5.31M - $6.63M
|
865K
$125M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.8K+ 1.37% |
$5.17M - $6.45M
|
3.54M
$512M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
45.4K+ 20.8% |
$4.91M - $6.13M
|
264K
$38.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
45.1K+ 21.56% |
$4.87M - $6.09M
|
254K
$36.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.3K+ 26.49% |
$4.58M - $5.72M
|
202K
$29.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
40.8K+ 1619.83% |
$4.41M - $5.5M
|
43.3K
$6.26M
|