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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.96M+ 80.69% |
$212M - $265M
|
4.39M
$610M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
291K+ 55.43% |
$31.5M - $39.3M
|
817K
$114M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
242K+ 8.79% |
$26.1M - $32.7M
|
2.99M
$416M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
172K+ 662.23% |
$18.6M - $23.2M
|
198K
$27.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
163KNew |
$17.6M - $22M
|
163K
$22.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
154K+ 4.06% |
$16.6M - $20.7M
|
3.94M
$547M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
151K+ 2359.64% |
$16.3M - $20.4M
|
157K
$21.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
148K+ 73.34% |
$16.1M - $20M
|
351K
$48.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
148KNew |
$16M - $20M
|
148K
$20.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
148K+ 14.29% |
$16M - $20M
|
1.19M
$165M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
140K+ 18.92% |
$15.1M - $18.9M
|
879K
$122M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
132K+ 12.37% |
$14.3M - $17.9M
|
1.2M
$167M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
104K+ 4.09% |
$11.2M - $14M
|
2.65M
$368M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
98.9K+ 10.3% |
$10.7M - $13.4M
|
1.06M
$147M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
91.1K+ 1777.69% |
$9.85M - $12.3M
|
96.3K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
87.2KNew |
$9.43M - $11.8M
|
87.2K
$12.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
78.3K+ 3.06% |
$8.46M - $10.6M
|
2.64M
$367M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
73.7K+ 1.81% |
$7.96M - $9.95M
|
4.14M
$576M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.1K+ 11.36% |
$7.69M - $9.61M
|
698K
$97M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
58.7K+ 306.3% |
$6.34M - $7.92M
|
77.8K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
53.5K+ 33.05% |
$5.78M - $7.22M
|
215K
$29.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
49.9K+ 4.21% |
$5.4M - $6.74M
|
1.24M
$172M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49.1K+ 6.02% |
$5.31M - $6.63M
|
865K
$120M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.8K+ 1.37% |
$5.17M - $6.45M
|
3.54M
$492M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
45.4K+ 20.8% |
$4.91M - $6.13M
|
264K
$36.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
40.8K+ 1619.83% |
$4.41M - $5.5M
|
43.3K
$6.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39K+ 90.69% |
$4.22M - $5.26M
|
82K
$11.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
36.1K+ 53.68% |
$3.9M - $4.87M
|
103K
$14.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.1K+ 107.86% |
$3.25M - $4.06M
|
57.9K
$8.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
28.3KNew |
$3.06M - $3.83M
|
28.3K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27.8K+ 457.43% |
$3.01M - $3.76M
|
33.9K
$4.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$2.88M - $3.6M
|
26.7K
$3.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
25.3KNew |
$2.74M - $3.42M
|
25.3K
$3.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.9K+ 70.52% |
$2.58M - $3.22M
|
57.7K
$8.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.9K+ 14.12% |
$2.58M - $3.22M
|
193K
$26.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
23.7KNew |
$2.56M - $3.2M
|
23.7K
$3.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
22.1K+ 16.62% |
$2.39M - $2.99M
|
155K
$21.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.7K+ 16.5% |
$2.35M - $2.93M
|
153K
$21.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 4.32% |
$2.33M - $2.91M
|
521K
$72.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
20.9K+ 71.3% |
$2.26M - $2.82M
|
50.1K
$6.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.9K+ 311.95% |
$2.16M - $2.69M
|
26.3K
$3.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 72.3% |
$2.13M - $2.67M
|
47.1K
$6.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.5KNew |
$2.11M - $2.64M
|
19.5K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
18.8K+ 112.63% |
$2.03M - $2.54M
|
35.5K
$4.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18.7K+ 11.5% |
$2.02M - $2.52M
|
181K
$25.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
18.6K+ 6.06% |
$2.01M - $2.51M
|
326K
$45.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.9K+ 96.06% |
$1.94M - $2.42M
|
36.6K
$5.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
17.2K+ 21.92% |
$1.86M - $2.33M
|
95.8K
$13.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
16.5K+ 83.78% |
$1.79M - $2.23M
|
36.3K
$5.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 342.14% |
$1.79M - $2.23M
|
21.4K
$2.97M
|