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 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
405+ 8.76% |
$43.8K - $54.7K
|
5.03K
$727K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
398+ 1.15% |
$43K - $53.7K
|
35.1K
$5.08M
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
394+ 10.32% |
$42.6K - $53.2K
|
4.21K
$609K
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
390+ 14.97% |
$42.2K - $52.7K
|
3K
$433K
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
386+ 30.88% |
$41.7K - $52.1K
|
1.64K
$237K
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
376+ 167.11% |
$40.7K - $50.8K
|
601
$86.9K
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
365+ 6.91% |
$39.5K - $49.3K
|
5.64K
$816K
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
365+ 36500.0% |
$39.5K - $49.3K
|
366
$52.9K
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
364+ 0.39% |
$39.4K - $49.2K
|
93.8K
$13.6M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
363+ 3.26% |
$39.2K - $49K
|
11.5K
$1.66M
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
345+ 13.06% |
$37.3K - $46.6K
|
2.99K
$432K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
342New |
$37K - $46.2K
|
342
$49.4K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
341+ 0.36% |
$36.9K - $46K
|
95.4K
$13.8M
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
325+ 82.91% |
$35.1K - $43.9K
|
717
$104K
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
324+ 17.38% |
$35K - $43.8K
|
2.19K
$316K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
318+ 8.75% |
$34.4K - $42.9K
|
3.95K
$571K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
316+ 3.36% |
$34.2K - $42.7K
|
9.73K
$1.41M
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
315+ 0.76% |
$34.1K - $42.5K
|
41.6K
$6.02M
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
312+ 64.73% |
$33.7K - $42.1K
|
794
$115K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
299+ 14950.0% |
$32.3K - $40.4K
|
301
$43.5K
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
299+ 12.71% |
$32.3K - $40.4K
|
2.65K
$383K
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
282New |
$30.5K - $38.1K
|
282
$40.8K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
277+ 1.35% |
$29.9K - $37.4K
|
20.9K
$3.02M
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
276+ 5.32% |
$29.8K - $37.3K
|
5.47K
$790K
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
275+ 14.41% |
$29.7K - $37.1K
|
2.18K
$316K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
270+ 3.42% |
$29.2K - $36.5K
|
8.17K
$1.18M
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
266+ 0.09% |
$28.8K - $35.9K
|
289K
$41.8M
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
266+ 15.77% |
$28.8K - $35.9K
|
1.95K
$282K
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
257+ 8.6% |
$27.8K - $34.7K
|
3.25K
$469K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
256+ 2.36% |
$27.7K - $34.6K
|
11.1K
$1.6M
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$27K - $33.8K
|
250
$36.1K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
249+ 1.55% |
$26.9K - $33.6K
|
16.3K
$2.36M
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
247+ 0.9% |
$26.7K - $33.4K
|
27.6K
$3.99M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
238+ 0.22% |
$25.7K - $32.1K
|
107K
$15.5M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
237+ 1.68% |
$25.6K - $32K
|
14.3K
$2.07M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
233+ 12.47% |
$25.2K - $31.5K
|
2.1K
$304K
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
233+ 14.1% |
$25.2K - $31.5K
|
1.89K
$273K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
229+ 2.37% |
$24.8K - $30.9K
|
9.88K
$1.43M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
225+ 11.42% |
$24.3K - $30.4K
|
2.2K
$317K
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
219+ 0.27% |
$23.7K - $29.6K
|
80.4K
$11.6M
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
216+ 9.94% |
$23.4K - $29.2K
|
2.39K
$346K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
214+ 43.67% |
$23.1K - $28.9K
|
704
$102K
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
209+ 4.37% |
$22.6K - $28.2K
|
4.99K
$722K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
207+ 6.01% |
$22.4K - $28K
|
3.65K
$528K
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
201+ 1.5% |
$21.7K - $27.1K
|
13.6K
$1.97M
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
199+ 0.41% |
$21.5K - $26.9K
|
48.8K
$7.05M
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
192+ 1.49% |
$20.8K - $25.9K
|
13K
$1.89M
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
190+ 0.74% |
$20.5K - $25.7K
|
26K
$3.75M
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
189+ 9.32% |
$20.4K - $25.5K
|
2.22K
$321K
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
179+ 9.04% |
$19.4K - $24.2K
|
2.16K
$312K
|