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 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
175+ 6.2% |
$18.9K - $23.6K
|
3K
$433K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
172New |
$18.6K - $23.2K
|
172
$24.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
168+ 4.41% |
$18.2K - $22.7K
|
3.98K
$575K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
164+ 3.49% |
$17.7K - $22.1K
|
4.86K
$702K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
164+ 4.02% |
$17.7K - $22.1K
|
4.24K
$613K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
163+ 0.28% |
$17.6K - $22K
|
59.3K
$8.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
159+ 3.79% |
$17.2K - $21.5K
|
4.36K
$630K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
156+ 6.2% |
$16.9K - $21.1K
|
2.67K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
154+ 5.65% |
$16.7K - $20.8K
|
2.88K
$417K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
147+ 2.44% |
$15.9K - $19.9K
|
6.18K
$894K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
142+ 1.88% |
$15.4K - $19.2K
|
7.68K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140+ 0.15% |
$15.1K - $18.9K
|
91.7K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
139New |
$15K - $18.8K
|
139
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139+ 16.49% |
$15K - $18.8K
|
982
$142K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
137+ 0.48% |
$14.8K - $18.5K
|
28.4K
$4.11M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
137+ 49.82% |
$14.8K - $18.5K
|
412
$59.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136+ 52.51% |
$14.7K - $18.4K
|
395
$57.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
128+ 0.77% |
$13.8K - $17.3K
|
16.8K
$2.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
127+ 7.11% |
$13.7K - $17.2K
|
1.91K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
124+ 2.94% |
$13.4K - $16.7K
|
4.34K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
115+ 1.08% |
$12.4K - $15.5K
|
10.8K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
115+ 1.32% |
$12.4K - $15.5K
|
8.83K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
112+ 4.04% |
$12.1K - $15.1K
|
2.88K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
112+ 0.28% |
$12.1K - $15.1K
|
40.7K
$5.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
111+ 1.51% |
$12K - $15K
|
7.44K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
111+ 5.15% |
$12K - $15K
|
2.27K
$328K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
110+ 1.93% |
$11.9K - $14.9K
|
5.8K
$838K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
109+ 0.7% |
$11.8K - $14.7K
|
15.6K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
109+ 2.38% |
$11.8K - $14.7K
|
4.68K
$677K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
104+ 2.89% |
$11.2K - $14K
|
3.7K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
104+ 0.83% |
$11.2K - $14K
|
12.7K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 3.33% |
$10.8K - $13.5K
|
3.1K
$448K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
96+ 1.46% |
$10.4K - $13K
|
6.68K
$965K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
94+ 0.81% |
$10.2K - $12.7K
|
11.7K
$1.69M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
93+ 1.56% |
$10.1K - $12.6K
|
6.05K
$874K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
93+ 3.4% |
$10.1K - $12.6K
|
2.83K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
93+ 4.91% |
$10.1K - $12.6K
|
1.99K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
93+ 0.56% |
$10.1K - $12.6K
|
16.7K
$2.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
93+ 0.56% |
$10.1K - $12.6K
|
16.8K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
92+ 8.21% |
$9.95K - $12.4K
|
1.21K
$175K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
89+ 0.89% |
$9.62K - $12K
|
10.1K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
87+ 4.3% |
$9.41K - $11.7K
|
2.11K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84New |
$9.08K - $11.3K
|
84
$12.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
84+ 0.16% |
$9.08K - $11.3K
|
53.1K
$7.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.47% |
$8.76K - $10.9K
|
5.59K
$809K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
79+ 0.29% |
$8.54K - $10.7K
|
27K
$3.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
79+ 4.25% |
$8.54K - $10.7K
|
1.94K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
74+ 1.48% |
$8K - $9.99K
|
5.07K
$734K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
74New |
$8K - $9.99K
|
74
$10.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
71+ 4.14% |
$7.68K - $9.59K
|
1.79K
$258K
|