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 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
69+ 0.79% |
$7.46K - $9.32K
|
8.78K
$1.27M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
67+ 3.45% |
$7.24K - $9.05K
|
2.01K
$291K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
65+ 0.66% |
$7.03K - $8.78K
|
9.92K
$1.43M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
63New |
$6.81K - $8.51K
|
63
$9.11K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 3.25% |
$6.81K - $8.51K
|
2K
$290K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
61+ 0.5% |
$6.6K - $8.24K
|
12.2K
$1.77M
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
61+ 2.16% |
$6.6K - $8.24K
|
2.88K
$416K
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
59+ 0.23% |
$6.38K - $7.97K
|
26K
$3.76M
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
59+ 1.04% |
$6.38K - $7.97K
|
5.75K
$832K
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
58New |
$6.27K - $7.83K
|
58
$8.39K
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
58+ 0.94% |
$6.27K - $7.83K
|
6.21K
$898K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
57+ 3.45% |
$6.16K - $7.7K
|
1.71K
$247K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
51+ 42.86% |
$5.51K - $6.89K
|
170
$24.6K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50+ 1.02% |
$5.41K - $6.75K
|
4.94K
$715K
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50+ 11.42% |
$5.41K - $6.75K
|
488
$70.6K
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
49+ 1.75% |
$5.3K - $6.62K
|
2.85K
$412K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
47+ 0.12% |
$5.08K - $6.35K
|
38.5K
$5.57M
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
45+ 1.37% |
$4.87K - $6.08K
|
3.33K
$482K
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
44+ 0.26% |
$4.76K - $5.94K
|
16.7K
$2.41M
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 1.68% |
$4.54K - $5.67K
|
2.55K
$369K
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
42+ 18.18% |
$4.54K - $5.67K
|
273
$39.5K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
41+ 2.46% |
$4.43K - $5.54K
|
1.71K
$247K
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 0.82% |
$4.22K - $5.27K
|
4.8K
$694K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36+ 0.65% |
$3.89K - $4.86K
|
5.61K
$810K
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
35+ 1.6% |
$3.78K - $4.73K
|
2.23K
$322K
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34+ 1.55% |
$3.68K - $4.59K
|
2.23K
$322K
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
33+ 1.0% |
$3.57K - $4.46K
|
3.34K
$482K
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
33+ 0.3% |
$3.57K - $4.46K
|
11K
$1.59M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
32+ 0.49% |
$3.46K - $4.32K
|
6.5K
$940K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
31+ 0.11% |
$3.35K - $4.19K
|
28.1K
$4.07M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
29+ 10.98% |
$3.14K - $3.92K
|
293
$42.4K
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
28+ 0.29% |
$3.03K - $3.78K
|
9.58K
$1.39M
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28+ 0.33% |
$3.03K - $3.78K
|
8.62K
$1.25M
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
28+ 0.27% |
$3.03K - $3.78K
|
10.3K
$1.5M
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.25% |
$2.92K - $3.65K
|
10.7K
$1.54M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 1.17% |
$2.92K - $3.65K
|
2.33K
$336K
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
26+ 0.15% |
$2.81K - $3.51K
|
17.1K
$2.47M
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
25+ 0.29% |
$2.7K - $3.38K
|
8.67K
$1.25M
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
24+ 0.64% |
$2.59K - $3.24K
|
3.8K
$550K
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
23+ 0.01% |
$2.49K - $3.11K
|
166K
$24M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
20+ 8.06% |
$2.16K - $2.7K
|
268
$38.8K
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.12% |
$2.05K - $2.57K
|
15.4K
$2.22M
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18+ 0.6% |
$1.95K - $2.43K
|
3.03K
$439K
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 0.31% |
$1.95K - $2.43K
|
5.8K
$838K
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
17+ 0.27% |
$1.84K - $2.3K
|
6.42K
$928K
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
16+ 0.08% |
$1.73K - $2.16K
|
20.6K
$2.98M
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 0.26% |
$1.62K - $2.03K
|
5.8K
$839K
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14+ 0.3% |
$1.51K - $1.89K
|
4.72K
$683K
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.02% |
$1.51K - $1.89K
|
63.1K
$9.12M
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
13+ 0.69% |
$1.41K - $1.76K
|
1.89K
$273K
|