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 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-83- 3.69% |
$8.97K - $11.2K
|
2.17K
$314K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-84- 0.28% |
$9.08K - $11.3K
|
30.3K
$4.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-86- 2.97% |
$9.3K - $11.6K
|
2.81K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-88- 4.38% |
$9.51K - $11.9K
|
1.92K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-90- 3.61% |
$9.73K - $12.2K
|
2.4K
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-91- 0.61% |
$9.84K - $12.3K
|
14.9K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-92- 1.83% |
$9.95K - $12.4K
|
4.94K
$714K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-95- 18.74% |
$10.3K - $12.8K
|
412
$59.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 2.75% |
$10.3K - $12.8K
|
3.36K
$486K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-97- 8.99% |
$10.5K - $13.1K
|
982
$142K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-98- 15.15% |
$10.6K - $13.2K
|
549
$79.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-99- 3.67% |
$10.7K - $13.4K
|
2.6K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-100- 0.65% |
$10.8K - $13.5K
|
15.3K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-100- 37.74% |
$10.8K - $13.5K
|
165
$23.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-102- 2.03% |
$11K - $13.8K
|
4.93K
$713K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-103- 1.8% |
$11.1K - $13.9K
|
5.62K
$813K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-107- 0.25% |
$11.6K - $14.4K
|
43K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-108- 1.17% |
$11.7K - $14.6K
|
9.14K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-108- 4.14% |
$11.7K - $14.6K
|
2.5K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-112- 2.62% |
$12.1K - $15.1K
|
4.16K
$601K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-112- 2.33% |
$12.1K - $15.1K
|
4.7K
$680K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-113- 4.22% |
$12.2K - $15.3K
|
2.57K
$371K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-113- 1.16% |
$12.2K - $15.3K
|
9.67K
$1.4M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-115- 2.43% |
$12.4K - $15.5K
|
4.62K
$668K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-119- 1.95% |
$12.9K - $16.1K
|
6K
$867K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-119- 1.41% |
$12.9K - $16.1K
|
8.32K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-120- 4.15% |
$13K - $16.2K
|
2.77K
$401K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-120- 3.12% |
$13K - $16.2K
|
3.73K
$539K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-121- 2.6% |
$13.1K - $16.3K
|
4.53K
$655K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-123- 1.97% |
$13.3K - $16.6K
|
6.12K
$885K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-124- 0.84% |
$13.4K - $16.7K
|
14.6K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-127- 3.89% |
$13.7K - $17.2K
|
3.13K
$453K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-134- 0.12% |
$14.5K - $18.1K
|
109K
$15.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-135- 3.97% |
$14.6K - $18.2K
|
3.27K
$473K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-136- 4.96% |
$14.7K - $18.4K
|
2.61K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-137- 3.57% |
$14.8K - $18.5K
|
3.7K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-139- 1.55% |
$15K - $18.8K
|
8.85K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-143- 0.17% |
$15.5K - $19.3K
|
81.6K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-143- 1.43% |
$15.5K - $19.3K
|
9.83K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-145- 3.14% |
$15.7K - $19.6K
|
4.47K
$646K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-147- 2.55% |
$15.9K - $19.9K
|
5.61K
$811K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 22.87% |
$16.2K - $20.3K
|
506
$73.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-150- 2.96% |
$16.2K - $20.3K
|
4.91K
$710K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-151- 7.62% |
$16.3K - $20.4K
|
1.83K
$265K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-156- 3.08% |
$16.9K - $21.1K
|
4.91K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 6.16% |
$17.7K - $22.1K
|
2.5K
$361K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-164- 34.6% |
$17.7K - $22.1K
|
310
$44.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-165- 0.27% |
$17.8K - $22.3K
|
61.8K
$8.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-165- 0.33% |
$17.8K - $22.3K
|
49.6K
$7.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-167- 0.39% |
$18.1K - $22.6K
|
42.5K
$6.15M
|