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 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-177- 2.47% |
$19.1K - $23.9K
|
6.99K
$1.01M
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-178- 4.09% |
$19.2K - $24K
|
4.17K
$603K
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-188- 2.7% |
$20.3K - $25.4K
|
6.77K
$979K
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-190- 4.82% |
$20.5K - $25.7K
|
3.75K
$543K
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-195- 2.64% |
$21.1K - $26.3K
|
7.19K
$1.04M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-197- 0.64% |
$21.3K - $26.6K
|
30.7K
$4.44M
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-198- 8.07% |
$21.4K - $26.7K
|
2.26K
$326K
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-198- 1.12% |
$21.4K - $26.7K
|
17.5K
$2.54M
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-199- 0.36% |
$21.5K - $26.9K
|
55.3K
$8M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 4.37% |
$21.6K - $27K
|
4.38K
$633K
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 5.13% |
$21.6K - $27K
|
3.7K
$535K
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-203- 1.68% |
$21.9K - $27.4K
|
11.9K
$1.72M
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-211- 0.42% |
$22.8K - $28.5K
|
50.6K
$7.32M
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-212- 4.89% |
$22.9K - $28.6K
|
4.12K
$596K
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-215- 6.56% |
$23.2K - $29K
|
3.06K
$443K
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-225- 5.11% |
$24.3K - $30.4K
|
4.18K
$604K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-227- 0.79% |
$24.5K - $30.7K
|
28.3K
$4.1M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-228- 1.19% |
$24.7K - $30.8K
|
19K
$2.75M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-229- 2.04% |
$24.8K - $30.9K
|
11K
$1.59M
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-232- 1.87% |
$25.1K - $31.3K
|
12.2K
$1.76M
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-233- 0.92% |
$25.2K - $31.5K
|
25.1K
$3.63M
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-235- 2.84% |
$25.4K - $31.7K
|
8.05K
$1.16M
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-240- 0.68% |
$25.9K - $32.4K
|
35.3K
$5.1M
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-241- 4.98% |
$26.1K - $32.5K
|
4.6K
$665K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-244- 9.5% |
$26.4K - $32.9K
|
2.33K
$336K
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-244- 0.21% |
$26.4K - $32.9K
|
117K
$16.9M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-246- 4.36% |
$26.6K - $33.2K
|
5.4K
$780K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-248- 43.66% |
$26.8K - $33.5K
|
320
$46.3K
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-251- 1.83% |
$27.1K - $33.9K
|
13.5K
$1.95M
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-254- 4.59% |
$27.5K - $34.3K
|
5.28K
$764K
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-254- 5.23% |
$27.5K - $34.3K
|
4.6K
$665K
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-256- 8.56% |
$27.7K - $34.6K
|
2.74K
$396K
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-263- 2.03% |
$28.4K - $35.5K
|
12.7K
$1.84M
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-267- 6.66% |
$28.9K - $36.1K
|
3.74K
$541K
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-269- 1.14% |
$29.1K - $36.3K
|
23.4K
$3.38M
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-269- 65.93% |
$29.1K - $36.3K
|
139
$20.1K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-274- 4.02% |
$29.6K - $37K
|
6.55K
$946K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-275- 29.89% |
$29.7K - $37.1K
|
645
$93.3K
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-276- 3.15% |
$29.8K - $37.3K
|
8.48K
$1.23M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-280- 3.21% |
$30.3K - $37.8K
|
8.43K
$1.22M
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-280- 8.73% |
$30.3K - $37.8K
|
2.93K
$423K
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-288- 13.11% |
$31.1K - $38.9K
|
1.91K
$276K
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-296- 8.45% |
$32K - $40K
|
3.21K
$464K
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-299- 7.84% |
$32.3K - $40.4K
|
3.51K
$508K
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-306- 0.41% |
$33.1K - $41.3K
|
73.8K
$10.7M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-311- 1.65% |
$33.6K - $42K
|
18.5K
$2.67M
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-317- 1.58% |
$34.3K - $42.8K
|
19.8K
$2.86M
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-320- 14.9% |
$34.6K - $43.2K
|
1.83K
$264K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-321- 83.59% |
$34.7K - $43.3K
|
63
$9.11K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-323- 12.72% |
$34.9K - $43.6K
|
2.22K
$321K
|