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
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-333- 0.67% |
$36K - $45K
|
49.4K
$7.14M
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-334- 4.89% |
$36.1K - $45.1K
|
6.49K
$939K
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-336- 8.48% |
$36.3K - $45.4K
|
3.63K
$525K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-341- 6.41% |
$36.9K - $46K
|
4.98K
$720K
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-341- 15.14% |
$36.9K - $46K
|
1.91K
$276K
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-342- 2.52% |
$37K - $46.2K
|
13.2K
$1.91M
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-349- 6.81% |
$37.7K - $47.1K
|
4.78K
$691K
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-350- 6.13% |
$37.8K - $47.3K
|
5.36K
$775K
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-367- 0.79% |
$39.7K - $49.6K
|
46K
$6.65M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-367- 6.9% |
$39.7K - $49.6K
|
4.95K
$716K
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-368- 2.18% |
$39.8K - $49.7K
|
16.5K
$2.39M
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-370- 0.83% |
$40K - $50K
|
44K
$6.36M
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-370- 2.65% |
$40K - $50K
|
13.6K
$1.96M
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-380- 9.95% |
$41.1K - $51.3K
|
3.44K
$497K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-382- 5.06% |
$41.3K - $51.6K
|
7.16K
$1.04M
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-388- 19.2% |
$42K - $52.4K
|
1.63K
$236K
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-398- 3.72% |
$43K - $53.7K
|
10.3K
$1.49M
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 19.0% |
$43.2K - $54K
|
1.71K
$247K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-402- 2.61% |
$43.5K - $54.3K
|
15K
$2.17M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-402- 11.18% |
$43.5K - $54.3K
|
3.19K
$462K
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-407- 0.12% |
$44K - $55K
|
329K
$47.6M
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-414- 46.21% |
$44.8K - $55.9K
|
482
$69.7K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-419- 40.64% |
$45.3K - $56.6K
|
612
$88.5K
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-424- 0.76% |
$45.8K - $57.3K
|
55K
$7.95M
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-425- 5.38% |
$46K - $57.4K
|
7.48K
$1.08M
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-428- 15.09% |
$46.3K - $57.8K
|
2.41K
$348K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-432- 0.12% |
$46.7K - $58.3K
|
365K
$52.7M
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-433- 75.57% |
$46.8K - $58.5K
|
140
$20.2K
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-438- 0.95% |
$47.4K - $59.1K
|
45.7K
$6.61M
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-441- 18.89% |
$47.7K - $59.6K
|
1.89K
$274K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-444- 29.64% |
$48K - $60K
|
1.05K
$152K
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-470- 0.52% |
$50.8K - $63.5K
|
89.1K
$12.9M
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-493- 3.0% |
$53.3K - $66.6K
|
15.9K
$2.3M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-499- 0.68% |
$54K - $67.4K
|
72.7K
$10.5M
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-503- 22.58% |
$54.4K - $67.9K
|
1.73K
$249K
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-504- 8.95% |
$54.5K - $68.1K
|
5.13K
$741K
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-515- 0.96% |
$55.7K - $69.5K
|
53K
$7.67M
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-525- 7.38% |
$56.8K - $70.9K
|
6.59K
$953K
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-527- 11.92% |
$57K - $71.2K
|
3.89K
$563K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-529- 1.08% |
$57.2K - $71.4K
|
48.5K
$7.01M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-529- 22.78% |
$57.2K - $71.4K
|
1.79K
$259K
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-530- 0.55% |
$57.3K - $71.6K
|
96.2K
$13.9M
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-540- 1.06% |
$58.4K - $72.9K
|
50.4K
$7.29M
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-540- 14.61% |
$58.4K - $72.9K
|
3.16K
$456K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-547- 0.43% |
$59.1K - $73.9K
|
128K
$18.5M
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-578- 16.2% |
$62.5K - $78.1K
|
2.99K
$432K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-589- 6.83% |
$63.7K - $79.5K
|
8.04K
$1.16M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-594- 1.89% |
$64.2K - $80.2K
|
30.9K
$4.46M
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-600- 0.41% |
$64.9K - $81K
|
147K
$21.2M
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-600- 12.98% |
$64.9K - $81K
|
4.02K
$582K
|