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 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-605- 1.19% |
$65.4K - $81.7K
|
50.2K
$7.25M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-605- 1.71% |
$65.4K - $81.7K
|
34.9K
$5.04M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-609- 19.53% |
$65.8K - $82.2K
|
2.51K
$363K
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-610- 1.32% |
$66K - $82.4K
|
45.7K
$6.61M
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-631- 4.21% |
$68.2K - $85.2K
|
14.4K
$2.08M
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-634- 15.57% |
$68.5K - $85.6K
|
3.44K
$497K
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-639- 0.14% |
$69.1K - $86.3K
|
464K
$67.1M
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-673- 1.6% |
$72.8K - $90.9K
|
41.4K
$5.99M
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-674- 7.9% |
$72.9K - $91K
|
7.86K
$1.14M
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-692- 5.59% |
$74.8K - $93.4K
|
11.7K
$1.69M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-698- 0.48% |
$75.5K - $94.3K
|
146K
$21.1M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-727- 0.68% |
$78.6K - $98.2K
|
106K
$15.3M
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-734- 5.75% |
$79.4K - $99.1K
|
12K
$1.74M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-740- 10.74% |
$80K - $99.9K
|
6.15K
$890K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-750- 30.86% |
$81.1K - $101K
|
1.68K
$243K
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-756- 21.47% |
$81.7K - $102K
|
2.77K
$400K
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-757- 1.88% |
$81.8K - $102K
|
39.5K
$5.71M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-758- 2.97% |
$82K - $102K
|
24.7K
$3.58M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-762- 9.22% |
$82.4K - $103K
|
7.51K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-765- 4.06% |
$82.7K - $103K
|
18.1K
$2.61M
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-770- 1.2% |
$83.3K - $104K
|
63.3K
$9.15M
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-781- 11.59% |
$84.4K - $105K
|
5.96K
$861K
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-808- 0.43% |
$87.4K - $109K
|
185K
$26.8M
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-810- 3.29% |
$87.6K - $109K
|
23.8K
$3.44M
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-811- 11.58% |
$87.7K - $110K
|
6.19K
$895K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-842- 46.83% |
$91K - $114K
|
956
$138K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-849- 10.7% |
$91.8K - $115K
|
7.09K
$1.02M
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-849- 2.6% |
$91.8K - $115K
|
31.8K
$4.6M
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-871- 3.64% |
$94.2K - $118K
|
23.1K
$3.34M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-873- 30.08% |
$94.4K - $118K
|
2.03K
$293K
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-881- 9.21% |
$95.3K - $119K
|
8.68K
$1.26M
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-884- 0.8% |
$95.6K - $119K
|
109K
$15.8M
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-890- 4.44% |
$96.2K - $120K
|
19.2K
$2.77M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-906- 6.44% |
$98K - $122K
|
13.2K
$1.9M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-909- 0.9% |
$98.3K - $123K
|
99.9K
$14.4M
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-910- 4.4% |
$98.4K - $123K
|
19.8K
$2.86M
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-917- 8.14% |
$99.1K - $124K
|
10.3K
$1.5M
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-919- 10.26% |
$99.4K - $124K
|
8.03K
$1.16M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-934- 27.39% |
$101K - $126K
|
2.48K
$358K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-935- 9.61% |
$101K - $126K
|
8.79K
$1.27M
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-940- 33.39% |
$102K - $127K
|
1.88K
$271K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-963- 10.48% |
$104K - $130K
|
8.23K
$1.19M
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-979- 1.01% |
$106K - $132K
|
95.6K
$13.8M
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-980- 8.7% |
$106K - $132K
|
10.3K
$1.49M
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-995- 34.24% |
$108K - $134K
|
1.91K
$276K
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-997- 8.68% |
$108K - $135K
|
10.5K
$1.52M
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.01K- 22.82% |
$109K - $136K
|
3.41K
$493K
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.02K- 32.87% |
$110K - $137K
|
2.08K
$301K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 0.53% |
$110K - $138K
|
192K
$27.8M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.02K- 7.74% |
$111K - $138K
|
12.2K
$1.76M
|