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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
40.8K+ 3.81% |
$4.41M - $5.5M
|
1.11M
$160M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.6K+ 2.11% |
$4.38M - $5.48M
|
1.96M
$284M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39K+ 90.69% |
$4.22M - $5.26M
|
82K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
38.8K+ 33.64% |
$4.19M - $5.23M
|
154K
$22.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
36.1K+ 53.68% |
$3.9M - $4.87M
|
103K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35.7K+ 5.22% |
$3.86M - $4.82M
|
718K
$104M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.8K+ 107.55% |
$3.55M - $4.43M
|
63.3K
$9.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.1K+ 107.86% |
$3.25M - $4.06M
|
57.9K
$8.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
28.4KNew |
$3.08M - $3.84M
|
28.4K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
28.3KNew |
$3.06M - $3.83M
|
28.3K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27.8K+ 457.43% |
$3.01M - $3.76M
|
33.9K
$4.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$2.88M - $3.6M
|
26.7K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
25.3KNew |
$2.74M - $3.42M
|
25.3K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
25.1KNew |
$2.71M - $3.39M
|
25.1K
$3.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.9K+ 70.52% |
$2.58M - $3.22M
|
57.7K
$8.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.9K+ 14.12% |
$2.58M - $3.22M
|
193K
$27.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
23.7KNew |
$2.56M - $3.2M
|
23.7K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23KNew |
$2.49M - $3.11M
|
23K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23K+ 5.47% |
$2.49M - $3.11M
|
443K
$64.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
22.2K+ 6.85% |
$2.4M - $3M
|
346K
$50M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
22.1K+ 16.62% |
$2.39M - $2.99M
|
155K
$22.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.7K+ 16.5% |
$2.35M - $2.93M
|
153K
$22.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 4.32% |
$2.33M - $2.91M
|
521K
$75.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
20.9K+ 71.3% |
$2.26M - $2.82M
|
50.1K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20K+ 17.01% |
$2.17M - $2.71M
|
138K
$19.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
20KNew |
$2.16M - $2.7M
|
20K
$2.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.9K+ 311.95% |
$2.16M - $2.69M
|
26.3K
$3.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 72.3% |
$2.13M - $2.67M
|
47.1K
$6.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.5KNew |
$2.11M - $2.64M
|
19.5K
$2.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.2KNew |
$2.08M - $2.6M
|
19.2K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18.9K+ 4.44% |
$2.05M - $2.55M
|
445K
$64.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
18.8K+ 112.63% |
$2.03M - $2.54M
|
35.5K
$5.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18.7K+ 11.5% |
$2.02M - $2.52M
|
181K
$26.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
18.6K+ 6.06% |
$2.01M - $2.51M
|
326K
$47.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.9K+ 96.06% |
$1.94M - $2.42M
|
36.6K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 3.49% |
$1.88M - $2.34M
|
515K
$74.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
17.2K+ 21.92% |
$1.86M - $2.33M
|
95.8K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17K+ 5.31% |
$1.84M - $2.3M
|
338K
$48.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
16.6K+ 985.14% |
$1.8M - $2.25M
|
18.3K
$2.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
16.5K+ 83.78% |
$1.79M - $2.23M
|
36.3K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 342.14% |
$1.79M - $2.23M
|
21.4K
$3.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
16.5K+ 39.25% |
$1.79M - $2.23M
|
58.6K
$8.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
16.4K+ 14.45% |
$1.78M - $2.22M
|
130K
$18.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.4KNew |
$1.77M - $2.22M
|
16.4K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
16KNew |
$1.72M - $2.15M
|
16K
$2.31M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.6KNew |
$1.69M - $2.11M
|
15.6K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
15.2K+ 225.19% |
$1.64M - $2.05M
|
21.9K
$3.17M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
14.9KNew |
$1.61M - $2.01M
|
14.9K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.8K+ 33.65% |
$1.6M - $2M
|
58.9K
$8.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
14.7K+ 7.95% |
$1.59M - $1.98M
|
199K
$28.8M
|