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
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 20.19% |
$112K - $139K
|
4.08K
$590K
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.03K- 6.47% |
$112K - $140K
|
14.9K
$2.16M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.04K- 1.69% |
$112K - $140K
|
60.3K
$8.72M
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
SELL
|
- |
-1.07K- 13.81% |
$115K - $144K
|
6.65K
$962K
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 11.5% |
$117K - $146K
|
8.32K
$1.2M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.09K- 6.49% |
$118K - $147K
|
15.7K
$2.27M
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.1K- 23.76% |
$119K - $149K
|
3.53K
$510K
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.1K- 1.9% |
$119K - $149K
|
57K
$8.24M
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.12K- 28.22% |
$121K - $151K
|
2.85K
$412K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.13K- 3.5% |
$122K - $152K
|
31.1K
$4.5M
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-1.13K- 12.79% |
$122K - $153K
|
7.73K
$1.12M
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.13K- 12.79% |
$122K - $153K
|
7.73K
$1.12M
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 1.03% |
$124K - $155K
|
110K
$16M
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-1.15K- 5.61% |
$125K - $156K
|
19.4K
$2.81M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.19K- 6.62% |
$128K - $160K
|
16.7K
$2.42M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.23K- 4.85% |
$132K - $165K
|
24K
$3.47M
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.23K- 1.22% |
$133K - $166K
|
99.8K
$14.4M
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.23K- 24.16% |
$133K - $167K
|
3.87K
$560K
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.3K- 45.51% |
$140K - $175K
|
1.55K
$224K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 5.4% |
$142K - $177K
|
23K
$3.32M
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 26.87% |
$142K - $178K
|
3.58K
$517K
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.36K- 0.49% |
$147K - $183K
|
277K
$40M
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.36K- 11.41% |
$147K - $184K
|
10.6K
$1.53M
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.39K- 3.4% |
$150K - $187K
|
39.4K
$5.7M
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.39K- 18.93% |
$151K - $188K
|
5.96K
$862K
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.39K- 2.48% |
$151K - $188K
|
54.7K
$7.91M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-1.4K- 38.97% |
$151K - $189K
|
2.19K
$317K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 4.88% |
$152K - $190K
|
27.4K
$3.96M
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.42K- 22.24% |
$154K - $192K
|
4.97K
$719K
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.45K- 2.51% |
$156K - $195K
|
56.3K
$8.14M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.47K- 13.6% |
$159K - $199K
|
9.34K
$1.35M
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 2.56% |
$159K - $199K
|
56.1K
$8.11M
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.48K- 24.82% |
$159K - $199K
|
4.47K
$646K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.49K- 25.07% |
$161K - $201K
|
4.44K
$642K
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-1.59K- 2.52% |
$171K - $214K
|
61.4K
$8.87M
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-1.6K- 11.48% |
$172K - $215K
|
12.3K
$1.78M
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.64K- 4.84% |
$178K - $222K
|
32.3K
$4.67M
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.65K- 6.76% |
$179K - $223K
|
22.8K
$3.29M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 10.66% |
$184K - $230K
|
14.3K
$2.07M
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.71K- 5.66% |
$184K - $230K
|
28.5K
$4.11M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.73K- 48.0% |
$187K - $234K
|
1.88K
$271K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.74K- 0.27% |
$188K - $234K
|
641K
$92.7M
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.81K- 4.73% |
$196K - $245K
|
36.5K
$5.28M
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.88K- 14.35% |
$203K - $253K
|
11.2K
$1.62M
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-1.9K- 1.35% |
$205K - $257K
|
139K
$20.1M
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-1.9K- 6.26% |
$205K - $257K
|
28.5K
$4.12M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.9K- 2.72% |
$206K - $257K
|
68.1K
$9.85M
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.97K- 25.04% |
$213K - $267K
|
5.91K
$854K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.99K- 22.75% |
$215K - $269K
|
6.77K
$978K
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.01K- 36.31% |
$217K - $271K
|
3.52K
$509K
|