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 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.03K- 2.43% |
$220K - $275K
|
81.5K
$11.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.09K- 95.39% |
$226K - $282K
|
101
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.58% |
$229K - $287K
|
44.2K
$6.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.18K- 18.24% |
$235K - $294K
|
9.75K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.22K- 33.92% |
$240K - $300K
|
4.32K
$625K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.23K- 1.93% |
$241K - $301K
|
113K
$16.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.34K- 2.18% |
$253K - $316K
|
105K
$15.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.35K- 6.43% |
$254K - $317K
|
34.1K
$4.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.35K- 2.52% |
$254K - $318K
|
91K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-2.37K- 21.41% |
$256K - $320K
|
8.71K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 1.82% |
$258K - $322K
|
129K
$18.6M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.42K- 0.67% |
$262K - $327K
|
361K
$52.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-2.5K- 27.05% |
$270K - $337K
|
6.73K
$974K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.69K- 13.86% |
$291K - $363K
|
16.7K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.76K- 0.56% |
$299K - $373K
|
487K
$70.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.8K- 3.35% |
$302K - $378K
|
80.7K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-2.92K- 0.55% |
$316K - $394K
|
526K
$76M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.96K- 4.98% |
$320K - $400K
|
56.5K
$8.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.03K- 29.28% |
$328K - $410K
|
7.33K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.13K- 16.16% |
$339K - $423K
|
16.2K
$2.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.16K- 4.81% |
$341K - $426K
|
62.5K
$9.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.17K- 8.06% |
$343K - $429K
|
36.2K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.24K- 1.57% |
$351K - $438K
|
203K
$29.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.3K- 13.43% |
$356K - $445K
|
21.2K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.35K- 8.06% |
$362K - $452K
|
38.2K
$5.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-3.45K- 1.86% |
$373K - $465K
|
182K
$26.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-3.5K- 37.92% |
$378K - $472K
|
5.72K
$827K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.53K- 12.12% |
$382K - $477K
|
25.6K
$3.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.57K- 4.73% |
$386K - $482K
|
72K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-3.63K- 21.99% |
$392K - $490K
|
12.9K
$1.86M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.68K- 1.73% |
$398K - $497K
|
209K
$30.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.75K- 2.39% |
$405K - $506K
|
153K
$22.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 1.12% |
$407K - $508K
|
333K
$48.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 2.08% |
$411K - $513K
|
179K
$25.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.84K- 8.83% |
$415K - $518K
|
39.6K
$5.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-3.84K- 6.36% |
$415K - $519K
|
56.5K
$8.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.9K- 3.16% |
$422K - $527K
|
120K
$17.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-4.1K- 57.43% |
$443K - $554K
|
3.04K
$439K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4.14K- 6.41% |
$447K - $559K
|
60.4K
$8.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.14K- 6.09% |
$448K - $559K
|
63.8K
$9.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.15K- 37.43% |
$449K - $561K
|
6.95K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.22K- 1.56% |
$457K - $570K
|
267K
$38.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.27K- 7.78% |
$462K - $577K
|
50.6K
$7.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-4.32K- 35.57% |
$468K - $584K
|
7.83K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.53K- 1.2% |
$490K - $612K
|
374K
$54.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.62K- 9.6% |
$499K - $623K
|
43.5K
$6.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.77K- 39.33% |
$516K - $644K
|
7.36K
$1.06M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.89K- 1.82% |
$529K - $661K
|
265K
$38.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.99K- 45.23% |
$539K - $674K
|
6.04K
$874K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.09K- 1.39% |
$551K - $688K
|
361K
$52.2M
|