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 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.12K- 21.48% |
$553K - $691K
|
18.7K
$2.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.13K- 2.52% |
$554K - $692K
|
199K
$28.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.15K- 4.73% |
$557K - $696K
|
104K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.17K- 7.0% |
$559K - $698K
|
68.7K
$9.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.3K- 3.4% |
$573K - $716K
|
151K
$21.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.33K- 23.88% |
$576K - $719K
|
17K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.34K- 70.9% |
$577K - $721K
|
2.19K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-5.4K- 6.54% |
$584K - $729K
|
77.1K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-5.42K- 3.47% |
$585K - $731K
|
151K
$21.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.54K- 1.73% |
$599K - $748K
|
314K
$45.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-5.63K- 23.63% |
$609K - $761K
|
18.2K
$2.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5.79K- 1.32% |
$626K - $782K
|
431K
$62.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-6.03K- 11.47% |
$652K - $814K
|
46.5K
$6.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.03K- 6.66% |
$652K - $815K
|
84.5K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6.5K- 1.4% |
$703K - $878K
|
456K
$66M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-6.54K- 3.41% |
$708K - $884K
|
185K
$26.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-6.6K- 11.57% |
$714K - $891K
|
50.5K
$7.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.79K- 2.97% |
$734K - $917K
|
222K
$32.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.85K- 5.1% |
$741K - $925K
|
127K
$18.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.99K- 4.96% |
$756K - $944K
|
134K
$19.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7.17K- 4.96% |
$776K - $969K
|
137K
$19.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.18K- 5.95% |
$776K - $969K
|
113K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.24K- 26.51% |
$783K - $977K
|
20.1K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.58K- 4.76% |
$819K - $1.02M
|
152K
$21.9M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-7.65K- 61.78% |
$827K - $1.03M
|
4.73K
$684K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.82K- 19.59% |
$845K - $1.06M
|
32.1K
$4.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-8.28K- 20.28% |
$895K - $1.12M
|
32.5K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.88K- 27.08% |
$960K - $1.2M
|
23.9K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9K- 5.68% |
$973K - $1.21M
|
149K
$21.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.28K- 31.79% |
$1M - $1.25M
|
19.9K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-9.36K- 3.21% |
$1.01M - $1.26M
|
282K
$40.8M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-9.43K- 11.34% |
$1.02M - $1.27M
|
73.7K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.68K- 63.51% |
$1.05M - $1.31M
|
5.56K
$804K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.85K- 19.84% |
$1.07M - $1.33M
|
39.8K
$5.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-9.92K- 14.02% |
$1.07M - $1.34M
|
60.8K
$8.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.1K- 4.89% |
$1.1M - $1.37M
|
197K
$28.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 17.84% |
$1.12M - $1.4M
|
47.9K
$6.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-10.6K- 13.39% |
$1.15M - $1.43M
|
68.5K
$9.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 2.54% |
$1.18M - $1.47M
|
419K
$60.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11.2K- 4.61% |
$1.21M - $1.51M
|
231K
$33.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-11.3K- 34.94% |
$1.22M - $1.53M
|
21.1K
$3.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-11.4K- 5.81% |
$1.23M - $1.53M
|
184K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 0.99% |
$1.24M - $1.54M
|
1.15M
$166M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.5K- 3.57% |
$1.24M - $1.55M
|
311K
$44.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6K- 87.56% |
$1.36M - $1.7M
|
1.78K
$258K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-12.8K- 34.5% |
$1.38M - $1.73M
|
24.3K
$3.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-13K- 8.22% |
$1.41M - $1.76M
|
145K
$21M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13.2K- 8.99% |
$1.43M - $1.79M
|
134K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-13.6K- 6.94% |
$1.47M - $1.83M
|
182K
$26.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 3.53% |
$1.47M - $1.84M
|
372K
$53.7M
|