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 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-13.9K- 8.31% |
$1.5M - $1.88M
|
153K
$22.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14.6K- 1.0% |
$1.58M - $1.97M
|
1.45M
$209M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.5K- 24.51% |
$1.67M - $2.09M
|
47.6K
$6.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 4.52% |
$1.7M - $2.12M
|
332K
$48M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-16.1K- 13.38% |
$1.74M - $2.17M
|
104K
$15M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-18K- 75.63% |
$1.95M - $2.44M
|
5.81K
$840K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.4K- 81.08% |
$1.99M - $2.49M
|
4.29K
$621K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-18.5K- 4.02% |
$2.01M - $2.5M
|
443K
$64M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-19K- 14.48% |
$2.06M - $2.57M
|
112K
$16.2M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-21.7K- 8.43% |
$2.34M - $2.92M
|
235K
$34M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-22.2K- 4.56% |
$2.4M - $3M
|
464K
$67.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-22.4K- 15.06% |
$2.42M - $3.02M
|
126K
$18.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-23.1K- 2.34% |
$2.5M - $3.12M
|
964K
$139M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-23.5K- 1.29% |
$2.54M - $3.17M
|
1.79M
$259M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-23.6K- 81.54% |
$2.55M - $3.18M
|
5.34K
$771K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.7K- 1.46% |
$2.57M - $3.21M
|
1.6M
$232M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.1K- 5.88% |
$2.61M - $3.26M
|
386K
$55.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-25.3K- 3.36% |
$2.74M - $3.42M
|
727K
$105M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.7K- 1.2% |
$2.78M - $3.47M
|
2.12M
$306M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-25.7K- 15.91% |
$2.78M - $3.47M
|
136K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-26.2K- 60.2% |
$2.84M - $3.54M
|
17.3K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-31.4K- 12.93% |
$3.4M - $4.24M
|
212K
$30.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.4K- 5.22% |
$3.72M - $4.64M
|
624K
$90.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-34.7K- 2.44% |
$3.76M - $4.69M
|
1.39M
$201M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-37.6K- 92.2% |
$4.07M - $5.08M
|
3.18K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-37.8K- 1.58% |
$4.09M - $5.1M
|
2.36M
$341M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-39.1K- 24.53% |
$4.23M - $5.28M
|
120K
$17.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-40.5K- 18.92% |
$4.38M - $5.47M
|
173K
$25.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-44K- 38.77% |
$4.76M - $5.95M
|
69.5K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-44.9K- 33.06% |
$4.85M - $6.06M
|
90.9K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-51.8K- 2.45% |
$5.6M - $7M
|
2.07M
$299M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-55.5K- 15.8% |
$6M - $7.5M
|
296K
$42.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.3K- 3.22% |
$6.2M - $7.74M
|
1.72M
$249M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.7K- 89.7% |
$6.56M - $8.19M
|
6.97K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-69.3K- 73.25% |
$7.5M - $9.36M
|
25.3K
$3.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-70.4K- 3.35% |
$7.61M - $9.5M
|
2.03M
$294M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-76.4K- 43.35% |
$8.26M - $10.3M
|
99.8K
$14.4M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-76.4K- 43.35% |
$8.26M - $10.3M
|
99.8K
$14.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-85.3K- 63.21% |
$9.22M - $11.5M
|
49.6K
$7.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-95.7K- 49.13% |
$10.4M - $12.9M
|
99.1K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-97.3K- 5.18% |
$10.5M - $13.1M
|
1.78M
$257M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-114K- 3.18% |
$12.3M - $15.4M
|
3.48M
$503M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-116K- 99.26% |
$12.6M - $15.7M
|
866
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-122K- 1.93% |
$13.2M - $16.5M
|
6.21M
$897M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-124K- 51.72% |
$13.4M - $16.8M
|
116K
$16.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-133K- 41.35% |
$14.4M - $18M
|
189K
$27.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-188K- 83.98% |
$20.3M - $25.3M
|
35.8K
$5.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-209K- 35.34% |
$22.6M - $28.2M
|
382K
$55.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-220K- 22.1% |
$23.8M - $29.7M
|
775K
$112M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-246K- 32.47% |
$26.6M - $33.2M
|
511K
$73.9M
|