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
|
Betterment LLC
New York, NY |
SELL
|
- |
-264K- 2.28% |
$28.5M - $35.6M
|
11.3M
$1.63B
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-264K- 61.25% |
$28.6M - $35.7M
|
167K
$24.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-269K- 51.05% |
$29.1M - $36.4M
|
258K
$37.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-273K- 50.35% |
$29.5M - $36.9M
|
269K
$39M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-320K- 70.52% |
$34.6M - $43.2M
|
134K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-435K- 3.96% |
$47.1M - $58.8M
|
10.6M
$1.53B
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-441K- 21.96% |
$47.7M - $59.5M
|
1.57M
$227M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-468K- 33.68% |
$50.6M - $63.2M
|
921K
$133M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-479K- 39.04% |
$51.8M - $64.7M
|
748K
$108M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-500K- 90.94% |
$54M - $67.5M
|
49.8K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-586K- 50.15% |
$63.3M - $79.1M
|
582K
$84.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-872K- 99.24% |
$94.3M - $118M
|
6.65K
$962K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-888K- 46.54% |
$96M - $120M
|
1.02M
$147M
|