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 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
14.5K+ 61.96% |
$1.57M - $1.96M
|
37.9K
$5.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
14.3KNew |
$1.55M - $1.93M
|
14.3K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
14.3K+ 39.25% |
$1.55M - $1.93M
|
50.7K
$7.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13.9K+ 175.63% |
$1.5M - $1.87M
|
21.8K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.8K+ 247.69% |
$1.49M - $1.86M
|
19.3K
$2.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.5K+ 99.82% |
$1.46M - $1.82M
|
27K
$3.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.5K+ 1.4% |
$1.46M - $1.82M
|
975K
$141M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.3K+ 2.76% |
$1.44M - $1.8M
|
496K
$71.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
13.3K+ 31.23% |
$1.44M - $1.8M
|
56K
$8.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
13.2K+ 4.74% |
$1.43M - $1.79M
|
292K
$42.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13KNew |
$1.41M - $1.76M
|
13K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 1.14% |
$1.36M - $1.7M
|
1.11M
$161M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12.4K+ 156.34% |
$1.34M - $1.67M
|
20.3K
$2.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
11.9K+ 7.82% |
$1.28M - $1.6M
|
164K
$23.7M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 58.78% |
$1.27M - $1.59M
|
31.8K
$4.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
11.5K+ 80.29% |
$1.24M - $1.55M
|
25.8K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
11.5K+ 34.0% |
$1.24M - $1.55M
|
45.2K
$6.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11.3K+ 6.41% |
$1.22M - $1.53M
|
188K
$27.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 286.43% |
$1.2M - $1.5M
|
15K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.9K+ 19.17% |
$1.18M - $1.48M
|
67.9K
$9.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8K+ 11.63% |
$1.17M - $1.46M
|
104K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.8K+ 42.21% |
$1.16M - $1.46M
|
36.3K
$5.25M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.8K+ 612.86% |
$1.16M - $1.45M
|
12.5K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10.5K+ 8.05% |
$1.13M - $1.41M
|
141K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.4K+ 20.35% |
$1.12M - $1.4M
|
61.5K
$8.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.4K+ 7.9% |
$1.12M - $1.4M
|
142K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4K+ 0.55% |
$1.12M - $1.4M
|
1.9M
$274M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.3K+ 2.98% |
$1.11M - $1.39M
|
356K
$51.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10.2K+ 18.87% |
$1.11M - $1.38M
|
64.4K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.1K+ 5.98% |
$1.09M - $1.37M
|
179K
$25.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.1KNew |
$1.09M - $1.36M
|
10.1K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 1.55% |
$1.09M - $1.36M
|
661K
$95.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
10KNew |
$1.08M - $1.35M
|
10K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.98KNew |
$1.08M - $1.35M
|
9.98K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
9.78K+ 177.82% |
$1.06M - $1.32M
|
15.3K
$2.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.77KNew |
$1.06M - $1.32M
|
9.77K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.49KNew |
$1.03M - $1.28M
|
9.49K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.25K+ 384.86% |
$1M - $1.25M
|
11.7K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.22K+ 19.69% |
$997K - $1.25M
|
56.1K
$8.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.03K+ 4.96% |
$976K - $1.22M
|
191K
$27.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.03K+ 236.57% |
$976K - $1.22M
|
12.8K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.02KNew |
$975K - $1.22M
|
9.02K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.5K+ 4.68% |
$919K - $1.15M
|
190K
$27.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
8.07K+ 4.98% |
$873K - $1.09M
|
170K
$24.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.07KNew |
$872K - $1.09M
|
8.07K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.05K+ 52.16% |
$871K - $1.09M
|
23.5K
$3.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.05K+ 9.34% |
$870K - $1.09M
|
94.2K
$13.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8.03K+ 5.58% |
$868K - $1.08M
|
152K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.01K+ 8.33% |
$866K - $1.08M
|
104K
$15.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.9K+ 27.56% |
$854K - $1.07M
|
36.6K
$5.29M
|