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
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.78KNew |
$841K - $1.05M
|
7.78K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.65K+ 216.2% |
$827K - $1.03M
|
11.2K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7.59K+ 53.78% |
$820K - $1.02M
|
21.7K
$3.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.56KNew |
$818K - $1.02M
|
7.56K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.56K+ 2.8% |
$817K - $1.02M
|
277K
$40.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.52K+ 12.11% |
$813K - $1.02M
|
69.6K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.39K+ 117.34% |
$799K - $998K
|
13.7K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.05K+ 4.07% |
$762K - $952K
|
180K
$26.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7KNew |
$756K - $945K
|
7K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.94K+ 26.63% |
$750K - $937K
|
33K
$4.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.86K+ 4.36% |
$741K - $926K
|
164K
$23.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.85K+ 148.25% |
$740K - $924K
|
11.5K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.78KNew |
$733K - $915K
|
6.78K
$980K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.57K+ 9.54% |
$710K - $887K
|
75.4K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.38K+ 7.12% |
$689K - $861K
|
96K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
6.34KNew |
$685K - $856K
|
6.34K
$916K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.25K+ 296.86% |
$675K - $843K
|
8.35K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.23K+ 50.82% |
$674K - $842K
|
18.5K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.19K+ 0.88% |
$670K - $836K
|
712K
$103M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.18K+ 28.27% |
$668K - $834K
|
28K
$4.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.14K+ 1.32% |
$664K - $829K
|
472K
$68.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.08K+ 12.22% |
$657K - $821K
|
55.8K
$8.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.74KNew |
$621K - $776K
|
5.74K
$831K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.63K+ 3.35% |
$609K - $760K
|
174K
$25.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
5.49K+ 15.15% |
$593K - $741K
|
41.7K
$6.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.47KNew |
$592K - $739K
|
5.47K
$791K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.45K+ 82.61% |
$589K - $736K
|
12K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.43K+ 35.02% |
$587K - $733K
|
20.9K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.25K+ 2.93% |
$567K - $709K
|
184K
$26.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.18K+ 21.08% |
$560K - $699K
|
29.7K
$4.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.13K+ 5.02% |
$554K - $692K
|
107K
$15.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.11K+ 29.21% |
$552K - $690K
|
22.6K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.1KNew |
$552K - $689K
|
5.1K
$738K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.05KNew |
$546K - $682K
|
5.05K
$731K
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.04K+ 24.65% |
$545K - $681K
|
25.5K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.03K+ 24.72% |
$544K - $679K
|
25.4K
$3.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.95KNew |
$535K - $668K
|
4.95K
$716K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.92K+ 19.81% |
$532K - $665K
|
29.8K
$4.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.9KNew |
$530K - $662K
|
4.9K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 0.49% |
$520K - $649K
|
995K
$144M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
4.77KNew |
$516K - $644K
|
4.77K
$690K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.75K+ 73.05% |
$514K - $642K
|
11.3K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.71K+ 16.9% |
$509K - $636K
|
32.6K
$4.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
4.7K+ 109.1% |
$508K - $635K
|
9.01K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.65K+ 27.08% |
$503K - $628K
|
21.8K
$3.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.59K+ 3.05% |
$496K - $619K
|
155K
$22.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.53KNew |
$490K - $612K
|
4.53K
$655K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.44K+ 120.07% |
$480K - $599K
|
8.14K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.44K+ 317.16% |
$480K - $599K
|
5.84K
$844K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
4.37KNew |
$472K - $590K
|
4.37K
$632K
|