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 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.37K+ 7.92% |
$472K - $590K
|
59.5K
$8.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.36KNew |
$471K - $589K
|
4.36K
$630K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.36K+ 3.49% |
$471K - $588K
|
129K
$18.7M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.34KNew |
$469K - $586K
|
4.34K
$628K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.34K+ 1094.7% |
$469K - $585K
|
4.73K
$684K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.25K+ 71.06% |
$460K - $574K
|
10.2K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.24KNew |
$458K - $572K
|
4.24K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.17K+ 2.91% |
$451K - $564K
|
148K
$21.4M
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
4.09KNew |
$443K - $553K
|
4.09K
$592K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.03KNew |
$435K - $544K
|
4.03K
$582K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.98KNew |
$430K - $537K
|
3.98K
$575K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.93K+ 1.09% |
$425K - $531K
|
364K
$52.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 22.89% |
$424K - $529K
|
21K
$3.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.92KNew |
$424K - $529K
|
3.92K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.89K+ 1.39% |
$421K - $526K
|
283K
$41M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.86K+ 226.76% |
$417K - $521K
|
5.56K
$803K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.79K+ 6.79% |
$410K - $512K
|
59.6K
$8.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.77KNew |
$408K - $510K
|
3.77K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
3.77K+ 21.08% |
$408K - $509K
|
21.7K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.76K+ 12.03% |
$407K - $508K
|
35K
$5.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.68K+ 33.21% |
$398K - $497K
|
14.8K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.64K+ 5.75% |
$393K - $491K
|
66.8K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.63K+ 752.49% |
$392K - $490K
|
4.11K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.59K+ 3.64% |
$388K - $484K
|
102K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 5.84% |
$386K - $482K
|
64.8K
$9.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.54K+ 11.54% |
$383K - $478K
|
34.2K
$4.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.5K+ 175000.0% |
$378K - $473K
|
3.5K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.44KNew |
$372K - $464K
|
3.44K
$497K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.41KNew |
$368K - $460K
|
3.41K
$492K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.31KNew |
$357K - $446K
|
3.31K
$478K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$356K - $445K
|
3.3K
$477K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.29K+ 21.13% |
$356K - $444K
|
18.9K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.28K+ 1.21% |
$355K - $443K
|
274K
$39.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.28K+ 3.6% |
$354K - $442K
|
94.3K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23KNew |
$349K - $436K
|
3.23K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.17KNew |
$343K - $428K
|
3.17K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.16K+ 2.16% |
$341K - $426K
|
149K
$21.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.15K+ 117.34% |
$340K - $425K
|
5.83K
$843K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.13K+ 37.35% |
$339K - $423K
|
11.5K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.08KNew |
$333K - $416K
|
3.08K
$445K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.03K+ 0.74% |
$327K - $409K
|
410K
$59.3M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.9KNew |
$314K - $392K
|
2.9K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.88K+ 89.23% |
$311K - $388K
|
6.1K
$882K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 22.38% |
$309K - $386K
|
15.6K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.85K+ 1.85% |
$308K - $384K
|
157K
$22.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.83KNew |
$306K - $382K
|
2.83K
$409K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.81K+ 3.31% |
$303K - $379K
|
87.5K
$12.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.79K+ 82.51% |
$302K - $377K
|
6.18K
$893K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.78K+ 4.04% |
$300K - $375K
|
71.6K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.78K+ 1.95% |
$300K - $375K
|
145K
$20.9M
|