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
|
North Star Asset Management Inc
|
BUY
|
- |
2.75K+ 45.58% |
$297K - $371K
|
8.78K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.73K+ 69.95% |
$295K - $369K
|
6.64K
$959K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.72K+ 3.64% |
$294K - $368K
|
77.6K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.66K+ 0.78% |
$287K - $359K
|
345K
$49.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.64K+ 2.03% |
$285K - $356K
|
132K
$19.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.63KNew |
$284K - $355K
|
2.63K
$380K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.63K+ 112.7% |
$284K - $355K
|
4.96K
$717K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.62K+ 21.59% |
$283K - $353K
|
14.7K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 14.61% |
$282K - $352K
|
20.4K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.6K+ 2.75% |
$281K - $351K
|
97.2K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.55K+ 32.46% |
$276K - $345K
|
10.4K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.53K+ 101.93% |
$274K - $342K
|
5.01K
$725K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.4K+ 52.4% |
$260K - $325K
|
6.99K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.39KNew |
$259K - $323K
|
2.39K
$346K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.39KNew |
$258K - $323K
|
2.39K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.35K+ 79.67% |
$254K - $317K
|
5.3K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 15.09% |
$249K - $311K
|
17.5K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
2.26K+ 5.26% |
$244K - $305K
|
45.2K
$6.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.26K+ 1.71% |
$244K - $305K
|
135K
$19.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.25KNew |
$243K - $304K
|
2.25K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$242K - $302K
|
2.23K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.17KNew |
$234K - $293K
|
2.17K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$233K - $291K
|
2.15K
$311K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.14K+ 34.87% |
$231K - $289K
|
8.27K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
2.1K+ 3.72% |
$227K - $283K
|
58.5K
$8.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.09K+ 10.93% |
$226K - $283K
|
21.2K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.06KNew |
$223K - $278K
|
2.06K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.02K+ 56.14% |
$218K - $272K
|
5.6K
$810K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.01K+ 3.55% |
$217K - $271K
|
58.5K
$8.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2KNew |
$216K - $270K
|
2K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.99KNew |
$215K - $268K
|
1.99K
$287K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.96K+ 8.61% |
$212K - $265K
|
24.7K
$3.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.95K+ 74.17% |
$211K - $263K
|
4.58K
$662K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.93K+ 4.55% |
$209K - $260K
|
44.3K
$6.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.91K+ 2.76% |
$207K - $258K
|
71.3K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.9KNew |
$206K - $257K
|
1.9K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.89K+ 17.22% |
$204K - $255K
|
12.8K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.88KNew |
$203K - $253K
|
1.88K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.85K+ 83.7% |
$200K - $250K
|
4.07K
$588K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.85K+ 84.32% |
$200K - $250K
|
4.04K
$585K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.85K+ 6.19% |
$200K - $250K
|
31.7K
$4.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.85KNew |
$200K - $250K
|
1.85K
$267K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.84K+ 17.12% |
$198K - $248K
|
12.6K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.82K+ 0.56% |
$197K - $246K
|
327K
$47.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.79K+ 7.26% |
$194K - $242K
|
26.5K
$3.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.79K+ 57.71% |
$193K - $242K
|
4.89K
$707K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.78K+ 14.0% |
$192K - $240K
|
14.5K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.76KNew |
$190K - $237K
|
1.76K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.75K+ 44.46% |
$190K - $237K
|
5.7K
$824K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.72K+ 25.42% |
$186K - $232K
|
8.49K
$1.23M
|