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 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.71K+ 22.18% |
$185K - $231K
|
9.42K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.71KNew |
$184K - $230K
|
1.71K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.7KNew |
$184K - $230K
|
1.7K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.7K+ 9.11% |
$184K - $229K
|
20.4K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.64K+ 17.68% |
$177K - $222K
|
10.9K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.63KNew |
$176K - $220K
|
1.63K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.63KNew |
$176K - $219K
|
1.63K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.62KNew |
$175K - $219K
|
1.62K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.62KNew |
$175K - $218K
|
1.62K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.61KNew |
$175K - $218K
|
1.61K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 23.94% |
$174K - $218K
|
8.34K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 3.79% |
$173K - $217K
|
43.9K
$6.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.6KNew |
$173K - $216K
|
1.6K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.59KNew |
$172K - $215K
|
1.59K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58K+ 7.44% |
$171K - $213K
|
22.8K
$3.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$171K - $213K
|
1.58K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.58KNew |
$171K - $213K
|
1.58K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.56KNew |
$169K - $211K
|
1.56K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.55K+ 9.13% |
$168K - $209K
|
18.5K
$2.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.55K+ 4.11% |
$167K - $209K
|
39.2K
$5.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.54KNew |
$167K - $209K
|
1.54K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.53KNew |
$165K - $206K
|
1.53K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$165K - $206K
|
1.53K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.52KNew |
$164K - $205K
|
1.52K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.52K+ 26.19% |
$164K - $205K
|
7.32K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.52K+ 4.09% |
$164K - $205K
|
38.6K
$5.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$164K - $205K
|
1.52K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.51KNew |
$163K - $204K
|
1.51K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.5KNew |
$163K - $203K
|
1.5K
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.5K+ 33.51% |
$162K - $203K
|
5.98K
$865K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.5K+ 2.81% |
$162K - $203K
|
54.8K
$7.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.5KNew |
$162K - $202K
|
1.5K
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 8.31% |
$162K - $202K
|
19.5K
$2.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 75.43% |
$157K - $196K
|
3.38K
$489K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.44K+ 4.16% |
$156K - $195K
|
36.1K
$5.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.44K+ 13.57% |
$156K - $194K
|
12.1K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.43KNew |
$155K - $194K
|
1.43K
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.42KNew |
$154K - $192K
|
1.42K
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.41K+ 60.69% |
$152K - $190K
|
3.73K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 9.55% |
$149K - $186K
|
15.8K
$2.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.36K+ 257.36% |
$147K - $184K
|
1.89K
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.34K+ 5.87% |
$145K - $181K
|
24.2K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.33K+ 20.65% |
$144K - $180K
|
7.78K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.33K+ 7.87% |
$143K - $179K
|
18.2K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.31K+ 5.54% |
$142K - $177K
|
25K
$3.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.31K+ 16.17% |
$142K - $177K
|
9.41K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.3K+ 6.22% |
$140K - $175K
|
22.1K
$3.2M
|