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 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.28K+ 9.3% |
$138K - $172K
|
15K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.28K+ 4.77% |
$138K - $172K
|
28K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.27K+ 3.74% |
$138K - $172K
|
35.3K
$5.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.27K+ 8.47% |
$137K - $171K
|
16.2K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.24K+ 53.12% |
$135K - $168K
|
3.59K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.2K+ 32.4% |
$130K - $162K
|
4.91K
$710K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.19K+ 1.81% |
$129K - $161K
|
67K
$9.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.19K+ 9.53% |
$128K - $160K
|
13.6K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.18K+ 68.09% |
$127K - $159K
|
2.91K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.17K+ 27.09% |
$127K - $158K
|
5.49K
$794K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.17K+ 5.16% |
$127K - $158K
|
23.9K
$3.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.16K+ 64.78% |
$125K - $157K
|
2.95K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.15K+ 1.35% |
$124K - $155K
|
85.8K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.11K+ 6.74% |
$120K - $150K
|
17.6K
$2.55M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.11KNew |
$120K - $150K
|
1.11K
$161K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 5.45% |
$119K - $148K
|
21.2K
$3.07M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
1.05KNew |
$114K - $142K
|
1.05K
$152K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.05K+ 1.29% |
$114K - $142K
|
82.7K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.04K+ 64.76% |
$113K - $141K
|
2.66K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.03K+ 19.06% |
$111K - $139K
|
6.41K
$927K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.03K+ 4.0% |
$111K - $138K
|
26.7K
$3.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.02K+ 15.02% |
$110K - $138K
|
7.81K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.02K+ 40.48% |
$110K - $137K
|
3.53K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 0.3% |
$110K - $137K
|
337K
$48.7M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.01K+ 34.36% |
$109K - $137K
|
3.96K
$572K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.01K+ 12.66% |
$109K - $137K
|
9.01K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1K+ 48.95% |
$108K - $135K
|
3.05K
$440K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
988+ 6.65% |
$107K - $133K
|
15.9K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
972+ 2.08% |
$105K - $131K
|
47.6K
$6.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
971+ 10.52% |
$105K - $131K
|
10.2K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
946+ 2.3% |
$102K - $128K
|
42.1K
$6.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
943+ 0.83% |
$102K - $127K
|
115K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
937+ 0.39% |
$101K - $127K
|
241K
$34.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
935+ 2.58% |
$101K - $126K
|
37.2K
$5.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
928New |
$100K - $125K
|
928
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
924+ 18.08% |
$99.9K - $125K
|
6.04K
$873K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
910+ 3.21% |
$98.4K - $123K
|
29.2K
$4.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
857+ 4.64% |
$92.7K - $116K
|
19.3K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
850+ 42.48% |
$91.9K - $115K
|
2.85K
$412K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
826+ 19.45% |
$89.3K - $112K
|
5.07K
$733K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
820+ 2.3% |
$88.7K - $111K
|
36.4K
$5.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
808New |
$87.4K - $109K
|
808
$117K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
802+ 5.51% |
$86.7K - $108K
|
15.4K
$2.22M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
777+ 22.65% |
$84K - $105K
|
4.21K
$608K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
765New |
$82.7K - $103K
|
765
$111K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
753New |
$81.4K - $102K
|
753
$109K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
742+ 10.96% |
$80.2K - $100K
|
7.51K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
742New |
$80.2K - $100K
|
742
$107K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
739+ 1.8% |
$79.9K - $99.8K
|
41.8K
$6.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
737+ 18.06% |
$79.7K - $99.5K
|
4.82K
$696K
|