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 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
729+ 1.72% |
$78.8K - $98.4K
|
43.2K
$6.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
711+ 13.24% |
$76.9K - $96K
|
6.08K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
698+ 2.22% |
$75.5K - $94.3K
|
32.2K
$4.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
677+ 3.07% |
$73.2K - $91.4K
|
22.7K
$3.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
673New |
$72.8K - $90.9K
|
673
$97.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
661+ 3.42% |
$71.5K - $89.3K
|
20K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
649+ 2.94% |
$70.2K - $87.6K
|
22.7K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
626+ 0.3% |
$67.7K - $84.5K
|
213K
$30.7M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
606New |
$65.5K - $81.8K
|
606
$87.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
596+ 22.36% |
$64.4K - $80.5K
|
3.26K
$472K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
595+ 1.09% |
$64.3K - $80.3K
|
55.3K
$8M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
595+ 2.28% |
$64.3K - $80.3K
|
26.7K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
595New |
$64.3K - $80.3K
|
595
$86K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
594+ 3.91% |
$64.2K - $80.2K
|
15.8K
$2.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
589+ 1.44% |
$63.7K - $79.5K
|
41.5K
$6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
581+ 23.22% |
$62.8K - $78.5K
|
3.08K
$446K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
571+ 5.3% |
$61.7K - $77.1K
|
11.3K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
570+ 19.13% |
$61.6K - $77K
|
3.55K
$513K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
555+ 6.85% |
$60K - $74.9K
|
8.66K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
551New |
$59.6K - $74.4K
|
551
$79.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
540+ 1.32% |
$58.4K - $72.9K
|
41.5K
$6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
535New |
$57.8K - $72.2K
|
535
$77.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
531+ 0.58% |
$57.4K - $71.7K
|
92.6K
$13.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
520New |
$56.2K - $70.2K
|
520
$75.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
506+ 4.35% |
$54.7K - $68.3K
|
12.1K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
497+ 1.51% |
$53.7K - $67.1K
|
33.3K
$4.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
497New |
$53.7K - $67.1K
|
497
$71.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
497+ 2.8% |
$53.7K - $67.1K
|
18.2K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
492+ 8.04% |
$53.2K - $66.4K
|
6.61K
$956K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
486+ 5.98% |
$52.5K - $65.6K
|
8.61K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
485New |
$52.4K - $65.5K
|
485
$70.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
484+ 3.29% |
$52.3K - $65.4K
|
15.2K
$2.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
481+ 5.27% |
$52K - $65K
|
9.6K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
478+ 0.54% |
$51.7K - $64.5K
|
88.7K
$12.8M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
475+ 0.23% |
$51.4K - $64.1K
|
206K
$29.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
473New |
$51.1K - $63.9K
|
473
$68.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
471+ 0.46% |
$50.9K - $63.6K
|
104K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
461+ 940.82% |
$49.8K - $62.3K
|
510
$73.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
460+ 5.14% |
$49.7K - $62.1K
|
9.41K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
454+ 105.09% |
$49.1K - $61.3K
|
886
$128K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
450New |
$48.7K - $60.8K
|
450
$65.1K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
443New |
$47.9K - $59.8K
|
443
$64.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
431+ 2.24% |
$46.6K - $58.2K
|
19.7K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
426+ 7.71% |
$46.1K - $57.5K
|
5.95K
$861K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
420+ 8.99% |
$45.4K - $56.7K
|
5.09K
$736K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
417+ 25.14% |
$45.1K - $56.3K
|
2.08K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
416+ 6.4% |
$45K - $56.2K
|
6.92K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
415+ 11.91% |
$44.9K - $56K
|
3.9K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
409+ 22.7% |
$44.2K - $55.2K
|
2.21K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
408+ 0.72% |
$44.1K - $55.1K
|
57.1K
$8.25M
|