Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
154K+ 1185.08% |
$20.8M - $22.5M
|
167K
$24.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49K+ 31.19% |
$6.62M - $7.16M
|
206K
$29.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
47.3K+ 14.53% |
$6.39M - $6.91M
|
373K
$54M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
40K+ 275.59% |
$5.4M - $5.84M
|
54.5K
$7.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
38.6K+ 7.93% |
$5.22M - $5.64M
|
526K
$76.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
36.6K+ 73.79% |
$4.94M - $5.34M
|
86.2K
$12.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23K+ 0.58% |
$3.11M - $3.36M
|
3.96M
$572M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
20.8K+ 5.92% |
$2.81M - $3.04M
|
372K
$53.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
17.5KNew |
$2.36M - $2.55M
|
17.5K
$2.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
15.8K+ 31.05% |
$2.13M - $2.3M
|
66.5K
$9.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.6KNew |
$1.97M - $2.13M
|
14.6K
$2.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12.7K+ 3.53% |
$1.72M - $1.86M
|
374K
$54.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.7K+ 4.03% |
$1.71M - $1.85M
|
327K
$47.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
12.6K+ 2.85% |
$1.7M - $1.84M
|
455K
$65.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 26.19% |
$1.55M - $1.68M
|
55.4K
$8.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
11.1K+ 10.37% |
$1.5M - $1.63M
|
118K
$17.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.17K+ 13.72% |
$1.1M - $1.19M
|
67.7K
$9.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.1K+ 3.07% |
$1.09M - $1.18M
|
272K
$39.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
7.48KNew |
$1.01M - $1.09M
|
7.48K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.11K+ 4.58% |
$960K - $1.04M
|
162K
$23.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
7.03K+ 4.83% |
$948K - $1.03M
|
152K
$22M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
6.67KNew |
$900K - $974K
|
6.67K
$964K
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$853K - $922K
|
6.32K
$913K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
6.21K+ 4.09% |
$838K - $907K
|
158K
$22.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
3.55KNew |
$479K - $518K
|
3.55K
$513K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.5K+ 9.85% |
$472K - $511K
|
39K
$5.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.03K+ 5.36% |
$409K - $442K
|
59.5K
$8.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.94K+ 0.79% |
$397K - $430K
|
377K
$54.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.33KNew |
$314K - $340K
|
2.33K
$336K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.68K+ 28.92% |
$226K - $245K
|
7.48K
$1.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.67KNew |
$226K - $244K
|
1.67K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 16.06% |
$214K - $232K
|
11.5K
$1.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.58K+ 6.37% |
$213K - $230K
|
26.3K
$3.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.43KNew |
$193K - $209K
|
1.43K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.41KNew |
$190K - $206K
|
1.41K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$190K - $206K
|
1.41K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.39KNew |
$188K - $204K
|
1.39K
$202K
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
BUY
|
- |
1.39KNew |
$188K - $203K
|
1.39K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.38KNew |
$186K - $201K
|
1.38K
$199K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 48.12% |
$162K - $176K
|
3.7K
$535K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.19K+ 59.15% |
$161K - $174K
|
3.2K
$463K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.05K+ 14.77% |
$141K - $153K
|
8.13K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
930+ 2.37% |
$126K - $136K
|
40.1K
$5.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
920+ 29.87% |
$124K - $134K
|
4K
$578K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
918+ 0.51% |
$124K - $134K
|
180K
$26M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
913New |
$123K - $133K
|
913
$132K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
900+ 24.14% |
$122K - $131K
|
4.63K
$669K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
829+ 31.53% |
$112K - $121K
|
3.46K
$500K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
781+ 15.24% |
$105K - $114K
|
5.91K
$854K
|
|
|
Oct 06, 2025
Q3 2025
|
Claris Advisors, LLC
|
BUY
|
- |
764+ 1.64% |
$103K - $112K
|
47.3K
$6.84M
|