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 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
607+ 0.29% |
$81.9K - $88.6K
|
213K
$30.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
585+ 11.75% |
$79K - $85.4K
|
5.56K
$804K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
550+ 0.3% |
$74.3K - $80.3K
|
185K
$26.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
543+ 10.74% |
$73.3K - $79.3K
|
5.6K
$809K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
532+ 15.72% |
$71.8K - $77.7K
|
3.92K
$566K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
448+ 1.7% |
$60.5K - $65.4K
|
26.8K
$3.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
448+ 3.49% |
$60.5K - $65.4K
|
13.3K
$1.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
407+ 4.7% |
$54.9K - $59.4K
|
9.07K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
397+ 4.76% |
$53.6K - $58K
|
8.74K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
346+ 9.36% |
$46.7K - $50.5K
|
4.04K
$585K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
272+ 3.33% |
$36.7K - $39.7K
|
8.45K
$1.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
237+ 3.48% |
$32K - $34.6K
|
7.05K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
228+ 3.46% |
$30.8K - $33.3K
|
6.82K
$986K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
224+ 3.45% |
$30.2K - $32.7K
|
6.72K
$972K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
216+ 0.59% |
$29.2K - $31.5K
|
36.8K
$5.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
216+ 8.26% |
$29.2K - $31.5K
|
2.83K
$409K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
197+ 2.08% |
$26.6K - $28.8K
|
9.68K
$1.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
184+ 73.6% |
$24.8K - $26.9K
|
434
$62.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
181+ 2.59% |
$24.4K - $26.4K
|
7.17K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
160+ 2.97% |
$21.6K - $23.4K
|
5.56K
$803K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
133+ 3.36% |
$18K - $19.4K
|
4.09K
$591K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
130+ 0.39% |
$17.6K - $19K
|
33.4K
$4.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117+ 0.42% |
$15.8K - $17.1K
|
28.1K
$4.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
102+ 0.95% |
$13.8K - $14.9K
|
10.8K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
99+ 2.81% |
$13.4K - $14.5K
|
3.63K
$525K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
94+ 5.5% |
$12.7K - $13.7K
|
1.8K
$261K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
93+ 0.3% |
$12.6K - $13.6K
|
30.8K
$4.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
86+ 0.4% |
$11.6K - $12.6K
|
21.3K
$3.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
82+ 0.48% |
$11.1K - $12K
|
17.2K
$2.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
75+ 4.74% |
$10.1K - $11K
|
1.66K
$240K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
67+ 1.51% |
$9.05K - $9.78K
|
4.49K
$649K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
67+ 0.23% |
$9.05K - $9.78K
|
29.8K
$4.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
42+ 0.82% |
$5.67K - $6.13K
|
5.13K
$742K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.19% |
$5.54K - $5.99K
|
3.48K
$503K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
41+ 1.5% |
$5.54K - $5.99K
|
2.77K
$401K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36+ 0.21% |
$4.86K - $5.26K
|
17K
$2.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
33+ 0.07% |
$4.46K - $4.82K
|
48.8K
$7.06M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
33+ 29.46% |
$4.46K - $4.82K
|
145
$21K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
32+ 0.98% |
$4.32K - $4.67K
|
3.3K
$477K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
26+ 0.3% |
$3.51K - $3.8K
|
8.7K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
23+ 0.11% |
$3.11K - $3.36K
|
21.9K
$3.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
21+ 0.56% |
$2.84K - $3.07K
|
3.77K
$546K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
15+ 0.6% |
$2.03K - $2.19K
|
2.53K
$366K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 0.26% |
$2.03K - $2.19K
|
5.82K
$841K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
14+ 0.82% |
$1.89K - $2.04K
|
1.73K
$249K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
10+ 0.06% |
$1.35K - $1.46K
|
16.7K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.1% |
$1.35K - $1.46K
|
10.2K
$1.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$1.35K - $1.46K
|
10
$1.45K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.02% |
$1.35K - $1.46K
|
43.5K
$6.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.46% |
$1.35K - $1.46K
|
2.2K
$318K
|