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 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.02% |
$1.08K - $1.17K
|
42.5K
$6.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.29% |
$945 - $1.02K
|
2.39K
$345K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.3% |
$810 - $876
|
2.03K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
6+ 0.33% |
$810 - $876
|
1.85K
$267K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.19% |
$675 - $730
|
2.61K
$377K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4+ 0.14% |
$540 - $584
|
2.83K
$409K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.05% |
$405 - $438
|
6K
$868K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.0% |
$405 - $438
|
67K
$9.69M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3+ 0.09% |
$405 - $438
|
3.34K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.04% |
$270 - $292
|
194
$28.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$270 - $292
|
3.31K
$479K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$270 - $292
|
2.7K
$390K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.66% |
$135 - $146
|
152
$22K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.72% |
$135 - $146
|
140
$20.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$135 - $146
|
4.8K
$694K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.14% |
$135 - $146
|
705
$102K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1- 0.04% |
$135 - $146
|
2.81K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$135 - $146
|
8.14K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5- 0.91% |
$675 - $730
|
544
$78.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.17% |
$945 - $1.02K
|
4.23K
$611K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8- 0.16% |
$1.08K - $1.17K
|
4.85K
$701K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-14- 0.1% |
$1.89K - $2.04K
|
14.5K
$2.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15- 0.2% |
$2.03K - $2.19K
|
7.39K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-16- 0.28% |
$2.16K - $2.34K
|
5.78K
$836K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-20- 6.25% |
$2.7K - $2.92K
|
300
$43.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.34% |
$3.65K - $3.94K
|
8.02K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-40- 0.06% |
$5.4K - $5.84K
|
64.4K
$9.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-42- 0.75% |
$5.67K - $6.13K
|
5.56K
$804K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 2.0% |
$6.75K - $7.3K
|
2.45K
$355K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-51- 2.61% |
$6.89K - $7.45K
|
1.9K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-52- 1.66% |
$7.02K - $7.59K
|
3.08K
$446K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-54- 0.16% |
$7.29K - $7.89K
|
34.1K
$4.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-59- 0.45% |
$7.97K - $8.62K
|
13K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-66- 2.66% |
$8.91K - $9.64K
|
2.41K
$349K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-71- 3.76% |
$9.59K - $10.4K
|
1.82K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-74- 3.18% |
$9.99K - $10.8K
|
2.25K
$325K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-79- 4.32% |
$10.7K - $11.5K
|
1.75K
$253K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-82- 2.19% |
$11.1K - $12K
|
3.66K
$529K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-84- 0.56% |
$11.3K - $12.3K
|
14.9K
$2.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-95- 2.57% |
$12.8K - $13.9K
|
3.6K
$521K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-97- 4.17% |
$13.1K - $14.2K
|
2.23K
$322K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-100- 5.62% |
$13.5K - $14.6K
|
1.68K
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-101- 2.27% |
$13.6K - $14.7K
|
4.35K
$628K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-104- 6.1% |
$14K - $15.2K
|
1.6K
$231K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-105- 0.19% |
$14.2K - $15.3K
|
55.7K
$8.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-106- 3.47% |
$14.3K - $15.5K
|
2.95K
$426K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-115- 4.41% |
$15.5K - $16.8K
|
2.5K
$361K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-117- 2.73% |
$15.8K - $17.1K
|
4.17K
$602K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-143- 7.15% |
$19.3K - $20.9K
|
1.86K
$269K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-150- 1.77% |
$20.3K - $21.9K
|
8.33K
$1.2M
|