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
|
True North Advisors, LLC
|
SELL
|
- |
-173- 2.96% |
$23.4K - $25.3K
|
5.67K
$820K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-174- 3.18% |
$23.5K - $25.4K
|
5.3K
$766K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-175- 6.82% |
$23.6K - $25.6K
|
2.39K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-178- 6.6% |
$24K - $26K
|
2.52K
$364K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-183- 0.28% |
$24.7K - $26.7K
|
65.9K
$9.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-197- 1.93% |
$26.6K - $28.8K
|
10K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-201- 1.67% |
$27.1K - $29.4K
|
11.8K
$1.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-203- 2.17% |
$27.4K - $29.6K
|
9.15K
$1.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-210- 6.91% |
$28.4K - $30.7K
|
2.83K
$409K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-234- 8.67% |
$31.6K - $34.2K
|
2.47K
$356K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-320- 15.17% |
$43.2K - $46.7K
|
1.79K
$259K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-323- 0.21% |
$43.6K - $47.2K
|
156K
$22.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-327- 1.66% |
$44.1K - $47.7K
|
19.3K
$2.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-367- 2.08% |
$49.5K - $53.6K
|
17.3K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-405- 1.47% |
$54.7K - $59.1K
|
27.2K
$3.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-439- 2.11% |
$59.3K - $64.1K
|
20.4K
$2.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-477- 7.35% |
$64.4K - $69.7K
|
6.02K
$870K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-483- 29.42% |
$65.2K - $70.5K
|
1.16K
$168K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-553- 0.97% |
$74.7K - $80.7K
|
56.5K
$8.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-573- 0.45% |
$77.4K - $83.7K
|
126K
$18.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-579- 2.44% |
$78.2K - $84.5K
|
23.1K
$3.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-581- 0.96% |
$78.4K - $84.8K
|
60.2K
$8.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-635- 4.42% |
$85.7K - $92.7K
|
13.7K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-707- 1.4% |
$95.4K - $103K
|
49.7K
$7.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-811- 1.29% |
$109K - $118K
|
62.3K
$9M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-814- 1.62% |
$110K - $119K
|
49.3K
$7.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-841- 1.37% |
$114K - $123K
|
60.5K
$8.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-868- 20.22% |
$117K - $127K
|
3.43K
$495K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-938- 6.26% |
$127K - $137K
|
14K
$2.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-986- 58.69% |
$133K - $144K
|
694
$100K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.01K- 1.37% |
$137K - $148K
|
72.7K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.04K- 6.54% |
$140K - $151K
|
14.8K
$2.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.09K- 1.93% |
$146K - $158K
|
55K
$7.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.12K- 22.76% |
$151K - $163K
|
3.8K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.17K- 2.96% |
$158K - $171K
|
38.4K
$5.56M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.2K- 1.76% |
$162K - $175K
|
66.9K
$9.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 7.7% |
$164K - $178K
|
14.6K
$2.11M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.42K- 5.96% |
$192K - $208K
|
22.4K
$3.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.45K- 14.86% |
$196K - $212K
|
8.3K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.46K- 3.53% |
$197K - $213K
|
40K
$5.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.47K- 4.44% |
$198K - $215K
|
31.6K
$4.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.94K- 8.28% |
$262K - $284K
|
21.5K
$3.12M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.11K- 11.68% |
$285K - $308K
|
16K
$2.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-2.2K- 1.58% |
$297K - $321K
|
137K
$19.8M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.86K- 2.59% |
$386K - $417K
|
108K
$15.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.52K- 3.66% |
$476K - $515K
|
92.8K
$13.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.55K- 2.78% |
$479K - $518K
|
124K
$18M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.83K- 0.54% |
$517K - $559K
|
708K
$102M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-4.06K- 3.13% |
$549K - $593K
|
126K
$18.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.85K- 16.59% |
$654K - $708K
|
24.4K
$3.52M
|