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
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.02K- 49.7% |
$678K - $733K
|
5.08K
$735K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.49K- 4.31% |
$742K - $802K
|
122K
$17.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5.93K- 50.7% |
$800K - $866K
|
5.77K
$834K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.29K- 12.45% |
$985K - $1.06M
|
51.3K
$7.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.45K- 1.16% |
$1.01M - $1.09M
|
634K
$91.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-7.56K- 5.14% |
$1.02M - $1.1M
|
139K
$20.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.4K- 6.55% |
$1.53M - $1.66M
|
162K
$23.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 13.4% |
$2.05M - $2.22M
|
98.2K
$14.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-19.3K- 28.11% |
$2.61M - $2.82M
|
49.4K
$7.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34.6K- 40.2% |
$4.68M - $5.06M
|
51.5K
$7.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-108K- 72.89% |
$14.6M - $15.8M
|
40.2K
$5.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-225K- 13.06% |
$30.4M - $32.9M
|
1.5M
$217M
|