Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.3M+ 5.98% |
$397M - $445M
|
58.6M
$7.52B
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.25M+ 12.81% |
$150M - $168M
|
11M
$1.41B
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
897K+ 88.73% |
$108M - $121M
|
1.91M
$245M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
665K+ 132.42% |
$80.1M - $89.6M
|
1.17M
$150M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
537K+ 194.67% |
$64.6M - $72.3M
|
813K
$104M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
525KNew |
$63.2M - $70.7M
|
525K
$67.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
479K+ 12104.1% |
$57.6M - $64.4M
|
483K
$62M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
452K+ 29.03% |
$54.3M - $60.8M
|
2.01M
$258M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
426K+ 29.41% |
$51.3M - $57.4M
|
1.88M
$241M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
411K+ 24.05% |
$49.4M - $55.3M
|
2.12M
$272M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
376K+ 10.19% |
$45.2M - $50.6M
|
4.07M
$522M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
353K+ 5.92% |
$42.5M - $47.6M
|
6.33M
$813M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
315K+ 3.49% |
$37.8M - $42.3M
|
9.33M
$1.2B
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
293K+ 63.77% |
$35.2M - $39.4M
|
752K
$96.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
278K+ 104.81% |
$33.4M - $37.4M
|
543K
$69.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
192KNew |
$23.1M - $25.8M
|
192K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
183K+ 133.16% |
$22M - $24.7M
|
321K
$41.2M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
173KNew |
$20.8M - $23.3M
|
173K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 3.13% |
$19.2M - $21.5M
|
5.25M
$675M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
116K+ 4.78% |
$14M - $15.6M
|
2.54M
$326M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
112K+ 70.66% |
$13.5M - $15.1M
|
271K
$34.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 4.61% |
$12.9M - $14.4M
|
2.43M
$312M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
103K+ 96.5% |
$12.3M - $13.8M
|
209K
$26.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100K+ 2.73% |
$12.1M - $13.5M
|
3.78M
$486M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
87K+ 36.74% |
$10.5M - $11.7M
|
324K
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
84.8K+ 262.36% |
$10.2M - $11.4M
|
117K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76.2K+ 2.17% |
$9.17M - $10.3M
|
3.59M
$461M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.1K+ 11.15% |
$8.92M - $9.98M
|
739K
$94.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
68.9KNew |
$8.28M - $9.27M
|
68.9K
$8.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
67.7K+ 203.52% |
$8.15M - $9.12M
|
101K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
67.6K+ 1078.9% |
$8.13M - $9.09M
|
73.8K
$9.48M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
65.7K+ 64.01% |
$7.9M - $8.84M
|
168K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
62.5K+ 6.7% |
$7.52M - $8.42M
|
995K
$128M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61.3K+ 98.46% |
$7.38M - $8.25M
|
124K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.4K+ 716.93% |
$7.14M - $7.99M
|
67.7K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
53.7K+ 149.77% |
$6.46M - $7.23M
|
89.6K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
53.3K+ 5.41% |
$6.41M - $7.17M
|
1.04M
$133M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
52.3KNew |
$6.3M - $7.05M
|
52.3K
$6.72M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.4K+ 2.19% |
$6.18M - $6.91M
|
2.4M
$308M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47.2K+ 47.8% |
$5.68M - $6.35M
|
146K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45.9K+ 23.64% |
$5.52M - $6.18M
|
240K
$30.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44.5K+ 12.47% |
$5.36M - $5.99M
|
402K
$51.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44.3K+ 93.71% |
$5.33M - $5.96M
|
91.5K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
41.5K+ 57.51% |
$4.99M - $5.58M
|
114K
$14.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
41.1KNew |
$4.94M - $5.53M
|
41.1K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
40.8KNew |
$4.91M - $5.49M
|
40.8K
$5.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
40.6K+ 15.21% |
$4.88M - $5.46M
|
307K
$39.5M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
38.5K+ 2.78% |
$4.63M - $5.19M
|
1.42M
$183M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
38.1K+ 23.21% |
$4.59M - $5.13M
|
202K
$26M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36K+ 6.11% |
$4.34M - $4.85M
|
626K
$80.4M
|