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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
479K+ 12104.1% |
$57.6M - $64.4M
|
483K
$58.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.2KNew |
$3.51M - $3.93M
|
29.2K
$3.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.9KNew |
$2.64M - $2.95M
|
21.9K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.8K+ 48.98% |
$1.9M - $2.13M
|
48.1K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.2K+ 7.84% |
$1.71M - $1.91M
|
195K
$23.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11.8K+ 7.04% |
$1.42M - $1.59M
|
179K
$21.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 0.3% |
$1.25M - $1.4M
|
3.49M
$424M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9.23KNew |
$1.11M - $1.24M
|
9.23K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.87K+ 19.02% |
$826K - $925K
|
43K
$5.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.33K+ 11.1% |
$641K - $718K
|
53.3K
$6.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.29K+ 1.42% |
$637K - $712K
|
379K
$46M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.09KNew |
$612K - $684K
|
5.09K
$617K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.79K+ 2.24% |
$576K - $644K
|
218K
$26.5M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.94KNew |
$474K - $531K
|
3.94K
$479K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.74K+ 9.72% |
$450K - $504K
|
42.3K
$5.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.68K+ 2.48% |
$442K - $495K
|
152K
$18.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$371K - $415K
|
3.08K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.95K+ 4.47% |
$354K - $396K
|
68.8K
$8.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.89K+ 12.52% |
$347K - $388K
|
25.9K
$3.15M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
2.87K+ 0.63% |
$346K - $387K
|
461K
$56M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.7KNew |
$325K - $364K
|
2.7K
$328K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.6KNew |
$313K - $350K
|
2.6K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.32KNew |
$279K - $312K
|
2.32K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.22K+ 34.03% |
$267K - $299K
|
8.75K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.18K+ 108800.0% |
$262K - $293K
|
2.18K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
1.97K+ 4.04% |
$237K - $265K
|
50.8K
$6.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.95K+ 6.32% |
$235K - $262K
|
32.8K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.94KNew |
$234K - $262K
|
1.94K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.87K+ 68.22% |
$225K - $252K
|
4.61K
$560K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.8K+ 72.13% |
$216K - $242K
|
4.29K
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.68K+ 6.31% |
$202K - $226K
|
28.3K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.66KNew |
$200K - $223K
|
1.66K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.65KNew |
$199K - $222K
|
1.65K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 15.98% |
$142K - $158K
|
8.54K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.14K+ 24.98% |
$137K - $153K
|
5.69K
$690K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 1.85% |
$134K - $150K
|
61.2K
$7.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
963+ 0.78% |
$116K - $130K
|
125K
$15.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
845+ 17.62% |
$102K - $114K
|
5.64K
$685K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
774+ 1.91% |
$93.1K - $104K
|
41.3K
$5.02M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
731+ 575.59% |
$87.9K - $98.4K
|
858
$104K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
664+ 0.08% |
$79.9K - $89.4K
|
816K
$99M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
615+ 0.29% |
$74K - $82.8K
|
212K
$25.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
610+ 11.78% |
$73.4K - $82.1K
|
5.79K
$703K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
573+ 9.72% |
$68.9K - $77.1K
|
6.47K
$785K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
508+ 17.66% |
$61.1K - $68.4K
|
3.38K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
497New |
$59.8K - $66.9K
|
497
$60.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
426+ 1.53% |
$51.2K - $57.3K
|
28.2K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
364+ 6.04% |
$43.8K - $49K
|
6.39K
$775K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
280+ 1.25% |
$33.7K - $37.7K
|
22.7K
$2.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
273+ 17.11% |
$32.8K - $36.7K
|
1.87K
$227K
|