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 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
241+ 2.68% |
$29K - $32.4K
|
9.24K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
231New |
$27.8K - $31.1K
|
231
$29.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
227+ 17.86% |
$27.3K - $30.6K
|
1.5K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
216+ 2.14% |
$26K - $29.1K
|
10.3K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
215+ 6.05% |
$25.9K - $28.9K
|
3.77K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
214+ 7.71% |
$25.7K - $28.8K
|
2.99K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
213+ 1.27% |
$25.6K - $28.7K
|
17K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
210New |
$25.3K - $28.3K
|
210
$27K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
209+ 6.18% |
$25.1K - $28.1K
|
3.59K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
206+ 0.51% |
$24.8K - $27.7K
|
40.8K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205+ 2.53% |
$24.7K - $27.6K
|
8.32K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
204+ 5.95% |
$24.5K - $27.5K
|
3.63K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
200New |
$24.1K - $26.9K
|
200
$25.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
196+ 3.41% |
$23.6K - $26.4K
|
5.94K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
195+ 3.81% |
$23.5K - $26.2K
|
5.32K
$684K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
193+ 3.11% |
$23.2K - $26K
|
6.41K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
193+ 2.44% |
$23.2K - $26K
|
8.1K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
191+ 3.59% |
$23K - $25.7K
|
5.51K
$710K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
176+ 0.17% |
$21.2K - $23.7K
|
106K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
175+ 26.76% |
$21.1K - $23.6K
|
829
$107K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
173+ 0.29% |
$20.8K - $23.3K
|
59.1K
$7.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
171New |
$20.6K - $23K
|
171
$22K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
171+ 2.32% |
$20.6K - $23K
|
7.54K
$970K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 3.57% |
$19.7K - $22.1K
|
4.76K
$613K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
164+ 4.46% |
$19.7K - $22.1K
|
3.85K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
162+ 14.52% |
$19.5K - $21.8K
|
1.28K
$164K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
157+ 0.41% |
$18.9K - $21.1K
|
38.3K
$4.93M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
146+ 5.04% |
$17.6K - $19.7K
|
3.05K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
140New |
$16.8K - $18.8K
|
140
$18K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
136+ 4.59% |
$16.4K - $18.3K
|
3.1K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
135+ 4.13% |
$16.2K - $18.2K
|
3.4K
$438K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
128+ 7.5% |
$15.4K - $17.2K
|
1.84K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
128+ 2.04% |
$15.4K - $17.2K
|
6.4K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
125+ 7.01% |
$15K - $16.8K
|
1.91K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
121+ 2.64% |
$14.6K - $16.3K
|
4.71K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
121New |
$14.6K - $16.3K
|
121
$15.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
117+ 4.66% |
$14.1K - $15.7K
|
2.63K
$338K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
115+ 3.09% |
$13.8K - $15.5K
|
3.83K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
112+ 9.42% |
$13.5K - $15.1K
|
1.3K
$167K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
103+ 2.77% |
$12.4K - $13.9K
|
3.83K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
102+ 0.9% |
$12.3K - $13.7K
|
11.5K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
101+ 0.16% |
$12.1K - $13.6K
|
62.1K
$7.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100+ 18.28% |
$12K - $13.5K
|
647
$83.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
100+ 0.43% |
$12K - $13.5K
|
23.4K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
97+ 4.8% |
$11.7K - $13.1K
|
2.12K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
89+ 3.73% |
$10.7K - $12K
|
2.47K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
88+ 0.51% |
$10.6K - $11.8K
|
17.5K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
88+ 2.1% |
$10.6K - $11.8K
|
4.28K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 1.59% |
$10.6K - $11.8K
|
5.62K
$723K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
87+ 1.89% |
$10.5K - $11.7K
|
4.69K
$604K
|