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 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
87+ 1.12% |
$10.5K - $11.7K
|
7.86K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87+ 0.03% |
$10.5K - $11.7K
|
278K
$35.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
85+ 0.31% |
$10.2K - $11.4K
|
27.4K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 0.18% |
$10.1K - $11.3K
|
46.3K
$5.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
80+ 4.15% |
$9.62K - $10.8K
|
2.01K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
80+ 1.93% |
$9.62K - $10.8K
|
4.22K
$543K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
79+ 0.18% |
$9.5K - $10.6K
|
42.9K
$5.53M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
77New |
$9.26K - $10.4K
|
77
$9.91K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77+ 3.16% |
$9.26K - $10.4K
|
2.51K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
76+ 3.13% |
$9.14K - $10.2K
|
2.5K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
76+ 1.87% |
$9.14K - $10.2K
|
4.15K
$534K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
76+ 4.49% |
$9.14K - $10.2K
|
1.77K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
75+ 4.78% |
$9.02K - $10.1K
|
1.65K
$212K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
73+ 1.26% |
$8.78K - $9.83K
|
5.85K
$752K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.48% |
$8.42K - $9.42K
|
14.7K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
67+ 7.85% |
$8.06K - $9.02K
|
920
$118K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
66New |
$7.94K - $8.88K
|
66
$8.49K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
65New |
$7.82K - $8.75K
|
65
$8.37K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
65+ 0.68% |
$7.82K - $8.75K
|
9.56K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
64+ 0.87% |
$7.7K - $8.61K
|
7.4K
$953K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
64+ 3.0% |
$7.7K - $8.61K
|
2.19K
$282K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
61+ 1.22% |
$7.34K - $8.21K
|
5.07K
$652K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
61+ 1.04% |
$7.34K - $8.21K
|
5.95K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
60+ 2.38% |
$7.22K - $8.08K
|
2.58K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 0.83% |
$6.86K - $7.67K
|
6.91K
$889K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
56+ 3.05% |
$6.74K - $7.54K
|
1.89K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
56+ 0.77% |
$6.74K - $7.54K
|
7.33K
$944K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
49+ 0.58% |
$5.89K - $6.6K
|
8.43K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
48New |
$5.77K - $6.46K
|
48
$6.18K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
46+ 0.28% |
$5.53K - $6.19K
|
16.5K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
46+ 33.09% |
$5.53K - $6.19K
|
185
$23.8K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
44+ 2.2% |
$5.29K - $5.92K
|
2.05K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 0.26% |
$5.17K - $5.79K
|
16.7K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
41+ 1.61% |
$4.93K - $5.52K
|
2.59K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 0.23% |
$4.81K - $5.38K
|
17.1K
$2.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 0.45% |
$4.69K - $5.25K
|
8.71K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
39+ 1.36% |
$4.69K - $5.25K
|
2.9K
$373K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
39+ 0.15% |
$4.69K - $5.25K
|
25.8K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
39+ 9.2% |
$4.69K - $5.25K
|
463
$59.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
37+ 0.8% |
$4.45K - $4.98K
|
4.67K
$601K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 0.34% |
$4.45K - $4.98K
|
11.1K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36+ 0.08% |
$4.33K - $4.85K
|
44.1K
$5.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
35+ 0.98% |
$4.21K - $4.71K
|
3.6K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$4.09K - $4.58K
|
34
$4.38K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
32New |
$3.85K - $4.31K
|
32
$4.12K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 0.77% |
$3.73K - $4.17K
|
4.05K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
31New |
$3.73K - $4.17K
|
31
$3.99K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
31+ 0.28% |
$3.73K - $4.17K
|
10.9K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 0.15% |
$3.37K - $3.77K
|
18.7K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
28+ 1.17% |
$3.37K - $3.77K
|
2.41K
$310K
|