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
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 1.67% |
$3.25K - $3.63K
|
1.64K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
26+ 0.27% |
$3.13K - $3.5K
|
9.52K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
26+ 0.24% |
$3.13K - $3.5K
|
10.7K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
25+ 0.65% |
$3.01K - $3.37K
|
3.9K
$502K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
23+ 0.86% |
$2.77K - $3.1K
|
2.68K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
23+ 0.87% |
$2.77K - $3.1K
|
2.67K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
20+ 0.08% |
$2.41K - $2.69K
|
23.8K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.12% |
$2.29K - $2.56K
|
15.3K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
19+ 0.51% |
$2.29K - $2.56K
|
3.78K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 56.25% |
$2.17K - $2.42K
|
50
$6.43K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
18+ 0.06% |
$2.17K - $2.42K
|
28.9K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.84% |
$2.17K - $2.42K
|
2.16K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 3.26% |
$1.92K - $2.15K
|
507
$65.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14+ 0.21% |
$1.68K - $1.88K
|
6.58K
$847K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
12New |
$1.44K - $1.62K
|
12
$1.54K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
11+ 0.29% |
$1.32K - $1.48K
|
3.81K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.22% |
$1.32K - $1.48K
|
5.11K
$658K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.3% |
$1.32K - $1.48K
|
3.73K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11+ 0.3% |
$1.32K - $1.48K
|
3.7K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.2% |
$1.08K - $1.21K
|
4.44K
$571K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9+ 0.45% |
$1.08K - $1.21K
|
2.02K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$1.08K - $1.21K
|
3.2K
$412K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9+ 0.29% |
$1.08K - $1.21K
|
3.1K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.29% |
$1.08K - $1.21K
|
3.07K
$394K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 3.38% |
$1.08K - $1.21K
|
275
$35.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$962 - $1.08K
|
2.3K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8+ 0.3% |
$962 - $1.08K
|
2.71K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.28% |
$962 - $1.08K
|
2.82K
$363K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.3% |
$842 - $942
|
2.37K
$306K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.13% |
$842 - $942
|
5.53K
$712K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$842 - $942
|
4.84K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7+ 0.14% |
$842 - $942
|
5.19K
$668K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7+ 0.22% |
$842 - $942
|
3.23K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7+ 0.28% |
$842 - $942
|
2.51K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
6+ 0.28% |
$722 - $808
|
2.19K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.26% |
$722 - $808
|
2.32K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6+ 0.17% |
$722 - $808
|
3.46K
$445K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 3.68% |
$722 - $808
|
169
$21.8K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.27% |
$722 - $808
|
2.19K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5+ 0.29% |
$601 - $673
|
1.72K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.13% |
$601 - $673
|
3.71K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
5+ 0.19% |
$601 - $673
|
2.68K
$345K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.3% |
$601 - $673
|
1.65K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5+ 0.04% |
$601 - $673
|
13K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4+ 0.1% |
$481 - $538
|
3.94K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
4+ 0.24% |
$481 - $538
|
1.66K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.16% |
$481 - $538
|
2.49K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 1.08% |
$481 - $538
|
374
$48.1K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4+ 0.02% |
$481 - $538
|
24.6K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 0.03% |
$481 - $538
|
12.2K
$1.57M
|