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 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3+ 0.02% |
$361 - $404
|
13.9K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
3+ 0.04% |
$361 - $404
|
7.14K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$361 - $404
|
1.94K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3+ 0.12% |
$361 - $404
|
2.49K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.06% |
$361 - $404
|
5.31K
$683K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$361 - $404
|
15.5K
$2M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$361 - $404
|
3.54K
$455K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3New |
$361 - $404
|
3
$386
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3+ 0.11% |
$361 - $404
|
2.62K
$338K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2+ 0.01% |
$241 - $269
|
22.9K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$241 - $269
|
3.31K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2+ 0.02% |
$241 - $269
|
9.78K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.08% |
$241 - $269
|
2.51K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$241 - $269
|
2.33K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2+ 0.07% |
$241 - $269
|
2.74K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.07% |
$241 - $269
|
2.98K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.09% |
$241 - $269
|
2.19K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2+ 0.11% |
$241 - $269
|
1.89K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.46% |
$241 - $269
|
438
$56.4K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.11% |
$241 - $269
|
1.81K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.19% |
$120 - $135
|
85
$10.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $135
|
4.24K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.02% |
$120 - $135
|
6.15K
$792K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.05% |
$120 - $135
|
1.85K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1+ 0.06% |
$120 - $135
|
1.69K
$217K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$120 - $135
|
1.05K
$136K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$120 - $135
|
2.69K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$120 - $135
|
1.76K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.03% |
$120 - $135
|
3.96K
$510K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $135
|
2.35K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$120 - $135
|
3.92K
$505K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.4% |
$120 - $135
|
248
$31.9K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $135
|
2.33K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.23% |
$120 - $135
|
444
$57.1K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.67% |
$120 - $135
|
151
$19.4K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.14% |
$120 - $135
|
717
$92.3K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$120 - $135
|
2.16K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$120 - $135
|
4.82K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$120 - $135
|
15.5K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.01% |
$120 - $135
|
8.4K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.21% |
$120 - $135
|
470
$60.5K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$120 - $135
|
345
$44.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.81% |
$120 - $135
|
122
$15.7K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$120 - $135
|
3.1K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-2- 0.02% |
$241 - $269
|
8.99K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3- 0.04% |
$361 - $404
|
7K
$901K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3- 0.11% |
$361 - $404
|
2.79K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4- 0.05% |
$481 - $538
|
7.44K
$957K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-5- 0.18% |
$601 - $673
|
2.82K
$363K
|