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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-510- 18.95% |
$61.3K - $68.6K
|
2.18K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-520- 4.17% |
$62.6K - $70K
|
11.9K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-525- 8.71% |
$63.2K - $70.7K
|
5.5K
$708K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-530- 0.94% |
$63.8K - $71.3K
|
55.9K
$7.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-536- 17.26% |
$64.5K - $72.1K
|
2.57K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-540- 1.29% |
$65K - $72.7K
|
41.2K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-561- 3.86% |
$67.5K - $75.5K
|
14K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-562- 0.52% |
$67.6K - $75.6K
|
107K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-567- 5.81% |
$68.2K - $76.3K
|
9.19K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-582- 20.53% |
$70K - $78.3K
|
2.25K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-586- 1.66% |
$70.5K - $78.9K
|
34.7K
$4.47M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-592- 0.04% |
$71.2K - $79.7K
|
1.36M
$175M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-594- 13.48% |
$71.5K - $80K
|
3.81K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-601- 3.28% |
$72.3K - $80.9K
|
17.7K
$2.28M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-607- 5.36% |
$73K - $81.7K
|
10.7K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-630- 0.33% |
$75.8K - $84.8K
|
193K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-642- 4.04% |
$77.2K - $86.4K
|
15.2K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-650- 0.57% |
$78.2K - $87.5K
|
114K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-659- 0.83% |
$79.3K - $88.7K
|
79.1K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-680- 6.16% |
$81.8K - $91.5K
|
10.4K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-690- 18.12% |
$83K - $92.9K
|
3.12K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-692- 1.47% |
$83.2K - $93.1K
|
46.3K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-695- 13.59% |
$83.6K - $93.5K
|
4.42K
$569K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-700- 8.9% |
$84.2K - $94.2K
|
7.17K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-710- 10.4% |
$85.4K - $95.6K
|
6.12K
$787K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-716- 5.28% |
$86.1K - $96.4K
|
12.8K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-737- 8.53% |
$88.7K - $99.2K
|
7.9K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-747- 0.16% |
$89.9K - $101K
|
466K
$59.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-750- 26.27% |
$90.2K - $101K
|
2.11K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 27.26% |
$90.2K - $101K
|
2K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-754- 5.58% |
$90.7K - $101K
|
12.8K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-759- 4.97% |
$91.3K - $102K
|
14.5K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-763- 2.41% |
$91.8K - $103K
|
30.9K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-764- 0.58% |
$91.9K - $103K
|
131K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-768- 17.91% |
$92.4K - $103K
|
3.52K
$453K
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-772- 27.1% |
$92.9K - $104K
|
2.08K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-777- 5.61% |
$93.5K - $105K
|
13.1K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-787- 1.41% |
$94.7K - $106K
|
55.2K
$7.1M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-800- 4.28% |
$96.2K - $108K
|
17.9K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-802- 31.61% |
$96.5K - $108K
|
1.74K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-822- 32.5% |
$98.9K - $111K
|
1.71K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-834- 0.46% |
$100K - $112K
|
179K
$23.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-840- 4.08% |
$101K - $113K
|
19.7K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-846- 3.95% |
$102K - $114K
|
20.6K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-852- 1.68% |
$102K - $115K
|
49.7K
$6.4M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-855- 11.31% |
$103K - $115K
|
6.71K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-860- 58.86% |
$103K - $116K
|
601
$77.3K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-863- 12.36% |
$104K - $116K
|
6.12K
$787K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-865- 5.86% |
$104K - $116K
|
13.9K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-875- 1.39% |
$105K - $118K
|
62K
$7.98M
|