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 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-876- 5.76% |
$105K - $118K
|
14.3K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-877- 15.94% |
$105K - $118K
|
4.63K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-888- 1.66% |
$107K - $120K
|
52.5K
$6.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-894- 9.76% |
$108K - $120K
|
8.27K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-905- 21.7% |
$109K - $122K
|
3.27K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-944- 4.5% |
$114K - $127K
|
20.1K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-954- 2.3% |
$115K - $128K
|
40.6K
$5.22M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-962- 13.85% |
$116K - $129K
|
5.98K
$770K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-980- 34.89% |
$118K - $132K
|
1.83K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-985- 18.75% |
$118K - $133K
|
4.27K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-988- 1.17% |
$119K - $133K
|
83.5K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-988- 0.36% |
$119K - $133K
|
275K
$35.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.01K- 4.52% |
$121K - $135K
|
21.2K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.02K- 19.02% |
$122K - $137K
|
4.33K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 9.78% |
$123K - $137K
|
9.4K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.69% |
$123K - $138K
|
59.4K
$7.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.06K- 6.99% |
$127K - $143K
|
14.1K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.09K- 8.99% |
$131K - $147K
|
11K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-1.1K- 1.98% |
$133K - $148K
|
54.7K
$7.04M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.11K- 3.4% |
$133K - $149K
|
31.5K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 5.49% |
$135K - $151K
|
19.3K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.13K- 21.9% |
$135K - $151K
|
4.01K
$516K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.13K- 10.78% |
$136K - $152K
|
9.36K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.15K- 1.18% |
$138K - $155K
|
96.6K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-1.16K- 39.31% |
$139K - $156K
|
1.79K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.17K- 1.07% |
$140K - $157K
|
108K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.19K- 19.53% |
$143K - $160K
|
4.89K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.2K- 32.32% |
$144K - $161K
|
2.51K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.22K- 3.89% |
$147K - $164K
|
30.2K
$3.88M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 2.24% |
$151K - $169K
|
54.9K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.28K- 25.09% |
$154K - $172K
|
3.82K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.3K- 28.2% |
$156K - $175K
|
3.3K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.36K- 40.69% |
$164K - $183K
|
1.98K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.39K- 2.34% |
$167K - $186K
|
57.7K
$7.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.39K- 17.12% |
$167K - $187K
|
6.74K
$867K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.41K- 62.21% |
$170K - $190K
|
857
$110K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.48K- 0.91% |
$178K - $199K
|
162K
$20.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 4.0% |
$178K - $199K
|
35.5K
$4.57M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.48K- 59.73% |
$178K - $200K
|
1K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.49K- 22.61% |
$179K - $201K
|
5.1K
$657K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.55K- 20.2% |
$187K - $209K
|
6.13K
$789K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 11.15% |
$187K - $210K
|
12.4K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.59K- 1.89% |
$191K - $214K
|
82.5K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.59K- 0.3% |
$192K - $215K
|
528K
$67.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.6K- 12.13% |
$192K - $215K
|
11.6K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.6K- 24.29% |
$193K - $216K
|
5K
$644K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.64K- 6.94% |
$198K - $221K
|
22K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.69K- 25.41% |
$204K - $228K
|
4.97K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 10.31% |
$204K - $228K
|
14.7K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.69K- 13.24% |
$204K - $228K
|
11.1K
$1.43M
|