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
|
Investment Advisory Group, LLC
|
BUY
|
- |
774+ 1.91% |
$93.1K - $104K
|
41.3K
$4.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
745+ 2.02% |
$89.6K - $100K
|
37.7K
$4.41M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
731+ 575.59% |
$87.9K - $98.4K
|
858
$100K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
710+ 20.14% |
$85.4K - $95.6K
|
4.24K
$496K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
664+ 0.08% |
$79.9K - $89.4K
|
816K
$95.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
615+ 0.29% |
$74K - $82.8K
|
212K
$24.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
610+ 11.78% |
$73.4K - $82.1K
|
5.79K
$677K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
573+ 9.72% |
$68.9K - $77.1K
|
6.47K
$757K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
508+ 17.66% |
$61.1K - $68.4K
|
3.38K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
497New |
$59.8K - $66.9K
|
497
$58.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
426+ 1.53% |
$51.2K - $57.3K
|
28.2K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
423+ 9.38% |
$50.9K - $56.9K
|
4.93K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
364+ 6.04% |
$43.8K - $49K
|
6.39K
$747K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
280+ 1.25% |
$33.7K - $37.7K
|
22.7K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
273+ 17.11% |
$32.8K - $36.7K
|
1.87K
$219K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
259+ 0.84% |
$31.2K - $34.9K
|
31.3K
$3.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
250New |
$30.1K - $33.7K
|
250
$29.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
243+ 15.35% |
$29.2K - $32.7K
|
1.83K
$214K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
231New |
$27.8K - $31.1K
|
231
$27K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
193+ 3.11% |
$23.2K - $26K
|
6.41K
$749K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
173+ 0.29% |
$20.8K - $23.3K
|
59.1K
$6.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
136+ 4.59% |
$16.4K - $18.3K
|
3.1K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
128+ 7.5% |
$15.4K - $17.2K
|
1.84K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
121+ 2.64% |
$14.6K - $16.3K
|
4.71K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
117+ 4.66% |
$14.1K - $15.7K
|
2.63K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
115+ 3.09% |
$13.8K - $15.5K
|
3.83K
$448K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
76+ 3.13% |
$9.14K - $10.2K
|
2.5K
$293K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
65New |
$7.82K - $8.75K
|
65
$7.61K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
61+ 1.04% |
$7.34K - $8.21K
|
5.95K
$696K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
61+ 1.22% |
$7.34K - $8.21K
|
5.07K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
56+ 3.05% |
$6.74K - $7.54K
|
1.89K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
49+ 0.58% |
$5.89K - $6.6K
|
8.43K
$987K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
46+ 0.28% |
$5.53K - $6.19K
|
16.5K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
37+ 0.8% |
$4.45K - $4.98K
|
4.67K
$547K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
23+ 0.86% |
$2.77K - $3.1K
|
2.68K
$314K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14+ 0.21% |
$1.68K - $1.88K
|
6.58K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9+ 0.45% |
$1.08K - $1.21K
|
2.02K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.2% |
$1.08K - $1.21K
|
4.44K
$519K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$962 - $1.08K
|
2.3K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.3% |
$842 - $942
|
2.37K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
6+ 0.28% |
$722 - $808
|
2.19K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4+ 0.1% |
$481 - $538
|
3.94K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3+ 0.02% |
$361 - $404
|
13.9K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2+ 0.02% |
$241 - $269
|
9.78K
$1.14M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2+ 0.01% |
$241 - $269
|
22.9K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$241 - $269
|
3.31K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.02% |
$120 - $135
|
6.15K
$720K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.19% |
$120 - $135
|
85
$9.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $135
|
4.24K
$497K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.81% |
$120 - $135
|
122
$14.3K
|