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 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35.6K+ 18.97% |
$4.28M - $4.79M
|
223K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
35.1K+ 4.04% |
$4.22M - $4.72M
|
903K
$116M
|
|
|
May 15, 2025
Q1 2025
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
33.5K+ 4.04% |
$4.03M - $4.51M
|
863K
$111M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.9K+ 5.26% |
$3.96M - $4.43M
|
658K
$84.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.9K+ 2.0% |
$3.84M - $4.3M
|
1.63M
$209M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
31.5KNew |
$3.79M - $4.24M
|
31.5K
$4.05M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 3.3% |
$3.69M - $4.13M
|
960K
$124M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
30.4KNew |
$3.66M - $4.09M
|
30.4K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.2KNew |
$3.51M - $3.93M
|
29.2K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.1K+ 45.45% |
$3.5M - $3.92M
|
93.2K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
28.5KNew |
$3.43M - $3.84M
|
28.5K
$3.67M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
28.1K+ 21.51% |
$3.38M - $3.78M
|
158K
$20.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
26.1K+ 8.88% |
$3.14M - $3.51M
|
320K
$41.2M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
25.7KNew |
$3.09M - $3.45M
|
25.7K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
25.1KNew |
$3.02M - $3.38M
|
25.1K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.7K+ 6.42% |
$2.97M - $3.33M
|
410K
$52.7M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 53.51% |
$2.82M - $3.15M
|
67.2K
$8.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.9KNew |
$2.64M - $2.95M
|
21.9K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
21.1K+ 4.41% |
$2.53M - $2.84M
|
499K
$64.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
20.5KNew |
$2.46M - $2.75M
|
20.5K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.2K+ 0.95% |
$2.42M - $2.71M
|
2.14M
$276M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.7K+ 156.26% |
$2.36M - $2.65M
|
32.2K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19K+ 192.39% |
$2.28M - $2.55M
|
28.8K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.8K+ 1.69% |
$2.14M - $2.4M
|
1.07M
$138M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.4K+ 72.15% |
$2.09M - $2.34M
|
41.5K
$5.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 18.05% |
$2.09M - $2.34M
|
114K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
16.7K+ 11.83% |
$2M - $2.24M
|
157K
$20.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16.5K+ 82.64% |
$1.98M - $2.22M
|
36.4K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
16.3K+ 10.82% |
$1.96M - $2.2M
|
167K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.8K+ 3265.77% |
$1.91M - $2.13M
|
16.3K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.8K+ 48.98% |
$1.9M - $2.13M
|
48.1K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
15.7K+ 151.38% |
$1.89M - $2.11M
|
26.1K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.5K+ 28.31% |
$1.74M - $1.95M
|
65.6K
$8.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.2K+ 7.84% |
$1.71M - $1.91M
|
195K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.2K+ 14.05% |
$1.71M - $1.91M
|
115K
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
14.1K+ 5.52% |
$1.7M - $1.9M
|
269K
$34.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 127.13% |
$1.67M - $1.87M
|
24.8K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13.9KNew |
$1.67M - $1.86M
|
13.9K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
13KNew |
$1.57M - $1.76M
|
13K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
13K+ 12.19% |
$1.57M - $1.76M
|
120K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.9K+ 15.22% |
$1.56M - $1.74M
|
97.9K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.8K+ 109.26% |
$1.54M - $1.73M
|
24.6K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 243.46% |
$1.52M - $1.7M
|
17.8K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
12.4KNew |
$1.5M - $1.67M
|
12.4K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
12.4K+ 5.41% |
$1.49M - $1.67M
|
242K
$31.2M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
12.4K+ 10.26% |
$1.49M - $1.67M
|
133K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.1K+ 121.87% |
$1.46M - $1.63M
|
22K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11.8K+ 7.04% |
$1.42M - $1.59M
|
179K
$23M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.7K+ 19.72% |
$1.4M - $1.57M
|
70.7K
$9.1M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11.6K+ 6.36% |
$1.4M - $1.57M
|
195K
$25.1M
|