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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 2.98% |
$1.28M - $1.43M
|
347K
$44.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.7K- 28.17% |
$1.29M - $1.44M
|
27.3K
$3.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.8K- 29.68% |
$1.3M - $1.45M
|
25.5K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11.5K- 21.96% |
$1.39M - $1.55M
|
40.9K
$5.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 7.38% |
$1.4M - $1.57M
|
146K
$18.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-12.4K- 4.07% |
$1.49M - $1.67M
|
292K
$37.5M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-12.6K- 69.46% |
$1.52M - $1.7M
|
5.55K
$714K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 9.67% |
$1.55M - $1.74M
|
121K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.5K- 12.46% |
$1.63M - $1.82M
|
95K
$12.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-14.1K- 8.01% |
$1.7M - $1.9M
|
162K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 1.27% |
$1.71M - $1.91M
|
1.1M
$142M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-14.3K- 11.49% |
$1.72M - $1.92M
|
110K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.9K- 9.46% |
$1.79M - $2M
|
142K
$18.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15K- 38.23% |
$1.81M - $2.03M
|
24.3K
$3.13M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-15.6K- 9.48% |
$1.87M - $2.1M
|
149K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-16K- 31.95% |
$1.92M - $2.15M
|
34.1K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.9K- 12.23% |
$2.15M - $2.41M
|
128K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-18.2K- 16.52% |
$2.19M - $2.45M
|
92.1K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-18.3K- 24.11% |
$2.2M - $2.46M
|
57.6K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18.6K- 5.24% |
$2.23M - $2.5M
|
336K
$43.2M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-19.4K- 7.38% |
$2.33M - $2.6M
|
243K
$31.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 3.93% |
$2.41M - $2.7M
|
490K
$63.1M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-20.1K- 6.92% |
$2.42M - $2.71M
|
271K
$34.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 81.17% |
$2.45M - $2.74M
|
4.72K
$608K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 10.12% |
$2.47M - $2.77M
|
182K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.4K- 62.61% |
$2.58M - $2.88M
|
12.8K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-21.6K- 42.43% |
$2.6M - $2.91M
|
29.3K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-21.8K- 28.04% |
$2.62M - $2.93M
|
55.9K
$7.19M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.2K- 16.91% |
$2.67M - $2.99M
|
109K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.5K- 6.52% |
$3.06M - $3.43M
|
365K
$47M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-25.5K- 48.29% |
$3.07M - $3.43M
|
27.3K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-25.8K- 52.2% |
$3.1M - $3.47M
|
23.6K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-26.6K- 57.42% |
$3.21M - $3.59M
|
19.8K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-27.3K- 3.49% |
$3.29M - $3.68M
|
757K
$97.4M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-27.4K- 83.59% |
$3.29M - $3.68M
|
5.37K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.3K- 93.52% |
$3.4M - $3.81M
|
1.96K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-28.6K- 15.51% |
$3.44M - $3.85M
|
156K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-31.8K- 16.46% |
$3.83M - $4.28M
|
162K
$20.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.3K- 20.27% |
$4.13M - $4.62M
|
135K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.5KClosed |
$4.27M - $4.78M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-35.9K- 2.4% |
$4.31M - $4.83M
|
1.46M
$188M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-36.3K- 55.49% |
$4.37M - $4.89M
|
29.1K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.1K- 18.17% |
$4.71M - $5.27M
|
176K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-39.8K- 13.4% |
$4.78M - $5.35M
|
257K
$33.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41.6K- 10.36% |
$5M - $5.6M
|
360K
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-42.1K- 10.7% |
$5.07M - $5.67M
|
351K
$45.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.6K- 10.17% |
$5.85M - $6.55M
|
429K
$55.3M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-50.2K- 4.48% |
$6.04M - $6.76M
|
1.07M
$138M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.1K- 4.9% |
$6.14M - $6.87M
|
990K
$127M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-51.4K- 28.2% |
$6.19M - $6.92M
|
131K
$16.9M
|