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 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-55.2K- 2.56% |
$6.64M - $7.43M
|
2.1M
$270M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-55.5K- 25.03% |
$6.68M - $7.47M
|
166K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-57K- 82.28% |
$6.86M - $7.67M
|
12.3K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60.6K- 75.98% |
$7.29M - $8.15M
|
19.2K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-60.6K- 11.07% |
$7.29M - $8.16M
|
487K
$62.6M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-69.2K- 5.34% |
$8.33M - $9.32M
|
1.23M
$158M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-87.3K- 97.79% |
$10.5M - $11.8M
|
1.97K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-111K- 5.46% |
$13.4M - $15M
|
1.92M
$248M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-118K- 84.14% |
$14.2M - $15.9M
|
22.3K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-119K- 27.01% |
$14.4M - $16.1M
|
323K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-125K- 96.97% |
$15M - $16.8M
|
3.9K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-126K- 15.17% |
$15.2M - $17M
|
705K
$90.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-159K- 12.1% |
$19.2M - $21.5M
|
1.16M
$149M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-163K- 72.19% |
$19.7M - $22M
|
62.9K
$8.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-184K- 81.42% |
$22.2M - $24.8M
|
42.1K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-231K- 2.19% |
$27.7M - $31M
|
10.3M
$1.33B
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-262K- 2.22% |
$31.5M - $35.3M
|
11.5M
$1.49B
|
|
|
Apr 11, 2025
Q1 2025
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-340K- 16.48% |
$40.9M - $45.8M
|
1.72M
$222M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-426K- 52.45% |
$51.3M - $57.4M
|
387K
$49.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-479K- 99.18% |
$57.6M - $64.4M
|
3.96K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-542K- 16.45% |
$65.2M - $72.9M
|
2.75M
$354M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-567K- 48.97% |
$68.2M - $76.3M
|
591K
$76M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-611K- 75.75% |
$73.5M - $82.3M
|
196K
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-704K- 33.64% |
$84.7M - $94.8M
|
1.39M
$179M
|