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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
11.6K+ 1547.8% |
$1.4M - $1.56M
|
12.4K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.4K+ 16.13% |
$1.37M - $1.53M
|
81.7K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
11.2K+ 0.62% |
$1.35M - $1.51M
|
1.82M
$234M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.1K+ 65.76% |
$1.33M - $1.49M
|
27.9K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 3.29% |
$1.29M - $1.44M
|
337K
$43.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10.6K+ 3.0% |
$1.27M - $1.42M
|
364K
$46.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.5K+ 587.61% |
$1.26M - $1.41M
|
12.3K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 5.3% |
$1.25M - $1.4M
|
207K
$26.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 0.3% |
$1.25M - $1.4M
|
3.49M
$449M
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
10.1K+ 21.95% |
$1.22M - $1.37M
|
56.4K
$7.26M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.1K+ 2.55% |
$1.22M - $1.36M
|
407K
$52.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10K+ 30.96% |
$1.21M - $1.35M
|
42.4K
$5.46M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.84K+ 103.26% |
$1.18M - $1.33M
|
19.4K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.82K+ 6.61% |
$1.18M - $1.32M
|
158K
$20.4M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
9.67K+ 163.78% |
$1.16M - $1.3M
|
15.6K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9.23KNew |
$1.11M - $1.24M
|
9.23K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.13KNew |
$1.1M - $1.23M
|
9.13K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.88K+ 2.16% |
$1.07M - $1.2M
|
420K
$54.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.87K+ 64.12% |
$1.07M - $1.19M
|
22.7K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.68K+ 54.27% |
$1.04M - $1.17M
|
24.7K
$3.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.57K+ 382.72% |
$1.03M - $1.15M
|
10.8K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
8.56K+ 26.45% |
$1.03M - $1.15M
|
40.9K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8.54K+ 2.05% |
$1.03M - $1.15M
|
426K
$54.8M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.09KNew |
$973K - $1.09M
|
8.09K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.99K+ 5.36% |
$961K - $1.07M
|
157K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.94KNew |
$955K - $1.07M
|
7.94K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.79K+ 0.82% |
$936K - $1.05M
|
961K
$124M
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
7.72KNew |
$928K - $1.04M
|
7.72K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.58K+ 2.79% |
$912K - $1.02M
|
280K
$36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.53KNew |
$905K - $1.01M
|
7.53K
$969K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.49K+ 4.29% |
$901K - $1.01M
|
182K
$23.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.28K+ 16.62% |
$876K - $980K
|
51.1K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.24K+ 39.4% |
$871K - $975K
|
25.6K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7.22K+ 8.46% |
$869K - $972K
|
92.6K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
7.22K+ 212.89% |
$868K - $972K
|
10.6K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.87K+ 19.02% |
$826K - $925K
|
43K
$5.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
6.8K+ 11.47% |
$818K - $916K
|
66.1K
$8.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.7KNew |
$806K - $902K
|
6.7K
$863K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.52K+ 37.64% |
$784K - $878K
|
23.8K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.39K+ 7.68% |
$768K - $860K
|
89.6K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.08K+ 13.96% |
$731K - $819K
|
49.7K
$6.39M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.91K+ 63.64% |
$710K - $795K
|
15.2K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81K+ 25.52% |
$699K - $782K
|
28.6K
$3.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.81K+ 199.93% |
$698K - $781K
|
8.71K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.78KNew |
$695K - $778K
|
5.78K
$743K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.71K+ 65.3% |
$686K - $768K
|
14.4K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.64K+ 1.26% |
$679K - $759K
|
454K
$58.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.54KNew |
$666K - $745K
|
5.54K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.53K+ 4.44% |
$666K - $745K
|
130K
$16.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.49K+ 1.52% |
$660K - $739K
|
366K
$47.1M
|