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 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.35K+ 220.88% |
$644K - $720K
|
7.78K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.33K+ 11.1% |
$641K - $718K
|
53.3K
$6.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.29K+ 1.42% |
$637K - $712K
|
379K
$48.7M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.28K+ 21.45% |
$635K - $711K
|
29.9K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.27K+ 5.98% |
$634K - $709K
|
93.4K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.2K+ 20.37% |
$626K - $700K
|
30.7K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.13K+ 12.28% |
$616K - $690K
|
46.8K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.12K+ 2.9% |
$616K - $689K
|
181K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
5.11K+ 1.59% |
$614K - $687K
|
326K
$41.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.09KNew |
$612K - $684K
|
5.09K
$654K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.02K+ 6.54% |
$604K - $676K
|
81.8K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.98K+ 16.33% |
$599K - $670K
|
35.5K
$4.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.96K+ 96.1% |
$597K - $667K
|
10.1K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.89KNew |
$589K - $659K
|
4.89K
$630K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
4.79K+ 5.33% |
$576K - $645K
|
94.7K
$12.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.79K+ 2.24% |
$576K - $644K
|
218K
$28.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.7K+ 10.44% |
$565K - $632K
|
49.7K
$6.4M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.68KNew |
$563K - $630K
|
4.68K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.59K+ 73.6% |
$552K - $618K
|
10.8K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.46K+ 21.33% |
$536K - $600K
|
25.3K
$3.26M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.44K+ 4.92% |
$533K - $597K
|
94.6K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.41K+ 12.12% |
$530K - $593K
|
40.8K
$5.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.21KNew |
$507K - $567K
|
4.21K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 295.72% |
$507K - $567K
|
5.64K
$725K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
4.13K+ 149.91% |
$497K - $556K
|
6.89K
$886K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.02KNew |
$483K - $541K
|
4.02K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.94KNew |
$474K - $531K
|
3.94K
$507K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.91K+ 4.04% |
$471K - $527K
|
101K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.9KNew |
$470K - $525K
|
3.9K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.88KNew |
$467K - $522K
|
3.88K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.82KNew |
$459K - $514K
|
3.82K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.74K+ 9.72% |
$450K - $504K
|
42.3K
$5.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.74K+ 9.42% |
$450K - $503K
|
43.4K
$5.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.73K+ 63.94% |
$449K - $502K
|
9.56K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.68K+ 2.48% |
$442K - $495K
|
152K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.64K+ 0.56% |
$437K - $489K
|
650K
$83.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.6KNew |
$433K - $484K
|
3.6K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.59KNew |
$432K - $483K
|
3.59K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.54K+ 2.53% |
$426K - $476K
|
144K
$18.5M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
3.42K+ 6.37% |
$411K - $460K
|
57.1K
$7.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3.32KNew |
$399K - $447K
|
3.32K
$427K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.27K+ 37.95% |
$393K - $440K
|
11.9K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.26K+ 12.51% |
$392K - $438K
|
29.3K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.22K+ 26.8% |
$388K - $434K
|
15.2K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
3.19K+ 95.4% |
$384K - $430K
|
6.54K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3.18K+ 1.75% |
$382K - $428K
|
184K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.16K+ 3.19% |
$380K - $425K
|
102K
$13.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.08KNew |
$371K - $415K
|
3.08K
$397K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 37.64% |
$371K - $415K
|
11.3K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.07K+ 19.95% |
$370K - $414K
|
18.5K
$2.38M
|