Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
291K+ 55.43% |
$31.5M - $39.3M
|
817K
$110M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
151K+ 2359.64% |
$16.3M - $20.4M
|
157K
$21.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
148K+ 73.34% |
$16.1M - $20M
|
351K
$47.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
148KNew |
$16M - $20M
|
148K
$20M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
78.3K+ 3.06% |
$8.46M - $10.6M
|
2.64M
$356M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
49.9K+ 4.21% |
$5.4M - $6.74M
|
1.24M
$167M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.8K+ 1.37% |
$5.17M - $6.45M
|
3.54M
$478M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.1K+ 107.86% |
$3.25M - $4.06M
|
57.9K
$7.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
28.3KNew |
$3.06M - $3.83M
|
28.3K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27.8K+ 457.43% |
$3.01M - $3.76M
|
33.9K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
25.3KNew |
$2.74M - $3.42M
|
25.3K
$3.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
23.7KNew |
$2.56M - $3.2M
|
23.7K
$3.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
21.7K+ 16.5% |
$2.35M - $2.93M
|
153K
$20.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 4.32% |
$2.33M - $2.91M
|
521K
$70.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.9K+ 311.95% |
$2.16M - $2.69M
|
26.3K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 72.3% |
$2.13M - $2.67M
|
47.1K
$6.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19.5KNew |
$2.11M - $2.64M
|
19.5K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
18.8K+ 112.63% |
$2.03M - $2.54M
|
35.5K
$4.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18.7K+ 11.5% |
$2.02M - $2.52M
|
181K
$24.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
18.6K+ 6.06% |
$2.01M - $2.51M
|
326K
$44M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.9K+ 96.06% |
$1.94M - $2.42M
|
36.6K
$4.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 342.14% |
$1.79M - $2.23M
|
21.4K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
16.5K+ 39.25% |
$1.79M - $2.23M
|
58.6K
$7.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
16.4K+ 14.45% |
$1.78M - $2.22M
|
130K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
14.7K+ 7.95% |
$1.59M - $1.98M
|
199K
$26.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.5K+ 1.4% |
$1.46M - $1.82M
|
975K
$132M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13KNew |
$1.41M - $1.76M
|
13K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11.3K+ 6.41% |
$1.22M - $1.53M
|
188K
$25.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 286.43% |
$1.2M - $1.5M
|
15K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.4K+ 7.9% |
$1.12M - $1.4M
|
142K
$19.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.98KNew |
$1.08M - $1.35M
|
9.98K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.49KNew |
$1.03M - $1.28M
|
9.49K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.03K+ 4.96% |
$976K - $1.22M
|
191K
$25.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.02KNew |
$975K - $1.22M
|
9.02K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.05K+ 52.16% |
$871K - $1.09M
|
23.5K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.56KNew |
$818K - $1.02M
|
7.56K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.56K+ 2.8% |
$817K - $1.02M
|
277K
$37.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.38K+ 7.12% |
$689K - $861K
|
96K
$13M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.19K+ 0.88% |
$670K - $836K
|
712K
$96.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.14K+ 1.32% |
$664K - $829K
|
472K
$63.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.08K+ 12.22% |
$657K - $821K
|
55.8K
$7.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
5.49K+ 15.15% |
$593K - $741K
|
41.7K
$5.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.47KNew |
$592K - $739K
|
5.47K
$739K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.25K+ 2.93% |
$567K - $709K
|
184K
$24.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.18K+ 21.08% |
$560K - $699K
|
29.7K
$4.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.13K+ 5.02% |
$554K - $692K
|
107K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.05KNew |
$546K - $682K
|
5.05K
$682K
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.04K+ 24.65% |
$545K - $681K
|
25.5K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
4.7K+ 109.1% |
$508K - $635K
|
9.01K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.53KNew |
$490K - $612K
|
4.53K
$612K
|