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 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.37K+ 7.92% |
$472K - $590K
|
59.5K
$8.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
4.37KNew |
$472K - $590K
|
4.37K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.98KNew |
$430K - $537K
|
3.98K
$537K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 22.89% |
$424K - $529K
|
21K
$2.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.92KNew |
$424K - $529K
|
3.92K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.76K+ 12.03% |
$407K - $508K
|
35K
$4.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.5K+ 175000.0% |
$378K - $473K
|
3.5K
$473K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$356K - $445K
|
3.3K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.15K+ 117.34% |
$340K - $425K
|
5.83K
$787K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.85K+ 1.85% |
$308K - $384K
|
157K
$21.2M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 14.61% |
$282K - $352K
|
20.4K
$2.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.53K+ 101.93% |
$274K - $342K
|
5.01K
$677K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.4K+ 52.4% |
$260K - $325K
|
6.99K
$944K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.17KNew |
$234K - $293K
|
2.17K
$293K
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
2.1K+ 3.72% |
$227K - $283K
|
58.5K
$7.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.96K+ 8.61% |
$212K - $265K
|
24.7K
$3.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.95K+ 74.17% |
$211K - $263K
|
4.58K
$618K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.89K+ 17.22% |
$204K - $255K
|
12.8K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.88KNew |
$203K - $253K
|
1.88K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.85K+ 6.19% |
$200K - $250K
|
31.7K
$4.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.82K+ 0.56% |
$197K - $246K
|
327K
$44.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.71K+ 22.18% |
$185K - $231K
|
9.42K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.71KNew |
$184K - $230K
|
1.71K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.7KNew |
$184K - $230K
|
1.7K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.62KNew |
$175K - $219K
|
1.62K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.62KNew |
$175K - $218K
|
1.62K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 23.94% |
$174K - $218K
|
8.34K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 3.79% |
$173K - $217K
|
43.9K
$5.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.6KNew |
$173K - $216K
|
1.6K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.59KNew |
$172K - $215K
|
1.59K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.58K+ 7.44% |
$171K - $213K
|
22.8K
$3.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.54KNew |
$167K - $209K
|
1.54K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.52KNew |
$164K - $205K
|
1.52K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$164K - $205K
|
1.52K
$205K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.51KNew |
$163K - $204K
|
1.51K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.49KNew |
$161K - $201K
|
1.49K
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.42KNew |
$154K - $192K
|
1.42K
$192K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 9.55% |
$149K - $186K
|
15.8K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.34K+ 5.87% |
$145K - $181K
|
24.2K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.33K+ 7.87% |
$143K - $179K
|
18.2K
$2.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.17K+ 5.16% |
$127K - $158K
|
23.9K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.11K+ 6.74% |
$120K - $150K
|
17.6K
$2.38M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.01K+ 34.36% |
$109K - $137K
|
3.96K
$534K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
971+ 10.52% |
$105K - $131K
|
10.2K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
910+ 3.21% |
$98.4K - $123K
|
29.2K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
742+ 10.96% |
$80.2K - $100K
|
7.51K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
673New |
$72.8K - $90.9K
|
673
$90.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
596+ 22.36% |
$64.4K - $80.5K
|
3.26K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
595+ 1.09% |
$64.3K - $80.3K
|
55.3K
$7.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
570+ 19.13% |
$61.6K - $77K
|
3.55K
$479K
|