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 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
551New |
$59.6K - $74.4K
|
551
$74.4K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
535New |
$57.8K - $72.2K
|
535
$72.2K
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
520New |
$56.2K - $70.2K
|
520
$70.2K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
497+ 1.51% |
$53.7K - $67.1K
|
33.3K
$4.5M
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
486+ 5.98% |
$52.5K - $65.6K
|
8.61K
$1.16M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
454+ 105.09% |
$49.1K - $61.3K
|
886
$120K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
450New |
$48.7K - $60.8K
|
450
$60.8K
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
431+ 2.24% |
$46.6K - $58.2K
|
19.7K
$2.65M
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
420+ 8.99% |
$45.4K - $56.7K
|
5.09K
$687K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
409+ 22.7% |
$44.2K - $55.2K
|
2.21K
$298K
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
408+ 0.72% |
$44.1K - $55.1K
|
57.1K
$7.7M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
363+ 3.26% |
$39.2K - $49K
|
11.5K
$1.55M
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
316+ 3.36% |
$34.2K - $42.7K
|
9.73K
$1.31M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
299+ 14950.0% |
$32.3K - $40.4K
|
301
$40.6K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
277+ 1.35% |
$29.9K - $37.4K
|
20.9K
$2.82M
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
276+ 5.32% |
$29.8K - $37.3K
|
5.47K
$738K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
270+ 3.42% |
$29.2K - $36.5K
|
8.17K
$1.1M
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
266+ 15.77% |
$28.8K - $35.9K
|
1.95K
$264K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
249+ 1.55% |
$26.9K - $33.6K
|
16.3K
$2.2M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
233+ 12.47% |
$25.2K - $31.5K
|
2.1K
$284K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
229+ 2.37% |
$24.8K - $30.9K
|
9.88K
$1.33M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
225+ 11.42% |
$24.3K - $30.4K
|
2.2K
$296K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
214+ 43.67% |
$23.1K - $28.9K
|
704
$95K
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
199+ 0.41% |
$21.5K - $26.9K
|
48.8K
$6.59M
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
168+ 4.41% |
$18.2K - $22.7K
|
3.98K
$537K
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
137+ 0.48% |
$14.8K - $18.5K
|
28.4K
$3.84M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
112+ 4.04% |
$12.1K - $15.1K
|
2.88K
$389K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
104+ 2.89% |
$11.2K - $14K
|
3.7K
$499K
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 3.33% |
$10.8K - $13.5K
|
3.1K
$419K
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
96+ 1.46% |
$10.4K - $13K
|
6.68K
$901K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
93+ 1.56% |
$10.1K - $12.6K
|
6.05K
$816K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
93+ 0.56% |
$10.1K - $12.6K
|
16.7K
$2.26M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
93+ 3.4% |
$10.1K - $12.6K
|
2.83K
$381K
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
93+ 4.91% |
$10.1K - $12.6K
|
1.99K
$268K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84New |
$9.08K - $11.3K
|
84
$11.3K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
67+ 3.45% |
$7.24K - $9.05K
|
2.01K
$271K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
63New |
$6.81K - $8.51K
|
63
$8.51K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
51+ 42.86% |
$5.51K - $6.89K
|
170
$23K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50+ 1.02% |
$5.41K - $6.75K
|
4.94K
$667K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
47+ 0.12% |
$5.08K - $6.35K
|
38.5K
$5.2M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
41+ 2.46% |
$4.43K - $5.54K
|
1.71K
$231K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36+ 0.65% |
$3.89K - $4.86K
|
5.61K
$757K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
32+ 0.49% |
$3.46K - $4.32K
|
6.5K
$877K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 1.17% |
$2.92K - $3.65K
|
2.33K
$314K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.25% |
$2.92K - $3.65K
|
10.7K
$1.44M
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
25+ 0.29% |
$2.7K - $3.38K
|
8.67K
$1.17M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.02% |
$1.51K - $1.89K
|
63.1K
$8.52M
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14+ 0.3% |
$1.51K - $1.89K
|
4.72K
$638K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.49% |
$973 - $1.22K
|
1.84K
$249K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.2% |
$973 - $1.22K
|
4.45K
$600K
|