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 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-86- 2.97% |
$9.3K - $11.6K
|
2.81K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-91- 0.61% |
$9.84K - $12.3K
|
14.9K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-92- 1.83% |
$9.95K - $12.4K
|
4.94K
$667K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-98- 15.15% |
$10.6K - $13.2K
|
549
$74.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-119- 1.95% |
$12.9K - $16.1K
|
6K
$810K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-119- 1.41% |
$12.9K - $16.1K
|
8.32K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-127- 3.89% |
$13.7K - $17.2K
|
3.13K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-145- 3.14% |
$15.7K - $19.6K
|
4.47K
$603K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-147- 2.55% |
$15.9K - $19.9K
|
5.61K
$757K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-151- 7.62% |
$16.3K - $20.4K
|
1.83K
$247K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-156- 3.08% |
$16.9K - $21.1K
|
4.91K
$663K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 6.16% |
$17.7K - $22.1K
|
2.5K
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-165- 0.27% |
$17.8K - $22.3K
|
61.8K
$8.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-167- 0.39% |
$18.1K - $22.6K
|
42.5K
$5.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-178- 4.09% |
$19.2K - $24K
|
4.17K
$563K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-190- 4.82% |
$20.5K - $25.7K
|
3.75K
$507K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-195- 2.64% |
$21.1K - $26.3K
|
7.19K
$971K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-198- 8.07% |
$21.4K - $26.7K
|
2.26K
$305K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 4.37% |
$21.6K - $27K
|
4.38K
$591K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-246- 4.36% |
$26.6K - $33.2K
|
5.4K
$728K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-248- 43.66% |
$26.8K - $33.5K
|
320
$43.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-251- 1.83% |
$27.1K - $33.9K
|
13.5K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-274- 4.02% |
$29.6K - $37K
|
6.55K
$884K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-280- 3.21% |
$30.3K - $37.8K
|
8.43K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-323- 12.72% |
$34.9K - $43.6K
|
2.22K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-334- 4.89% |
$36.1K - $45.1K
|
6.49K
$876K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-349- 6.81% |
$37.7K - $47.1K
|
4.78K
$645K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-425- 5.38% |
$46K - $57.4K
|
7.48K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-433- 75.57% |
$46.8K - $58.5K
|
140
$18.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-444- 29.64% |
$48K - $60K
|
1.05K
$142K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-525- 7.38% |
$56.8K - $70.9K
|
6.59K
$889K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-529- 22.78% |
$57.2K - $71.4K
|
1.79K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-529- 1.08% |
$57.2K - $71.4K
|
48.5K
$6.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-540- 14.61% |
$58.4K - $72.9K
|
3.16K
$426K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-540- 1.06% |
$58.4K - $72.9K
|
50.4K
$6.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-589- 6.83% |
$63.7K - $79.5K
|
8.04K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-600- 0.41% |
$64.9K - $81K
|
147K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-605- 1.19% |
$65.4K - $81.7K
|
50.2K
$6.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-609- 19.53% |
$65.8K - $82.2K
|
2.51K
$339K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-631- 4.21% |
$68.2K - $85.2K
|
14.4K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-727- 0.68% |
$78.6K - $98.2K
|
106K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-750- 30.86% |
$81.1K - $101K
|
1.68K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-757- 1.88% |
$81.8K - $102K
|
39.5K
$5.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-758- 2.97% |
$82K - $102K
|
24.7K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-765- 4.06% |
$82.7K - $103K
|
18.1K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-873- 30.08% |
$94.4K - $118K
|
2.03K
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-909- 0.9% |
$98.3K - $123K
|
99.9K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-935- 9.61% |
$101K - $126K
|
8.79K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 20.19% |
$112K - $139K
|
4.08K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.04K- 1.69% |
$112K - $140K
|
60.3K
$8.14M
|