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
|
Rolek Wealth Management LLC
Berwyn, PA |
SELL
|
- |
-1.07K- 13.81% |
$115K - $144K
|
6.65K
$898K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 11.5% |
$117K - $146K
|
8.32K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.09K- 6.49% |
$118K - $147K
|
15.7K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.1K- 1.9% |
$119K - $149K
|
57K
$7.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.12K- 28.22% |
$121K - $151K
|
2.85K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.23K- 24.16% |
$133K - $167K
|
3.87K
$523K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.39K- 18.93% |
$151K - $188K
|
5.96K
$805K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-1.4K- 38.97% |
$151K - $189K
|
2.19K
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-1.6K- 11.48% |
$172K - $215K
|
12.3K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 10.66% |
$184K - $230K
|
14.3K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.74K- 0.27% |
$188K - $234K
|
641K
$86.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-1.9K- 1.35% |
$205K - $257K
|
139K
$18.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.9K- 2.72% |
$206K - $257K
|
68.1K
$9.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.18K- 18.24% |
$235K - $294K
|
9.75K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.22K- 33.92% |
$240K - $300K
|
4.32K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.23K- 1.93% |
$241K - $301K
|
113K
$15.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.35K- 6.43% |
$254K - $317K
|
34.1K
$4.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.69K- 13.86% |
$291K - $363K
|
16.7K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 1.12% |
$407K - $508K
|
333K
$44.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-3.84K- 6.36% |
$415K - $519K
|
56.5K
$7.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-4.1K- 57.43% |
$443K - $554K
|
3.04K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.22K- 1.56% |
$457K - $570K
|
267K
$36.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.53K- 1.2% |
$490K - $612K
|
374K
$50.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.62K- 9.6% |
$499K - $623K
|
43.5K
$5.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.12K- 21.48% |
$553K - $691K
|
18.7K
$2.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.34K- 70.9% |
$577K - $721K
|
2.19K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.54K- 1.73% |
$599K - $748K
|
314K
$42.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-6.03K- 11.47% |
$652K - $814K
|
46.5K
$6.28M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6.5K- 1.4% |
$703K - $878K
|
456K
$61.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.85K- 5.1% |
$741K - $925K
|
127K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.99K- 4.96% |
$756K - $944K
|
134K
$18.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7.17K- 4.96% |
$776K - $969K
|
137K
$18.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.82K- 19.59% |
$845K - $1.06M
|
32.1K
$4.33M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-9.43K- 11.34% |
$1.02M - $1.27M
|
73.7K
$9.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-9.92K- 14.02% |
$1.07M - $1.34M
|
60.8K
$8.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.1K- 4.89% |
$1.1M - $1.37M
|
197K
$26.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11.2K- 4.61% |
$1.21M - $1.51M
|
231K
$31.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-11.3K- 34.94% |
$1.22M - $1.53M
|
21.1K
$2.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-11.4K- 5.81% |
$1.23M - $1.53M
|
184K
$24.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-13K- 8.22% |
$1.41M - $1.76M
|
145K
$19.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-18.5K- 4.02% |
$2.01M - $2.5M
|
443K
$59.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-19K- 14.48% |
$2.06M - $2.57M
|
112K
$15.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-40.5K- 18.92% |
$4.38M - $5.47M
|
173K
$23.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-44.9K- 33.06% |
$4.85M - $6.06M
|
90.9K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-114K- 3.18% |
$12.3M - $15.4M
|
3.48M
$470M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-264K- 61.25% |
$28.6M - $35.7M
|
167K
$22.6M
|