Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.61K+ 1.75% |
$352K - $381K
|
152K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.6K+ 2.75% |
$350K - $379K
|
96.9K
$14.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.54K+ 31.43% |
$342K - $370K
|
10.6K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.49K+ 13.59% |
$336K - $364K
|
20.8K
$3.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.42KNew |
$327K - $354K
|
2.42K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.4K+ 40.29% |
$324K - $350K
|
8.35K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.4K+ 1.56% |
$323K - $350K
|
156K
$22.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
2.39KNew |
$323K - $349K
|
2.39K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.36KNew |
$318K - $344K
|
2.36K
$345K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.33KNew |
$314K - $340K
|
2.33K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 9.67% |
$301K - $326K
|
25.3K
$3.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.2K+ 0.8% |
$297K - $321K
|
277K
$40.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.16K+ 6.94% |
$291K - $315K
|
33.3K
$4.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.15K+ 5.27% |
$290K - $313K
|
42.8K
$6.27M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
2.13K+ 6.07% |
$288K - $312K
|
37.3K
$5.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.11KNew |
$285K - $309K
|
2.11K
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.03K+ 3.66% |
$274K - $296K
|
57.3K
$8.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.96K+ 3.58% |
$265K - $287K
|
56.8K
$8.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.95K+ 12.97% |
$263K - $285K
|
17K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 2.3% |
$262K - $284K
|
86.4K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.93K+ 11.54% |
$260K - $281K
|
18.6K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.91KNew |
$258K - $279K
|
1.91K
$280K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.9K+ 3.98% |
$256K - $277K
|
49.5K
$7.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 13.5% |
$249K - $270K
|
15.5K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.85K+ 24.61% |
$249K - $270K
|
9.35K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
1.85KNew |
$249K - $269K
|
1.85K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.84KNew |
$248K - $268K
|
1.84K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 44.9% |
$247K - $268K
|
5.91K
$865K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.83K+ 0.39% |
$247K - $267K
|
466K
$68.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.81K+ 1.33% |
$244K - $264K
|
138K
$20.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.8K+ 2.69% |
$242K - $262K
|
68.6K
$10M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.79K+ 14.26% |
$242K - $261K
|
14.3K
$2.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.78KNew |
$240K - $259K
|
1.78K
$260K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.76K+ 3.31% |
$237K - $257K
|
54.8K
$8.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.69K+ 95.43% |
$228K - $247K
|
3.46K
$507K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.69K+ 1.54% |
$228K - $246K
|
111K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.68K+ 30.0% |
$227K - $245K
|
7.29K
$1.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.68K+ 28.92% |
$226K - $245K
|
7.48K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.67KNew |
$226K - $244K
|
1.67K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.67K+ 6.31% |
$226K - $244K
|
28.1K
$4.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.67KNew |
$225K - $243K
|
1.67K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.65KNew |
$223K - $242K
|
1.65K
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.63KNew |
$220K - $238K
|
1.63K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.62KNew |
$219K - $236K
|
1.62K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
$218K - $236K
|
1.62K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.59KNew |
$214K - $232K
|
1.59K
$232K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 16.06% |
$214K - $232K
|
11.5K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.59K+ 71.73% |
$214K - $232K
|
3.8K
$556K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.58K+ 6.37% |
$213K - $230K
|
26.3K
$3.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.56K+ 38.73% |
$210K - $227K
|
5.58K
$816K
|
|