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 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
587+ 19.68% |
$79.2K - $85.7K
|
3.57K
$522K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
585+ 11.75% |
$79K - $85.4K
|
5.56K
$814K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
567+ 0.64% |
$76.5K - $82.8K
|
89.3K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
550+ 0.3% |
$74.3K - $80.3K
|
185K
$27M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
550+ 21.32% |
$74.3K - $80.3K
|
3.13K
$458K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
543+ 10.74% |
$73.3K - $79.3K
|
5.6K
$819K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
540+ 16.95% |
$72.9K - $78.9K
|
3.73K
$545K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
532+ 15.72% |
$71.8K - $77.7K
|
3.92K
$573K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
532New |
$71.8K - $77.7K
|
532
$77.9K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
532+ 24.93% |
$71.8K - $77.7K
|
2.67K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
520+ 23.37% |
$70.2K - $75.9K
|
2.75K
$402K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
520+ 17.43% |
$70.2K - $75.9K
|
3.5K
$513K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
517+ 0.63% |
$69.8K - $75.5K
|
82.2K
$12M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
514+ 0.74% |
$69.4K - $75.1K
|
70.2K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
503+ 0.83% |
$67.9K - $73.4K
|
60.9K
$8.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
495+ 7.49% |
$66.8K - $72.3K
|
7.11K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
492+ 1.18% |
$66.4K - $71.8K
|
42.1K
$6.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
480New |
$64.8K - $70.1K
|
480
$70.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
475New |
$64.1K - $69.4K
|
475
$69.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
472+ 1.84% |
$63.7K - $68.9K
|
26.1K
$3.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
469New |
$63.3K - $68.5K
|
469
$68.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
468+ 2.93% |
$63.2K - $68.3K
|
16.4K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
467+ 1.28% |
$63K - $68.2K
|
37.1K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
459New |
$62K - $67K
|
459
$67.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
448+ 3.49% |
$60.5K - $65.4K
|
13.3K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
448+ 1.7% |
$60.5K - $65.4K
|
26.8K
$3.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
445New |
$60.1K - $65K
|
445
$65.1K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
444+ 25.18% |
$59.9K - $64.8K
|
2.21K
$323K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
444+ 6.35% |
$59.9K - $64.8K
|
7.44K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
425+ 22.23% |
$57.4K - $62.1K
|
2.34K
$342K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
421+ 7.24% |
$56.8K - $61.5K
|
6.23K
$912K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
410+ 0.82% |
$55.4K - $59.9K
|
50.2K
$7.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
407+ 4.7% |
$54.9K - $59.4K
|
9.07K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
407+ 3.43% |
$54.9K - $59.4K
|
12.3K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
405+ 9.69% |
$54.7K - $59.1K
|
4.58K
$671K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
400+ 2.16% |
$54K - $58.4K
|
18.9K
$2.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
399+ 2.08% |
$53.9K - $58.3K
|
19.6K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
398+ 0.66% |
$53.7K - $58.1K
|
60.7K
$8.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
397+ 4.76% |
$53.6K - $58K
|
8.74K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
384+ 2.69% |
$51.8K - $56.1K
|
14.7K
$2.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
383+ 47.4% |
$51.7K - $55.9K
|
1.19K
$174K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
379+ 0.75% |
$51.2K - $55.3K
|
51K
$7.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
379+ 0.5% |
$51.2K - $55.3K
|
75.8K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
378New |
$51K - $55.2K
|
378
$55.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
351+ 3.42% |
$47.4K - $51.3K
|
10.6K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
346+ 9.36% |
$46.7K - $50.5K
|
4.04K
$592K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
341+ 9.51% |
$46K - $49.8K
|
3.93K
$575K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
339+ 2.49% |
$45.8K - $49.5K
|
14K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
337+ 4.29% |
$45.5K - $49.2K
|
8.2K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
332+ 6.19% |
$44.8K - $48.5K
|
5.69K
$833K
|
|