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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
327+ 70.17% |
$44.1K - $47.7K
|
793
$116K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
325+ 0.82% |
$43.9K - $47.5K
|
40.1K
$5.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
304New |
$41K - $44.4K
|
304
$44.5K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
296New |
$40K - $43.2K
|
296
$43.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
283+ 9.24% |
$38.2K - $41.3K
|
3.35K
$490K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
281New |
$37.9K - $41K
|
281
$41.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
278+ 2.86% |
$37.5K - $40.6K
|
10K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
278+ 0.67% |
$37.5K - $40.6K
|
41.8K
$6.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
272+ 3.33% |
$36.7K - $39.7K
|
8.45K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
263+ 0.14% |
$35.5K - $38.4K
|
186K
$27.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
259+ 7.76% |
$35K - $37.8K
|
3.6K
$526K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
257+ 16.95% |
$34.7K - $37.5K
|
1.77K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
254+ 3.69% |
$34.3K - $37.1K
|
7.14K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
246+ 6.5% |
$33.2K - $35.9K
|
4.03K
$589K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
243+ 6.85% |
$32.8K - $35.5K
|
3.79K
$555K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
237+ 3.48% |
$32K - $34.6K
|
7.05K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
232+ 7.41% |
$31.3K - $33.9K
|
3.36K
$492K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
228+ 3.46% |
$30.8K - $33.3K
|
6.82K
$998K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
228+ 2.37% |
$30.8K - $33.3K
|
9.83K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
226+ 3.66% |
$30.5K - $33K
|
6.41K
$938K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
224+ 3.45% |
$30.2K - $32.7K
|
6.72K
$984K
|
|
|
Oct 29, 2025
Q3 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
217+ 3.26% |
$29.3K - $31.7K
|
6.87K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
216+ 8.26% |
$29.2K - $31.5K
|
2.83K
$414K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
216+ 0.59% |
$29.2K - $31.5K
|
36.8K
$5.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
204New |
$27.5K - $29.8K
|
204
$29.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
204New |
$27.5K - $29.8K
|
204
$29.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
201+ 1.03% |
$27.1K - $29.4K
|
19.7K
$2.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
197+ 2.08% |
$26.6K - $28.8K
|
9.68K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
197+ 59.16% |
$26.6K - $28.8K
|
530
$77.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
184+ 73.6% |
$24.8K - $26.9K
|
434
$63.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
181+ 2.59% |
$24.4K - $26.4K
|
7.17K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
177+ 0.7% |
$23.9K - $25.8K
|
25.5K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
176+ 2.4% |
$23.8K - $25.7K
|
7.52K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
176+ 8.16% |
$23.8K - $25.7K
|
2.33K
$342K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
172+ 0.69% |
$23.2K - $25.1K
|
25.2K
$3.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
169+ 0.29% |
$22.8K - $24.7K
|
59.4K
$8.7M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
167New |
$22.5K - $24.4K
|
167
$24.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
166+ 16.9% |
$22.4K - $24.2K
|
1.15K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
166+ 35.1% |
$22.4K - $24.2K
|
639
$93.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
163+ 0.89% |
$22K - $23.8K
|
18.4K
$2.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
160+ 2.97% |
$21.6K - $23.4K
|
5.56K
$813K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
158+ 0.5% |
$21.3K - $23.1K
|
31.9K
$4.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
158+ 3.37% |
$21.3K - $23.1K
|
4.84K
$708K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
149+ 0.31% |
$20.1K - $21.8K
|
48K
$7.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
148+ 15.43% |
$20K - $21.6K
|
1.11K
$162K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
147+ 8.67% |
$19.8K - $21.5K
|
1.84K
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
145+ 1.05% |
$19.6K - $21.2K
|
14K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
145+ 1.79% |
$19.6K - $21.2K
|
8.25K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
144+ 1.6% |
$19.4K - $21K
|
9.15K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
140+ 13.94% |
$18.9K - $20.4K
|
1.14K
$167K
|
|