Purchases and Sales Made in Q4 2025 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P Total U.S. St (ITOT) during Q4 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
Jan 14, 2026 Q4 2025
Sjbenen Advisory, LLC

Chapel Hill, NC
BUY
 -
109K
New
$15.6M - $16.4M
109K $16M
Jan 09, 2026 Q4 2025
Friday Financial

Dubuque, IA
BUY
 -
71.5K
+ 19.16%
$10.2M - $10.7M
445K $65.1M
Jan 07, 2026 Q4 2025
Kfa Private Wealth Group, LLC

BUY
 -
26.6K
+ 39.71%
$3.8M - $3.99M
93.6K $13.7M
Jan 14, 2026 Q4 2025
Northwest Wealth Management, LLC

BUY
 -
16.7K
+ 5.11%
$2.39M - $2.51M
344K $50.3M
Jan 08, 2026 Q4 2025
Asempa Wealth Advisors

Baton Rouge, LA
BUY
 -
15.9K
New
$2.27M - $2.39M
15.9K $2.33M
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
14.9K
+ 44.62%
$2.13M - $2.24M
48.4K $7.08M
Jan 12, 2026 Q4 2025
Jgp Wealth Management, LLC

BUY
 -
13.9K
+ 5.12%
$1.99M - $2.09M
286K $41.8M
Jan 08, 2026 Q4 2025
Traveka Wealth, LLC

San Jose, CA
BUY
 -
11.6K
+ 482.15%
$1.66M - $1.75M
14.1K $2.06M
Jan 12, 2026 Q4 2025
Salvus Wealth Management, LLC

BUY
 -
11K
New
$1.57M - $1.65M
11K $1.61M
Jan 07, 2026 Q4 2025
Cooper Financial Group

BUY
 -
10.1K
+ 119.91%
$1.45M - $1.52M
18.6K $2.72M
Jan 08, 2026 Q4 2025
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
6.92K
New
$988K - $1.04M
6.92K $1.01M
Jan 14, 2026 Q4 2025
Petros Family Wealth, LLC

Bloomington, MN
BUY
 -
6.56K
+ 375.01%
$937K - $984K
8.31K $1.22M
Jan 14, 2026 Q4 2025
Kaufman Rossin Wealth, LLC

Miami, FL
BUY
 -
6.56K
+ 5.53%
$936K - $984K
125K $18.3M
Jan 09, 2026 Q4 2025
Jvl Associates LLC

BUY
 -
4.9K
+ 1.07%
$699K - $734K
460K $67.4M
Jan 05, 2026 Q4 2025
Trust CO Of The South

Greensboro, NC
BUY
 -
4.76K
New
$680K - $715K
4.76K $697K
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
3K
+ 2.24%
$428K - $450K
137K $20M
Jan 12, 2026 Q4 2025
Canvas Wealth Advisors, LLC

BUY
 -
2.79K
+ 1.64%
$399K - $419K
173K $25.3M
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

BUY
 -
2.49K
+ 65.9%
$355K - $373K
6.26K $916K
Jan 14, 2026 Q4 2025
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
2.47K
New
$353K - $371K
2.47K $362K
Jan 06, 2026 Q4 2025
Lpwm LLC

Minneapolis, MN
BUY
 -
2.18K
+ 154.26%
$311K - $326K
3.59K $525K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
1.97K
+ 4.39%
$281K - $295K
46.8K $6.85M
Jan 06, 2026 Q4 2025
Canal Capital Management, LLC

BUY
 -
1.87K
New
$266K - $280K
1.87K $273K
Jan 14, 2026 Q4 2025
Nova R Wealth, Inc.

BUY
 -
1.75K
New
$250K - $262K
1.75K $256K
Jan 14, 2026 Q4 2025
Beacon Investment Advisory Services, Inc.

BUY
 -
1.48K
New
$211K - $222K
1.48K $217K
Jan 09, 2026 Q4 2025
Clear Trail Advisors, LLC

Houston, TX
BUY
 -
1.45K
New
$207K - $218K
1.45K $213K
Jan 06, 2026 Q4 2025
Wealth Care Investment Partners, LLC

BUY
 -
1.41K
New
$201K - $211K
1.41K $206K
Jan 09, 2026 Q4 2025
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
1.41K
+ 5.34%
$201K - $211K
27.7K $4.05M
Jan 12, 2026 Q4 2025
Kwb Wealth

Redlands, CA
BUY
 -
1.4K
New
$199K - $209K
1.4K $204K
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
1.11K
+ 3.02%
$159K - $167K
37.9K $5.55M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.06K
+ 0.23%
$152K - $159K
460K $67.3M
Jan 07, 2026 Q4 2025
Cwa Asset Management Group, LLC

BUY
 -
1.03K
+ 72.36%
$147K - $154K
2.45K $359K
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
998
+ 11.42%
$143K - $150K
9.74K $1.42M
Jan 13, 2026 Q4 2025
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
981
+ 0.46%
$140K - $147K
214K $31.3M
Jan 13, 2026 Q4 2025
Cherrydale Wealth Management, LLC

BUY
 -
863
+ 0.47%
$123K - $129K
185K $27.1M
Jan 12, 2026 Q4 2025
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
749
+ 2.63%
$107K - $112K
29.2K $4.28M
Jan 13, 2026 Q4 2025
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
739
+ 0.2%
$106K - $111K
378K $55.3M
Jan 07, 2026 Q4 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
701
+ 0.71%
$100K - $105K
99.9K $14.6M
Jan 13, 2026 Q4 2025
Accurate Wealth Management, LLC

BUY
 -
592
+ 1.69%
$84.5K - $88.8K
35.7K $5.22M
Jan 06, 2026 Q4 2025
Unique Wealth, LLC

Tampa, FL
BUY
 -
573
+ 2.88%
$81.8K - $86K
20.5K $3M
Jan 08, 2026 Q4 2025
Efficient Advisors, LLC

BUY
 -
548
+ 24.39%
$78.2K - $82.2K
2.8K $409K
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
493
+ 2.13%
$70.4K - $74K
23.6K $3.46M
Jan 12, 2026 Q4 2025
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
455
+ 4.55%
$65K - $68.3K
10.5K $1.53M
Jan 13, 2026 Q4 2025
Trust Point Inc.

La Crosse, WI
BUY
 -
367
+ 21.85%
$52.4K - $55.1K
2.05K $300K
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
355
+ 0.84%
$50.7K - $53.3K
42.8K $6.26M
Jan 07, 2026 Q4 2025
Lynch & Associates

BUY
 -
351
+ 0.62%
$50.1K - $52.7K
56.9K $8.32M
Jan 13, 2026 Q4 2025
Legacy Solutions, LLC

Kennett Square, PA
BUY
 -
349
+ 6.28%
$49.8K - $52.4K
5.9K $864K
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
330
+ 3.93%
$47.1K - $49.5K
8.73K $1.28M
Jan 08, 2026 Q4 2025
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
316
+ 0.99%
$45.1K - $47.4K
32.2K $4.71M
Jan 09, 2026 Q4 2025
Diversified Trust CO

BUY
 -
310
+ 10.75%
$44.3K - $46.5K
3.19K $467K

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