Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
23.8M+ 12684.42% |
$2.96B - $3.19B
|
24M
$3.21B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.35MNew |
$292M - $315M
|
2.35M
$315M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.26M+ 3574.62% |
$157M - $169M
|
1.3M
$174M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.06M+ 6355.25% |
$131M - $142M
|
1.07M
$144M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
602KNew |
$74.9M - $80.8M
|
602K
$80.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
353K+ 7.45% |
$43.9M - $47.3M
|
5.09M
$682M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
300K+ 43.6% |
$37.3M - $40.3M
|
989K
$132M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
267KNew |
$33.1M - $35.8M
|
267K
$35.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
255K+ 12762.0% |
$31.7M - $34.2M
|
257K
$34.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215K+ 125.94% |
$26.7M - $28.8M
|
385K
$51.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
206K+ 0.37% |
$25.6M - $27.6M
|
55.3M
$7.41B
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
189KNew |
$23.5M - $25.4M
|
189K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
189K+ 9.92% |
$23.5M - $25.3M
|
2.09M
$280M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
183KNew |
$22.8M - $24.6M
|
183K
$24.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
164KNew |
$20.4M - $22M
|
164K
$22M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
161K+ 40.69% |
$20M - $21.6M
|
558K
$74.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
159KNew |
$19.7M - $21.3M
|
159K
$21.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
143KNew |
$17.8M - $19.2M
|
143K
$19.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
135K+ 47.77% |
$16.8M - $18.1M
|
417K
$55.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
123K+ 18.0% |
$15.3M - $16.5M
|
807K
$108M
|
|
|
Feb 12, 2025
Q4 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
123K+ 22.4% |
$15.3M - $16.5M
|
673K
$90.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
113K+ 5505.16% |
$14M - $15.2M
|
115K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
107K+ 242.84% |
$13.3M - $14.3M
|
151K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
103KNew |
$12.8M - $13.8M
|
103K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
99.1KNew |
$12.3M - $13.3M
|
99.1K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.1K+ 4.41% |
$12.2M - $13.2M
|
2.32M
$311M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
97.7K+ 1.1% |
$12.1M - $13.1M
|
9.02M
$1.21B
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
84.1KNew |
$10.4M - $11.3M
|
84.1K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
79.8KNew |
$9.92M - $10.7M
|
79.8K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
79.1K+ 36.86% |
$9.83M - $10.6M
|
294K
$39.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.4KNew |
$9.74M - $10.5M
|
78.4K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
75.9KNew |
$9.43M - $10.2M
|
75.9K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75.6K+ 2.09% |
$9.39M - $10.1M
|
3.69M
$495M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
71.3K+ 7.81% |
$8.86M - $9.56M
|
984K
$132M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
71.2K+ 34.78% |
$8.85M - $9.55M
|
276K
$37M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
62.4KNew |
$7.76M - $8.38M
|
62.4K
$8.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.3K+ 4.63% |
$7.49M - $8.09M
|
1.36M
$183M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
56.2K+ 4.23% |
$6.98M - $7.54M
|
1.38M
$185M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
55.8KNew |
$6.94M - $7.49M
|
55.8K
$7.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.3K+ 538.88% |
$6.63M - $7.16M
|
63.2K
$8.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
48.8KNew |
$6.06M - $6.54M
|
48.8K
$6.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
47.8K+ 80.86% |
$5.94M - $6.41M
|
107K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1KNew |
$5.36M - $5.78M
|
43.1K
$5.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
41.6K+ 19.46% |
$5.17M - $5.58M
|
255K
$34.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
40.5K+ 44.22% |
$5.03M - $5.43M
|
132K
$17.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
39.9K+ 13.65% |
$4.96M - $5.36M
|
333K
$44.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 2.26% |
$4.68M - $5.05M
|
1.71M
$229M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
35.4KNew |
$4.4M - $4.75M
|
35.4K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
35.3KNew |
$4.39M - $4.74M
|
35.3K
$4.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.6KNew |
$4.3M - $4.64M
|
34.6K
$4.63M
|