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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
110New |
$13.7K - $14.8K
|
110
$14.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
106+ 0.06% |
$13.2K - $14.2K
|
185K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
105+ 0.19% |
$13K - $14.1K
|
55.4K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104+ 1.1% |
$12.9K - $13.9K
|
9.53K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
103+ 2.92% |
$12.8K - $13.8K
|
3.63K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 1.97% |
$12.4K - $13.4K
|
5.18K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
89+ 0.34% |
$11.1K - $11.9K
|
26.2K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89+ 4.83% |
$11.1K - $11.9K
|
1.93K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
88New |
$10.9K - $11.8K
|
88
$11.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
88New |
$10.9K - $11.8K
|
88
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84New |
$10.4K - $11.3K
|
84
$10.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
83+ 5.11% |
$10.3K - $11.1K
|
1.71K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
80+ 0.37% |
$9.94K - $10.7K
|
21.5K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
78+ 3.53% |
$9.69K - $10.5K
|
2.29K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
78+ 1.1% |
$9.69K - $10.5K
|
7.19K
$937K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
75+ 0.51% |
$9.32K - $10.1K
|
14.8K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
75New |
$9.32K - $10.1K
|
75
$9.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
74+ 4.26% |
$9.2K - $9.92K
|
1.81K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
73+ 2.0% |
$9.07K - $9.79K
|
3.72K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 2.61% |
$8.95K - $9.66K
|
2.83K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
70+ 0.25% |
$8.7K - $9.39K
|
28.5K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
70+ 0.52% |
$8.7K - $9.39K
|
13.5K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69+ 176.92% |
$8.57K - $9.25K
|
108
$14.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68+ 0.46% |
$8.45K - $9.12K
|
14.9K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
65+ 2.52% |
$8.08K - $8.72K
|
2.64K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
64+ 0.65% |
$7.95K - $8.58K
|
9.86K
$1.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
61+ 0.43% |
$7.58K - $8.18K
|
14.1K
$1.84M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
61New |
$7.58K - $8.18K
|
61
$7.95K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
59+ 3.45% |
$7.33K - $7.91K
|
1.77K
$230K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
55New |
$6.83K - $7.38K
|
55
$7.17K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
54+ 2.48% |
$6.71K - $7.24K
|
2.23K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
51+ 1.03% |
$6.34K - $6.84K
|
5.01K
$652K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
51+ 7.05% |
$6.34K - $6.84K
|
774
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 0.06% |
$6.09K - $6.57K
|
83K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
49New |
$6.09K - $6.57K
|
49
$6.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 0.29% |
$5.96K - $6.44K
|
16.8K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
45+ 0.41% |
$5.59K - $6.04K
|
10.9K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.74% |
$5.47K - $5.9K
|
6.02K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 1.4% |
$4.97K - $5.36K
|
2.9K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
40+ 0.45% |
$4.97K - $5.36K
|
8.99K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
38+ 1.51% |
$4.72K - $5.1K
|
2.55K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36+ 1.05% |
$4.47K - $4.83K
|
3.46K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35+ 0.69% |
$4.35K - $4.69K
|
5.14K
$669K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 0.34% |
$4.22K - $4.56K
|
10.1K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
33+ 1.13% |
$4.1K - $4.43K
|
2.96K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.31% |
$4.1K - $4.43K
|
10.6K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
33+ 0.09% |
$4.1K - $4.43K
|
35.1K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
33+ 0.9% |
$4.1K - $4.43K
|
3.7K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
33+ 1.22% |
$4.1K - $4.43K
|
2.74K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$3.98K - $4.29K
|
32
$4.17K
|