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 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
74+ 4.26% |
$9.2K - $9.92K
|
1.81K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
73+ 2.0% |
$9.07K - $9.79K
|
3.72K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 2.61% |
$8.95K - $9.66K
|
2.83K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
70+ 0.25% |
$8.7K - $9.39K
|
28.5K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
70+ 0.52% |
$8.7K - $9.39K
|
13.5K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69+ 176.92% |
$8.57K - $9.25K
|
108
$13.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68+ 0.46% |
$8.45K - $9.12K
|
14.9K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
65+ 2.52% |
$8.08K - $8.72K
|
2.64K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
64+ 0.65% |
$7.95K - $8.58K
|
9.86K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
61+ 0.43% |
$7.58K - $8.18K
|
14.1K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
59+ 3.45% |
$7.33K - $7.91K
|
1.77K
$219K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
55New |
$6.83K - $7.38K
|
55
$6.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
54+ 2.48% |
$6.71K - $7.24K
|
2.23K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
51+ 1.03% |
$6.34K - $6.84K
|
5.01K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
51+ 7.05% |
$6.34K - $6.84K
|
774
$95.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 0.06% |
$6.09K - $6.57K
|
83K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
49New |
$6.09K - $6.57K
|
49
$6.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 0.29% |
$5.96K - $6.44K
|
16.8K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
45+ 0.41% |
$5.59K - $6.04K
|
10.9K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.74% |
$5.47K - $5.9K
|
6.02K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 1.4% |
$4.97K - $5.36K
|
2.9K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
40+ 0.45% |
$4.97K - $5.36K
|
8.99K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
38+ 1.51% |
$4.72K - $5.1K
|
2.55K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36+ 1.05% |
$4.47K - $4.83K
|
3.46K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35+ 0.69% |
$4.35K - $4.69K
|
5.14K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 0.34% |
$4.22K - $4.56K
|
10.1K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
33+ 1.13% |
$4.1K - $4.43K
|
2.96K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.31% |
$4.1K - $4.43K
|
10.6K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
33+ 0.09% |
$4.1K - $4.43K
|
35.1K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
33+ 0.9% |
$4.1K - $4.43K
|
3.7K
$458K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
33+ 1.22% |
$4.1K - $4.43K
|
2.74K
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$3.98K - $4.29K
|
32
$3.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
31New |
$3.85K - $4.16K
|
31
$3.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30+ 4.28% |
$3.73K - $4.02K
|
731
$90.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.36% |
$3.6K - $3.89K
|
7.99K
$987K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
28+ 0.42% |
$3.48K - $3.76K
|
6.66K
$823K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28New |
$3.48K - $3.76K
|
28
$3.46K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
27+ 0.59% |
$3.36K - $3.62K
|
4.63K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26+ 0.23% |
$3.23K - $3.49K
|
11.2K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
25+ 1.08% |
$3.11K - $3.35K
|
2.33K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24+ 0.12% |
$2.98K - $3.22K
|
20.9K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
20+ 0.32% |
$2.49K - $2.68K
|
6.28K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.13% |
$2.49K - $2.68K
|
15.1K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19+ 0.29% |
$2.36K - $2.55K
|
6.51K
$805K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 0.37% |
$2.11K - $2.28K
|
4.59K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 0.37% |
$1.86K - $2.01K
|
4.08K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.4% |
$1.74K - $1.88K
|
3.47K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
14+ 0.37% |
$1.74K - $1.88K
|
3.8K
$470K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13+ 0.35% |
$1.62K - $1.74K
|
3.72K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.35% |
$1.62K - $1.74K
|
3.71K
$459K
|