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 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
31New |
$3.85K - $4.16K
|
31
$4.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30+ 4.28% |
$3.73K - $4.02K
|
731
$95.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.36% |
$3.6K - $3.89K
|
7.99K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
28+ 0.42% |
$3.48K - $3.76K
|
6.66K
$867K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28New |
$3.48K - $3.76K
|
28
$3.65K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
27+ 0.59% |
$3.36K - $3.62K
|
4.63K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26+ 0.23% |
$3.23K - $3.49K
|
11.2K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
25+ 1.08% |
$3.11K - $3.35K
|
2.33K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24+ 0.12% |
$2.98K - $3.22K
|
20.9K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
20+ 0.32% |
$2.49K - $2.68K
|
6.28K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.13% |
$2.49K - $2.68K
|
15.1K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19+ 0.29% |
$2.36K - $2.55K
|
6.51K
$848K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 0.37% |
$2.11K - $2.28K
|
4.59K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 0.37% |
$1.86K - $2.01K
|
4.08K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.4% |
$1.74K - $1.88K
|
3.47K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
14+ 0.37% |
$1.74K - $1.88K
|
3.8K
$495K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13+ 0.35% |
$1.62K - $1.74K
|
3.72K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.35% |
$1.62K - $1.74K
|
3.71K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
13+ 0.18% |
$1.62K - $1.74K
|
7.28K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.34% |
$1.49K - $1.61K
|
3.56K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11+ 0.34% |
$1.37K - $1.48K
|
3.24K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11+ 2.38% |
$1.37K - $1.48K
|
474
$61.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11+ 0.6% |
$1.37K - $1.48K
|
1.84K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10+ 0.23% |
$1.24K - $1.34K
|
4.43K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10+ 3.23% |
$1.24K - $1.34K
|
320
$41.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.24K - $1.34K
|
2.7K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 0.17% |
$1.24K - $1.34K
|
6.07K
$791K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
9+ 0.16% |
$1.12K - $1.21K
|
5.73K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.12K - $1.21K
|
4.83K
$630K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9+ 6.12% |
$1.12K - $1.21K
|
156
$20.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.36% |
$1.12K - $1.21K
|
2.52K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
9+ 0.36% |
$1.12K - $1.21K
|
2.51K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.15% |
$994 - $1.07K
|
5.52K
$720K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.37% |
$994 - $1.07K
|
2.19K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.13% |
$994 - $1.07K
|
6.28K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.05% |
$994 - $1.07K
|
16.8K
$2.18M
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
8New |
$994 - $1.07K
|
8
$1.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.07% |
$870 - $939
|
10.2K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 1.51% |
$870 - $939
|
472
$61.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.19% |
$870 - $939
|
3.71K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
6+ 0.33% |
$746 - $805
|
1.84K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
6+ 0.36% |
$746 - $805
|
1.65K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
6+ 0.37% |
$746 - $805
|
1.65K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6+ 0.05% |
$746 - $805
|
11.5K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$621 - $671
|
1.93K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5+ 0.31% |
$621 - $671
|
1.62K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
5+ 0.12% |
$621 - $671
|
4.01K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$621 - $671
|
3.53K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5+ 0.27% |
$621 - $671
|
1.88K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5+ 0.04% |
$621 - $671
|
12.2K
$1.59M
|