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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 0.25% |
$1.24K - $1.34K
|
3.95K
$515K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-13- 0.53% |
$1.62K - $1.74K
|
2.42K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.17% |
$1.86K - $2.01K
|
8.74K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.28% |
$1.86K - $2.01K
|
5.32K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-15- 0.44% |
$1.86K - $2.01K
|
3.39K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-16- 0.52% |
$1.99K - $2.15K
|
3.06K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 3.06% |
$1.99K - $2.15K
|
507
$66.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 0.33% |
$2.11K - $2.28K
|
5.19K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 0.9% |
$2.36K - $2.55K
|
2.1K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19- 0.18% |
$2.36K - $2.55K
|
10.4K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-19- 7.14% |
$2.36K - $2.55K
|
247
$32.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-19- 0.76% |
$2.36K - $2.55K
|
2.48K
$324K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.47% |
$2.36K - $2.55K
|
4K
$521K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 9.26% |
$2.49K - $2.68K
|
196
$25.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-20- 0.51% |
$2.49K - $2.68K
|
3.92K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-22- 0.16% |
$2.73K - $2.95K
|
13.6K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-22- 0.5% |
$2.73K - $2.95K
|
4.38K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-22- 0.49% |
$2.73K - $2.95K
|
4.47K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-22- 0.21% |
$2.73K - $2.95K
|
10.4K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-24- 0.77% |
$2.98K - $3.22K
|
3.11K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 12.63% |
$3.11K - $3.35K
|
173
$22.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-25- 0.7% |
$3.11K - $3.35K
|
3.57K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-25- 0.48% |
$3.11K - $3.35K
|
5.22K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-28- 0.17% |
$3.48K - $3.76K
|
16.6K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-30- 1.54% |
$3.73K - $4.02K
|
1.92K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-31- 0.33% |
$3.85K - $4.16K
|
9.3K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31- 0.63% |
$3.85K - $4.16K
|
4.85K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-31- 0.4% |
$3.85K - $4.16K
|
7.81K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-32- 0.12% |
$3.98K - $4.29K
|
25.7K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-34- 0.45% |
$4.22K - $4.56K
|
7.51K
$979K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-40- 0.65% |
$4.97K - $5.36K
|
6.15K
$801K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-40- 13.2% |
$4.97K - $5.36K
|
263
$34.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-40- 1.58% |
$4.97K - $5.36K
|
2.49K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.55% |
$4.97K - $5.36K
|
7.17K
$935K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-40- 0.35% |
$4.97K - $5.36K
|
11.4K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40- 0.92% |
$4.97K - $5.36K
|
4.32K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-44- 0.27% |
$5.47K - $5.9K
|
16.1K
$2.1M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-44- 1.82% |
$5.47K - $5.9K
|
2.37K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-47- 5.22% |
$5.84K - $6.3K
|
853
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-47- 5.23% |
$5.84K - $6.3K
|
852
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-48- 2.62% |
$5.96K - $6.44K
|
1.78K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-49- 0.43% |
$6.09K - $6.57K
|
11.2K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-50- 0.67% |
$6.21K - $6.71K
|
7.44K
$970K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 20.0% |
$6.21K - $6.71K
|
200
$26.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-53- 2.31% |
$6.59K - $7.11K
|
2.24K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-54- 1.31% |
$6.71K - $7.24K
|
4.08K
$532K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-55- 0.99% |
$6.83K - $7.38K
|
5.53K
$720K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-56- 1.84% |
$6.96K - $7.51K
|
2.99K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-59- 3.9% |
$7.33K - $7.91K
|
1.45K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-60- 1.06% |
$7.46K - $8.05K
|
5.6K
$729K
|