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 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 12.63% |
$3.11K - $3.35K
|
173
$21.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-25- 0.7% |
$3.11K - $3.35K
|
3.57K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-25- 0.48% |
$3.11K - $3.35K
|
5.22K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-28- 0.17% |
$3.48K - $3.76K
|
16.6K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-30- 1.54% |
$3.73K - $4.02K
|
1.92K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-31- 0.33% |
$3.85K - $4.16K
|
9.3K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31- 0.63% |
$3.85K - $4.16K
|
4.85K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-31- 0.4% |
$3.85K - $4.16K
|
7.81K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-32- 0.12% |
$3.98K - $4.29K
|
25.7K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-34- 0.45% |
$4.22K - $4.56K
|
7.51K
$929K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-40- 0.65% |
$4.97K - $5.36K
|
6.15K
$760K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-40- 13.2% |
$4.97K - $5.36K
|
263
$32.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-40- 1.58% |
$4.97K - $5.36K
|
2.49K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.55% |
$4.97K - $5.36K
|
7.17K
$887K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-40- 0.35% |
$4.97K - $5.36K
|
11.4K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40- 0.92% |
$4.97K - $5.36K
|
4.32K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-44- 0.27% |
$5.47K - $5.9K
|
16.1K
$1.99M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-44- 1.82% |
$5.47K - $5.9K
|
2.37K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-47- 5.22% |
$5.84K - $6.3K
|
853
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-47- 5.23% |
$5.84K - $6.3K
|
852
$105K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-48- 2.62% |
$5.96K - $6.44K
|
1.78K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-49- 0.43% |
$6.09K - $6.57K
|
11.2K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-50- 0.67% |
$6.21K - $6.71K
|
7.44K
$920K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 20.0% |
$6.21K - $6.71K
|
200
$24.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-53- 2.31% |
$6.59K - $7.11K
|
2.24K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-54- 1.31% |
$6.71K - $7.24K
|
4.08K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-55- 0.99% |
$6.83K - $7.38K
|
5.53K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-56- 1.84% |
$6.96K - $7.51K
|
2.99K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-59- 3.9% |
$7.33K - $7.91K
|
1.45K
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-60- 1.06% |
$7.46K - $8.05K
|
5.6K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-60- 3.16% |
$7.46K - $8.05K
|
1.84K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-63- 0.79% |
$7.83K - $8.45K
|
7.9K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-64- 0.28% |
$7.95K - $8.58K
|
23K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-64- 0.42% |
$7.95K - $8.58K
|
15.2K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-67- 0.22% |
$8.33K - $8.99K
|
30.1K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-68- 3.03% |
$8.45K - $9.12K
|
2.18K
$269K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-70- 2.46% |
$8.7K - $9.39K
|
2.77K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-71- 0.62% |
$8.82K - $9.52K
|
11.3K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-71- 1.19% |
$8.82K - $9.52K
|
5.89K
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-74- 0.4% |
$9.2K - $9.92K
|
18.5K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-76- 1.71% |
$9.44K - $10.2K
|
4.36K
$539K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-77- 1.22% |
$9.57K - $10.3K
|
6.21K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-77- 2.47% |
$9.57K - $10.3K
|
3.05K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-77- 4.11% |
$9.57K - $10.3K
|
1.8K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-78- 2.04% |
$9.69K - $10.5K
|
3.75K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-79- 3.08% |
$9.82K - $10.6K
|
2.49K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-79- 0.63% |
$9.82K - $10.6K
|
12.5K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-80- 13.11% |
$9.94K - $10.7K
|
530
$65.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 2.13% |
$9.94K - $10.7K
|
3.68K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-82- 1.82% |
$10.2K - $11K
|
4.43K
$547K
|