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
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-100- 38.17% |
$12.4K - $13.4K
|
162
$23.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-100- 0.23% |
$12.4K - $13.4K
|
43.9K
$6.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-105- 0.38% |
$13K - $14.1K
|
27.3K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-108- 14.52% |
$13.4K - $14.5K
|
636
$92K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-109- 4.7% |
$13.5K - $14.6K
|
2.21K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-110- 3.47% |
$13.7K - $14.8K
|
3.06K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 2.09% |
$13.8K - $14.9K
|
5.2K
$751K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-116- 24.22% |
$14.4K - $15.6K
|
363
$52.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-119- 6.25% |
$14.8K - $16K
|
1.79K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-124- 31.96% |
$15.4K - $16.6K
|
264
$38.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-128- 2.25% |
$15.9K - $17.2K
|
5.57K
$805K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-130- 0.76% |
$16.2K - $17.4K
|
17K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-134- 0.31% |
$16.7K - $18K
|
43.1K
$6.23M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-135- 1.2% |
$16.8K - $18.1K
|
11.2K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-135- 0.82% |
$16.8K - $18.1K
|
16.3K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-140- 0.24% |
$17.4K - $18.8K
|
59.3K
$8.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-140- 10.03% |
$17.4K - $18.8K
|
1.26K
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-140- 0.44% |
$17.4K - $18.8K
|
31.4K
$4.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-140- 4.09% |
$17.4K - $18.8K
|
3.29K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-140- 2.86% |
$17.4K - $18.8K
|
4.75K
$686K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-143- 4.98% |
$17.8K - $19.2K
|
2.73K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-145- 4.72% |
$18K - $19.4K
|
2.93K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-149- 2.96% |
$18.5K - $20K
|
4.88K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-149- 0.41% |
$18.5K - $20K
|
36.4K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-155- 5.87% |
$19.3K - $20.8K
|
2.49K
$359K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-156- 0.59% |
$19.4K - $20.9K
|
26.3K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-159- 0.8% |
$19.8K - $21.3K
|
19.7K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-159- 7.78% |
$19.8K - $21.3K
|
1.88K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-159- 2.08% |
$19.8K - $21.3K
|
7.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-160- 4.55% |
$19.9K - $21.5K
|
3.35K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-161- 0.69% |
$20K - $21.6K
|
23K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-163- 0.17% |
$20.3K - $21.9K
|
97.7K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-164- 1.17% |
$20.4K - $22K
|
13.9K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-164- 0.09% |
$20.4K - $22K
|
179K
$25.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-166- 0.74% |
$20.6K - $22.3K
|
22.2K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-167- 22.81% |
$20.8K - $22.4K
|
565
$81.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-173- 8.2% |
$21.5K - $23.2K
|
1.94K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-179- 0.14% |
$22.2K - $24K
|
124K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 19.76% |
$22.4K - $24.1K
|
731
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-188- 0.67% |
$23.4K - $25.2K
|
27.8K
$4.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-192- 0.8% |
$23.9K - $25.8K
|
23.7K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-197- 0.95% |
$24.5K - $26.4K
|
20.5K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-198- 3.17% |
$24.6K - $26.6K
|
6.05K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-198- 13.32% |
$24.6K - $26.6K
|
1.29K
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-202- 0.95% |
$25.1K - $27.1K
|
21K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-206- 4.46% |
$25.6K - $27.6K
|
4.41K
$638K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-207- 0.56% |
$25.7K - $27.8K
|
36.9K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-208- 1.32% |
$25.8K - $27.9K
|
15.5K
$2.25M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-208- 2.8% |
$25.8K - $27.9K
|
7.22K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-215- 9.7% |
$26.7K - $28.8K
|
2K
$289K
|