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 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-217- 0.49% |
$27K - $29.1K
|
44K
$6.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-224- 2.23% |
$27.8K - $30K
|
9.81K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-227- 1.33% |
$28.2K - $30.4K
|
16.9K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-228- 1.2% |
$28.3K - $30.6K
|
18.8K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-230- 0.53% |
$28.6K - $30.8K
|
43.2K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-237- 7.39% |
$29.4K - $31.8K
|
2.97K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-237- 4.45% |
$29.4K - $31.8K
|
5.09K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-238- 9.32% |
$29.6K - $31.9K
|
2.32K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-241- 1.19% |
$29.9K - $32.3K
|
20K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-242- 3.96% |
$30.1K - $32.5K
|
5.87K
$848K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-246- 5.88% |
$30.6K - $33K
|
3.94K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-246- 1.53% |
$30.6K - $33K
|
15.8K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-254- 1.23% |
$31.6K - $34.1K
|
20.4K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-256- 2.8% |
$31.8K - $34.3K
|
8.87K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-256- 2.8% |
$31.8K - $34.3K
|
8.87K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-257- 0.45% |
$31.9K - $34.5K
|
57K
$8.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 7.94% |
$32.3K - $34.9K
|
3.02K
$436K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-263- 0.33% |
$32.7K - $35.3K
|
80.5K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-264- 3.51% |
$32.8K - $35.4K
|
7.25K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-267- 14.74% |
$33.2K - $35.8K
|
1.55K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-280- 20.59% |
$34.8K - $37.6K
|
1.08K
$156K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-281- 10.68% |
$34.9K - $37.7K
|
2.35K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-290- 0.77% |
$36K - $38.9K
|
37.4K
$5.41M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-290- 2.6% |
$36K - $38.9K
|
10.9K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-294- 4.8% |
$36.5K - $39.4K
|
5.84K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Yale University
New Haven, CT |
SELL
|
- |
-300- 4.64% |
$37.3K - $40.2K
|
6.16K
$891K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-307- 3.48% |
$38.1K - $41.2K
|
8.53K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-310- 12.92% |
$38.5K - $41.6K
|
2.09K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-320- 0.31% |
$39.8K - $42.9K
|
101K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-325- 68.57% |
$40.4K - $43.6K
|
149
$21.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-325- 1.59% |
$40.4K - $43.6K
|
20.2K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-326- 5.0% |
$40.5K - $43.7K
|
6.19K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-332- 0.39% |
$41.3K - $44.5K
|
85.4K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-333- 3.7% |
$41.4K - $44.7K
|
8.67K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-337- 10.53% |
$41.9K - $45.2K
|
2.86K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-343- 2.24% |
$42.6K - $46K
|
15K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-347- 4.57% |
$43.1K - $46.5K
|
7.25K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-351- 6.77% |
$43.6K - $47.1K
|
4.83K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-352- 1.34% |
$43.7K - $47.2K
|
26K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-353- 4.13% |
$43.9K - $47.3K
|
8.19K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-360- 9.92% |
$44.7K - $48.3K
|
3.27K
$473K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-363- 4.22% |
$45.1K - $48.7K
|
8.23K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-365- 4.05% |
$45.4K - $49K
|
8.64K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-366- 1.28% |
$45.5K - $49.1K
|
28.3K
$4.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-368- 0.6% |
$45.7K - $49.4K
|
61.1K
$8.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-375- 0.65% |
$46.6K - $50.3K
|
57.7K
$8.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-380- 16.58% |
$47.2K - $51K
|
1.91K
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-387- 2.94% |
$48.1K - $51.9K
|
12.8K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-403- 2.97% |
$50.1K - $54.1K
|
13.2K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-404- 0.78% |
$50.2K - $54.2K
|
51.6K
$7.47M
|