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 14, 2025
Q4 2024
|
Yale University
New Haven, CT |
SELL
|
- |
-300- 4.64% |
$37.3K - $40.2K
|
6.16K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-307- 3.48% |
$38.1K - $41.2K
|
8.53K
$979K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-310- 12.92% |
$38.5K - $41.6K
|
2.09K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-320- 0.31% |
$39.8K - $42.9K
|
101K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-325- 68.57% |
$40.4K - $43.6K
|
149
$17.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-325- 1.59% |
$40.4K - $43.6K
|
20.2K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-326- 5.0% |
$40.5K - $43.7K
|
6.19K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-332- 0.39% |
$41.3K - $44.5K
|
85.4K
$9.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-333- 3.7% |
$41.4K - $44.7K
|
8.67K
$996K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-337- 10.53% |
$41.9K - $45.2K
|
2.86K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-343- 2.24% |
$42.6K - $46K
|
15K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-347- 4.57% |
$43.1K - $46.5K
|
7.25K
$833K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-351- 6.77% |
$43.6K - $47.1K
|
4.83K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-352- 1.34% |
$43.7K - $47.2K
|
26K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-353- 4.13% |
$43.9K - $47.3K
|
8.19K
$940K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-360- 9.92% |
$44.7K - $48.3K
|
3.27K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-363- 4.22% |
$45.1K - $48.7K
|
8.23K
$945K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-365- 4.05% |
$45.4K - $49K
|
8.64K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-366- 1.28% |
$45.5K - $49.1K
|
28.3K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-368- 0.6% |
$45.7K - $49.4K
|
61.1K
$7.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-375- 0.65% |
$46.6K - $50.3K
|
57.7K
$6.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-380- 16.58% |
$47.2K - $51K
|
1.91K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-387- 2.94% |
$48.1K - $51.9K
|
12.8K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-403- 2.97% |
$50.1K - $54.1K
|
13.2K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-404- 0.78% |
$50.2K - $54.2K
|
51.6K
$5.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-408- 6.15% |
$50.7K - $54.7K
|
6.23K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-409- 5.7% |
$50.8K - $54.9K
|
6.77K
$777K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-420- 12.32% |
$52.2K - $56.3K
|
2.99K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-420- 0.67% |
$52.2K - $56.3K
|
62.3K
$7.15M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-430- 0.58% |
$53.4K - $57.7K
|
73.4K
$8.43M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-437- 2.77% |
$54.3K - $58.6K
|
15.3K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-441- 12.45% |
$54.8K - $59.1K
|
3.1K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-441- 4.33% |
$54.8K - $59.1K
|
9.73K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-471- 0.14% |
$58.5K - $63.2K
|
348K
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-478- 2.74% |
$59.4K - $64.1K
|
17K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-487- 9.94% |
$60.5K - $65.3K
|
4.41K
$507K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-495- 16.37% |
$61.5K - $66.4K
|
2.53K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-500- 16.67% |
$62.1K - $67.1K
|
2.5K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-507- 6.38% |
$63K - $68K
|
7.44K
$854K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-511- 2.85% |
$63.5K - $68.5K
|
17.4K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-514- 3.86% |
$63.9K - $68.9K
|
12.8K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-515- 2.94% |
$64K - $69.1K
|
17K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-516- 0.34% |
$64.1K - $69.2K
|
152K
$17.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-516- 4.22% |
$64.1K - $69.2K
|
11.7K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-533- 9.34% |
$66.2K - $71.5K
|
5.17K
$594K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-535- 9.47% |
$66.5K - $71.8K
|
5.12K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-543- 7.29% |
$67.5K - $72.8K
|
6.91K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-546- 36.14% |
$67.8K - $73.2K
|
965
$111K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-558- 0.89% |
$69.3K - $74.8K
|
62K
$7.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-559- 0.44% |
$69.5K - $75K
|
127K
$14.5M
|