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 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-408- 6.15% |
$50.7K - $54.7K
|
6.23K
$901K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-409- 5.7% |
$50.8K - $54.9K
|
6.77K
$978K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-420- 12.32% |
$52.2K - $56.3K
|
2.99K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-420- 0.67% |
$52.2K - $56.3K
|
62.3K
$9.01M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-430- 0.58% |
$53.4K - $57.7K
|
73.4K
$10.6M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-437- 2.77% |
$54.3K - $58.6K
|
15.3K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-441- 12.45% |
$54.8K - $59.1K
|
3.1K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-441- 4.33% |
$54.8K - $59.1K
|
9.73K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-471- 0.14% |
$58.5K - $63.2K
|
348K
$50.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-478- 2.74% |
$59.4K - $64.1K
|
17K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-487- 9.94% |
$60.5K - $65.3K
|
4.41K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-495- 16.37% |
$61.5K - $66.4K
|
2.53K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-500- 16.67% |
$62.1K - $67.1K
|
2.5K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-507- 6.38% |
$63K - $68K
|
7.44K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-511- 2.85% |
$63.5K - $68.5K
|
17.4K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-514- 3.86% |
$63.9K - $68.9K
|
12.8K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-515- 2.94% |
$64K - $69.1K
|
17K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-516- 0.34% |
$64.1K - $69.2K
|
152K
$22M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-516- 4.22% |
$64.1K - $69.2K
|
11.7K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-533- 9.34% |
$66.2K - $71.5K
|
5.17K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-535- 9.47% |
$66.5K - $71.8K
|
5.12K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-543- 7.29% |
$67.5K - $72.8K
|
6.91K
$999K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-546- 36.14% |
$67.8K - $73.2K
|
965
$140K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-558- 0.89% |
$69.3K - $74.8K
|
62K
$8.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-559- 0.44% |
$69.5K - $75K
|
127K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-580- 7.52% |
$72.1K - $77.8K
|
7.13K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-583- 17.89% |
$72.4K - $78.2K
|
2.68K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-592- 3.51% |
$73.6K - $79.4K
|
16.3K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-597- 8.02% |
$74.2K - $80.1K
|
6.84K
$990K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-615- 0.56% |
$76.4K - $82.5K
|
109K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-616- 18.22% |
$76.5K - $82.6K
|
2.77K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-646- 25.73% |
$80.3K - $86.6K
|
1.87K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-649- 2.43% |
$80.6K - $87K
|
26.1K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-657- 28.85% |
$81.6K - $88.1K
|
1.62K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-658- 11.23% |
$81.8K - $88.3K
|
5.2K
$752K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-658- 2.25% |
$81.8K - $88.3K
|
28.5K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-668- 0.98% |
$83K - $89.6K
|
67.2K
$9.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-668- 48.02% |
$83K - $89.6K
|
723
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-676- 3.18% |
$84K - $90.7K
|
20.6K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-677- 24.27% |
$84.1K - $90.8K
|
2.11K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-683- 4.49% |
$84.9K - $91.6K
|
14.5K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-693- 4.73% |
$86.1K - $92.9K
|
14K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-706- 4.26% |
$87.7K - $94.7K
|
15.9K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-707- 6.69% |
$87.9K - $94.8K
|
9.86K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-712- 18.86% |
$88.5K - $95.5K
|
3.06K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-720- 6.24% |
$89.5K - $96.6K
|
10.8K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-742- 2.34% |
$92.2K - $99.5K
|
31K
$4.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-747- 13.94% |
$92.8K - $100K
|
4.61K
$667K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-759- 0.82% |
$94.3K - $102K
|
92.3K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-772- 11.27% |
$95.9K - $104K
|
6.08K
$879K
|