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 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
55.8KNew |
$6.94M - $7.49M
|
55.8K
$6.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.3K+ 538.88% |
$6.63M - $7.16M
|
63.2K
$7.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
48.8KNew |
$6.06M - $6.54M
|
48.8K
$5.6M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48K+ 11.48% |
$5.97M - $6.44M
|
466K
$53.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
47.8K+ 80.86% |
$5.94M - $6.41M
|
107K
$12.3M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
47.5KNew |
$5.9M - $6.37M
|
47.5K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.8K+ 0.43% |
$5.57M - $6.01M
|
10.5M
$1.21B
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1KNew |
$5.36M - $5.78M
|
43.1K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
41.6K+ 19.46% |
$5.17M - $5.58M
|
255K
$29.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
40.5K+ 44.22% |
$5.03M - $5.43M
|
132K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
39.9K+ 13.65% |
$4.96M - $5.36M
|
333K
$38.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 2.26% |
$4.68M - $5.05M
|
1.71M
$196M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
35.4KNew |
$4.4M - $4.75M
|
35.4K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
35.3KNew |
$4.39M - $4.74M
|
35.3K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.6KNew |
$4.3M - $4.64M
|
34.6K
$3.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
34.4K+ 67.83% |
$4.27M - $4.61M
|
85.1K
$9.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
34.3KNew |
$4.27M - $4.6M
|
34.3K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
33.3KNew |
$4.14M - $4.46M
|
33.3K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
32.7KNew |
$4.07M - $4.39M
|
32.7K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
32.5KNew |
$4.04M - $4.36M
|
32.5K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32K+ 153.59% |
$3.97M - $4.29M
|
52.8K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
31.7K+ 813.38% |
$3.94M - $4.25M
|
35.6K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
30.9K+ 3.94% |
$3.83M - $4.14M
|
815K
$93.6M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28.9K+ 479.19% |
$3.59M - $3.88M
|
34.9K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
27K+ 183.35% |
$3.36M - $3.63M
|
41.8K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27K+ 13.82% |
$3.36M - $3.62M
|
223K
$25.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
26.6K+ 42.02% |
$3.3M - $3.57M
|
89.9K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.3K+ 672.06% |
$3.27M - $3.53M
|
30.3K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25.5KNew |
$3.17M - $3.43M
|
25.5K
$2.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 261.26% |
$3.07M - $3.32M
|
34.2K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.9K+ 94.91% |
$2.97M - $3.2M
|
49K
$5.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
23.8KNew |
$2.96M - $3.19M
|
23.8K
$2.73M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
22.7KNew |
$2.82M - $3.04M
|
22.7K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.6K+ 41.67% |
$2.81M - $3.03M
|
76.8K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 3.52% |
$2.73M - $2.95M
|
647K
$74.3M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
21.9KNew |
$2.72M - $2.94M
|
21.9K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
21.4KNew |
$2.66M - $2.87M
|
21.4K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.2K+ 4.63% |
$2.64M - $2.85M
|
480K
$55.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.8KNew |
$2.58M - $2.79M
|
20.8K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
20.7K+ 13.31% |
$2.57M - $2.78M
|
176K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 5.58% |
$2.57M - $2.77M
|
391K
$44.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20.6K+ 26.28% |
$2.55M - $2.76M
|
98.8K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
20KNew |
$2.48M - $2.68M
|
20K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.3K+ 12.44% |
$2.4M - $2.59M
|
174K
$20M
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
19.2KNew |
$2.39M - $2.58M
|
19.2K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 13.62% |
$2.34M - $2.52M
|
157K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18.8K+ 1.7% |
$2.33M - $2.52M
|
1.12M
$129M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
18.5K+ 4.88% |
$2.3M - $2.48M
|
397K
$45.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
18.5K+ 7.57% |
$2.29M - $2.48M
|
262K
$30.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18.2K+ 70.84% |
$2.26M - $2.44M
|
43.8K
$5.03M
|