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
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.64K- 11.05% |
$576K - $622K
|
37.3K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.72K- 90.58% |
$587K - $633K
|
491
$65.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.77K- 38.7% |
$593K - $640K
|
7.56K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.78K- 3.17% |
$594K - $641K
|
146K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.06K- 9.0% |
$628K - $678K
|
51.1K
$6.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.1K- 63.7% |
$633K - $683K
|
2.9K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.21K- 1.52% |
$648K - $699K
|
338K
$45.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.32K- 6.04% |
$661K - $714K
|
82.8K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.54K- 1.54% |
$689K - $743K
|
354K
$47.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.58K- 2.58% |
$694K - $749K
|
211K
$28.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.67K- 8.76% |
$705K - $761K
|
59.1K
$7.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.86K- 94.62% |
$728K - $786K
|
333
$44.6K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.93K- 8.26% |
$737K - $796K
|
65.9K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.98K- 0.92% |
$743K - $802K
|
646K
$86.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.31K- 1.73% |
$783K - $846K
|
357K
$47.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.37K- 1.74% |
$792K - $854K
|
361K
$48.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.43K- 31.82% |
$799K - $862K
|
13.8K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.48K- 4.28% |
$805K - $868K
|
145K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.59K- 26.38% |
$819K - $884K
|
18.4K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.32K- 3.48% |
$909K - $982K
|
203K
$27.2M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.68K- 2.52% |
$954K - $1.03M
|
297K
$39.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7.69K- 4.07% |
$956K - $1.03M
|
181K
$24.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.1K- 1.77% |
$1.01M - $1.09M
|
448K
$60M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-8.15K- 15.68% |
$1.01M - $1.09M
|
43.8K
$5.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.15K- 34.68% |
$1.01M - $1.09M
|
15.4K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-8.67K- 1.94% |
$1.08M - $1.16M
|
438K
$58.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-9.11K- 3.17% |
$1.13M - $1.22M
|
278K
$37.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.27K- 10.67% |
$1.15M - $1.24M
|
77.6K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.34K- 7.92% |
$1.16M - $1.25M
|
109K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-9.44K- 0.79% |
$1.17M - $1.27M
|
1.19M
$159M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.68K- 5.65% |
$1.2M - $1.3M
|
162K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.69K- 6.64% |
$1.2M - $1.3M
|
136K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.89K- 0.74% |
$1.23M - $1.33M
|
1.32M
$177M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-9.91K- 3.0% |
$1.23M - $1.33M
|
320K
$42.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.98K- 0.62% |
$1.24M - $1.34M
|
1.59M
$214M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.1K- 7.74% |
$1.26M - $1.36M
|
121K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.3K- 6.62% |
$1.27M - $1.37M
|
145K
$19.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.3K- 20.67% |
$1.28M - $1.38M
|
39.4K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.9K- 2.08% |
$1.36M - $1.47M
|
516K
$69.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.5K- 24.51% |
$1.43M - $1.55M
|
35.5K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 2.3% |
$1.45M - $1.57M
|
496K
$66.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.9K- 0.32% |
$1.48M - $1.6M
|
3.68M
$493M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12K- 9.82% |
$1.49M - $1.61M
|
110K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 8.94% |
$1.63M - $1.76M
|
133K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-14.1K- 58.02% |
$1.76M - $1.9M
|
10.2K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15.7K- 22.82% |
$1.95M - $2.1M
|
53K
$7.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-16.2K- 44.04% |
$2.02M - $2.18M
|
20.6K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.7K- 2.96% |
$2.07M - $2.24M
|
547K
$73.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-16.8K- 5.7% |
$2.09M - $2.26M
|
279K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-17.1K- 0.7% |
$2.12M - $2.29M
|
2.43M
$325M
|