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 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.16K- 38.32% |
$393K - $424K
|
5.09K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.2K- 1.91% |
$397K - $429K
|
164K
$23.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.27K- 5.07% |
$406K - $438K
|
61.2K
$8.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.29K- 56.43% |
$408K - $441K
|
2.54K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.29K- 6.81% |
$409K - $441K
|
45K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.3K- 7.17% |
$410K - $443K
|
42.7K
$6.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 2.08% |
$416K - $449K
|
158K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.37K- 46.2% |
$419K - $452K
|
3.92K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.51K- 27.7% |
$436K - $471K
|
9.16K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.54K- 0.66% |
$440K - $475K
|
529K
$76.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.56K- 1.8% |
$442K - $477K
|
194K
$28M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.64K- 12.06% |
$452K - $488K
|
26.6K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.7K- 1.25% |
$460K - $496K
|
293K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.73K- 2.07% |
$463K - $500K
|
176K
$25.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.8K- 39.48% |
$472K - $509K
|
5.82K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.82K- 27.31% |
$475K - $513K
|
10.2K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.88K- 47.47% |
$482K - $520K
|
4.29K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 5.76% |
$482K - $520K
|
63.4K
$9.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-3.88K- 5.39% |
$482K - $520K
|
68.1K
$9.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 0.99% |
$490K - $529K
|
395K
$57.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.96K- 12.55% |
$493K - $532K
|
27.6K
$3.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-4.05K- 8.06% |
$504K - $543K
|
46.2K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-4.09K- 4.62% |
$508K - $548K
|
84.5K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.1K- 1.49% |
$510K - $550K
|
272K
$39.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.24K- 48.29% |
$527K - $569K
|
4.54K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.27K- 2.26% |
$531K - $573K
|
184K
$26.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.32K- 2.49% |
$537K - $579K
|
169K
$24.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.32K- 1.96% |
$537K - $580K
|
216K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.33K- 2.58% |
$538K - $581K
|
163K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-4.34K- 4.7% |
$540K - $583K
|
88.1K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.38K- 6.33% |
$544K - $587K
|
64.7K
$9.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-4.38K- 1.9% |
$545K - $588K
|
226K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.64K- 11.05% |
$576K - $622K
|
37.3K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.72K- 90.58% |
$587K - $633K
|
491
$71K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.77K- 38.7% |
$593K - $640K
|
7.56K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.78K- 3.17% |
$594K - $641K
|
146K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.06K- 9.0% |
$628K - $678K
|
51.1K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.1K- 63.7% |
$633K - $683K
|
2.9K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.21K- 1.52% |
$648K - $699K
|
338K
$48.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.32K- 6.04% |
$661K - $714K
|
82.8K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.54K- 1.54% |
$689K - $743K
|
354K
$51.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.58K- 2.58% |
$694K - $749K
|
211K
$30.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.67K- 8.76% |
$705K - $761K
|
59.1K
$8.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.86K- 94.62% |
$728K - $786K
|
333
$48.1K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.93K- 8.26% |
$737K - $796K
|
65.9K
$9.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.98K- 0.92% |
$743K - $802K
|
646K
$93.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.31K- 1.73% |
$783K - $846K
|
357K
$51.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.37K- 1.74% |
$792K - $854K
|
361K
$52.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.43K- 31.82% |
$799K - $862K
|
13.8K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.48K- 4.28% |
$805K - $868K
|
145K
$20.9M
|