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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.89K- 0.74% |
$1.23M - $1.33M
|
1.32M
$172M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-9.91K- 3.0% |
$1.23M - $1.33M
|
320K
$41.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.98K- 0.62% |
$1.24M - $1.34M
|
1.59M
$208M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.1K- 7.74% |
$1.26M - $1.36M
|
121K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.3K- 6.62% |
$1.27M - $1.37M
|
145K
$18.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.3K- 20.67% |
$1.28M - $1.38M
|
39.4K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.9K- 2.08% |
$1.36M - $1.47M
|
516K
$67.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.5K- 24.51% |
$1.43M - $1.55M
|
35.5K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 2.3% |
$1.45M - $1.57M
|
496K
$64.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.9K- 0.32% |
$1.48M - $1.6M
|
3.68M
$480M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12K- 9.82% |
$1.49M - $1.61M
|
110K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 8.94% |
$1.63M - $1.76M
|
133K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-14.1K- 58.02% |
$1.76M - $1.9M
|
10.2K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15.7K- 22.82% |
$1.95M - $2.1M
|
53K
$6.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-16.2K- 44.04% |
$2.02M - $2.18M
|
20.6K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.7K- 2.96% |
$2.07M - $2.24M
|
547K
$71.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-16.8K- 5.7% |
$2.09M - $2.26M
|
279K
$36.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-17.1K- 0.7% |
$2.12M - $2.29M
|
2.43M
$316M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.6K- 1.66% |
$2.18M - $2.35M
|
1.04M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-18.7K- 15.98% |
$2.33M - $2.51M
|
98.4K
$12.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-20.4K- 19.35% |
$2.53M - $2.73M
|
85K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 0.6% |
$2.62M - $2.83M
|
3.48M
$453M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.6K- 3.49% |
$2.81M - $3.03M
|
625K
$81.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 44.16% |
$2.84M - $3.06M
|
28.9K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23.1K- 87.55% |
$2.87M - $3.09M
|
3.28K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26K- 7.4% |
$3.23M - $3.49M
|
326K
$42.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-26.2K- 11.01% |
$3.25M - $3.51M
|
211K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.6K- 1.24% |
$3.31M - $3.57M
|
2.12M
$277M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-27.2K- 26.22% |
$3.38M - $3.65M
|
76.6K
$9.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27.4K- 71.34% |
$3.4M - $3.67M
|
11K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-27.7K- 1.82% |
$3.44M - $3.71M
|
1.5M
$195M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-29.1K- 1.58% |
$3.61M - $3.9M
|
1.81M
$235M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-29.2K- 82.87% |
$3.63M - $3.91M
|
6.03K
$786K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29.2K- 11.27% |
$3.63M - $3.92M
|
230K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.9K- 13.21% |
$3.71M - $4.01M
|
196K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.9K- 1.37% |
$3.71M - $4.01M
|
2.16M
$281M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-31.7K- 89.05% |
$3.94M - $4.25M
|
3.9K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-32.2K- 3.57% |
$3.99M - $4.31M
|
868K
$113M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32.7K- 42.91% |
$4.07M - $4.39M
|
43.6K
$5.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-34.9K- 45.65% |
$4.34M - $4.68M
|
41.5K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 5.73% |
$4.46M - $4.81M
|
590K
$76.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.8K- 79.36% |
$4.57M - $4.93M
|
9.56K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.3K- 9.67% |
$4.76M - $5.14M
|
358K
$46.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-40.6K- 1.55% |
$5.04M - $5.44M
|
2.57M
$335M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-41.8K- 3.48% |
$5.19M - $5.61M
|
1.16M
$151M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-41.9K- 8.37% |
$5.21M - $5.63M
|
459K
$59.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-44.2K- 37.99% |
$5.49M - $5.92M
|
72.1K
$9.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.4K- 11.3% |
$6.51M - $7.03M
|
411K
$53.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-55.4K- 6.59% |
$6.88M - $7.42M
|
784K
$102M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-57.2K- 91.69% |
$7.11M - $7.67M
|
5.18K
$675K
|