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 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-373K- 42.62% |
$46.4M - $50.1M
|
503K
$57.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-407K- 57.23% |
$50.6M - $54.6M
|
304K
$34.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-590K- 22.24% |
$73.3M - $79.1M
|
2.06M
$237M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-596K- 99.0% |
$74.1M - $80M
|
6K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-789K- 89.73% |
$98.1M - $106M
|
90.3K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-934K- 87.69% |
$116M - $125M
|
131K
$15.1M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.06M- 98.43% |
$131M - $142M
|
16.8K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.32M- 99.88% |
$1.03B - $1.12B
|
10.2K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-23.8M- 99.22% |
$2.96B - $3.19B
|
186K
$21.4M
|