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 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
958+ 4.47% |
$119K - $128K
|
22.4K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
955+ 8.28% |
$119K - $128K
|
12.5K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
952+ 0.64% |
$118K - $128K
|
149K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
902+ 17.02% |
$112K - $121K
|
6.2K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
899+ 36.74% |
$112K - $121K
|
3.35K
$443K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
887+ 1.0% |
$110K - $119K
|
89.3K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
872+ 6.55% |
$108K - $117K
|
14.2K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
869New |
$108K - $117K
|
869
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
867+ 45.46% |
$108K - $116K
|
2.77K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
864+ 3.44% |
$107K - $116K
|
26K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
850+ 13.87% |
$106K - $114K
|
6.98K
$923K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
842+ 33.68% |
$105K - $113K
|
3.34K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
807+ 41.51% |
$100K - $108K
|
2.75K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
790+ 4.99% |
$98.2K - $106K
|
16.6K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
782+ 1.21% |
$97.2K - $105K
|
65.5K
$8.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
774+ 27.55% |
$96.2K - $104K
|
3.58K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
768+ 0.51% |
$95.4K - $103K
|
151K
$20M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
759+ 24.89% |
$94.3K - $102K
|
3.81K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
753+ 9.86% |
$93.6K - $101K
|
8.39K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
745+ 32.39% |
$92.6K - $99.9K
|
3.05K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
718+ 0.38% |
$89.2K - $96.3K
|
188K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
703+ 0.79% |
$87.4K - $94.3K
|
90.1K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
702+ 2.66% |
$87.2K - $94.2K
|
27.1K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
700+ 29.08% |
$87K - $93.9K
|
3.11K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$87K - $93.9K
|
700
$92.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
693+ 5.54% |
$86.1K - $92.9K
|
13.2K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
681+ 1.31% |
$84.6K - $91.3K
|
52.5K
$6.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
672+ 1.41% |
$83.5K - $90.1K
|
48.3K
$6.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
664+ 2.23% |
$82.5K - $89.1K
|
30.5K
$4.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
657+ 3.49% |
$81.6K - $88.1K
|
19.5K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
651+ 10.18% |
$80.9K - $87.3K
|
7.04K
$931K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
619+ 3.38% |
$76.9K - $83K
|
18.9K
$2.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
610+ 7.92% |
$75.8K - $81.8K
|
8.31K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
595+ 12.77% |
$73.9K - $79.8K
|
5.25K
$695K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
592+ 30.44% |
$73.6K - $79.4K
|
2.54K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
575+ 21.04% |
$71.4K - $77.1K
|
3.31K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
573New |
$71.2K - $76.9K
|
573
$75.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
569+ 19.25% |
$70.7K - $76.3K
|
3.53K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
562+ 22.84% |
$69.8K - $75.4K
|
3.02K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
561+ 0.45% |
$69.7K - $75.2K
|
124K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
556+ 1.83% |
$69.1K - $74.6K
|
31K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
508New |
$63.1K - $68.1K
|
508
$67.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
504+ 3.56% |
$62.6K - $67.6K
|
14.7K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
500+ 16.51% |
$62.1K - $67.1K
|
3.53K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
463+ 0.74% |
$57.5K - $62.1K
|
62.9K
$8.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
442New |
$54.9K - $59.3K
|
442
$58.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
441+ 1.37% |
$54.8K - $59.1K
|
32.6K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
436New |
$54.2K - $58.5K
|
436
$57.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
432New |
$53.7K - $57.9K
|
432
$57.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
424+ 17.14% |
$52.7K - $56.9K
|
2.9K
$383K
|