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 |
|---|---|---|---|---|---|---|---|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.13KNew |
$265K - $286K
|
2.13K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.12K+ 5.37% |
$263K - $284K
|
41.5K
$6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.11K+ 69.35% |
$263K - $283K
|
5.16K
$746K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.1K+ 3.68% |
$261K - $281K
|
59.1K
$8.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 39.33% |
$258K - $279K
|
7.37K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.07K+ 1.16% |
$257K - $277K
|
181K
$26.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.06K+ 25.04% |
$256K - $277K
|
10.3K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 4.67% |
$255K - $275K
|
46K
$6.65M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.04KNew |
$254K - $274K
|
2.04K
$295K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.04KNew |
$253K - $274K
|
2.04K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.03KNew |
$252K - $272K
|
2.03K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.02KNew |
$251K - $270K
|
2.02K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2KNew |
$249K - $269K
|
2K
$290K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.96K+ 80.1% |
$244K - $263K
|
4.42K
$639K
|
|
|
Aug 13, 2025
Q4 2024
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.96KNew |
$244K - $263K
|
1.96K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.96K+ 44.39% |
$244K - $263K
|
6.38K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.94KNew |
$241K - $260K
|
1.94K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.93K+ 14.07% |
$240K - $259K
|
15.7K
$2.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.92KNew |
$239K - $258K
|
1.92K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1.9K+ 70.97% |
$236K - $255K
|
4.58K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.9KNew |
$236K - $255K
|
1.9K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.9K+ 1.18% |
$236K - $254K
|
163K
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.89K+ 1.81% |
$235K - $253K
|
106K
$15.3M
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.88KNew |
$233K - $251K
|
1.88K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.85KNew |
$230K - $248K
|
1.85K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.84K+ 0.67% |
$228K - $247K
|
276K
$39.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.8K+ 34.25% |
$224K - $242K
|
7.06K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.78KNew |
$222K - $239K
|
1.78K
$258K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.78K+ 1.03% |
$221K - $239K
|
175K
$25.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.77KNew |
$220K - $238K
|
1.77K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.77K+ 36.66% |
$219K - $237K
|
6.58K
$951K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.75K+ 43775.0% |
$218K - $235K
|
1.76K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.74KNew |
$216K - $233K
|
1.74K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.72K+ 2.51% |
$214K - $231K
|
70.4K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1.72KNew |
$213K - $230K
|
1.72K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.71KNew |
$213K - $229K
|
1.71K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.7K+ 4.74% |
$211K - $228K
|
37.6K
$5.44M
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.69K+ 2.46% |
$210K - $226K
|
70.4K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.69KNew |
$210K - $226K
|
1.69K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.68KNew |
$209K - $226K
|
1.68K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.68K+ 1.05% |
$209K - $225K
|
162K
$23.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.67KNew |
$207K - $224K
|
1.67K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.65K+ 11.85% |
$206K - $222K
|
15.6K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.65KNew |
$205K - $221K
|
1.65K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.64KNew |
$204K - $220K
|
1.64K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.63KNew |
$202K - $218K
|
1.63K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.62KNew |
$201K - $217K
|
1.62K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.62KNew |
$201K - $217K
|
1.62K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.62KNew |
$201K - $217K
|
1.62K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.61K+ 254.83% |
$200K - $216K
|
2.24K
$324K
|