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 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
424+ 17.14% |
$52.7K - $56.9K
|
2.9K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
421+ 15.95% |
$52.3K - $56.5K
|
3.06K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
420+ 2.85% |
$52.2K - $56.3K
|
15.1K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
415+ 10.86% |
$51.6K - $55.7K
|
4.24K
$560K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
413+ 9.65% |
$51.3K - $55.4K
|
4.69K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
402+ 1.7% |
$50K - $53.9K
|
24K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
390+ 2.86% |
$48.5K - $52.3K
|
14K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
383+ 7.03% |
$47.6K - $51.4K
|
5.83K
$771K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
379+ 16.14% |
$47.1K - $50.8K
|
2.73K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
372+ 111.04% |
$46.2K - $49.9K
|
707
$93.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
371+ 0.62% |
$46.1K - $49.8K
|
60.1K
$7.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
366New |
$45.5K - $49.1K
|
366
$48.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
348+ 1.99% |
$43.2K - $46.7K
|
17.9K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
344+ 0.68% |
$42.7K - $46.1K
|
50.6K
$6.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
337+ 2.09% |
$41.9K - $45.2K
|
16.4K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
333New |
$41.4K - $44.7K
|
333
$44K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
330+ 17.25% |
$41K - $44.3K
|
2.24K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
313+ 43.59% |
$38.9K - $42K
|
1.03K
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
301+ 1.76% |
$37.4K - $40.4K
|
17.4K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
300+ 6.15% |
$37.3K - $40.2K
|
5.18K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
300+ 5.24% |
$37.3K - $40.2K
|
6.02K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
272New |
$33.8K - $36.5K
|
272
$36K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
270+ 4.04% |
$33.6K - $36.2K
|
6.95K
$919K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$31.1K - $33.5K
|
250
$33.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
242+ 4.97% |
$30.1K - $32.5K
|
5.11K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
230+ 4.06% |
$28.6K - $30.8K
|
5.89K
$779K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
227New |
$28.2K - $30.4K
|
227
$30K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
225+ 134.73% |
$28K - $30.2K
|
392
$51.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
225New |
$28K - $30.2K
|
225
$29.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
217+ 1.9% |
$27K - $29.1K
|
11.7K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
213+ 1.15% |
$26.5K - $28.6K
|
18.7K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
213+ 0.36% |
$26.5K - $28.6K
|
58.9K
$7.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
207+ 2.23% |
$25.7K - $27.8K
|
9.49K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
206+ 0.51% |
$25.6K - $27.6K
|
40.5K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
202New |
$25.1K - $27.1K
|
202
$26.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
200+ 11.04% |
$24.9K - $26.8K
|
2.01K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
200New |
$24.9K - $26.8K
|
200
$26.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
197+ 0.47% |
$24.5K - $26.4K
|
42K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
197+ 5.23% |
$24.5K - $26.4K
|
3.96K
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
195New |
$24.2K - $26.2K
|
195
$25.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
190+ 1.75% |
$23.6K - $25.5K
|
11K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
188+ 0.76% |
$23.4K - $25.2K
|
25.1K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
188New |
$23.4K - $25.2K
|
188
$24.9K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
187+ 3.35% |
$23.2K - $25.1K
|
5.77K
$763K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
179+ 4.04% |
$22.2K - $24K
|
4.61K
$609K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
178+ 4.03% |
$22.1K - $23.9K
|
4.6K
$608K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
177+ 2.19% |
$22K - $23.7K
|
8.28K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
173+ 2.25% |
$21.5K - $23.2K
|
7.86K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
171+ 1.85% |
$21.2K - $22.9K
|
9.41K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
168+ 2.04% |
$20.9K - $22.5K
|
8.39K
$1.11M
|