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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156+ 1.43% |
$19.4K - $20.9K
|
11K
$1.46M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
153+ 1.86% |
$19K - $20.5K
|
8.4K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
152+ 62.55% |
$18.9K - $20.4K
|
395
$52.2K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
152+ 5.6% |
$18.9K - $20.4K
|
2.86K
$379K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
150+ 3.91% |
$18.6K - $20.1K
|
3.99K
$527K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
150New |
$18.6K - $20.1K
|
150
$19.8K
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
144+ 2.54% |
$17.9K - $19.3K
|
5.82K
$769K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
139New |
$17.3K - $18.6K
|
139
$18.4K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
136+ 7.23% |
$16.9K - $18.2K
|
2.02K
$267K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
136+ 0.07% |
$16.9K - $18.2K
|
193K
$25.6M
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
135+ 0.12% |
$16.8K - $18.1K
|
115K
$15.1M
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
131+ 2.83% |
$16.3K - $17.6K
|
4.77K
$631K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
131+ 6.38% |
$16.3K - $17.6K
|
2.18K
$289K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
129+ 0.94% |
$16K - $17.3K
|
13.8K
$1.83M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
127New |
$15.8K - $17K
|
127
$16.8K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
125+ 1.67% |
$15.5K - $16.8K
|
7.63K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
120+ 1.95% |
$14.9K - $16.1K
|
6.26K
$828K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
114+ 3.87% |
$14.2K - $15.3K
|
3.06K
$405K
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
114+ 2.57% |
$14.2K - $15.3K
|
4.55K
$602K
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
106+ 0.06% |
$13.2K - $14.2K
|
185K
$24.5M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
105+ 0.19% |
$13K - $14.1K
|
55.4K
$7.32M
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
103+ 2.92% |
$12.8K - $13.8K
|
3.63K
$480K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 1.97% |
$12.4K - $13.4K
|
5.18K
$685K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
89+ 0.34% |
$11.1K - $11.9K
|
26.2K
$3.46M
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
88New |
$10.9K - $11.8K
|
88
$11.6K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84New |
$10.4K - $11.3K
|
84
$11.1K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
83+ 5.11% |
$10.3K - $11.1K
|
1.71K
$226K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
80+ 0.37% |
$9.94K - $10.7K
|
21.5K
$2.85M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
78+ 3.53% |
$9.69K - $10.5K
|
2.29K
$303K
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
75+ 0.51% |
$9.32K - $10.1K
|
14.8K
$1.95M
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
73+ 2.0% |
$9.07K - $9.79K
|
3.72K
$492K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 2.61% |
$8.95K - $9.66K
|
2.83K
$375K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
70+ 0.25% |
$8.7K - $9.39K
|
28.5K
$3.77M
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
70+ 0.52% |
$8.7K - $9.39K
|
13.5K
$1.79M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68+ 0.46% |
$8.45K - $9.12K
|
14.9K
$1.96M
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
65+ 2.52% |
$8.08K - $8.72K
|
2.64K
$350K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
59+ 3.45% |
$7.33K - $7.91K
|
1.77K
$234K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
54+ 2.48% |
$6.71K - $7.24K
|
2.23K
$295K
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
51+ 1.03% |
$6.34K - $6.84K
|
5.01K
$662K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
51+ 7.05% |
$6.34K - $6.84K
|
774
$102K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 0.06% |
$6.09K - $6.57K
|
83K
$11M
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 0.29% |
$5.96K - $6.44K
|
16.8K
$2.22M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.74% |
$5.47K - $5.9K
|
6.02K
$796K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
38+ 1.51% |
$4.72K - $5.1K
|
2.55K
$338K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36+ 1.05% |
$4.47K - $4.83K
|
3.46K
$457K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 0.34% |
$4.22K - $4.56K
|
10.1K
$1.34M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
33+ 0.09% |
$4.1K - $4.43K
|
35.1K
$4.64M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
33+ 1.13% |
$4.1K - $4.43K
|
2.96K
$392K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
33+ 0.9% |
$4.1K - $4.43K
|
3.7K
$490K
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.31% |
$4.1K - $4.43K
|
10.6K
$1.41M
|