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 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
872+ 6.55% |
$108K - $117K
|
14.2K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
869New |
$108K - $117K
|
869
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
867+ 45.46% |
$108K - $116K
|
2.77K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
864+ 3.44% |
$107K - $116K
|
26K
$3.39M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
850+ 13.87% |
$106K - $114K
|
6.98K
$909K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
842+ 33.68% |
$105K - $113K
|
3.34K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
807+ 41.51% |
$100K - $108K
|
2.75K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
791+ 30.55% |
$98.3K - $106K
|
3.38K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
790+ 4.99% |
$98.2K - $106K
|
16.6K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
782+ 1.21% |
$97.2K - $105K
|
65.5K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
778+ 1.04% |
$96.7K - $104K
|
75.8K
$9.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
774+ 27.55% |
$96.2K - $104K
|
3.58K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
768+ 0.51% |
$95.4K - $103K
|
151K
$19.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
759+ 24.89% |
$94.3K - $102K
|
3.81K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
753+ 9.86% |
$93.6K - $101K
|
8.39K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
745+ 32.39% |
$92.6K - $99.9K
|
3.05K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
718+ 0.38% |
$89.2K - $96.3K
|
188K
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
703+ 0.79% |
$87.4K - $94.3K
|
90.1K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
702+ 2.66% |
$87.2K - $94.2K
|
27.1K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
700+ 29.08% |
$87K - $93.9K
|
3.11K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$87K - $93.9K
|
700
$91.2K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
693+ 5.54% |
$86.1K - $92.9K
|
13.2K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
681+ 1.31% |
$84.6K - $91.3K
|
52.5K
$6.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
672+ 1.41% |
$83.5K - $90.1K
|
48.3K
$6.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
664+ 2.23% |
$82.5K - $89.1K
|
30.5K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
657+ 3.49% |
$81.6K - $88.1K
|
19.5K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
651+ 10.18% |
$80.9K - $87.3K
|
7.04K
$918K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
619+ 3.38% |
$76.9K - $83K
|
18.9K
$2.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
610+ 7.92% |
$75.8K - $81.8K
|
8.31K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
595+ 12.77% |
$73.9K - $79.8K
|
5.25K
$685K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
592+ 30.44% |
$73.6K - $79.4K
|
2.54K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
578New |
$71.8K - $77.5K
|
578
$75.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
575+ 21.04% |
$71.4K - $77.1K
|
3.31K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
573New |
$71.2K - $76.9K
|
573
$74.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
569+ 19.25% |
$70.7K - $76.3K
|
3.53K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
562+ 22.84% |
$69.8K - $75.4K
|
3.02K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
561+ 0.45% |
$69.7K - $75.2K
|
124K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
556+ 1.83% |
$69.1K - $74.6K
|
31K
$4.03M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
545+ 8.28% |
$67.7K - $73.1K
|
7.13K
$929K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
527+ 1.5% |
$65.5K - $70.7K
|
35.6K
$4.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
508New |
$63.1K - $68.1K
|
508
$66.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
504+ 3.56% |
$62.6K - $67.6K
|
14.7K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
500+ 16.51% |
$62.1K - $67.1K
|
3.53K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
499+ 6.16% |
$62K - $66.9K
|
8.6K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
495New |
$61.5K - $66.4K
|
495
$64.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
481+ 33.78% |
$59.8K - $64.5K
|
1.91K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
472+ 575.61% |
$58.7K - $63.3K
|
554
$72.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
469New |
$58.3K - $62.9K
|
469
$61.1K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
464New |
$57.7K - $62.2K
|
464
$60.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
463+ 0.74% |
$57.5K - $62.1K
|
62.9K
$8.19M
|