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
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-921- 15.16% |
$114K - $124K
|
5.16K
$682K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-937- 1.0% |
$116K - $126K
|
92.6K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-951- 4.16% |
$118K - $128K
|
21.9K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-991- 0.82% |
$123K - $133K
|
120K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.01K- 27.59% |
$126K - $136K
|
2.66K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 13.1% |
$128K - $138K
|
6.83K
$903K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 14.61% |
$134K - $145K
|
6.31K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 1.71% |
$138K - $149K
|
64K
$8.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.13K- 80.13% |
$140K - $151K
|
280
$37K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.14K- 2.09% |
$141K - $152K
|
53.2K
$7.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.14K- 2.73% |
$142K - $153K
|
40.6K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.16K- 0.33% |
$145K - $156K
|
348K
$46M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.19K- 3.12% |
$148K - $160K
|
37K
$4.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.2K- 6.78% |
$149K - $161K
|
16.5K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.29K- 38.76% |
$160K - $173K
|
2.04K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.3K- 7.39% |
$161K - $174K
|
16.2K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.31K- 2.29% |
$163K - $176K
|
56K
$7.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 0.72% |
$164K - $177K
|
182K
$24.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.38K- 6.29% |
$172K - $185K
|
20.6K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.49K- 0.31% |
$185K - $199K
|
471K
$62.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.51K- 6.2% |
$187K - $202K
|
22.8K
$3.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.52K- 2.67% |
$189K - $203K
|
55.4K
$7.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.56K- 49.12% |
$193K - $209K
|
1.61K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.58K- 1.19% |
$196K - $212K
|
131K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.68K- 1.93% |
$209K - $226K
|
85.4K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.68K- 3.21% |
$209K - $226K
|
50.7K
$6.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.69K- 35.73% |
$210K - $227K
|
3.04K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.69K- 1.17% |
$210K - $227K
|
143K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.82K- 44.79% |
$226K - $244K
|
2.25K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.83K- 0.22% |
$228K - $246K
|
832K
$110M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.86K- 3.19% |
$231K - $249K
|
56.4K
$7.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.87K- 8.81% |
$232K - $251K
|
19.3K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.91K- 4.76% |
$237K - $256K
|
38.1K
$5.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.92K- 3.08% |
$239K - $258K
|
60.5K
$7.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.99K- 0.56% |
$247K - $266K
|
353K
$46.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-2.02K- 2.74% |
$251K - $271K
|
71.9K
$9.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 2.06% |
$263K - $284K
|
100K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.12K- 1.16% |
$264K - $284K
|
180K
$23.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.25K- 16.07% |
$279K - $302K
|
11.7K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 11.65% |
$280K - $302K
|
17.1K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.28K- 19.7% |
$283K - $305K
|
9.28K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.41K- 8.3% |
$299K - $323K
|
26.6K
$3.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.44K- 0.25% |
$303K - $327K
|
954K
$126M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.45K- 25.73% |
$304K - $328K
|
7.07K
$934K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.46K- 99.92% |
$305K - $329K
|
2
$265
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.48K- 5.46% |
$308K - $332K
|
42.9K
$5.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.51K- 7.22% |
$312K - $337K
|
32.3K
$4.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.55K- 20.7% |
$316K - $342K
|
9.76K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.57K- 4.37% |
$319K - $345K
|
56.2K
$7.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.62K- 37.76% |
$326K - $352K
|
4.32K
$571K
|