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 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.31K- 2.29% |
$163K - $176K
|
56K
$7.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 0.72% |
$164K - $177K
|
182K
$24.2M
|
|
|
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
$62.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.51K- 6.2% |
$187K - $202K
|
22.8K
$3.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.52K- 2.67% |
$189K - $203K
|
55.4K
$7.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.53K- 14.54% |
$190K - $205K
|
9K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.56K- 49.12% |
$193K - $209K
|
1.61K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.58K- 1.19% |
$196K - $212K
|
131K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.68K- 12.85% |
$208K - $225K
|
11.4K
$1.51M
|
|
|
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
$6.73M
|
|
|
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
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.82K- 44.79% |
$226K - $244K
|
2.25K
$298K
|
|
|
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
$7.47M
|
|
|
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
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.92K- 3.08% |
$239K - $258K
|
60.5K
$8.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.99K- 0.56% |
$247K - $266K
|
353K
$46.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.01K- 15.83% |
$250K - $269K
|
10.7K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-2.02K- 2.74% |
$251K - $271K
|
71.9K
$9.52M
|
|
|
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
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.24K- 3.79% |
$279K - $301K
|
57K
$7.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.25K- 16.07% |
$279K - $302K
|
11.7K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 11.65% |
$280K - $302K
|
17.1K
$2.27M
|
|
|
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
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.44K- 0.25% |
$303K - $327K
|
954K
$126M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.44K- 0.16% |
$303K - $327K
|
1.56M
$206M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.45K- 25.73% |
$304K - $328K
|
7.07K
$936K
|
|
|
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
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.51K- 7.22% |
$312K - $337K
|
32.3K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.54K- 12.15% |
$315K - $340K
|
18.3K
$2.43M
|
|
|
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
$7.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.62K- 37.76% |
$326K - $352K
|
4.32K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.64K- 11.74% |
$328K - $354K
|
19.9K
$2.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.68K- 1.78% |
$334K - $360K
|
148K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.7K- 4.64% |
$335K - $362K
|
55.5K
$7.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.76K- 0.94% |
$343K - $370K
|
291K
$38.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.77K- 15.26% |
$345K - $372K
|
15.4K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.79K- 16.01% |
$346K - $374K
|
14.6K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-2.82K- 8.01% |
$350K - $378K
|
32.3K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.88K- 1.32% |
$358K - $387K
|
215K
$28.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.93K- 5.87% |
$364K - $393K
|
47K
$6.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.06K- 0.69% |
$380K - $410K
|
442K
$58.6M
|