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 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-56- 1.84% |
$6.96K - $7.51K
|
2.99K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-59- 3.9% |
$7.33K - $7.91K
|
1.45K
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-60- 1.06% |
$7.46K - $8.05K
|
5.6K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-60- 3.16% |
$7.46K - $8.05K
|
1.84K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-63- 0.79% |
$7.83K - $8.45K
|
7.9K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-64- 0.28% |
$7.95K - $8.58K
|
23K
$3.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-64- 0.42% |
$7.95K - $8.58K
|
15.2K
$2.05M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-66- 59.46% |
$8.2K - $8.85K
|
45
$6.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-67- 0.22% |
$8.33K - $8.99K
|
30.1K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-68- 3.03% |
$8.45K - $9.12K
|
2.18K
$294K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-70- 2.46% |
$8.7K - $9.39K
|
2.77K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-71- 0.62% |
$8.82K - $9.52K
|
11.3K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-71- 1.19% |
$8.82K - $9.52K
|
5.89K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-74- 0.4% |
$9.2K - $9.92K
|
18.5K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-76- 1.71% |
$9.44K - $10.2K
|
4.36K
$589K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-77- 1.22% |
$9.57K - $10.3K
|
6.21K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-77- 2.47% |
$9.57K - $10.3K
|
3.05K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-77- 4.11% |
$9.57K - $10.3K
|
1.8K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-78- 2.04% |
$9.69K - $10.5K
|
3.75K
$506K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-79- 3.08% |
$9.82K - $10.6K
|
2.49K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-79- 0.63% |
$9.82K - $10.6K
|
12.5K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-80- 13.11% |
$9.94K - $10.7K
|
530
$71.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 2.13% |
$9.94K - $10.7K
|
3.68K
$497K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-82- 1.82% |
$10.2K - $11K
|
4.43K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-84- 2.9% |
$10.4K - $11.3K
|
2.81K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-85- 3.02% |
$10.6K - $11.4K
|
2.73K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-86- 1.38% |
$10.7K - $11.5K
|
6.14K
$828K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-90- 0.33% |
$11.2K - $12.1K
|
27K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-91- 1.4% |
$11.3K - $12.2K
|
6.39K
$863K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 1.67% |
$11.4K - $12.3K
|
5.43K
$733K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-94- 3.79% |
$11.7K - $12.6K
|
2.39K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-95- 0.54% |
$11.8K - $12.7K
|
17.4K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-96- 3.63% |
$11.9K - $12.9K
|
2.55K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-96- 14.93% |
$11.9K - $12.9K
|
547
$73.8K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-96- 11.33% |
$11.9K - $12.9K
|
751
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-97- 1.97% |
$12.1K - $13K
|
4.83K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-99- 12.42% |
$12.3K - $13.3K
|
698
$94.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-100- 0.22% |
$12.4K - $13.4K
|
46K
$6.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-100- 3.17% |
$12.4K - $13.4K
|
3.06K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-100- 8.0% |
$12.4K - $13.4K
|
1.15K
$155K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-100- 3.42% |
$12.4K - $13.4K
|
2.83K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-100- 38.17% |
$12.4K - $13.4K
|
162
$21.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-100- 0.23% |
$12.4K - $13.4K
|
43.9K
$5.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-105- 0.38% |
$13K - $14.1K
|
27.3K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-108- 14.52% |
$13.4K - $14.5K
|
636
$85.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-109- 4.7% |
$13.5K - $14.6K
|
2.21K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-110- 3.47% |
$13.7K - $14.8K
|
3.06K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 2.09% |
$13.8K - $14.9K
|
5.2K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-116- 24.22% |
$14.4K - $15.6K
|
363
$49K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-119- 6.25% |
$14.8K - $16K
|
1.79K
$241K
|