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 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.93K- 8.26% |
$737K - $796K
|
65.9K
$8.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.98K- 0.92% |
$743K - $802K
|
646K
$83.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.31K- 1.73% |
$783K - $846K
|
357K
$46.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.37K- 1.74% |
$792K - $854K
|
361K
$46.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.43K- 31.82% |
$799K - $862K
|
13.8K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.48K- 4.28% |
$805K - $868K
|
145K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.59K- 26.38% |
$819K - $884K
|
18.4K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.32K- 3.48% |
$909K - $982K
|
203K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.68K- 2.52% |
$954K - $1.03M
|
297K
$38.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7.69K- 4.07% |
$956K - $1.03M
|
181K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.1K- 1.77% |
$1.01M - $1.09M
|
448K
$57.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-8.15K- 15.68% |
$1.01M - $1.09M
|
43.8K
$5.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.15K- 34.68% |
$1.01M - $1.09M
|
15.4K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-8.67K- 1.94% |
$1.08M - $1.16M
|
438K
$56.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-9.11K- 3.17% |
$1.13M - $1.22M
|
278K
$35.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.27K- 10.67% |
$1.15M - $1.24M
|
77.6K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.34K- 7.92% |
$1.16M - $1.25M
|
109K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-9.44K- 0.79% |
$1.17M - $1.27M
|
1.19M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.68K- 5.65% |
$1.2M - $1.3M
|
162K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.69K- 6.64% |
$1.2M - $1.3M
|
136K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.89K- 0.74% |
$1.23M - $1.33M
|
1.32M
$170M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-9.91K- 3.0% |
$1.23M - $1.33M
|
320K
$41.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.98K- 0.62% |
$1.24M - $1.34M
|
1.59M
$206M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.1K- 7.74% |
$1.26M - $1.36M
|
121K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.3K- 6.62% |
$1.27M - $1.37M
|
145K
$18.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.3K- 20.67% |
$1.28M - $1.38M
|
39.4K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.9K- 2.08% |
$1.36M - $1.47M
|
516K
$66.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.5K- 24.51% |
$1.43M - $1.55M
|
35.5K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 2.3% |
$1.45M - $1.57M
|
496K
$64.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.9K- 0.32% |
$1.48M - $1.6M
|
3.68M
$476M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12K- 9.82% |
$1.49M - $1.61M
|
110K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 8.94% |
$1.63M - $1.76M
|
133K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-14.1K- 58.02% |
$1.76M - $1.9M
|
10.2K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15.7K- 22.82% |
$1.95M - $2.1M
|
53K
$6.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-16.2K- 44.04% |
$2.02M - $2.18M
|
20.6K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.7K- 2.96% |
$2.07M - $2.24M
|
547K
$70.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-16.8K- 5.7% |
$2.09M - $2.26M
|
279K
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-17.1K- 0.7% |
$2.12M - $2.29M
|
2.43M
$314M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.6K- 1.66% |
$2.18M - $2.35M
|
1.04M
$135M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-18.7K- 15.98% |
$2.33M - $2.51M
|
98.4K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 0.6% |
$2.62M - $2.83M
|
3.48M
$450M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.6K- 3.49% |
$2.81M - $3.03M
|
625K
$80.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 44.16% |
$2.84M - $3.06M
|
28.9K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23.1K- 87.55% |
$2.87M - $3.09M
|
3.28K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26K- 7.4% |
$3.23M - $3.49M
|
326K
$42.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-26.2K- 11.01% |
$3.25M - $3.51M
|
211K
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.6K- 1.24% |
$3.31M - $3.57M
|
2.12M
$274M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-27.2K- 26.22% |
$3.38M - $3.65M
|
76.6K
$9.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27.4K- 71.34% |
$3.4M - $3.67M
|
11K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-27.7K- 1.82% |
$3.44M - $3.71M
|
1.5M
$194M
|