Purchases and Sales Made in Q4 2024 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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 29, 2025 Q4 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1.05K
+ 58.73%
$130K - $141K
2.84K $376K
Jan 21, 2025 Q4 2024
Grimes & Company, Inc.

BUY
 -
1.03K
+ 47.55%
$128K - $138K
3.19K $423K
Jan 24, 2025 Q4 2024
Sky Oak Wealth, LLC

BUY
 -
1K
+ 47.89%
$124K - $134K
3.09K $409K
Jan 15, 2025 Q4 2024
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
995
+ 4.7%
$124K - $133K
22.1K $2.93M
Jan 24, 2025 Q4 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
982
+ 0.86%
$122K - $132K
116K $15.3M
Jan 13, 2025 Q4 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
958
+ 4.47%
$119K - $128K
22.4K $2.97M
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
887
+ 1.0%
$110K - $119K
89.3K $11.8M
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
867
+ 45.46%
$108K - $116K
2.77K $368K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
850
+ 13.87%
$106K - $114K
6.98K $925K
Jan 30, 2025 Q4 2024
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
842
+ 33.68%
$105K - $113K
3.34K $443K
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
BUY
 -
782
+ 1.21%
$97.2K - $105K
65.5K $8.68M
Jan 29, 2025 Q4 2024
Weatherly Asset Management L. P.

BUY
 -
768
+ 0.51%
$95.4K - $103K
151K $20M
Jan 22, 2025 Q4 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
759
+ 24.89%
$94.3K - $102K
3.81K $505K
Jan 27, 2025 Q4 2024
Money Concepts Capital Corp

BUY
 -
753
+ 9.86%
$93.6K - $101K
8.39K $1.11M
Jan 23, 2025 Q4 2024
Dohj, LLC

Seattle, WA
BUY
 -
718
+ 0.38%
$89.2K - $96.3K
188K $24.9M
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
700
+ 29.08%
$87K - $93.9K
3.11K $412K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
693
+ 5.54%
$86.1K - $92.9K
13.2K $1.75M
Jan 30, 2025 Q4 2024
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
681
+ 1.31%
$84.6K - $91.3K
52.5K $6.95M
Jan 31, 2025 Q4 2024
Davidson Investment Advisors

BUY
 -
672
+ 1.41%
$83.5K - $90.1K
48.3K $6.4M
Jan 21, 2025 Q4 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
664
+ 2.23%
$82.5K - $89.1K
30.5K $4.04M
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
651
+ 10.18%
$80.9K - $87.3K
7.04K $933K
Jan 23, 2025 Q4 2024
Sage Financial Group Inc

BUY
 -
619
+ 3.38%
$76.9K - $83K
18.9K $2.51M
Jan 10, 2025 Q4 2024
Graypoint LLC

BUY
 -
610
+ 7.92%
$75.8K - $81.8K
8.31K $1.1M
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
595
+ 12.77%
$73.9K - $79.8K
5.25K $696K
Jan 27, 2025 Q4 2024
Nvwm, LLC

BUY
 -
592
+ 30.44%
$73.6K - $79.4K
2.54K $336K
Jan 22, 2025 Q4 2024
Level Financial Advisors, Inc.

BUY
 -
575
+ 21.04%
$71.4K - $77.1K
3.31K $438K
Jan 13, 2025 Q4 2024
First Financial Corp

BUY
 -
573
New
$71.2K - $76.9K
573 $75.9K
Jan 29, 2025 Q4 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
569
+ 19.25%
$70.7K - $76.3K
3.53K $467K
Jan 17, 2025 Q4 2024
Montecito Bank & Trust

BUY
 -
556
+ 1.83%
$69.1K - $74.6K
31K $4.1M
Jan 31, 2025 Q4 2024
Centerpoint Advisors, LLC

BUY
 -
504
+ 3.56%
$62.6K - $67.6K
14.7K $1.95M
Jan 29, 2025 Q4 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
463
+ 0.74%
$57.5K - $62.1K
62.9K $8.33M
Jan 16, 2025 Q4 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
442
New
$54.9K - $59.3K
442 $58.6K
Jan 28, 2025 Q4 2024
Newbridge Financial Services Group, Inc.

BUY
 -
436
New
$54.2K - $58.5K
436 $57.8K
Jan 16, 2025 Q4 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
424
+ 17.14%
$52.7K - $56.9K
2.9K $384K
Jan 29, 2025 Q4 2024
Walkner Condon Financial Advisors LLC

BUY
 -
420
+ 2.85%
$52.2K - $56.3K
15.1K $2.01M
Jan 23, 2025 Q4 2024
West Bancorporation Inc

BUY
 -
413
+ 9.65%
$51.3K - $55.4K
4.69K $622K
Jan 28, 2025 Q4 2024
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
402
+ 1.7%
$50K - $53.9K
24K $3.18M
Jan 15, 2025 Q4 2024
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
390
+ 2.86%
$48.5K - $52.3K
14K $1.86M
Jan 13, 2025 Q4 2024
Trust CO Of Toledo Na

Holland, OH
BUY
 -
379
+ 16.14%
$47.1K - $50.8K
2.73K $361K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
372
+ 111.04%
$46.2K - $49.9K
707 $93.7K
Jan 16, 2025 Q4 2024
Amplius Wealth Advisors, LLC

BUY
 -
371
+ 0.62%
$46.1K - $49.8K
60.1K $7.96M
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
348
+ 1.99%
$43.2K - $46.7K
17.9K $2.37M
Jan 23, 2025 Q4 2024
Destiny Wealth Partners, LLC

BUY
 -
337
+ 2.09%
$41.9K - $45.2K
16.4K $2.18M
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
333
New
$41.4K - $44.7K
333 $44.1K
Jan 29, 2025 Q4 2024
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
330
+ 17.25%
$41K - $44.3K
2.24K $297K
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
313
+ 43.59%
$38.9K - $42K
1.03K $137K
Jan 23, 2025 Q4 2024
Alta Wealth Advisors LLC

BUY
 -
301
+ 1.76%
$37.4K - $40.4K
17.4K $2.31M
Jan 16, 2025 Q4 2024
Gemmer Asset Management LLC

BUY
 -
300
+ 6.15%
$37.3K - $40.2K
5.18K $686K
Jan 21, 2025 Q4 2024
Rodgers & Associates, LTD

BUY
 -
300
+ 5.24%
$37.3K - $40.2K
6.02K $798K

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