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
|
Charles Schwab Trust CO
|
BUY
|
- |
4.47K+ 230.16% |
$556K - $600K
|
6.42K
$751K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.46KNew |
$554K - $598K
|
4.46K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.45K+ 80.43% |
$552K - $596K
|
9.97K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.44K+ 9.05% |
$551K - $595K
|
53.4K
$6.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.42K+ 15.83% |
$550K - $593K
|
32.4K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.42K+ 13.43% |
$549K - $593K
|
37.3K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.42KNew |
$549K - $592K
|
4.42K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.39K+ 118.13% |
$546K - $589K
|
8.11K
$949K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.24KNew |
$527K - $569K
|
4.24K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.17K+ 2.08% |
$518K - $559K
|
205K
$24M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
4.14KNew |
$514K - $555K
|
4.14K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.14KNew |
$514K - $555K
|
4.14K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
4.13KNew |
$513K - $554K
|
4.13K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.1KNew |
$509K - $550K
|
4.1K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.1K+ 62.52% |
$509K - $549K
|
10.6K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.96KNew |
$492K - $531K
|
3.96K
$463K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.92K+ 6.36% |
$487K - $525K
|
65.5K
$7.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.9K+ 0.77% |
$485K - $523K
|
510K
$59.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.86KNew |
$479K - $517K
|
3.86K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.8K+ 2.9% |
$472K - $509K
|
135K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.79K+ 2.98% |
$471K - $509K
|
131K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3.78K+ 8.87% |
$470K - $507K
|
46.4K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.76KNew |
$467K - $504K
|
3.76K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
3.72KNew |
$463K - $499K
|
3.72K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.72K+ 5.14% |
$462K - $499K
|
76.1K
$8.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.71K+ 7.42% |
$461K - $498K
|
53.7K
$6.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.69KNew |
$459K - $495K
|
3.69K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.59KNew |
$446K - $482K
|
3.59K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.59KNew |
$446K - $481K
|
3.59K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.56KNew |
$442K - $477K
|
3.56K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.54K+ 9.9% |
$440K - $475K
|
39.3K
$4.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.5KNew |
$435K - $469K
|
3.5K
$410K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
3.48KNew |
$432K - $466K
|
3.48K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.46KNew |
$429K - $463K
|
3.46K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
3.4KNew |
$422K - $456K
|
3.4K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.39K+ 32.07% |
$421K - $455K
|
14K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.39K+ 76.43% |
$421K - $454K
|
7.81K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.34K+ 96.28% |
$415K - $448K
|
6.81K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.23K+ 23.61% |
$401K - $433K
|
16.9K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.22KNew |
$400K - $432K
|
3.22K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.14KNew |
$390K - $421K
|
3.14K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.14K+ 10.34% |
$390K - $421K
|
33.5K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.13K+ 4.41% |
$389K - $420K
|
74.1K
$8.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.08K+ 13.66% |
$382K - $413K
|
25.6K
$3M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
3.06KNew |
$380K - $410K
|
3.06K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.98KNew |
$370K - $399K
|
2.98K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
2.95KNew |
$366K - $395K
|
2.95K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.89K+ 7.86% |
$359K - $388K
|
39.7K
$4.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.84KNew |
$353K - $380K
|
2.84K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 152.17% |
$345K - $372K
|
4.6K
$538K
|