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 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
1.53K
+ 63.19%
$190K - $205K
3.95K $463K
Jan 23, 2025 Q4 2024
Institute For Wealth Management, Llc.

BUY
 -
1.53K
+ 19.15%
$190K - $205K
9.5K $1.11M
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
1.44K
+ 17.85%
$179K - $194K
9.53K $1.12M
Jan 14, 2025 Q4 2024
Essex Savings Bank

BUY
 -
1.41K
+ 10.09%
$175K - $189K
15.4K $1.8M
Feb 11, 2025 Q4 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
1.41K
+ 4.54%
$175K - $188K
32.3K $3.78M
Jan 16, 2025 Q4 2024
Planned Solutions, Inc.

BUY
 -
1.38K
+ 0.94%
$171K - $185K
148K $17.3M
Feb 14, 2025 Q4 2024
Pinnacle Associates LTD

BUY
 -
1.38K
+ 66.99%
$171K - $185K
3.43K $401K
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.37K
+ 3.97%
$170K - $184K
35.9K $4.2M
Feb 13, 2025 Q4 2024
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
1.33K
+ 38.29%
$166K - $179K
4.81K $563K
Feb 10, 2025 Q4 2024
Evoke Wealth, LLC

BUY
 -
1.31K
+ 7.2%
$163K - $176K
19.5K $2.28M
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
1.29K
+ 22.49%
$161K - $174K
7.05K $825K
Feb 06, 2025 Q4 2024
Carrera Capital Advisors

Troy, MI
BUY
 -
1.26K
+ 27.06%
$156K - $169K
5.9K $691K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
1.26K
New
$156K - $168K
1.26K $147K
Feb 11, 2025 Q4 2024
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
1.25K
+ 1.16%
$156K - $168K
109K $12.7M
Jan 17, 2025 Q4 2024
Investment Advisory Group, LLC

BUY
 -
1.25K
+ 3.18%
$155K - $168K
40.6K $4.75M
Jan 15, 2025 Q4 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
1.22K
+ 20.0%
$152K - $164K
7.34K $859K
Feb 13, 2025 Q4 2024
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
1.19K
New
$148K - $159K
1.19K $139K
Jan 28, 2025 Q4 2024
Empowered Funds, LLC

BUY
 -
1.17K
New
$145K - $157K
1.17K $137K
Jan 23, 2025 Q4 2024
Rhs Financial, LLC

BUY
 -
1.16K
+ 17.83%
$145K - $156K
7.68K $899K
Jan 30, 2025 Q4 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
1.16K
New
$144K - $156K
1.16K $136K
Jan 30, 2025 Q4 2024
Wbh Advisory Inc

BUY
 -
1.14K
+ 1.07%
$141K - $152K
107K $12.5M
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
1.13K
New
$140K - $151K
1.13K $132K
Jan 31, 2025 Q4 2024
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
1.13K
+ 0.74%
$140K - $151K
154K $18M
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.11K
+ 9.9%
$138K - $149K
12.3K $1.44M
Feb 04, 2025 Q4 2024
Morgan Rosel Wealth Management, LLC

BUY
 -
1.1K
+ 1.64%
$137K - $147K
68.1K $7.97M
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1.06K
+ 3.38%
$131K - $141K
32.3K $3.78M
Jan 29, 2025 Q4 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1.05K
+ 58.73%
$130K - $141K
2.84K $332K
Feb 11, 2025 Q4 2024
Jackson Thornton Asset Management, LLC

BUY
 -
1.05K
+ 7.71%
$130K - $141K
14.6K $1.71M
Feb 11, 2025 Q4 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.04K
+ 4.53%
$129K - $139K
23.9K $2.8M
Jan 21, 2025 Q4 2024
Grimes & Company, Inc.

BUY
 -
1.03K
+ 47.55%
$128K - $138K
3.19K $373K
Jan 24, 2025 Q4 2024
Sky Oak Wealth, LLC

BUY
 -
1K
+ 47.89%
$124K - $134K
3.09K $361K
Jan 15, 2025 Q4 2024
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
995
+ 4.7%
$124K - $133K
22.1K $2.59M
Jan 24, 2025 Q4 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
982
+ 0.86%
$122K - $132K
116K $13.5M
Feb 12, 2025 Q4 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
970
+ 8.08%
$121K - $130K
13K $1.52M
Feb 11, 2025 Q4 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
968
+ 4.03%
$120K - $130K
25K $2.93M
Jan 13, 2025 Q4 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
958
+ 4.47%
$119K - $128K
22.4K $2.62M
Feb 06, 2025 Q4 2024
Bay Colony Advisory Group, Inc D

BUY
 -
955
+ 8.28%
$119K - $128K
12.5K $1.46M
Feb 04, 2025 Q4 2024
Nwam LLC

Mercer Island, WA
BUY
 -
952
+ 0.64%
$118K - $128K
149K $17.4M
Feb 07, 2025 Q4 2024
Davis R M Inc

Portland, ME
BUY
 -
902
+ 17.02%
$112K - $121K
6.2K $726K
Feb 03, 2025 Q4 2024
Forte Capital LLC

BUY
 -
899
+ 36.74%
$112K - $121K
3.35K $392K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
887
+ 1.0%
$110K - $119K
89.3K $10.4M
Feb 07, 2025 Q4 2024
Summit X, LLC

Chesterfield, MO
BUY
 -
872
+ 6.55%
$108K - $117K
14.2K $1.66M
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
869
New
$108K - $117K
869 $102K
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
867
+ 45.46%
$108K - $116K
2.77K $325K
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
864
+ 3.44%
$107K - $116K
26K $3.04M
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
850
+ 13.87%
$106K - $114K
6.98K $817K
Jan 30, 2025 Q4 2024
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
842
+ 33.68%
$105K - $113K
3.34K $391K
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
807
+ 41.51%
$100K - $108K
2.75K $322K
Feb 14, 2025 Q4 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
791
+ 30.55%
$98.3K - $106K
3.38K $395K

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