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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
23.8M+ 12684.42% |
$2.96B - $3.19B
|
24M
$3.17B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.35MNew |
$292M - $315M
|
2.35M
$311M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.06M+ 6355.25% |
$131M - $142M
|
1.07M
$142M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
602KNew |
$74.9M - $80.8M
|
602K
$79.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
300K+ 43.6% |
$37.3M - $40.3M
|
989K
$131M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
255K+ 12762.0% |
$31.7M - $34.2M
|
257K
$34M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
189KNew |
$23.5M - $25.4M
|
189K
$25M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
183KNew |
$22.8M - $24.6M
|
183K
$24.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
164KNew |
$20.4M - $22M
|
164K
$21.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
161K+ 40.69% |
$20M - $21.6M
|
558K
$73.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
159KNew |
$19.7M - $21.3M
|
159K
$21M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
143KNew |
$17.8M - $19.2M
|
143K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
135K+ 47.77% |
$16.8M - $18.1M
|
417K
$55.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
113K+ 5505.16% |
$14M - $15.2M
|
115K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
99.1KNew |
$12.3M - $13.3M
|
99.1K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
84.1KNew |
$10.4M - $11.3M
|
84.1K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
79.1K+ 36.86% |
$9.83M - $10.6M
|
294K
$38.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.4KNew |
$9.74M - $10.5M
|
78.4K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
75.9KNew |
$9.43M - $10.2M
|
75.9K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75.6K+ 2.09% |
$9.39M - $10.1M
|
3.69M
$489M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
71.3K+ 7.81% |
$8.86M - $9.56M
|
984K
$130M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
71.2K+ 34.78% |
$8.85M - $9.55M
|
276K
$36.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
62.4KNew |
$7.76M - $8.38M
|
62.4K
$8.26M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
55.8KNew |
$6.94M - $7.49M
|
55.8K
$7.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.3K+ 538.88% |
$6.63M - $7.16M
|
63.2K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
47.8K+ 80.86% |
$5.94M - $6.41M
|
107K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
41.6K+ 19.46% |
$5.17M - $5.58M
|
255K
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
39.9K+ 13.65% |
$4.96M - $5.36M
|
333K
$44M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 2.26% |
$4.68M - $5.05M
|
1.71M
$226M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
34.4K+ 67.83% |
$4.27M - $4.61M
|
85.1K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
32.7KNew |
$4.07M - $4.39M
|
32.7K
$4.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
32.5KNew |
$4.04M - $4.36M
|
32.5K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
31.7K+ 813.38% |
$3.94M - $4.25M
|
35.6K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
30.9K+ 3.94% |
$3.83M - $4.14M
|
815K
$108M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
27K+ 183.35% |
$3.36M - $3.63M
|
41.8K
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
26.6K+ 42.02% |
$3.3M - $3.57M
|
89.9K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.9K+ 94.91% |
$2.97M - $3.2M
|
49K
$6.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
23.8KNew |
$2.96M - $3.19M
|
23.8K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.6K+ 41.67% |
$2.81M - $3.03M
|
76.8K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
21.4KNew |
$2.66M - $2.87M
|
21.4K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.8KNew |
$2.58M - $2.79M
|
20.8K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 5.58% |
$2.57M - $2.77M
|
391K
$51.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
20KNew |
$2.48M - $2.68M
|
20K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.3K+ 12.44% |
$2.4M - $2.59M
|
174K
$23.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 13.62% |
$2.34M - $2.52M
|
157K
$20.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18.8K+ 1.7% |
$2.33M - $2.52M
|
1.12M
$148M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
18.5K+ 4.88% |
$2.3M - $2.48M
|
397K
$52.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
18.5K+ 7.57% |
$2.29M - $2.48M
|
262K
$34.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18.2K+ 70.84% |
$2.26M - $2.44M
|
43.8K
$5.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
17.5K+ 7.68% |
$2.18M - $2.35M
|
246K
$32.5M
|