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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.5KNew |
$2.17M - $2.34M
|
17.5K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
16.7K+ 43.14% |
$2.08M - $2.24M
|
55.5K
$7.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.4K+ 18.22% |
$2.04M - $2.2M
|
106K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
14.8K+ 3.2% |
$1.84M - $1.99M
|
478K
$63.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14KNew |
$1.74M - $1.88M
|
14K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
13.9KNew |
$1.73M - $1.87M
|
13.9K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 1.52% |
$1.73M - $1.87M
|
930K
$123M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.4K+ 706.65% |
$1.66M - $1.8M
|
15.3K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
13.3KNew |
$1.65M - $1.79M
|
13.3K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
13.2K+ 5.9% |
$1.64M - $1.77M
|
237K
$31.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 51.36% |
$1.6M - $1.73M
|
38K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.6KNew |
$1.56M - $1.69M
|
12.6K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
12.5KNew |
$1.55M - $1.68M
|
12.5K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
12.5KNew |
$1.55M - $1.67M
|
12.5K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.1KNew |
$1.51M - $1.63M
|
12.1K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.5K+ 56.87% |
$1.43M - $1.54M
|
31.7K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.4KNew |
$1.41M - $1.53M
|
11.4K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.9K+ 170.12% |
$1.36M - $1.47M
|
17.4K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.9K+ 8.72% |
$1.35M - $1.46M
|
136K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.7KNew |
$1.33M - $1.44M
|
10.7K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.6K+ 5.23% |
$1.32M - $1.42M
|
213K
$28.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
10.5KNew |
$1.3M - $1.41M
|
10.5K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$1.3M - $1.4M
|
10.4K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
10.3K+ 29.48% |
$1.28M - $1.39M
|
45.4K
$6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1K+ 38.84% |
$1.26M - $1.36M
|
36.1K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.1K+ 22.61% |
$1.26M - $1.35M
|
54.8K
$7.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.94K+ 2.73% |
$1.23M - $1.33M
|
373K
$49.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.88K+ 169.48% |
$1.23M - $1.33M
|
15.7K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.85K+ 8.59% |
$1.22M - $1.32M
|
125K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.3KNew |
$1.16M - $1.25M
|
9.3K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.96K+ 4.84% |
$1.11M - $1.2M
|
194K
$25.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
8.93K+ 64.04% |
$1.11M - $1.2M
|
22.9K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
8.85KNew |
$1.1M - $1.19M
|
8.85K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.82K+ 2.07% |
$1.1M - $1.18M
|
435K
$57.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.78KNew |
$966K - $1.04M
|
7.78K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.54K+ 62.47% |
$937K - $1.01M
|
19.6K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.46K+ 0.21% |
$927K - $1M
|
3.52M
$465M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.4K+ 5.58% |
$919K - $992K
|
140K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.37KNew |
$916K - $988K
|
7.37K
$974K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
7.23K+ 1.6% |
$899K - $970K
|
458K
$60.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
7.23KNew |
$899K - $970K
|
7.23K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
7.14KNew |
$887K - $957K
|
7.14K
$944K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.98KNew |
$867K - $936K
|
6.98K
$923K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.66K+ 4.57% |
$828K - $893K
|
152K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
6.6KNew |
$819K - $885K
|
6.6K
$872K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$814K - $878K
|
6.55K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.48K+ 181.69% |
$805K - $869K
|
10K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.24KNew |
$775K - $837K
|
6.24K
$825K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
6.22K+ 325.38% |
$773K - $834K
|
8.13K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.2KNew |
$771K - $832K
|
6.2K
$820K
|