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 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-40.6K- 1.55% |
$5.04M - $5.44M
|
2.57M
$346M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-41.8K- 3.48% |
$5.19M - $5.61M
|
1.16M
$156M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-41.9K- 8.37% |
$5.21M - $5.63M
|
459K
$61.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-44.2K- 37.99% |
$5.49M - $5.92M
|
72.1K
$9.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.4K- 11.3% |
$6.51M - $7.03M
|
411K
$55.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-55.4K- 6.59% |
$6.88M - $7.42M
|
784K
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-57.2K- 91.69% |
$7.11M - $7.67M
|
5.18K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.4K- 18.57% |
$7.51M - $8.1M
|
265K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-63.6K- 77.78% |
$7.91M - $8.53M
|
18.2K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-67.5K- 12.37% |
$8.39M - $9.05M
|
478K
$64.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-68.2K- 84.12% |
$8.48M - $9.15M
|
12.9K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78.3K- 19.29% |
$9.74M - $10.5M
|
328K
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-116K- 9.98% |
$14.5M - $15.6M
|
1.05M
$141M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 7.84% |
$15.3M - $16.5M
|
1.45M
$195M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-164K- 14.98% |
$20.4M - $22M
|
933K
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-207K- 60.08% |
$25.7M - $27.8M
|
138K
$18.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-255K- 99.22% |
$31.7M - $34.2M
|
2K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-294K- 86.96% |
$36.5M - $39.4M
|
44.1K
$5.93M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-326K- 99.17% |
$40.5M - $43.8M
|
2.74K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-328K- 2.7% |
$40.8M - $44M
|
11.8M
$1.59B
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-373K- 42.62% |
$46.4M - $50.1M
|
503K
$67.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-407K- 57.23% |
$50.6M - $54.6M
|
304K
$40.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-590K- 22.24% |
$73.3M - $79.1M
|
2.06M
$278M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-596K- 99.0% |
$74.1M - $80M
|
6K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-789K- 89.73% |
$98.1M - $106M
|
90.3K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-934K- 87.69% |
$116M - $125M
|
131K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.32M- 99.88% |
$1.03B - $1.12B
|
10.2K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-23.8M- 99.22% |
$2.96B - $3.19B
|
186K
$25.1M
|