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
Feb 13, 2025 Q4 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
352
+ 7.67%
$43.7K - $47.2K
4.94K $639K
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
348
+ 1.99%
$43.2K - $46.7K
17.9K $2.31M
Feb 10, 2025 Q4 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
344
+ 0.68%
$42.7K - $46.1K
50.6K $6.54M
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
339
+ 16.19%
$42.1K - $45.5K
2.43K $315K
Feb 12, 2025 Q4 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
338
+ 7.07%
$42K - $45.3K
5.12K $662K
Jan 23, 2025 Q4 2024
Destiny Wealth Partners, LLC

BUY
 -
337
+ 2.09%
$41.9K - $45.2K
16.4K $2.12M
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
333
New
$41.4K - $44.7K
333 $43K
Jan 29, 2025 Q4 2024
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
330
+ 17.25%
$41K - $44.3K
2.24K $290K
Feb 11, 2025 Q4 2024
Wells Financial Advisors Inc

BUY
 -
320
New
$39.8K - $42.9K
320 $41.4K
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
313
+ 43.59%
$38.9K - $42K
1.03K $133K
Jan 16, 2025 Q4 2024
Gemmer Asset Management LLC

BUY
 -
300
+ 6.15%
$37.3K - $40.2K
5.18K $669K
Jan 21, 2025 Q4 2024
Rodgers & Associates, LTD

BUY
 -
300
+ 5.24%
$37.3K - $40.2K
6.02K $778K
Feb 13, 2025 Q4 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
294
+ 8.28%
$36.5K - $39.4K
3.84K $497K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
272
New
$33.8K - $36.5K
272 $35.2K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
270
+ 4.04%
$33.6K - $36.2K
6.95K $898K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
265
New
$32.9K - $35.5K
265 $34.3K
Feb 28, 2025 Q4 2024
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
259
New
$32.2K - $34.7K
259 $33.5K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
250
New
$31.1K - $33.5K
250 $32.3K
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
242
+ 4.97%
$30.1K - $32.5K
5.11K $660K
Feb 13, 2025 Q4 2024
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
238
+ 0.11%
$29.6K - $31.9K
222K $28.7M
Jan 16, 2025 Q4 2024
Chesley Taft & Associates LLC

BUY
 -
230
+ 4.06%
$28.6K - $30.8K
5.89K $762K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
227
New
$28.2K - $30.4K
227 $29.3K
Feb 05, 2025 Q4 2024
Duncker Streett & CO Inc

BUY
 -
225
+ 134.73%
$28K - $30.2K
392 $50.7K
Feb 10, 2025 Q4 2024
Tctc Holdings, LLC

Dallas, TX
BUY
 -
225
New
$28K - $30.2K
225 $29.1K
Jan 07, 2025 Q4 2024
Weaver Consulting Group

BUY
 -
217
+ 1.9%
$27K - $29.1K
11.7K $1.51M
Feb 06, 2025 Q4 2024
M&T Bank Corp

BUY
 -
213
+ 1.15%
$26.5K - $28.6K
18.7K $2.42M
Jan 16, 2025 Q4 2024
Schwab Charitable Fund

BUY
 -
213
+ 0.36%
$26.5K - $28.6K
58.9K $7.62M
Feb 13, 2025 Q4 2024
Darden Wealth Group Inc

Ann Arbor, MI
BUY
 -
210
+ 7.72%
$26.1K - $28.2K
2.93K $379K
Jan 22, 2025 Q4 2024
Signature Wealth Management Partners, LLC

BUY
 -
207
+ 2.23%
$25.7K - $27.8K
9.49K $1.23M
Jan 28, 2025 Q4 2024
Mba Advisors LLC

Hermitage, PA
BUY
 -
206
+ 0.51%
$25.6K - $27.6K
40.5K $5.24M
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
202
New
$25.1K - $27.1K
202 $26.1K
Jan 24, 2025 Q4 2024
Tandem Capital Management Corp

BUY
 -
200
+ 11.04%
$24.9K - $26.8K
2.01K $260K
Feb 06, 2025 Q4 2024
Promus Capital, LLC

Chicago, IL
BUY
 -
200
New
$24.9K - $26.8K
200 $25.9K
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
197
+ 5.23%
$24.5K - $26.4K
3.96K $512K
Feb 07, 2025 Q4 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
197
+ 0.47%
$24.5K - $26.4K
42K $5.42M
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
195
New
$24.2K - $26.2K
195 $25.2K
Feb 13, 2025 Q4 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
195
+ 2.49%
$24.2K - $26.2K
8.02K $1.04M
Feb 04, 2025 Q4 2024
Kovack Advisors, Inc.

BUY
 -
190
+ 1.75%
$23.6K - $25.5K
11K $1.43M
Jan 29, 2025 Q4 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
188
+ 0.76%
$23.4K - $25.2K
25.1K $3.24M
Feb 07, 2025 Q4 2024
Knuff & CO LLC

Foster City, CA
BUY
 -
188
New
$23.4K - $25.2K
188 $24.3K
Feb 13, 2025 Q4 2024
Texas Capital Bank Wealth Management Services Inc

BUY
 -
188
+ 2.44%
$23.4K - $25.2K
7.89K $1.02M
Jan 17, 2025 Q4 2024
True North Advisors, LLC

BUY
 -
187
+ 3.35%
$23.2K - $25.1K
5.77K $746K
Jan 17, 2025 Q4 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
179
+ 4.04%
$22.2K - $24K
4.61K $595K
Jan 23, 2025 Q4 2024
Marietta Wealth Management, LLC

BUY
 -
178
+ 4.03%
$22.1K - $23.9K
4.6K $595K
Jan 17, 2025 Q4 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
177
+ 2.19%
$22K - $23.7K
8.28K $1.07M
Feb 12, 2025 Q4 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
177
+ 37.11%
$22K - $23.7K
654 $84.5K
Feb 05, 2025 Q4 2024
Clifford Swan Investment Counsel LLC

BUY
 -
173
+ 2.25%
$21.5K - $23.2K
7.86K $1.02M
Feb 13, 2025 Q4 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
173
+ 2.05%
$21.5K - $23.2K
8.61K $1.11M
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
171
+ 1.85%
$21.2K - $22.9K
9.41K $1.22M

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