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 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
168+ 2.04% |
$20.9K - $22.5K
|
8.39K
$1.08M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
163New |
$20.3K - $21.9K
|
163
$21.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
161+ 49.69% |
$20K - $21.6K
|
485
$62.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
160+ 0.2% |
$19.9K - $21.5K
|
81.8K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156+ 1.43% |
$19.4K - $20.9K
|
11K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
153+ 1.86% |
$19K - $20.5K
|
8.4K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
152+ 5.6% |
$18.9K - $20.4K
|
2.86K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
152+ 62.55% |
$18.9K - $20.4K
|
395
$51.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 0.95% |
$18.8K - $20.3K
|
16K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
150New |
$18.6K - $20.1K
|
150
$19.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
150+ 3.91% |
$18.6K - $20.1K
|
3.99K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$18.6K - $20.1K
|
150
$19.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
144+ 2.54% |
$17.9K - $19.3K
|
5.82K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
139New |
$17.3K - $18.6K
|
139
$18K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
136+ 7.23% |
$16.9K - $18.2K
|
2.02K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
136+ 0.07% |
$16.9K - $18.2K
|
193K
$25M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
135+ 0.12% |
$16.8K - $18.1K
|
115K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
131+ 6.38% |
$16.3K - $17.6K
|
2.18K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
131+ 2.83% |
$16.3K - $17.6K
|
4.77K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
129+ 0.94% |
$16K - $17.3K
|
13.8K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
127New |
$15.8K - $17K
|
127
$16.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
125+ 1.67% |
$15.5K - $16.8K
|
7.63K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
123+ 0.9% |
$15.3K - $16.5K
|
13.9K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
120+ 1.95% |
$14.9K - $16.1K
|
6.26K
$809K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
119New |
$14.8K - $16K
|
119
$15.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
114+ 2.57% |
$14.2K - $15.3K
|
4.55K
$588K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
114+ 3.87% |
$14.2K - $15.3K
|
3.06K
$396K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
113+ 5.92% |
$14K - $15.2K
|
2.02K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
110New |
$13.7K - $14.8K
|
110
$14.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
106+ 0.06% |
$13.2K - $14.2K
|
185K
$23.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
105+ 0.19% |
$13K - $14.1K
|
55.4K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104+ 1.1% |
$12.9K - $13.9K
|
9.53K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
103+ 2.92% |
$12.8K - $13.8K
|
3.63K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 1.97% |
$12.4K - $13.4K
|
5.18K
$670K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
89+ 0.34% |
$11.1K - $11.9K
|
26.2K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89+ 4.83% |
$11.1K - $11.9K
|
1.93K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
88New |
$10.9K - $11.8K
|
88
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
88New |
$10.9K - $11.8K
|
88
$11.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84New |
$10.4K - $11.3K
|
84
$10.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
83+ 5.11% |
$10.3K - $11.1K
|
1.71K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
80+ 0.37% |
$9.94K - $10.7K
|
21.5K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
78+ 3.53% |
$9.69K - $10.5K
|
2.29K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
78+ 1.1% |
$9.69K - $10.5K
|
7.19K
$930K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
75+ 0.51% |
$9.32K - $10.1K
|
14.8K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
75New |
$9.32K - $10.1K
|
75
$9.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
74+ 4.26% |
$9.2K - $9.92K
|
1.81K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
73+ 2.0% |
$9.07K - $9.79K
|
3.72K
$481K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 2.61% |
$8.95K - $9.66K
|
2.83K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
70+ 0.25% |
$8.7K - $9.39K
|
28.5K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
70+ 0.52% |
$8.7K - $9.39K
|
13.5K
$1.75M
|