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 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-192- 0.8% |
$23.9K - $25.8K
|
23.7K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-197- 0.95% |
$24.5K - $26.4K
|
20.5K
$2.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-198- 3.17% |
$24.6K - $26.6K
|
6.05K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-198- 13.32% |
$24.6K - $26.6K
|
1.29K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-202- 0.95% |
$25.1K - $27.1K
|
21K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-206- 4.46% |
$25.6K - $27.6K
|
4.41K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-207- 0.56% |
$25.7K - $27.8K
|
36.9K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-208- 1.32% |
$25.8K - $27.9K
|
15.5K
$2.01M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-208- 2.8% |
$25.8K - $27.9K
|
7.22K
$933K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-215- 9.7% |
$26.7K - $28.8K
|
2K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-217- 0.49% |
$27K - $29.1K
|
44K
$5.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-224- 2.23% |
$27.8K - $30K
|
9.81K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-227- 1.33% |
$28.2K - $30.4K
|
16.9K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-228- 1.2% |
$28.3K - $30.6K
|
18.8K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-230- 0.53% |
$28.6K - $30.8K
|
43.2K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-237- 7.39% |
$29.4K - $31.8K
|
2.97K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-237- 4.45% |
$29.4K - $31.8K
|
5.09K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-238- 9.32% |
$29.6K - $31.9K
|
2.32K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-241- 1.19% |
$29.9K - $32.3K
|
20K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-242- 3.96% |
$30.1K - $32.5K
|
5.87K
$758K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-246- 5.88% |
$30.6K - $33K
|
3.94K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-246- 1.53% |
$30.6K - $33K
|
15.8K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-254- 1.23% |
$31.6K - $34.1K
|
20.4K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-256- 2.8% |
$31.8K - $34.3K
|
8.87K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-256- 2.8% |
$31.8K - $34.3K
|
8.87K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-257- 0.45% |
$31.9K - $34.5K
|
57K
$7.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 7.94% |
$32.3K - $34.9K
|
3.02K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-264- 3.51% |
$32.8K - $35.4K
|
7.25K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-267- 14.74% |
$33.2K - $35.8K
|
1.55K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-280- 20.59% |
$34.8K - $37.6K
|
1.08K
$140K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-281- 10.68% |
$34.9K - $37.7K
|
2.35K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-290- 0.77% |
$36K - $38.9K
|
37.4K
$4.83M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-290- 2.6% |
$36K - $38.9K
|
10.9K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-294- 4.8% |
$36.5K - $39.4K
|
5.84K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Yale University
New Haven, CT |
SELL
|
- |
-300- 4.64% |
$37.3K - $40.2K
|
6.16K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-307- 3.48% |
$38.1K - $41.2K
|
8.53K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-310- 12.92% |
$38.5K - $41.6K
|
2.09K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-320- 0.31% |
$39.8K - $42.9K
|
101K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-325- 68.57% |
$40.4K - $43.6K
|
149
$19.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-325- 1.59% |
$40.4K - $43.6K
|
20.2K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-326- 5.0% |
$40.5K - $43.7K
|
6.19K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-332- 0.39% |
$41.3K - $44.5K
|
85.4K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-333- 3.7% |
$41.4K - $44.7K
|
8.67K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-337- 10.53% |
$41.9K - $45.2K
|
2.86K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-343- 2.24% |
$42.6K - $46K
|
15K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-347- 4.57% |
$43.1K - $46.5K
|
7.25K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-351- 6.77% |
$43.6K - $47.1K
|
4.83K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-352- 1.34% |
$43.7K - $47.2K
|
26K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-353- 4.13% |
$43.9K - $47.3K
|
8.19K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-360- 9.92% |
$44.7K - $48.3K
|
3.27K
$422K
|