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 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.89K- 8.42% |
$359K - $387K
|
31.4K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.93K- 5.87% |
$364K - $393K
|
47K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.06K- 0.69% |
$380K - $410K
|
442K
$57.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-3.1K- 3.07% |
$385K - $416K
|
98K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.1K- 0.46% |
$385K - $416K
|
665K
$85.9M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.12K- 6.39% |
$387K - $418K
|
45.7K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.16K- 38.32% |
$393K - $424K
|
5.09K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.2K- 1.91% |
$397K - $429K
|
164K
$21.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.27K- 5.07% |
$406K - $438K
|
61.2K
$7.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.29K- 56.43% |
$408K - $441K
|
2.54K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.29K- 6.81% |
$409K - $441K
|
45K
$5.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.3K- 7.17% |
$410K - $443K
|
42.7K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 2.08% |
$416K - $449K
|
158K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.37K- 46.2% |
$419K - $452K
|
3.92K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.51K- 27.7% |
$436K - $471K
|
9.16K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.54K- 0.66% |
$440K - $475K
|
529K
$68.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.56K- 1.8% |
$442K - $477K
|
194K
$25M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.64K- 12.06% |
$452K - $488K
|
26.6K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.7K- 1.25% |
$460K - $496K
|
293K
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.73K- 2.07% |
$463K - $500K
|
176K
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.8K- 39.48% |
$472K - $509K
|
5.82K
$753K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.82K- 27.31% |
$475K - $513K
|
10.2K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.88K- 47.47% |
$482K - $520K
|
4.29K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 5.76% |
$482K - $520K
|
63.4K
$8.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-3.88K- 5.39% |
$482K - $520K
|
68.1K
$8.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 0.99% |
$490K - $529K
|
395K
$51M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.96K- 12.55% |
$493K - $532K
|
27.6K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-4.05K- 8.06% |
$504K - $543K
|
46.2K
$5.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-4.09K- 4.62% |
$508K - $548K
|
84.5K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.1K- 1.49% |
$510K - $550K
|
272K
$35.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.24K- 48.29% |
$527K - $569K
|
4.54K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.27K- 2.26% |
$531K - $573K
|
184K
$23.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.32K- 2.49% |
$537K - $579K
|
169K
$21.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.32K- 1.96% |
$537K - $580K
|
216K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.33K- 2.58% |
$538K - $581K
|
163K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-4.34K- 4.7% |
$540K - $583K
|
88.1K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.38K- 6.33% |
$544K - $587K
|
64.7K
$8.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-4.38K- 1.9% |
$545K - $588K
|
226K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.64K- 11.05% |
$576K - $622K
|
37.3K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.72K- 90.58% |
$587K - $633K
|
491
$63.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.77K- 38.7% |
$593K - $640K
|
7.56K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.78K- 3.17% |
$594K - $641K
|
146K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.06K- 9.0% |
$628K - $678K
|
51.1K
$6.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.1K- 63.7% |
$633K - $683K
|
2.9K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.21K- 1.52% |
$648K - $699K
|
338K
$43.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.32K- 6.04% |
$661K - $714K
|
82.8K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.54K- 1.54% |
$689K - $743K
|
354K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.58K- 2.58% |
$694K - $749K
|
211K
$27.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.67K- 8.76% |
$705K - $761K
|
59.1K
$7.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.86K- 94.62% |
$728K - $786K
|
333
$43K
|