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 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 22.49% |
$161K - $174K
|
7.05K
$917K
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.26K+ 27.06% |
$156K - $169K
|
5.9K
$768K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.26KNew |
$156K - $168K
|
1.26K
$163K
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.25K+ 1.16% |
$156K - $168K
|
109K
$14.1M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.25K+ 3.18% |
$155K - $168K
|
40.6K
$5.28M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.22K+ 20.0% |
$152K - $164K
|
7.34K
$954K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.19KNew |
$148K - $159K
|
1.19K
$155K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.17KNew |
$145K - $157K
|
1.17K
$152K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.16K+ 17.83% |
$145K - $156K
|
7.68K
$999K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.16KNew |
$144K - $156K
|
1.16K
$151K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.14K+ 1.07% |
$141K - $152K
|
107K
$13.9M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.13KNew |
$140K - $151K
|
1.13K
$146K
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.13K+ 0.74% |
$140K - $151K
|
154K
$20M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.11K+ 9.9% |
$138K - $149K
|
12.3K
$1.6M
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1.64% |
$137K - $147K
|
68.1K
$8.86M
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.06K+ 3.38% |
$131K - $141K
|
32.3K
$4.2M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.05K+ 58.73% |
$130K - $141K
|
2.84K
$369K
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.05K+ 7.71% |
$130K - $141K
|
14.6K
$1.9M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.04K+ 4.53% |
$129K - $139K
|
23.9K
$3.11M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.03K+ 47.55% |
$128K - $138K
|
3.19K
$415K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1K+ 47.89% |
$124K - $134K
|
3.09K
$402K
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
995+ 4.7% |
$124K - $133K
|
22.1K
$2.88M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
982+ 0.86% |
$122K - $132K
|
116K
$15M
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
970+ 8.08% |
$121K - $130K
|
13K
$1.69M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
968+ 4.03% |
$120K - $130K
|
25K
$3.25M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
958+ 4.47% |
$119K - $128K
|
22.4K
$2.91M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
955+ 8.28% |
$119K - $128K
|
12.5K
$1.62M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
952+ 0.64% |
$118K - $128K
|
149K
$19.4M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
902+ 17.02% |
$112K - $121K
|
6.2K
$807K
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
899+ 36.74% |
$112K - $121K
|
3.35K
$435K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
887+ 1.0% |
$110K - $119K
|
89.3K
$11.6M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
872+ 6.55% |
$108K - $117K
|
14.2K
$1.84M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
869New |
$108K - $117K
|
869
$113K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
867+ 45.46% |
$108K - $116K
|
2.77K
$361K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
864+ 3.44% |
$107K - $116K
|
26K
$3.38M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
850+ 13.87% |
$106K - $114K
|
6.98K
$908K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
842+ 33.68% |
$105K - $113K
|
3.34K
$435K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
807+ 41.51% |
$100K - $108K
|
2.75K
$358K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
791+ 30.55% |
$98.3K - $106K
|
3.38K
$440K
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
790+ 4.99% |
$98.2K - $106K
|
16.6K
$2.16M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
782+ 1.21% |
$97.2K - $105K
|
65.5K
$8.52M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
778+ 1.04% |
$96.7K - $104K
|
75.8K
$9.86M
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
774+ 27.55% |
$96.2K - $104K
|
3.58K
$466K
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
768+ 0.51% |
$95.4K - $103K
|
151K
$19.7M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
759+ 24.89% |
$94.3K - $102K
|
3.81K
$495K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
753+ 9.86% |
$93.6K - $101K
|
8.39K
$1.09M
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
745+ 32.39% |
$92.6K - $99.9K
|
3.05K
$396K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
718+ 0.38% |
$89.2K - $96.3K
|
188K
$24.4M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
703+ 0.79% |
$87.4K - $94.3K
|
90.1K
$11.7M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
702+ 2.66% |
$87.2K - $94.2K
|
27.1K
$3.53M
|