Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.64M+ 3.91% |
$169M - $189M
|
43.5M
$5.72B
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
975KNew |
$101M - $112M
|
975K
$128M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
807K+ 21.99% |
$83.3M - $93.1M
|
4.48M
$589M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
602K+ 23.22% |
$62.1M - $69.4M
|
3.19M
$420M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
516K+ 28.61% |
$53.3M - $59.5M
|
2.32M
$305M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
514K+ 434.21% |
$53M - $59.2M
|
632K
$83.1M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
415K+ 32.24% |
$42.8M - $47.8M
|
1.7M
$224M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
407K+ 41.09% |
$42M - $46.9M
|
1.4M
$184M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
394K+ 8.33% |
$40.6M - $45.4M
|
5.12M
$673M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
361K+ 4.22% |
$37.2M - $41.6M
|
8.91M
$1.17B
|
|
|
May 15, 2024
Q1 2024
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
221K+ 41.55% |
$22.8M - $25.5M
|
752K
$99M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
158K+ 46.94% |
$16.3M - $18.2M
|
494K
$64.9M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
137KNew |
$14.1M - $15.7M
|
137K
$18M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
128K+ 2824.62% |
$13.2M - $14.7M
|
132K
$17.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
122K+ 78.85% |
$12.6M - $14.1M
|
277K
$36.4M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
122K+ 1122.5% |
$12.5M - $14M
|
132K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
117KNew |
$12.1M - $13.5M
|
117K
$15.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
114K+ 134.83% |
$11.7M - $13.1M
|
198K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
114KNew |
$11.7M - $13.1M
|
114K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
110K+ 58.5% |
$11.3M - $12.6M
|
297K
$39.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
105K+ 50.73% |
$10.8M - $12.1M
|
312K
$41M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97.8K+ 12.33% |
$10.1M - $11.3M
|
891K
$117M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
90.1KNew |
$9.29M - $10.4M
|
90.1K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
89.8K+ 57.89% |
$9.26M - $10.4M
|
245K
$32.2M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.9K+ 20.53% |
$8.14M - $9.1M
|
463K
$60.9M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
78.5K+ 55.83% |
$8.1M - $9.05M
|
219K
$28.8M
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
BUY
|
- |
75.2K+ 4.9% |
$7.76M - $8.67M
|
1.61M
$212M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
70.1K+ 38.97% |
$7.23M - $8.08M
|
250K
$32.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
68.3K+ 58.75% |
$7.05M - $7.88M
|
185K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.2KNew |
$6.73M - $7.52M
|
65.2K
$8.58M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.3K+ 3.55% |
$6.53M - $7.29M
|
1.85M
$243M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
57K+ 427.81% |
$5.89M - $6.58M
|
70.4K
$9.26M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
56.1KNew |
$5.78M - $6.46M
|
56.1K
$7.37M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
55.4K+ 4.83% |
$5.72M - $6.39M
|
1.2M
$158M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54.1K+ 17.65% |
$5.58M - $6.24M
|
361K
$47.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53.5KNew |
$5.51M - $6.16M
|
53.5K
$7.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.4K+ 4.34% |
$5.3M - $5.93M
|
1.24M
$163M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
50.1K+ 4.87% |
$5.17M - $5.78M
|
1.08M
$142M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
49.7K+ 9.36% |
$5.13M - $5.73M
|
581K
$76.4M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
49K+ 2.26% |
$5.05M - $5.65M
|
2.22M
$292M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.2K+ 131.86% |
$4.67M - $5.22M
|
79.5K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
45.1KNew |
$4.65M - $5.2M
|
45.1K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.8K+ 4.18% |
$4.52M - $5.05M
|
1.09M
$144M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
40.9K+ 3.22% |
$4.22M - $4.72M
|
1.31M
$173M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
39.6K+ 3.67% |
$4.08M - $4.56M
|
1.12M
$147M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
38.1K+ 5.96% |
$3.93M - $4.4M
|
677K
$89.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38K+ 16.38% |
$3.92M - $4.38M
|
270K
$35.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.3K+ 0.35% |
$3.85M - $4.31M
|
10.6M
$1.4B
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
36.8K+ 1244.45% |
$3.79M - $4.24M
|
39.7K
$5.22M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36.3KNew |
$3.75M - $4.19M
|
36.3K
$4.78M
|