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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
89+ 2.24% |
$9.18K - $10.3K
|
4.07K
$535K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
88+ 1.41% |
$9.08K - $10.1K
|
6.32K
$831K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
88+ 3.16% |
$9.08K - $10.1K
|
2.88K
$378K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
85+ 8.83% |
$8.77K - $9.8K
|
1.05K
$138K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
85+ 0.86% |
$8.77K - $9.8K
|
9.92K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
80+ 2.02% |
$8.25K - $9.22K
|
4.05K
$532K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
79+ 24.01% |
$8.15K - $9.11K
|
408
$53.7K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
79+ 2.1% |
$8.15K - $9.11K
|
3.84K
$505K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
78+ 3.77% |
$8.05K - $8.99K
|
2.15K
$282K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
76+ 0.76% |
$7.84K - $8.76K
|
10K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
73+ 0.52% |
$7.53K - $8.42K
|
14.1K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
68+ 0.67% |
$7.01K - $7.84K
|
10.2K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
65+ 1.9% |
$6.71K - $7.49K
|
3.48K
$457K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
63+ 0.79% |
$6.5K - $7.26K
|
8.02K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
62+ 0.84% |
$6.4K - $7.15K
|
7.41K
$974K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
61+ 0.53% |
$6.29K - $7.03K
|
11.6K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
61+ 1.63% |
$6.29K - $7.03K
|
3.81K
$501K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
59+ 0.23% |
$6.09K - $6.8K
|
25.7K
$3.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
59+ 2.87% |
$6.09K - $6.8K
|
2.11K
$278K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
58+ 0.18% |
$5.98K - $6.69K
|
31.7K
$4.17M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
58+ 0.49% |
$5.98K - $6.69K
|
11.8K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
58+ 0.59% |
$5.98K - $6.69K
|
9.83K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53+ 1.77% |
$5.47K - $6.11K
|
3.04K
$400K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
52+ 0.72% |
$5.36K - $6K
|
7.24K
$952K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$5.26K - $5.88K
|
51
$6.71K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
47+ 12.57% |
$4.85K - $5.42K
|
421
$55.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
46+ 2.79% |
$4.75K - $5.3K
|
1.7K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 2.0% |
$4.75K - $5.3K
|
2.34K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45+ 1.64% |
$4.64K - $5.19K
|
2.79K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
42+ 1.15% |
$4.33K - $4.84K
|
3.68K
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
41+ 2.07% |
$4.23K - $4.73K
|
2.02K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
38+ 1.44% |
$3.92K - $4.38K
|
2.67K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
36+ 5.71% |
$3.71K - $4.15K
|
666
$87.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 0.09% |
$3.61K - $4.04K
|
37.1K
$4.88M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 0.49% |
$3.61K - $4.04K
|
7.19K
$945K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
32New |
$3.3K - $3.69K
|
32
$4.21K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
31+ 1.45% |
$3.2K - $3.57K
|
2.17K
$285K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
31+ 1.51% |
$3.2K - $3.57K
|
2.08K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 0.67% |
$3.09K - $3.46K
|
4.49K
$590K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
29+ 0.42% |
$2.99K - $3.34K
|
7K
$921K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
29+ 40.28% |
$2.99K - $3.34K
|
101
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
29+ 0.27% |
$2.99K - $3.34K
|
10.8K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
28+ 0.18% |
$2.89K - $3.23K
|
15.7K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
28New |
$2.89K - $3.23K
|
28
$3.68K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.17% |
$2.89K - $3.23K
|
16.4K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 3.4% |
$2.68K - $3K
|
790
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
26+ 0.62% |
$2.68K - $3K
|
4.2K
$552K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 0.72% |
$2.68K - $3K
|
3.63K
$477K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 0.25% |
$2.58K - $2.88K
|
10K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
25+ 0.26% |
$2.58K - $2.88K
|
9.66K
$1.27M
|