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 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.4% |
$206 - $231
|
501
$65.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$206 - $231
|
18.6K
$2.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.51% |
$103 - $115
|
199
$26.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $115
|
2.86K
$376K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1New |
$103 - $115
|
1
$132
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.43% |
$103 - $115
|
233
$30.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.23% |
$103 - $115
|
438
$57.6K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$103 - $115
|
20.5K
$2.69M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 2.38% |
$103 - $115
|
43
$5.65K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.05% |
$103 - $115
|
2.14K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.11% |
$103 - $115
|
887
$117K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.16% |
$103 - $115
|
628
$82.6K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$103 - $115
|
34.3K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.05% |
$103 - $115
|
2.06K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.02% |
$103 - $115
|
4.41K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$103 - $115
|
4.16K
$546K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.12% |
$103 - $115
|
847
$111K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.02% |
$103 - $115
|
4.41K
$580K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$103 - $115
|
4.06K
$534K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$103 - $115
|
2.23K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.02% |
$103 - $115
|
4.07K
$535K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2- 0.42% |
$206 - $231
|
474
$62.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 1.01% |
$309 - $346
|
293
$38.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3- 1.76% |
$309 - $346
|
167
$22K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4- 0.13% |
$413 - $461
|
3K
$395K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5- 0.18% |
$516 - $577
|
2.73K
$359K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6- 0.32% |
$619 - $692
|
1.84K
$242K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 0.06% |
$722 - $807
|
11K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-7- 0.14% |
$722 - $807
|
5.13K
$675K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-11- 0.13% |
$1.13K - $1.27K
|
8.25K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 0.16% |
$1.75K - $1.96K
|
10.6K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-17- 0.14% |
$1.75K - $1.96K
|
12.2K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20- 95.24% |
$2.06K - $2.31K
|
1
$132
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-24- 8.57% |
$2.48K - $2.77K
|
256
$33.7K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.24% |
$2.48K - $2.77K
|
10.1K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-25- 0.02% |
$2.58K - $2.88K
|
139K
$18.3M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-25- 0.15% |
$2.58K - $2.88K
|
17.2K
$2.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-28- 59.57% |
$2.89K - $3.23K
|
19
$2.5K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-29- 0.24% |
$2.99K - $3.34K
|
12K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-32- 0.75% |
$3.3K - $3.69K
|
4.26K
$560K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-32- 0.19% |
$3.3K - $3.69K
|
17.2K
$2.26M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-34- 0.28% |
$3.51K - $3.92K
|
12.2K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-35- 1.27% |
$3.61K - $4.04K
|
2.72K
$357K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-37- 0.49% |
$3.82K - $4.27K
|
7.51K
$987K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.32% |
$4.02K - $4.5K
|
2.92K
$384K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-39- 0.82% |
$4.02K - $4.5K
|
4.73K
$622K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-40- 1.3% |
$4.13K - $4.61K
|
3.03K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40- 1.01% |
$4.13K - $4.61K
|
3.94K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-40- 0.31% |
$4.13K - $4.61K
|
13K
$1.71M
|