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 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-40- 1.3% |
$4.13K - $4.61K
|
3.03K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40- 1.01% |
$4.13K - $4.61K
|
3.94K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-40- 0.31% |
$4.13K - $4.61K
|
13K
$1.74M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-43- 0.16% |
$4.44K - $4.96K
|
27.3K
$3.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44- 1.14% |
$4.54K - $5.07K
|
3.83K
$513K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-46- 1.53% |
$4.75K - $5.3K
|
2.96K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-46- 0.51% |
$4.75K - $5.3K
|
8.94K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47- 0.6% |
$4.85K - $5.42K
|
7.77K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-48- 0.87% |
$4.95K - $5.53K
|
5.49K
$736K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-49- 0.57% |
$5.05K - $5.65K
|
8.56K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-50- 1.17% |
$5.16K - $5.77K
|
4.22K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-50- 0.23% |
$5.16K - $5.77K
|
21.9K
$2.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-52- 2.15% |
$5.36K - $6K
|
2.36K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-52- 0.6% |
$5.36K - $6K
|
8.69K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-53- 0.48% |
$5.47K - $6.11K
|
11K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-53- 1.92% |
$5.47K - $6.11K
|
2.71K
$364K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-55- 2.01% |
$5.67K - $6.34K
|
2.69K
$360K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-57- 1.98% |
$5.88K - $6.57K
|
2.82K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-62- 1.61% |
$6.4K - $7.15K
|
3.79K
$508K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-64- 1.22% |
$6.6K - $7.38K
|
5.19K
$695K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-65- 0.13% |
$6.71K - $7.49K
|
51.2K
$6.87M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-65- 3.1% |
$6.71K - $7.49K
|
2.04K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-65- 0.4% |
$6.71K - $7.49K
|
16.1K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-65- 1.07% |
$6.71K - $7.49K
|
6.02K
$806K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-65- 0.04% |
$6.71K - $7.49K
|
157K
$21M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-69- 0.13% |
$7.12K - $7.96K
|
54.1K
$7.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-71- 2.87% |
$7.32K - $8.19K
|
2.4K
$321K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-74- 0.33% |
$7.63K - $8.53K
|
22.6K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75- 0.5% |
$7.74K - $8.65K
|
15K
$2.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-78- 1.34% |
$8.05K - $8.99K
|
5.76K
$771K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-80- 1.84% |
$8.25K - $9.22K
|
4.27K
$572K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-86- 1.4% |
$8.87K - $9.92K
|
6.05K
$811K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-89- 0.47% |
$9.18K - $10.3K
|
18.9K
$2.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-91- 0.43% |
$9.39K - $10.5K
|
21.2K
$2.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-92- 0.79% |
$9.49K - $10.6K
|
11.6K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-92- 2.21% |
$9.49K - $10.6K
|
4.06K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-93- 0.6% |
$9.59K - $10.7K
|
15.5K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-94- 0.89% |
$9.7K - $10.8K
|
10.5K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 1.74% |
$10.3K - $11.5K
|
5.65K
$758K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-103- 3.87% |
$10.6K - $11.9K
|
2.56K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-108- 2.53% |
$11.1K - $12.5K
|
4.17K
$559K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-110- 7.88% |
$11.3K - $12.7K
|
1.29K
$172K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-110- 0.76% |
$11.3K - $12.7K
|
14.3K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-112- 1.84% |
$11.6K - $12.9K
|
5.96K
$799K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-115- 4.16% |
$11.9K - $13.3K
|
2.65K
$355K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-116- 3.09% |
$12K - $13.4K
|
3.64K
$487K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-117- 3.95% |
$12.1K - $13.5K
|
2.85K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-118- 2.21% |
$12.2K - $13.6K
|
5.22K
$699K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-119- 1.86% |
$12.3K - $13.7K
|
6.26K
$839K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-120- 1.08% |
$12.4K - $13.8K
|
11K
$1.47M
|