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 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-481- 0.09% |
$49.6K - $55.5K
|
535K
$77.4M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-481- 0.09% |
$49.6K - $55.5K
|
535K
$77.4M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-521- 1.74% |
$53.7K - $60.1K
|
29.4K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-533- 5.74% |
$55K - $61.5K
|
8.75K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-536- 1.11% |
$55.3K - $61.8K
|
47.7K
$6.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-538- 8.63% |
$55.5K - $62K
|
5.69K
$823K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-546- 0.86% |
$56.3K - $63K
|
62.8K
$9.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-550- 7.13% |
$56.7K - $63.4K
|
7.16K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-561- 2.78% |
$57.9K - $64.7K
|
19.6K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-561- 1.0% |
$57.9K - $64.7K
|
55.7K
$8.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-571- 5.19% |
$58.9K - $65.8K
|
10.4K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-587- 1.99% |
$60.6K - $67.7K
|
29K
$4.19M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-590- 1.69% |
$60.9K - $68K
|
34.3K
$4.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-609- 2.26% |
$62.8K - $70.2K
|
26.3K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-617- 7.5% |
$63.6K - $71.1K
|
7.62K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-618- 0.42% |
$63.8K - $71.3K
|
148K
$21.4M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-625- 7.44% |
$64.5K - $72.1K
|
7.78K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-631- 10.13% |
$65.1K - $72.8K
|
5.6K
$809K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-633- 8.23% |
$65.3K - $73K
|
7.06K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-641- 21.33% |
$66.1K - $73.9K
|
2.36K
$342K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-644- 1.12% |
$66.4K - $74.3K
|
57K
$8.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-652- 0.12% |
$67.3K - $75.2K
|
555K
$80.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-657- 5.7% |
$67.8K - $75.8K
|
10.9K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-660- 12.32% |
$68.1K - $76.1K
|
4.7K
$679K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-670- 4.41% |
$69.1K - $77.3K
|
14.5K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-673- 13.14% |
$69.4K - $77.6K
|
4.45K
$643K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-679- 13.18% |
$70K - $78.3K
|
4.47K
$647K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-681- 21.23% |
$70.3K - $78.5K
|
2.53K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-692- 9.53% |
$71.4K - $79.8K
|
6.57K
$950K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-693- 26.21% |
$71.5K - $79.9K
|
1.95K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-697- 8.15% |
$71.9K - $80.4K
|
7.86K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-721- 0.64% |
$74.4K - $83.1K
|
111K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-730- 2.15% |
$75.3K - $84.2K
|
33.2K
$4.8M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-781- 4.77% |
$80.6K - $90K
|
15.6K
$2.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-800- 3.41% |
$82.5K - $92.2K
|
22.6K
$3.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-800- 23.95% |
$82.5K - $92.2K
|
2.54K
$367K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-812- 4.46% |
$83.8K - $93.6K
|
17.4K
$2.51M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-844- 4.77% |
$87.1K - $97.3K
|
16.9K
$2.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-878- 53.44% |
$90.6K - $101K
|
765
$111K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-905- 0.88% |
$93.4K - $104K
|
102K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-910- 3.87% |
$93.9K - $105K
|
22.6K
$3.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-918- 1.03% |
$94.7K - $106K
|
88K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-927- 19.57% |
$95.6K - $107K
|
3.81K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-928- 3.19% |
$95.7K - $107K
|
28.1K
$4.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-959- 4.83% |
$98.9K - $111K
|
18.9K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-961- 1.9% |
$99.1K - $111K
|
49.5K
$7.16M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-988- 1.18% |
$102K - $114K
|
82.7K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1K- 19.74% |
$103K - $116K
|
4.08K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.01K- 4.64% |
$104K - $117K
|
20.8K
$3M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.01K- 0.96% |
$105K - $117K
|
104K
$15M
|