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
|
Cypress Capital Group
|
SELL
|
- |
-625- 7.44% |
$64.5K - $72.1K
|
7.78K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-631- 10.13% |
$65.1K - $72.8K
|
5.6K
$736K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-633- 8.23% |
$65.3K - $73K
|
7.06K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-641- 21.33% |
$66.1K - $73.9K
|
2.36K
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-644- 1.12% |
$66.4K - $74.3K
|
57K
$7.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-652- 0.12% |
$67.3K - $75.2K
|
555K
$73M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-657- 5.7% |
$67.8K - $75.8K
|
10.9K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-660- 12.32% |
$68.1K - $76.1K
|
4.7K
$618K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-670- 4.41% |
$69.1K - $77.3K
|
14.5K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-673- 13.14% |
$69.4K - $77.6K
|
4.45K
$585K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-679- 13.18% |
$70K - $78.3K
|
4.47K
$588K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-681- 21.23% |
$70.3K - $78.5K
|
2.53K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-692- 9.53% |
$71.4K - $79.8K
|
6.57K
$864K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-693- 26.21% |
$71.5K - $79.9K
|
1.95K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-697- 8.15% |
$71.9K - $80.4K
|
7.86K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-721- 0.64% |
$74.4K - $83.1K
|
111K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-730- 2.15% |
$75.3K - $84.2K
|
33.2K
$4.36M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-781- 4.77% |
$80.6K - $90K
|
15.6K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-800- 3.41% |
$82.5K - $92.2K
|
22.6K
$2.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-800- 23.95% |
$82.5K - $92.2K
|
2.54K
$334K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-812- 4.46% |
$83.8K - $93.6K
|
17.4K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-844- 4.77% |
$87.1K - $97.3K
|
16.9K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-878- 53.44% |
$90.6K - $101K
|
765
$101K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-905- 0.88% |
$93.4K - $104K
|
102K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-910- 3.87% |
$93.9K - $105K
|
22.6K
$2.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-918- 1.03% |
$94.7K - $106K
|
88K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-927- 19.57% |
$95.6K - $107K
|
3.81K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-928- 3.19% |
$95.7K - $107K
|
28.1K
$3.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-959- 4.83% |
$98.9K - $111K
|
18.9K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-961- 1.9% |
$99.1K - $111K
|
49.5K
$6.51M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-988- 1.18% |
$102K - $114K
|
82.7K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1K- 19.74% |
$103K - $116K
|
4.08K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.01K- 4.64% |
$104K - $117K
|
20.8K
$2.73M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.01K- 0.96% |
$105K - $117K
|
104K
$13.7M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.03K- 16.5% |
$106K - $119K
|
5.2K
$684K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.05K- 18.52% |
$108K - $121K
|
4.6K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.09K- 12.9% |
$112K - $126K
|
7.35K
$967K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.09K- 6.51% |
$113K - $126K
|
15.7K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.11K- 34.68% |
$115K - $128K
|
2.09K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.14K- 6.01% |
$118K - $132K
|
17.9K
$2.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.15K- 1.71% |
$119K - $133K
|
66.1K
$8.69M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.17K- 32.45% |
$120K - $135K
|
2.43K
$320K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.18K- 1.9% |
$121K - $135K
|
60.6K
$7.97M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.18K- 0.7% |
$122K - $136K
|
168K
$22.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.18K- 20.78% |
$122K - $137K
|
4.51K
$593K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.2K- 0.44% |
$124K - $138K
|
273K
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.21K- 16.22% |
$125K - $140K
|
6.27K
$824K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.25K- 3.0% |
$129K - $144K
|
40.4K
$5.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.26K- 2.85% |
$130K - $145K
|
42.8K
$5.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.28K- 16.79% |
$132K - $147K
|
6.33K
$833K
|