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 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.18K- 0.7% |
$122K - $136K
|
168K
$20.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.18K- 20.78% |
$122K - $137K
|
4.51K
$548K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.2K- 0.44% |
$124K - $138K
|
273K
$33.1M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.21K- 16.22% |
$125K - $140K
|
6.27K
$761K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.25K- 3.0% |
$129K - $144K
|
40.4K
$4.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.26K- 2.85% |
$130K - $145K
|
42.8K
$5.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.28K- 16.79% |
$132K - $147K
|
6.33K
$769K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.32K- 1.32% |
$136K - $152K
|
98.7K
$12M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.38K- 2.27% |
$142K - $159K
|
59.6K
$7.23M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.4K- 4.01% |
$144K - $161K
|
33.5K
$4.07M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.41K- 13.15% |
$145K - $162K
|
9.29K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.47K- 9.44% |
$151K - $169K
|
14.1K
$1.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.52K- 12.72% |
$157K - $175K
|
10.4K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.55K- 5.1% |
$160K - $178K
|
28.8K
$3.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.6K- 1.76% |
$165K - $184K
|
89.3K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.61K- 10.12% |
$166K - $186K
|
14.3K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.64K- 5.51% |
$169K - $189K
|
28.2K
$3.42M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.65K- 44.59% |
$170K - $190K
|
2.05K
$249K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-1.67K- 0.36% |
$172K - $192K
|
456K
$55.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.67K- 22.97% |
$173K - $193K
|
5.61K
$681K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.76K- 2.37% |
$182K - $203K
|
72.7K
$8.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.77K- 10.11% |
$183K - $205K
|
15.8K
$1.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.77K- 25.73% |
$183K - $205K
|
5.12K
$622K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.78K- 11.13% |
$184K - $205K
|
14.2K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.8K- 3.07% |
$185K - $207K
|
56.9K
$6.9M
|
|
|
May 13, 2024
Q1 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-1.8K- 0.54% |
$186K - $208K
|
332K
$40.3M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 0.05% |
$190K - $213K
|
3.62M
$440M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.85K- 1.25% |
$191K - $213K
|
146K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.89K- 7.85% |
$195K - $218K
|
22.2K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 12.97% |
$200K - $223K
|
13K
$1.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.94K- 7.59% |
$200K - $224K
|
23.6K
$2.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.94K- 3.4% |
$201K - $224K
|
55.3K
$6.71M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.98K- 18.38% |
$204K - $229K
|
8.8K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.99K- 2.96% |
$205K - $230K
|
65.3K
$7.92M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2K- 50.33% |
$206K - $231K
|
1.97K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.03K- 55.69% |
$209K - $234K
|
1.61K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.04K- 62.38% |
$211K - $236K
|
1.23K
$150K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.18K- 45.68% |
$225K - $251K
|
2.59K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.18K- 8.62% |
$225K - $251K
|
23.1K
$2.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.19K- 6.54% |
$226K - $252K
|
31.3K
$3.8M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.19K- 4.0% |
$226K - $252K
|
52.5K
$6.38M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2.2K- 16.66% |
$227K - $253K
|
11K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.29K- 20.05% |
$236K - $264K
|
9.14K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.31K- 23.28% |
$238K - $266K
|
7.61K
$924K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.33K- 58.93% |
$240K - $269K
|
1.62K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.34K- 1.82% |
$242K - $270K
|
126K
$15.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.34K- 1.52% |
$242K - $270K
|
151K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 10.15% |
$250K - $280K
|
21.5K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.49K- 13.07% |
$257K - $287K
|
16.6K
$2.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.5K- 49.7% |
$258K - $288K
|
2.53K
$307K
|