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 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
35.9K+ 7.24% |
$3.7M - $4.14M
|
531K
$70.4M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
35K+ 11.22% |
$3.61M - $4.04M
|
347K
$46M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
35K+ 120.64% |
$3.61M - $4.03M
|
63.9K
$8.47M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 9.0% |
$3.6M - $4.02M
|
422K
$55.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
34.4K+ 5.05% |
$3.55M - $3.97M
|
716K
$94.8M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
34.2K+ 43.84% |
$3.53M - $3.95M
|
112K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.7K+ 56155.0% |
$3.48M - $3.88M
|
33.8K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
31.7KNew |
$3.27M - $3.65M
|
31.7K
$4.19M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30.8KNew |
$3.17M - $3.55M
|
30.8K
$4.07M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
30.7K+ 6.08% |
$3.16M - $3.53M
|
535K
$70.8M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.7K+ 577.7% |
$3.07M - $3.43M
|
34.9K
$4.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
29.6K+ 29.63% |
$3.05M - $3.41M
|
129K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.8K+ 5.2% |
$2.98M - $3.33M
|
583K
$77.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
28.1KNew |
$2.9M - $3.24M
|
28.1K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
27.9K+ 8.74% |
$2.88M - $3.22M
|
347K
$46M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
25.2KNew |
$2.6M - $2.91M
|
25.2K
$3.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
25K+ 49.47% |
$2.58M - $2.88M
|
75.5K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.8K+ 52.87% |
$2.56M - $2.86M
|
71.8K
$9.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1K+ 4.11% |
$2.48M - $2.77M
|
610K
$80.8M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24K+ 34.93% |
$2.47M - $2.77M
|
92.7K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
23.5K+ 133.05% |
$2.43M - $2.71M
|
41.2K
$5.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.2KNew |
$2.39M - $2.68M
|
23.2K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.9KNew |
$2.36M - $2.64M
|
22.9K
$3.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
22.1KNew |
$2.28M - $2.55M
|
22.1K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21K+ 2.6% |
$2.17M - $2.42M
|
830K
$110M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
20.9K+ 39.43% |
$2.15M - $2.41M
|
73.8K
$9.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.7K+ 317.05% |
$2.13M - $2.38M
|
27.2K
$3.6M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
20.2K+ 4.8% |
$2.09M - $2.33M
|
442K
$58.5M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.8K+ 494.93% |
$2.04M - $2.28M
|
23.8K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19.8K+ 22.39% |
$2.04M - $2.28M
|
108K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
19.7K+ 16.81% |
$2.03M - $2.27M
|
137K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19.4KNew |
$2M - $2.24M
|
19.4K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
19.1KNew |
$1.97M - $2.21M
|
19.1K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.9K+ 4.24% |
$1.95M - $2.18M
|
466K
$61.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.9KNew |
$1.95M - $2.18M
|
18.9K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 3.73% |
$1.88M - $2.1M
|
508K
$67.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
17.3K+ 75.91% |
$1.78M - $1.99M
|
40.1K
$5.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
17.2K+ 16.51% |
$1.77M - $1.98M
|
121K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
16.6K+ 2.0% |
$1.71M - $1.91M
|
846K
$112M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.2K+ 49.85% |
$1.67M - $1.87M
|
48.8K
$6.46M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
15.6K+ 18.32% |
$1.61M - $1.8M
|
101K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 31.17% |
$1.58M - $1.77M
|
64.6K
$8.56M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15.1K+ 16.21% |
$1.56M - $1.74M
|
108K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
13.9K+ 24.99% |
$1.43M - $1.6M
|
69.5K
$9.21M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
13.9K+ 7.71% |
$1.43M - $1.6M
|
194K
$25.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4K+ 133.2% |
$1.38M - $1.54M
|
23.4K
$3.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
13.2K+ 6.24% |
$1.36M - $1.52M
|
224K
$29.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13KNew |
$1.34M - $1.5M
|
13K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13K+ 140.81% |
$1.34M - $1.5M
|
22.2K
$2.94M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$1.3M - $1.45M
|
12.6K
$1.67M
|