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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12.1K- 20.95% |
$1.25M - $1.4M
|
45.8K
$6.62M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 6.89% |
$1.27M - $1.42M
|
167K
$24.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-12.6K- 6.92% |
$1.3M - $1.46M
|
170K
$24.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 83.65% |
$1.32M - $1.47M
|
2.5K
$361K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9K- 10.0% |
$1.33M - $1.48M
|
116K
$16.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-12.9K- 5.28% |
$1.33M - $1.49M
|
232K
$33.5M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.3K- 3.65% |
$1.37M - $1.54M
|
351K
$50.8M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.9K- 2.07% |
$1.43M - $1.6M
|
656K
$94.9M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-14.6K- 87.78% |
$1.51M - $1.69M
|
2.04K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-15K- 0.78% |
$1.54M - $1.72M
|
1.91M
$277M
|
|
|
Oct 06, 2025
Q1 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-15.5K- 14.13% |
$1.59M - $1.78M
|
94K
$13.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-15.5K- 10.59% |
$1.6M - $1.79M
|
131K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16K- 42.78% |
$1.65M - $1.84M
|
21.4K
$3.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-16.3K- 0.5% |
$1.69M - $1.88M
|
3.26M
$471M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-17.5K- 6.01% |
$1.8M - $2.02M
|
273K
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21K- 8.75% |
$2.16M - $2.42M
|
219K
$31.6M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-21.5K- 11.12% |
$2.22M - $2.48M
|
172K
$24.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-23K- 5.88% |
$2.37M - $2.65M
|
368K
$53.2M
|
|
|
May 03, 2024
Q1 2024
|
Opus Investment Management Inc
|
SELL
|
- |
-24.9K- 40.13% |
$2.57M - $2.87M
|
37.1K
$5.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-25.1K- 80.76% |
$2.59M - $2.9M
|
5.99K
$866K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.1K- 4.02% |
$2.69M - $3.01M
|
622K
$89.9M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.8K- 8.25% |
$2.76M - $3.09M
|
298K
$43.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-29.1K- 53.7% |
$3M - $3.35M
|
25.1K
$3.63M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-30K- 3.08% |
$3.09M - $3.45M
|
943K
$136M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.8K- 24.79% |
$3.18M - $3.55M
|
93.4K
$13.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31K- 59.45% |
$3.2M - $3.58M
|
21.2K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.5K- 5.57% |
$3.25M - $3.63M
|
533K
$77.1M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-31.8K- 89.97% |
$3.28M - $3.67M
|
3.55K
$513K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-33.8K- 15.51% |
$3.49M - $3.9M
|
184K
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34.6K- 89.63% |
$3.57M - $3.99M
|
4.01K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-34.6K- 12.82% |
$3.57M - $3.99M
|
236K
$34.1M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-34.7K- 38.85% |
$3.58M - $4.01M
|
54.7K
$7.91M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-34.7K- 38.85% |
$3.58M - $4.01M
|
54.7K
$7.91M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-34.8K- 83.5% |
$3.59M - $4.01M
|
6.88K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-35.3K- 49.56% |
$3.64M - $4.07M
|
35.9K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36.2K- 81.09% |
$3.74M - $4.18M
|
8.45K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-36.3K- 5.77% |
$3.74M - $4.18M
|
592K
$85.6M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-37.1K- 94.62% |
$3.83M - $4.28M
|
2.11K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37.8K- 37.14% |
$3.9M - $4.36M
|
64K
$9.26M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-39.2K- 23.83% |
$4.04M - $4.52M
|
125K
$18.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-39.6K- 95.18% |
$4.09M - $4.57M
|
2.01K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.9K- 25.24% |
$4.12M - $4.6M
|
118K
$17.1M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42.5K- 45.4% |
$4.38M - $4.9M
|
51.1K
$7.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.3K- 2.5% |
$4.47M - $4.99M
|
1.69M
$244M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-44K- 15.74% |
$4.54M - $5.07M
|
236K
$34.1M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-45K- 33.05% |
$4.64M - $5.19M
|
91.2K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-46K- 68.38% |
$4.75M - $5.31M
|
21.3K
$3.08M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-46.8K- 1.3% |
$4.83M - $5.4M
|
3.55M
$514M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-47.5K- 87.67% |
$4.9M - $5.48M
|
6.68K
$966K
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-48.8K- 8.34% |
$5.03M - $5.62M
|
536K
$77.5M
|