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 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-29.1K- 53.7% |
$3M - $3.35M
|
25.1K
$3.32M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-30K- 3.08% |
$3.09M - $3.45M
|
943K
$125M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.8K- 24.79% |
$3.18M - $3.55M
|
93.4K
$12.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31K- 59.45% |
$3.2M - $3.58M
|
21.2K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.5K- 5.57% |
$3.25M - $3.63M
|
533K
$70.7M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-31.8K- 89.97% |
$3.28M - $3.67M
|
3.55K
$469K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-33.8K- 15.51% |
$3.49M - $3.9M
|
184K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34.6K- 89.63% |
$3.57M - $3.99M
|
4.01K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-34.6K- 12.82% |
$3.57M - $3.99M
|
236K
$31.2M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-34.7K- 38.85% |
$3.58M - $4.01M
|
54.7K
$7.24M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-34.7K- 38.85% |
$3.58M - $4.01M
|
54.7K
$7.24M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-34.8K- 83.5% |
$3.59M - $4.01M
|
6.88K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-35.3K- 49.56% |
$3.64M - $4.07M
|
35.9K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36.2K- 81.09% |
$3.74M - $4.18M
|
8.45K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-36.3K- 5.77% |
$3.74M - $4.18M
|
592K
$78.4M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-37.1K- 94.62% |
$3.83M - $4.28M
|
2.11K
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37.8K- 37.14% |
$3.9M - $4.36M
|
64K
$8.48M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-39.2K- 23.83% |
$4.04M - $4.52M
|
125K
$16.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-39.6K- 95.18% |
$4.09M - $4.57M
|
2.01K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.9K- 25.24% |
$4.12M - $4.6M
|
118K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42.5K- 45.4% |
$4.38M - $4.9M
|
51.1K
$6.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.3K- 2.5% |
$4.47M - $4.99M
|
1.69M
$223M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-44K- 15.74% |
$4.54M - $5.07M
|
236K
$31.2M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-45K- 33.05% |
$4.64M - $5.19M
|
91.2K
$12.1M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-46K- 68.38% |
$4.75M - $5.31M
|
21.3K
$2.82M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-46.8K- 1.3% |
$4.83M - $5.4M
|
3.55M
$471M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-47.5K- 87.67% |
$4.9M - $5.48M
|
6.68K
$885K
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-48.8K- 8.34% |
$5.03M - $5.62M
|
536K
$70.9M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.9K- 3.51% |
$5.25M - $5.87M
|
1.4M
$185M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51K- 3.15% |
$5.27M - $5.89M
|
1.57M
$208M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-51.5K- 29.86% |
$5.32M - $5.94M
|
121K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-52.9K- 2.34% |
$5.46M - $6.1M
|
2.2M
$292M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56.7K- 19.76% |
$5.85M - $6.54M
|
230K
$30.5M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-69.7K- 2.36% |
$7.19M - $8.04M
|
2.88M
$382M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-74.4K- 6.51% |
$7.67M - $8.57M
|
1.07M
$141M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-76.9K- 72.9% |
$7.93M - $8.86M
|
28.6K
$3.78M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-77.7K- 3.45% |
$8.01M - $8.95M
|
2.17M
$288M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-84.9K- 35.73% |
$8.76M - $9.79M
|
153K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-90.6K- 5.42% |
$9.34M - $10.4M
|
1.58M
$209M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-106K- 5.83% |
$11M - $12.3M
|
1.72M
$227M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-125K- 44.52% |
$12.9M - $14.5M
|
156K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-127K- 86.9% |
$13.1M - $14.6M
|
19.1K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 1.25% |
$13.9M - $15.5M
|
10.6M
$1.41B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 1.25% |
$13.9M - $15.5M
|
10.6M
$1.41B
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-146K- 30.11% |
$15.1M - $16.9M
|
339K
$44.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-169K- 28.99% |
$17.4M - $19.5M
|
413K
$54.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-207K- 15.12% |
$21.3M - $23.8M
|
1.16M
$154M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-241K- 4.07% |
$24.9M - $27.8M
|
5.69M
$754M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-390K- 64.08% |
$40.3M - $45M
|
219K
$29M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-397K- 11.57% |
$41M - $45.8M
|
3.04M
$402M
|