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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.9K- 3.51% |
$5.25M - $5.87M
|
1.4M
$202M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51K- 3.15% |
$5.27M - $5.89M
|
1.57M
$227M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-51.5K- 29.86% |
$5.32M - $5.94M
|
121K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-52.9K- 2.34% |
$5.46M - $6.1M
|
2.2M
$319M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56.7K- 19.76% |
$5.85M - $6.54M
|
230K
$33.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-69.7K- 2.36% |
$7.19M - $8.04M
|
2.88M
$417M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-74.4K- 6.51% |
$7.67M - $8.57M
|
1.07M
$154M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-76.9K- 72.9% |
$7.93M - $8.86M
|
28.6K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-77.7K- 3.45% |
$8.01M - $8.95M
|
2.17M
$314M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-84.9K- 35.73% |
$8.76M - $9.79M
|
153K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-90.6K- 5.42% |
$9.34M - $10.4M
|
1.58M
$228M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-106K- 5.83% |
$11M - $12.3M
|
1.72M
$248M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-125K- 44.52% |
$12.9M - $14.5M
|
156K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-127K- 86.9% |
$13.1M - $14.6M
|
19.1K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 1.25% |
$13.9M - $15.5M
|
10.6M
$1.54B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 1.25% |
$13.9M - $15.5M
|
10.6M
$1.54B
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-144K- 11.02% |
$14.8M - $16.6M
|
1.16M
$168M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-146K- 30.11% |
$15.1M - $16.9M
|
339K
$49.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-169K- 28.99% |
$17.4M - $19.5M
|
413K
$59.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-207K- 15.12% |
$21.3M - $23.8M
|
1.16M
$168M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-241K- 4.07% |
$24.9M - $27.8M
|
5.69M
$823M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-390K- 64.08% |
$40.3M - $45M
|
219K
$31.6M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-397K- 11.57% |
$41M - $45.8M
|
3.04M
$439M
|
|
|
Apr 05, 2024
Q1 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-415K- 11.76% |
$42.8M - $47.8M
|
3.11M
$450M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-452K- 99.05% |
$46.6M - $52.1M
|
4.34K
$628K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-476K- 3.61% |
$49.1M - $54.9M
|
12.7M
$1.84B
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-484K- 0.99% |
$50M - $55.8M
|
48.6M
$7.02B
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-718K- 8.41% |
$74M - $82.7M
|
7.82M
$1.13B
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97M- 90.6% |
$203M - $227M
|
204K
$29.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2M- 46.48% |
$207M - $231M
|
2.31M
$333M
|