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 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.6K+ 4.05% |
$1.3M - $1.45M
|
323K
$42.5M
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.3K+ 1.79% |
$1.27M - $1.42M
|
700K
$92M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.3K+ 301.74% |
$1.27M - $1.42M
|
16.4K
$2.16M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
12K+ 16.66% |
$1.24M - $1.39M
|
84.3K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12KNew |
$1.24M - $1.38M
|
12K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
11.8KNew |
$1.21M - $1.36M
|
11.8K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11.7K+ 388.52% |
$1.2M - $1.35M
|
14.7K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 15.87% |
$1.2M - $1.34M
|
84.6K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 4.18% |
$1.16M - $1.29M
|
280K
$36.8M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 2.37% |
$1.15M - $1.29M
|
482K
$63.4M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
10.6K+ 134.76% |
$1.09M - $1.22M
|
18.5K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.3K+ 2.56% |
$1.06M - $1.19M
|
412K
$54.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1K+ 6.4% |
$1.04M - $1.16M
|
167K
$22M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10KNew |
$1.03M - $1.16M
|
10K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.92K+ 1.18% |
$1.02M - $1.14M
|
851K
$112M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
9.83KNew |
$1.01M - $1.13M
|
9.83K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.81K+ 15.33% |
$1.01M - $1.13M
|
73.8K
$9.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.74K+ 3.07% |
$1M - $1.12M
|
327K
$43M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.71K+ 2.49% |
$1M - $1.12M
|
400K
$52.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9.71K+ 6.14% |
$1M - $1.12M
|
168K
$22.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.61KNew |
$992K - $1.11M
|
9.61K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
9.42KNew |
$972K - $1.09M
|
9.42K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
9.38KNew |
$967K - $1.08M
|
9.38K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.33K+ 174.14% |
$962K - $1.08M
|
14.7K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.19K+ 6.0% |
$948K - $1.06M
|
162K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.15K+ 7.02% |
$944K - $1.05M
|
139K
$18.3M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.05K+ 14.96% |
$933K - $1.04M
|
69.6K
$9.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
8.93K+ 16.55% |
$921K - $1.03M
|
62.8K
$8.26M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.61KNew |
$888K - $993K
|
8.61K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.61KNew |
$888K - $992K
|
8.61K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8.58K+ 14.11% |
$885K - $989K
|
69.4K
$9.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8.55K+ 27.81% |
$882K - $985K
|
39.3K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.44K+ 3.59% |
$871K - $973K
|
243K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.28K+ 5.13% |
$855K - $955K
|
170K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8.22K+ 46.19% |
$848K - $947K
|
26K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.08KNew |
$834K - $932K
|
8.08K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
7.99KNew |
$824K - $921K
|
7.99K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.55K+ 3.07% |
$779K - $871K
|
253K
$33.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
7.41KNew |
$765K - $855K
|
7.41K
$975K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.05K+ 10.67% |
$727K - $813K
|
73.1K
$9.61M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.94K+ 5.42% |
$715K - $800K
|
135K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.92K+ 245.91% |
$713K - $797K
|
9.73K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.77K+ 151.34% |
$699K - $781K
|
11.3K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.76K+ 1.92% |
$698K - $780K
|
359K
$47.2M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
6.72KNew |
$693K - $774K
|
6.72K
$883K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
6.69K+ 14.1% |
$690K - $772K
|
54.2K
$7.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.64K+ 0.82% |
$685K - $766K
|
818K
$108M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.52K+ 9.38% |
$673K - $752K
|
76K
$10M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
6.52KNew |
$672K - $751K
|
6.52K
$857K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
6.41K+ 6.3% |
$661K - $739K
|
108K
$14.2M
|