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 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.95K+ 13.47% |
$304K - $340K
|
24.8K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.9K+ 1.76% |
$299K - $334K
|
168K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.84K+ 9.89% |
$293K - $328K
|
31.6K
$4.19M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.82K+ 30.78% |
$291K - $325K
|
12K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.72K+ 7.53% |
$280K - $313K
|
38.8K
$5.13M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
2.68KNew |
$276K - $309K
|
2.68K
$355K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.68KNew |
$276K - $309K
|
2.68K
$355K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
2.61K+ 6.14% |
$270K - $301K
|
45.1K
$5.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.59K+ 16.36% |
$267K - $299K
|
18.4K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.59KNew |
$267K - $299K
|
2.59K
$343K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.55K+ 3.04% |
$263K - $294K
|
86.3K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.54K+ 2.99% |
$262K - $293K
|
87.5K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.54K+ 4.09% |
$262K - $293K
|
64.7K
$8.56M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.54K+ 9.89% |
$262K - $293K
|
28.2K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.51K+ 1.09% |
$259K - $289K
|
234K
$30.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.34KNew |
$241K - $269K
|
2.34K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2.3K+ 1.65% |
$237K - $265K
|
142K
$18.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.3KNew |
$237K - $265K
|
2.3K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.22K+ 15.4% |
$229K - $256K
|
16.6K
$2.2M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.22K+ 8.18% |
$228K - $255K
|
29.3K
$3.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.19K+ 71.67% |
$226K - $252K
|
5.24K
$693K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.16K+ 3.32% |
$223K - $250K
|
67.3K
$8.92M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.14K+ 1.19% |
$221K - $247K
|
182K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.1KNew |
$217K - $242K
|
2.1K
$279K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.1KNew |
$217K - $242K
|
2.1K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.07KNew |
$214K - $239K
|
2.07K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 4.61% |
$212K - $236K
|
46.5K
$6.16M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.04K+ 1.38% |
$211K - $236K
|
150K
$19.9M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.04KNew |
$211K - $236K
|
2.04K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.04K+ 63.23% |
$210K - $235K
|
5.26K
$697K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
2.03KNew |
$210K - $235K
|
2.03K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$210K - $234K
|
2.03K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.98KNew |
$204K - $229K
|
1.98K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.97K+ 0.43% |
$203K - $227K
|
464K
$61.5M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.96K+ 9.57% |
$202K - $226K
|
22.4K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.95KNew |
$201K - $225K
|
1.95K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.94K+ 18.08% |
$200K - $224K
|
12.7K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.92KNew |
$198K - $222K
|
1.92K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.9KNew |
$196K - $219K
|
1.9K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.9KNew |
$196K - $219K
|
1.9K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.9KNew |
$196K - $219K
|
1.9K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.89KNew |
$195K - $217K
|
1.89K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.88KNew |
$194K - $216K
|
1.88K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.88KNew |
$193K - $216K
|
1.88K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$193K - $216K
|
1.87K
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.87KNew |
$193K - $215K
|
1.87K
$247K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.85KNew |
$191K - $214K
|
1.85K
$245K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.85KNew |
$191K - $213K
|
1.85K
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.84KNew |
$190K - $213K
|
1.84K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.84KNew |
$190K - $212K
|
1.84K
$244K
|