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 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.84KNew |
$189K - $212K
|
1.84K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.84KNew |
$189K - $212K
|
1.84K
$241K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.83KNew |
$189K - $211K
|
1.83K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.82KNew |
$188K - $210K
|
1.82K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$187K - $210K
|
1.82K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.81KNew |
$186K - $208K
|
1.81K
$237K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.81KNew |
$186K - $208K
|
1.81K
$237K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.81KNew |
$186K - $208K
|
1.81K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.8KNew |
$186K - $208K
|
1.8K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.79KNew |
$184K - $206K
|
1.79K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.78KNew |
$184K - $206K
|
1.78K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
1.78K+ 26.4% |
$184K - $205K
|
8.53K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.78KNew |
$184K - $205K
|
1.78K
$234K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.78KNew |
$183K - $205K
|
1.78K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.78KNew |
$183K - $205K
|
1.78K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.77KNew |
$182K - $204K
|
1.77K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.76KNew |
$182K - $203K
|
1.76K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
1.76KNew |
$182K - $203K
|
1.76K
$232K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$182K - $203K
|
1.76K
$232K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.75KNew |
$181K - $202K
|
1.75K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.74KNew |
$179K - $200K
|
1.74K
$228K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.7K+ 41.02% |
$175K - $196K
|
5.83K
$767K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 13.3% |
$174K - $195K
|
14.4K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 3.4% |
$174K - $194K
|
51.2K
$6.74M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.66K+ 4.26% |
$171K - $192K
|
40.6K
$5.34M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 27.35% |
$169K - $189K
|
7.64K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.62K+ 6.72% |
$167K - $187K
|
25.7K
$3.38M
|
|
|
May 08, 2024
Q1 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.57K+ 31.11% |
$162K - $181K
|
6.6K
$868K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 11.39% |
$158K - $176K
|
14.9K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.53K+ 38.95% |
$158K - $176K
|
5.45K
$716K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.51K+ 8.12% |
$155K - $174K
|
20.1K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.5K+ 38.1% |
$155K - $173K
|
5.44K
$715K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.49K+ 15.29% |
$154K - $172K
|
11.2K
$1.48M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.48K+ 10.61% |
$153K - $171K
|
15.4K
$2.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.48K+ 3.68% |
$152K - $170K
|
41.7K
$5.48M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.45K+ 4.92% |
$149K - $167K
|
30.8K
$4.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 33.71% |
$149K - $166K
|
5.73K
$753K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.41K+ 1.12% |
$145K - $162K
|
128K
$16.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 0.71% |
$145K - $162K
|
198K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 45.13% |
$144K - $161K
|
4.5K
$592K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.4K+ 3.95% |
$144K - $161K
|
36.8K
$4.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.38K+ 16.59% |
$143K - $159K
|
9.72K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.35K+ 13.1% |
$139K - $156K
|
11.6K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.34K+ 9.35% |
$138K - $154K
|
15.7K
$2.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.3K+ 1300.0% |
$134K - $150K
|
1.4K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.3K+ 9.0% |
$134K - $150K
|
15.7K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
1.3KNew |
$134K - $150K
|
1.3K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$133K - $149K
|
1.29K
$170K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.29K+ 9.69% |
$133K - $148K
|
14.6K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 6.14% |
$131K - $147K
|
22K
$2.89M
|