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 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.25KNew |
$129K - $144K
|
1.25K
$166K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.24K+ 21.94% |
$128K - $143K
|
6.89K
$912K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.23K+ 1.17% |
$127K - $142K
|
106K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.21K+ 114.42% |
$125K - $140K
|
2.28K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.18K+ 14.71% |
$122K - $136K
|
9.18K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.16K+ 1.64% |
$120K - $134K
|
72K
$9.53M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.13KNew |
$116K - $130K
|
1.13K
$150K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.13K+ 0.48% |
$116K - $130K
|
236K
$31.3M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 0.71% |
$112K - $125K
|
155K
$20.5M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 392.75% |
$106K - $119K
|
1.29K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
978+ 4.21% |
$101K - $113K
|
24.2K
$3.21M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
976+ 7.29% |
$101K - $113K
|
14.4K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
968+ 14.43% |
$99.9K - $112K
|
7.68K
$1.02M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
955+ 24.45% |
$98.5K - $110K
|
4.86K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
954+ 13.56% |
$98.4K - $110K
|
7.99K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
953+ 0.69% |
$98.3K - $110K
|
138K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
926+ 7.57% |
$95.5K - $107K
|
13.2K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
864+ 30.53% |
$89.1K - $99.6K
|
3.69K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
841+ 6.01% |
$86.8K - $97K
|
14.8K
$1.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
833+ 2.9% |
$85.9K - $96K
|
29.6K
$3.92M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
828+ 15.13% |
$85.4K - $95.5K
|
6.3K
$834K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
812+ 11.44% |
$83.8K - $93.6K
|
7.91K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
803+ 1.27% |
$82.8K - $92.6K
|
64K
$8.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
769+ 14.73% |
$79.3K - $88.7K
|
5.99K
$793K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
767+ 256.52% |
$79.1K - $88.4K
|
1.07K
$141K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
756+ 243.87% |
$78K - $87.2K
|
1.07K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
740+ 32.64% |
$76.3K - $85.3K
|
3.01K
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
699+ 30.48% |
$72.1K - $80.6K
|
2.99K
$396K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
685+ 9.26% |
$70.7K - $79K
|
8.08K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
675+ 9.36% |
$69.6K - $77.8K
|
7.88K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
675New |
$69.6K - $77.8K
|
675
$89.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
662+ 11.13% |
$68.3K - $76.3K
|
6.61K
$875K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
662+ 4.65% |
$68.3K - $76.3K
|
14.9K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
659+ 3.52% |
$68K - $76K
|
19.4K
$2.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
652+ 2.04% |
$67.3K - $75.2K
|
32.5K
$4.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
636+ 1.12% |
$65.6K - $73.3K
|
57.3K
$7.59M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
630+ 42.51% |
$65K - $72.6K
|
2.11K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
622+ 14.3% |
$64.2K - $71.7K
|
4.97K
$658K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
600+ 0.71% |
$61.9K - $69.2K
|
84.7K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
595+ 3.38% |
$61.4K - $68.6K
|
18.2K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
588+ 0.61% |
$60.7K - $67.8K
|
96.3K
$12.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
587+ 61.79% |
$60.6K - $67.7K
|
1.54K
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
586+ 2.93% |
$60.5K - $67.6K
|
20.6K
$2.73M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
576+ 5.34% |
$59.4K - $66.4K
|
11.4K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
565+ 3.63% |
$58.3K - $65.1K
|
16.1K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
522+ 0.96% |
$53.8K - $60.2K
|
55.1K
$7.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
521+ 8.95% |
$53.7K - $60.1K
|
6.34K
$840K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
506+ 17.69% |
$52.2K - $58.3K
|
3.37K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$51.6K - $57.7K
|
500
$66.2K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
499New |
$51.5K - $57.5K
|
499
$66.1K
|