Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.3M+ 12.18% |
$576M - $631M
|
48.8M
$6.34B
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.81M+ 35.29% |
$197M - $215M
|
6.93M
$900M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
988KNew |
$107M - $118M
|
988K
$128M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
914KNew |
$99.4M - $109M
|
914K
$119M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
837KNew |
$91.1M - $99.9M
|
837K
$109M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
628K+ 21.8% |
$68.4M - $74.9M
|
3.51M
$457M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
496K+ 146.18% |
$54M - $59.1M
|
835K
$109M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
476K+ 20.51% |
$51.8M - $56.7M
|
2.8M
$364M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
377K+ 11.82% |
$41M - $45M
|
3.57M
$464M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 6.01% |
$29.3M - $32.1M
|
4.75M
$617M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
227K+ 23.72% |
$24.7M - $27.1M
|
1.19M
$154M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
219K+ 73.34% |
$23.8M - $26.1M
|
516K
$67.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
216KNew |
$23.5M - $25.7M
|
216K
$28.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
195K+ 327.07% |
$21.2M - $23.2M
|
254K
$33.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
168K+ 7.55% |
$18.2M - $20M
|
2.39M
$310M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161K+ 13.91% |
$17.5M - $19.2M
|
1.32M
$172M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
154K+ 18.7% |
$16.7M - $18.3M
|
977K
$127M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
143K+ 7.74% |
$15.6M - $17.1M
|
1.99M
$259M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
138K+ 581.05% |
$15M - $16.4M
|
162K
$21M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
134K+ 43.01% |
$14.6M - $16M
|
446K
$58M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
115K+ 8.75% |
$12.5M - $13.7M
|
1.43M
$186M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
114K+ 24.58% |
$12.4M - $13.6M
|
578K
$75.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108K+ 8.75% |
$11.8M - $12.9M
|
1.35M
$175M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85.2K+ 88.2% |
$9.27M - $10.2M
|
182K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
82K+ 9.21% |
$8.92M - $9.78M
|
973K
$126M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
78.9K+ 13.32% |
$8.58M - $9.4M
|
671K
$87.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
78.2K+ 103.64% |
$8.51M - $9.33M
|
154K
$20M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
76.8K+ 1801.31% |
$8.35M - $9.15M
|
81K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
74.4KNew |
$8.09M - $8.87M
|
74.4K
$9.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
70.6K+ 543.92% |
$7.68M - $8.42M
|
83.6K
$10.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
69.1KNew |
$7.51M - $8.23M
|
69.1K
$8.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
68.7K+ 49.34% |
$7.48M - $8.2M
|
208K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67KNew |
$7.29M - $7.99M
|
67K
$8.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
66.6K+ 55.0% |
$7.24M - $7.94M
|
188K
$24.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
66.4K+ 129.98% |
$7.23M - $7.92M
|
118K
$15.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
63K+ 333.27% |
$6.86M - $7.51M
|
81.9K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
63K+ 220.58% |
$6.85M - $7.51M
|
91.6K
$11.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
59.6K+ 4.96% |
$6.48M - $7.11M
|
1.26M
$164M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
58.5KNew |
$6.36M - $6.97M
|
58.5K
$7.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
56.4K+ 7.5% |
$6.14M - $6.72M
|
809K
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.9K+ 3.64% |
$5.54M - $6.07M
|
1.45M
$188M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
49.7K+ 5.88% |
$5.41M - $5.93M
|
895K
$116M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49.3K+ 582.79% |
$5.36M - $5.87M
|
57.7K
$7.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
48K+ 29.58% |
$5.22M - $5.72M
|
210K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.6K+ 52.75% |
$4.86M - $5.32M
|
129K
$16.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
44KNew |
$4.79M - $5.25M
|
44K
$5.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
43.7K+ 6.11% |
$4.76M - $5.21M
|
759K
$98.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
41.5K+ 30.38% |
$4.51M - $4.95M
|
178K
$23.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
40.8K+ 20.6% |
$4.44M - $4.86M
|
239K
$31.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39.6K+ 1974.2% |
$4.31M - $4.73M
|
41.7K
$5.41M
|