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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
56+ 17.5% |
$6.09K - $6.68K
|
376
$49.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
55+ 0.8% |
$5.98K - $6.56K
|
6.9K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
52+ 0.14% |
$5.66K - $6.2K
|
37.7K
$4.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
51+ 3.95% |
$5.55K - $6.08K
|
1.34K
$176K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
49+ 0.46% |
$5.33K - $5.84K
|
10.8K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
48+ 2.6% |
$5.22K - $5.72K
|
1.9K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
47New |
$5.11K - $5.6K
|
47
$6.18K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
44+ 0.26% |
$4.79K - $5.25K
|
17.1K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
43+ 0.21% |
$4.68K - $5.13K
|
20.8K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 0.93% |
$4.68K - $5.13K
|
4.65K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41+ 0.25% |
$4.46K - $4.89K
|
16.5K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
38+ 0.69% |
$4.13K - $4.53K
|
5.53K
$727K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
36+ 8.43% |
$3.92K - $4.29K
|
463
$60.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
34+ 0.04% |
$3.7K - $4.05K
|
81.4K
$10.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
33+ 25.98% |
$3.59K - $3.93K
|
160
$21K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
33+ 0.33% |
$3.59K - $3.93K
|
10.1K
$1.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 1.55% |
$3.15K - $3.46K
|
1.9K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.29% |
$3.05K - $3.34K
|
9.69K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
26+ 0.1% |
$2.83K - $3.1K
|
25.4K
$3.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
26+ 0.26% |
$2.83K - $3.1K
|
10K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
24+ 0.05% |
$2.61K - $2.86K
|
43.8K
$5.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23+ 2.04% |
$2.5K - $2.74K
|
1.15K
$151K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
23+ 0.29% |
$2.5K - $2.74K
|
7.93K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
23+ 0.7% |
$2.5K - $2.74K
|
3.31K
$435K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
22+ 0.01% |
$2.39K - $2.62K
|
219K
$28.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
19New |
$2.07K - $2.27K
|
19
$2.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
18+ 1.0% |
$1.96K - $2.15K
|
1.82K
$240K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.22% |
$1.96K - $2.15K
|
8.26K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14+ 0.06% |
$1.52K - $1.67K
|
25.4K
$3.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.58K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.58K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.3% |
$1.2K - $1.31K
|
3.69K
$485K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11+ 0.11% |
$1.2K - $1.31K
|
10.4K
$1.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10+ 0.31% |
$1.09K - $1.19K
|
3.22K
$423K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.4% |
$1.09K - $1.19K
|
2.51K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
10+ 0.27% |
$1.09K - $1.19K
|
3.77K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.26% |
$979 - $1.07K
|
3.54K
$465K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
9+ 0.26% |
$979 - $1.07K
|
3.49K
$459K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9+ 0.53% |
$979 - $1.07K
|
1.7K
$224K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
9+ 0.34% |
$979 - $1.07K
|
2.66K
$350K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$761 - $835
|
4.81K
$633K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7+ 0.19% |
$761 - $835
|
3.64K
$479K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 36.84% |
$761 - $835
|
26
$3.42K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.11% |
$761 - $835
|
6.36K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7+ 0.28% |
$761 - $835
|
2.49K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.25% |
$653 - $715
|
2.4K
$316K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 0.22% |
$653 - $715
|
2.69K
$354K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6+ 0.24% |
$653 - $715
|
2.55K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$544 - $596
|
2.05K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5+ 0.26% |
$544 - $596
|
1.96K
$257K
|