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 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-137- 0.23% |
$14.9K - $16.3K
|
59K
$8.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-137- 1.69% |
$14.9K - $16.3K
|
7.98K
$1.15M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-138- 0.52% |
$15K - $16.5K
|
26.2K
$3.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-138- 0.87% |
$15K - $16.5K
|
15.8K
$2.28M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 1.1% |
$15K - $16.5K
|
12.4K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-139- 0.8% |
$15.1K - $16.6K
|
17.2K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-143- 0.94% |
$15.6K - $17K
|
15K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-143- 6.88% |
$15.6K - $17K
|
1.94K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-144- 0.46% |
$15.7K - $17.2K
|
31K
$4.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-146- 2.43% |
$15.9K - $17.4K
|
5.87K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-149- 2.97% |
$16.2K - $17.8K
|
4.87K
$704K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-150- 6.38% |
$16.3K - $17.9K
|
2.2K
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-157- 15.44% |
$17.1K - $18.7K
|
860
$124K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-158- 3.03% |
$17.2K - $18.8K
|
5.06K
$731K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-160- 20.78% |
$17.4K - $19.1K
|
610
$88.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-161- 7.66% |
$17.5K - $19.2K
|
1.94K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-166- 1.33% |
$18.1K - $19.8K
|
12.3K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-167- 0.46% |
$18.2K - $19.9K
|
35.8K
$5.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-169- 2.82% |
$18.4K - $20.1K
|
5.82K
$841K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-169- 4.41% |
$18.4K - $20.1K
|
3.66K
$529K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-172- 2.25% |
$18.7K - $20.5K
|
7.47K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-185- 2.24% |
$20.1K - $22.1K
|
8.06K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-188- 1.01% |
$20.5K - $22.4K
|
18.4K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-189- 1.94% |
$20.6K - $22.5K
|
9.53K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-189- 0.4% |
$20.6K - $22.5K
|
47.5K
$6.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-201- 7.76% |
$21.9K - $24K
|
2.39K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-204- 4.31% |
$22.2K - $24.3K
|
4.53K
$655K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-209- 10.34% |
$22.7K - $24.9K
|
1.81K
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-213- 2.04% |
$23.2K - $25.4K
|
10.2K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-213- 5.61% |
$23.2K - $25.4K
|
3.58K
$518K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 0.58% |
$23.9K - $26.2K
|
37.6K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-220- 10.24% |
$23.9K - $26.2K
|
1.93K
$279K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 0.64% |
$23.9K - $26.2K
|
33.9K
$4.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 32.19% |
$24.5K - $26.8K
|
474
$68.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-227- 4.67% |
$24.7K - $27.1K
|
4.63K
$670K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-228- 0.37% |
$24.8K - $27.2K
|
61.2K
$8.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-229- 0.77% |
$24.9K - $27.3K
|
29.4K
$4.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-230- 0.18% |
$25K - $27.4K
|
128K
$18.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-230- 1.02% |
$25K - $27.4K
|
22.4K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-231- 2.86% |
$25.1K - $27.5K
|
7.85K
$1.14M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-231- 2.86% |
$25.1K - $27.5K
|
7.85K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-240- 8.91% |
$26.1K - $28.6K
|
2.45K
$355K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-245- 0.38% |
$26.7K - $29.2K
|
63.8K
$9.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-250- 9.56% |
$27.2K - $29.8K
|
2.37K
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-259- 12.83% |
$28.2K - $30.9K
|
1.76K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-266- 0.08% |
$28.9K - $31.7K
|
347K
$50.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-268- 12.21% |
$29.2K - $32K
|
1.93K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-268- 1.17% |
$29.2K - $32K
|
22.7K
$3.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-273- 2.27% |
$29.7K - $32.5K
|
11.7K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-279- 0.1% |
$30.3K - $33.3K
|
284K
$41.1M
|