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 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-285- 3.29% |
$31K - $34K
|
8.37K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-289- 0.17% |
$31.4K - $34.5K
|
168K
$24.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-291- 0.51% |
$31.7K - $34.7K
|
56.3K
$8.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-299- 0.26% |
$32.5K - $35.6K
|
117K
$16.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-303- 1.73% |
$33K - $36.1K
|
17.2K
$2.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-305- 0.44% |
$33.2K - $36.4K
|
69.1K
$9.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-309- 66.59% |
$33.6K - $36.8K
|
155
$22.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-324- 10.42% |
$35.2K - $38.6K
|
2.79K
$403K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-331- 5.55% |
$36K - $39.5K
|
5.63K
$814K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-332- 0.22% |
$36.1K - $39.6K
|
152K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-336- 4.06% |
$36.6K - $40.1K
|
7.94K
$1.15M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-361- 0.24% |
$39.3K - $43K
|
152K
$22M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-363- 7.31% |
$39.5K - $43.3K
|
4.6K
$665K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-363- 4.15% |
$39.5K - $43.3K
|
8.39K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-366- 4.56% |
$39.8K - $43.6K
|
7.66K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-368- 1.7% |
$40K - $43.9K
|
21.2K
$3.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-392- 1.85% |
$42.6K - $46.7K
|
20.8K
$3M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-395- 6.24% |
$43K - $47.1K
|
5.94K
$859K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-396- 3.48% |
$43.1K - $47.2K
|
11K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-397- 6.62% |
$43.2K - $47.3K
|
5.6K
$810K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-408- 0.59% |
$44.4K - $48.6K
|
69.1K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-418- 7.21% |
$45.5K - $49.8K
|
5.38K
$778K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-421- 5.78% |
$45.8K - $50.2K
|
6.87K
$993K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-424- 0.28% |
$46.1K - $50.6K
|
150K
$21.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-425- 20.12% |
$46.2K - $50.7K
|
1.69K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-425- 9.96% |
$46.2K - $50.7K
|
3.84K
$556K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-426- 5.39% |
$46.3K - $50.8K
|
7.48K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-429- 0.94% |
$46.7K - $51.1K
|
45.4K
$6.56M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-439- 9.5% |
$47.8K - $52.3K
|
4.18K
$604K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-444- 3.77% |
$48.3K - $52.9K
|
11.3K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-444- 12.07% |
$48.3K - $52.9K
|
3.24K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-446- 0.9% |
$48.5K - $53.2K
|
49K
$7.09M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-447- 1.88% |
$48.6K - $53.3K
|
23.3K
$3.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-449- 1.05% |
$48.8K - $53.5K
|
42.4K
$6.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-466- 3.8% |
$50.7K - $55.6K
|
11.8K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-467- 7.82% |
$50.8K - $55.7K
|
5.51K
$796K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-478- 14.47% |
$52K - $57K
|
2.83K
$409K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-495- 2.62% |
$53.8K - $59K
|
18.4K
$2.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-499- 0.42% |
$54.3K - $59.5K
|
118K
$17M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-506- 8.08% |
$55K - $60.3K
|
5.76K
$832K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-506- 16.69% |
$55K - $60.3K
|
2.53K
$365K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-506- 5.93% |
$55K - $60.3K
|
8.03K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-507- 5.02% |
$55.2K - $60.4K
|
9.6K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-520- 0.83% |
$56.6K - $62K
|
62.3K
$9.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-520- 20.8% |
$56.6K - $62K
|
1.98K
$286K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-523- 5.94% |
$56.9K - $62.4K
|
8.28K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-535- 15.69% |
$58.2K - $63.8K
|
2.87K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-558- 5.36% |
$60.7K - $66.5K
|
9.86K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-582- 68.71% |
$63.3K - $69.4K
|
265
$38.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-587- 38.19% |
$63.9K - $70K
|
950
$137K
|