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 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-368- 1.7% |
$40K - $43.9K
|
21.2K
$2.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-392- 1.85% |
$42.6K - $46.7K
|
20.8K
$2.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-395- 6.24% |
$43K - $47.1K
|
5.94K
$781K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-396- 3.48% |
$43.1K - $47.2K
|
11K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-397- 6.62% |
$43.2K - $47.3K
|
5.6K
$737K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-408- 0.59% |
$44.4K - $48.6K
|
69.1K
$9.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-418- 7.21% |
$45.5K - $49.8K
|
5.38K
$707K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-421- 5.78% |
$45.8K - $50.2K
|
6.87K
$903K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-424- 0.28% |
$46.1K - $50.6K
|
150K
$19.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-425- 20.12% |
$46.2K - $50.7K
|
1.69K
$222K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-425- 9.96% |
$46.2K - $50.7K
|
3.84K
$505K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-426- 5.39% |
$46.3K - $50.8K
|
7.48K
$984K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-429- 0.94% |
$46.7K - $51.1K
|
45.4K
$5.97M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-439- 9.5% |
$47.8K - $52.3K
|
4.18K
$550K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-444- 12.07% |
$48.3K - $52.9K
|
3.24K
$426K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-444- 3.77% |
$48.3K - $52.9K
|
11.3K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-446- 0.9% |
$48.5K - $53.2K
|
49K
$6.45M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-447- 1.88% |
$48.6K - $53.3K
|
23.3K
$3.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-449- 1.05% |
$48.8K - $53.5K
|
42.4K
$5.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-466- 3.8% |
$50.7K - $55.6K
|
11.8K
$1.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-467- 7.82% |
$50.8K - $55.7K
|
5.51K
$724K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-478- 14.47% |
$52K - $57K
|
2.83K
$372K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-495- 2.62% |
$53.8K - $59K
|
18.4K
$2.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-499- 0.42% |
$54.3K - $59.5K
|
118K
$15.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-506- 16.69% |
$55K - $60.3K
|
2.53K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-506- 8.08% |
$55K - $60.3K
|
5.76K
$757K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-506- 5.93% |
$55K - $60.3K
|
8.03K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-507- 5.02% |
$55.2K - $60.4K
|
9.6K
$1.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-520- 0.83% |
$56.6K - $62K
|
62.3K
$8.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-520- 20.8% |
$56.6K - $62K
|
1.98K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-523- 5.94% |
$56.9K - $62.4K
|
8.28K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-535- 15.69% |
$58.2K - $63.8K
|
2.87K
$378K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-558- 5.36% |
$60.7K - $66.5K
|
9.86K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-582- 68.71% |
$63.3K - $69.4K
|
265
$34.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-587- 38.19% |
$63.9K - $70K
|
950
$125K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-587- 12.99% |
$63.9K - $70K
|
3.93K
$517K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-591- 14.49% |
$64.3K - $70.5K
|
3.49K
$459K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-602- 17.93% |
$65.5K - $71.8K
|
2.76K
$362K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-605- 4.25% |
$65.8K - $72.1K
|
13.6K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-617- 4.19% |
$67.1K - $73.6K
|
14.1K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-618- 0.93% |
$67.2K - $73.7K
|
65.5K
$8.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-628- 56.88% |
$68.3K - $74.9K
|
476
$62.6K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-649- 0.32% |
$70.6K - $77.4K
|
201K
$26.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-661- 9.06% |
$71.9K - $78.8K
|
6.63K
$872K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-670- 2.02% |
$72.9K - $79.9K
|
32.6K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-670- 1.65% |
$72.9K - $79.9K
|
40K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-674- 0.23% |
$73.3K - $80.4K
|
289K
$38M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-678- 15.72% |
$73.8K - $80.8K
|
3.64K
$478K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-684- 18.33% |
$74.4K - $81.6K
|
3.05K
$401K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-692- 14.73% |
$75.3K - $82.5K
|
4.01K
$527K
|