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
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-708- 12.36% |
$77K - $84.4K
|
5.02K
$660K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-709- 2.08% |
$77.1K - $84.5K
|
33.3K
$4.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-715- 11.21% |
$77.8K - $85.2K
|
5.67K
$745K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-719- 2.88% |
$78.2K - $85.7K
|
24.3K
$3.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-720- 10.77% |
$78.3K - $85.8K
|
5.96K
$784K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-724- 0.68% |
$78.8K - $86.3K
|
106K
$13.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-750- 3.42% |
$81.6K - $89.4K
|
21.2K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-756- 70.92% |
$82.2K - $90.1K
|
310
$40.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-760- 3.95% |
$82.7K - $90.6K
|
18.5K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-772- 3.63% |
$84K - $92K
|
20.5K
$2.7M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-782- 3.49% |
$85.1K - $93.2K
|
21.6K
$2.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-797- 26.97% |
$86.7K - $95K
|
2.16K
$284K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-838- 22.0% |
$91.2K - $99.9K
|
2.97K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-840- 2.19% |
$91.4K - $100K
|
37.4K
$4.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-850- 1.53% |
$92.5K - $101K
|
54.8K
$7.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-853- 0.38% |
$92.8K - $102K
|
225K
$29.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-861- 5.56% |
$93.7K - $103K
|
14.6K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-876- 0.65% |
$95.3K - $104K
|
134K
$17.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-879- 2.71% |
$95.6K - $105K
|
31.6K
$4.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-883- 12.84% |
$96.1K - $105K
|
6K
$788K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-911- 16.27% |
$99.1K - $109K
|
4.69K
$616K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-929- 6.38% |
$101K - $111K
|
13.6K
$1.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-941- 10.94% |
$102K - $112K
|
7.66K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-957- 4.64% |
$104K - $114K
|
19.7K
$2.58M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-958- 1.82% |
$104K - $114K
|
51.6K
$6.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-965- 4.43% |
$105K - $115K
|
20.8K
$2.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-967- 0.73% |
$105K - $115K
|
132K
$17.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-969- 1.76% |
$105K - $116K
|
54.2K
$7.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-970- 2.89% |
$106K - $116K
|
32.6K
$4.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-974- 4.6% |
$106K - $116K
|
20.2K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-988- 39.57% |
$107K - $118K
|
1.51K
$198K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-1.01K- 1.34% |
$110K - $120K
|
74.3K
$9.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.03K- 13.06% |
$112K - $122K
|
6.83K
$898K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 11.87% |
$112K - $123K
|
7.66K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.04K- 3.05% |
$113K - $123K
|
33K
$4.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.04K- 0.69% |
$113K - $124K
|
150K
$19.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.07K- 8.17% |
$116K - $127K
|
12K
$1.58M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.15K- 10.53% |
$126K - $138K
|
9.81K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.18K- 16.68% |
$128K - $140K
|
5.88K
$773K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.25K- 4.53% |
$136K - $149K
|
26.4K
$3.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.28K- 7.93% |
$139K - $152K
|
14.8K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.28K- 6.36% |
$139K - $152K
|
18.8K
$2.48M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.3K- 11.62% |
$142K - $155K
|
9.92K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.34K- 30.2% |
$145K - $159K
|
3.09K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.34K- 14.13% |
$146K - $160K
|
8.15K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.35K- 9.7% |
$147K - $161K
|
12.6K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 2.01% |
$152K - $166K
|
68.1K
$8.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.43K- 0.73% |
$155K - $170K
|
193K
$25.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.45K- 3.33% |
$158K - $173K
|
42.2K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 6.83% |
$159K - $175K
|
20K
$2.63M
|