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 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.51K- 2.04% |
$817K - $895K
|
360K
$47.4M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.86K- 3.59% |
$855K - $937K
|
211K
$27.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.94K- 8.5% |
$864K - $947K
|
85.5K
$11.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.98K- 1.79% |
$868K - $952K
|
438K
$57.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.27K- 3.56% |
$899K - $986K
|
224K
$29.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.08K- 4.58% |
$987K - $1.08M
|
189K
$24.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.08K- 2.39% |
$988K - $1.08M
|
371K
$48.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-9.84K- 2.75% |
$1.07M - $1.17M
|
348K
$45.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-10.1K- 15.42% |
$1.09M - $1.2M
|
55.2K
$7.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.7K- 17.0% |
$1.16M - $1.27M
|
52.2K
$6.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-10.8K- 8.72% |
$1.18M - $1.29M
|
114K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.9K- 83.64% |
$1.18M - $1.3M
|
2.13K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11K- 16.96% |
$1.19M - $1.31M
|
53.7K
$7.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.6K- 16.15% |
$1.27M - $1.39M
|
60.4K
$7.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.8K- 6.48% |
$1.28M - $1.4M
|
170K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.9K- 5.1% |
$1.3M - $1.42M
|
222K
$29.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.9K- 50.17% |
$1.3M - $1.42M
|
11.9K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-12.4K- 34.41% |
$1.34M - $1.47M
|
23.6K
$3.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-12.5K- 7.26% |
$1.36M - $1.49M
|
159K
$21M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.7K- 0.35% |
$1.38M - $1.51M
|
3.61M
$475M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.9K- 0.39% |
$1.51M - $1.65M
|
3.54M
$465M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.9K- 12.85% |
$1.51M - $1.66M
|
94.2K
$12.4M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.9K- 12.85% |
$1.51M - $1.66M
|
94.2K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-14.4KClosed |
$1.56M - $1.71M
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15K- 9.93% |
$1.63M - $1.79M
|
136K
$17.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-15.6K- 0.99% |
$1.7M - $1.87M
|
1.56M
$206M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-15.7K- 7.68% |
$1.7M - $1.87M
|
188K
$24.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-15.8K- 13.04% |
$1.72M - $1.88M
|
105K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-16.3K- 3.49% |
$1.77M - $1.94M
|
451K
$59.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 1.06% |
$1.81M - $1.99M
|
1.55M
$204M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.4K- 1.03% |
$1.9M - $2.08M
|
1.67M
$219M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.7K- 3.99% |
$2.14M - $2.35M
|
474K
$62.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-19.8K- 21.67% |
$2.15M - $2.35M
|
71.4K
$9.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21.3K- 91.55% |
$2.31M - $2.53M
|
1.96K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-21.3K- 91.55% |
$2.31M - $2.53M
|
1.96K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-21.4K- 7.12% |
$2.33M - $2.55M
|
279K
$36.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-22.2K- 9.43% |
$2.42M - $2.65M
|
213K
$28.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-22.9K- 2.05% |
$2.49M - $2.73M
|
1.09M
$144M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-23.2K- 56.22% |
$2.52M - $2.76M
|
18K
$2.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-24.2K- 24.17% |
$2.63M - $2.88M
|
75.9K
$9.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-27.6K- 2.55% |
$3M - $3.29M
|
1.05M
$138M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.1K- 83.19% |
$3.05M - $3.35M
|
5.67K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.4K- 2.66% |
$3.09M - $3.39M
|
1.04M
$137M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.8K- 13.18% |
$3.14M - $3.44M
|
190K
$25M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-30.5K- 22.05% |
$3.32M - $3.63M
|
108K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.9K- 5.98% |
$3.47M - $3.8M
|
502K
$66M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-31.9K- 5.97% |
$3.47M - $3.81M
|
503K
$66.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-32.3K- 35.24% |
$3.52M - $3.85M
|
59.4K
$7.81M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.3K- 5.59% |
$3.84M - $4.21M
|
597K
$78.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.3K- 0.35% |
$4.06M - $4.45M
|
10.6M
$1.39B
|