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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10.4K+ 3.61% |
$1.13M - $1.24M
|
299K
$38.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10.3K+ 15.86% |
$1.12M - $1.22M
|
74.9K
$9.74M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
9.87KNew |
$1.07M - $1.18M
|
9.87K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
9.69KNew |
$1.05M - $1.15M
|
9.69K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
9.43KNew |
$1.03M - $1.12M
|
9.43K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.29K+ 144.49% |
$1.01M - $1.11M
|
15.7K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.29KNew |
$1.01M - $1.11M
|
9.29K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.27KNew |
$1.01M - $1.11M
|
9.27K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.19K+ 582.27% |
$1M - $1.1M
|
10.8K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.96K+ 8.62% |
$975K - $1.07M
|
113K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.73KNew |
$950K - $1.04M
|
8.73K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.21K+ 55.91% |
$893K - $979K
|
22.9K
$2.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.13K+ 1.31% |
$885K - $970K
|
630K
$81.9M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 0.95% |
$884K - $969K
|
859K
$112M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.84K+ 606.26% |
$853K - $935K
|
9.13K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
7.69KNew |
$837K - $917K
|
7.69K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.68K+ 229.64% |
$835K - $916K
|
11K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
7.56KNew |
$822K - $901K
|
7.56K
$983K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.51K+ 80.83% |
$817K - $895K
|
16.8K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.5K+ 87.13% |
$816K - $894K
|
16.1K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
7.31K+ 20.13% |
$795K - $872K
|
43.6K
$5.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.27K+ 13.08% |
$791K - $867K
|
62.9K
$8.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.13K+ 1.17% |
$776K - $850K
|
617K
$80.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.11K+ 9.35% |
$774K - $848K
|
83.2K
$10.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.11K+ 11.77% |
$773K - $847K
|
67.5K
$8.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
7.02K+ 75.57% |
$763K - $836K
|
16.3K
$2.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.85K+ 5.17% |
$745K - $817K
|
139K
$18.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
6.78K+ 4.04% |
$737K - $808K
|
175K
$22.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.72K+ 198.49% |
$731K - $801K
|
10.1K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.66K+ 6.61% |
$725K - $794K
|
107K
$14M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.65K+ 3.96% |
$724K - $793K
|
175K
$22.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.65K+ 7.88% |
$723K - $793K
|
91K
$11.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
6.56KNew |
$714K - $783K
|
6.56K
$853K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.33K+ 2.69% |
$689K - $755K
|
242K
$31.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.25K+ 4.83% |
$680K - $745K
|
136K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.17K+ 2.22% |
$671K - $736K
|
284K
$36.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.1K+ 48.69% |
$664K - $727K
|
18.6K
$2.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.89K+ 8.18% |
$641K - $703K
|
77.9K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
5.84K+ 6.77% |
$635K - $696K
|
92.1K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.83K+ 1.41% |
$634K - $695K
|
418K
$54.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.83K+ 0.27% |
$634K - $695K
|
2.18M
$283M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.71K+ 10.05% |
$622K - $681K
|
62.6K
$8.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.63KNew |
$613K - $671K
|
5.63K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.59K+ 20.58% |
$609K - $667K
|
32.8K
$4.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5.46K+ 1.6% |
$593K - $650K
|
347K
$45.2M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.39KNew |
$586K - $642K
|
5.39K
$700K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
5.36K+ 9.9% |
$583K - $639K
|
59.5K
$7.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.34KNew |
$580K - $636K
|
5.34K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.27K+ 7.42% |
$573K - $628K
|
76.3K
$9.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$573K - $628K
|
5.27K
$685K
|