Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-413- 0.68% |
$38.7K - $41.9K
|
60.7K
$8.78M
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-424- 6.98% |
$39.7K - $43K
|
5.65K
$818K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-425- 11.44% |
$39.8K - $43.1K
|
3.29K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-430- 3.93% |
$40.3K - $43.6K
|
10.5K
$1.52M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-436- 5.6% |
$40.9K - $44.2K
|
7.36K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-437- 4.21% |
$41K - $44.3K
|
9.94K
$1.44M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-440- 6.41% |
$41.2K - $44.6K
|
6.42K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-445- 1.94% |
$41.7K - $45.1K
|
22.4K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-459- 5.59% |
$43K - $46.5K
|
7.75K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-466- 1.72% |
$43.7K - $47.2K
|
26.6K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-470- 3.25% |
$44K - $47.7K
|
14K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-485- 8.42% |
$45.5K - $49.2K
|
5.27K
$762K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-487- 3.87% |
$45.6K - $49.4K
|
12.1K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-497- 12.05% |
$46.6K - $50.4K
|
3.63K
$525K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-522- 0.82% |
$48.9K - $52.9K
|
63K
$9.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-528- 1.68% |
$49.5K - $53.5K
|
31K
$4.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-530- 36.83% |
$49.7K - $53.7K
|
909
$131K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-530- 5.49% |
$49.7K - $53.7K
|
9.12K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-531- 8.2% |
$49.8K - $53.8K
|
5.94K
$859K
|
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-532- 0.96% |
$49.9K - $53.9K
|
54.7K
$7.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-535- 1.93% |
$50.1K - $54.2K
|
27.2K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-538- 6.98% |
$50.4K - $54.5K
|
7.17K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-595- 2.6% |
$55.8K - $60.3K
|
22.3K
$3.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-595- 2.6% |
$55.8K - $60.3K
|
22.3K
$3.22M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-620- 2.03% |
$58.1K - $62.9K
|
29.9K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-622- 14.48% |
$58.3K - $63.1K
|
3.67K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-628- 4.02% |
$58.9K - $63.7K
|
15K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-633- 2.55% |
$59.3K - $64.2K
|
24.2K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-641- 21.29% |
$60.1K - $65K
|
2.37K
$343K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-649- 13.03% |
$60.8K - $65.8K
|
4.33K
$626K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-650- 0.58% |
$60.9K - $65.9K
|
111K
$16.1M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-653- 1.27% |
$61.2K - $66.2K
|
50.7K
$7.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700- 2.29% |
$65.6K - $71K
|
29.9K
$4.33M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-709- 0.74% |
$66.4K - $71.9K
|
95K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-716- 0.66% |
$67.1K - $72.6K
|
107K
$15.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-750- 2.52% |
$70.3K - $76K
|
29K
$4.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-758- 3.65% |
$71K - $76.9K
|
20K
$2.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-763- 7.85% |
$71.5K - $77.4K
|
8.95K
$1.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-775- 7.66% |
$72.6K - $78.6K
|
9.35K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-784- 9.55% |
$73.5K - $79.5K
|
7.43K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-796- 1.1% |
$74.6K - $80.7K
|
71.9K
$10.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-805- 3.97% |
$75.4K - $81.6K
|
19.5K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-808- 4.77% |
$75.7K - $81.9K
|
16.1K
$2.33M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-816- 3.53% |
$76.5K - $82.7K
|
22.3K
$3.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-819- 3.43% |
$76.8K - $83K
|
23.1K
$3.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-870- 7.7% |
$81.5K - $88.2K
|
10.4K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-877- 2.15% |
$82.2K - $88.9K
|
39.8K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-887- 6.99% |
$83.1K - $89.9K
|
11.8K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-892- 3.89% |
$83.6K - $90.4K
|
22K
$3.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-903- 13.17% |
$84.6K - $91.6K
|
5.95K
$861K
|