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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.04K- 1.53% |
$97.4K - $105K
|
66.9K
$8.66M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.07K- 6.63% |
$100K - $108K
|
15K
$1.95M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.07K- 1.83% |
$101K - $109K
|
57.7K
$7.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.08K- 1.53% |
$101K - $109K
|
69.6K
$9.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.09K- 1.86% |
$102K - $111K
|
57.7K
$7.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.09K- 33.94% |
$102K - $111K
|
2.13K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.1K- 21.85% |
$103K - $112K
|
3.94K
$510K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.11K- 27.61% |
$104K - $112K
|
2.91K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.14K- 13.23% |
$107K - $116K
|
7.48K
$968K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.16K- 14.09% |
$109K - $118K
|
7.09K
$917K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 31.27% |
$110K - $119K
|
2.57K
$333K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.2K- 1.0% |
$112K - $121K
|
119K
$15.3M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.2K- 5.56% |
$112K - $122K
|
20.4K
$2.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.21K- 1.51% |
$114K - $123K
|
79.2K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.28K- 4.79% |
$120K - $130K
|
25.4K
$3.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.28K- 0.94% |
$120K - $130K
|
134K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.28K- 5.7% |
$120K - $130K
|
21.2K
$2.74M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.29K- 6.07% |
$121K - $131K
|
19.9K
$2.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-1.31K- 24.16% |
$123K - $133K
|
4.11K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.34K- 2.42% |
$125K - $136K
|
54K
$6.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 4.83% |
$125K - $136K
|
26.4K
$3.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.34K- 38.78% |
$125K - $136K
|
2.11K
$273K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.35K- 2.28% |
$126K - $137K
|
57.9K
$7.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.37K- 1.15% |
$128K - $139K
|
117K
$15.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.39K- 8.06% |
$130K - $141K
|
15.9K
$2.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.45K- 0.89% |
$136K - $147K
|
161K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.45K- 18.25% |
$136K - $147K
|
6.51K
$843K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.48K- 16.48% |
$139K - $150K
|
7.52K
$973K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.5K- 8.86% |
$141K - $152K
|
15.4K
$2M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.55K- 5.75% |
$145K - $157K
|
25.4K
$3.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.55K- 1.72% |
$146K - $157K
|
88.7K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 10.68% |
$150K - $162K
|
13.4K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.6K- 6.99% |
$150K - $162K
|
21.3K
$2.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.61K- 0.44% |
$150K - $163K
|
364K
$47.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.62K- 9.17% |
$151K - $164K
|
16K
$2.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.63K- 4.65% |
$152K - $165K
|
33.3K
$4.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.63K- 5.2% |
$153K - $165K
|
29.7K
$3.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.64K- 7.33% |
$154K - $166K
|
20.7K
$2.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.65K- 5.36% |
$155K - $168K
|
29.2K
$3.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.67K- 21.91% |
$157K - $170K
|
5.97K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.82K- 2.0% |
$171K - $185K
|
89.3K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.83K- 3.92% |
$172K - $186K
|
44.9K
$5.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.86K- 1.89% |
$174K - $189K
|
96.6K
$12.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.88K- 0.68% |
$176K - $191K
|
273K
$35.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.95K- 1.7% |
$183K - $198K
|
113K
$14.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.04K- 5.48% |
$191K - $207K
|
35.3K
$4.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 1.29% |
$195K - $211K
|
159K
$20.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.09K- 2.13% |
$195K - $211K
|
95.9K
$12.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-2.14K- 13.66% |
$200K - $217K
|
13.5K
$1.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.22K- 33.64% |
$208K - $225K
|
4.37K
$565K
|