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
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6K- 21.72% |
$562K - $608K
|
21.6K
$2.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-6.32K- 6.82% |
$592K - $640K
|
86.3K
$11.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.32K- 1.69% |
$592K - $641K
|
367K
$47.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.39K- 2.04% |
$599K - $648K
|
307K
$39.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.45K- 43.46% |
$604K - $654K
|
8.39K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.74K- 9.97% |
$632K - $684K
|
60.9K
$7.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.17K- 0.39% |
$672K - $727K
|
1.83M
$238M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.48K- 2.74% |
$701K - $758K
|
265K
$34.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.79K- 4.83% |
$730K - $790K
|
154K
$20M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-7.82K- 32.96% |
$733K - $792K
|
15.9K
$2.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.88K- 0.22% |
$739K - $799K
|
3.61M
$469M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.92K- 34.81% |
$742K - $803K
|
14.8K
$1.93M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.38K- 5.22% |
$786K - $850K
|
152K
$19.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-8.5K- 36.58% |
$797K - $862K
|
14.7K
$1.92M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.62K- 26.6% |
$808K - $874K
|
23.8K
$3.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.93K- 16.99% |
$837K - $906K
|
43.7K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-8.94K- 4.79% |
$838K - $907K
|
178K
$23.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-9.04K- 5.99% |
$847K - $916K
|
142K
$18.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-9.29K- 1.32% |
$870K - $942K
|
695K
$90.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-9.37K- 8.89% |
$878K - $950K
|
96K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.46K- 77.26% |
$887K - $959K
|
2.78K
$362K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.61K- 58.83% |
$901K - $974K
|
6.73K
$875K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.81K- 0.92% |
$919K - $994K
|
1.06M
$138M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.92K- 2.4% |
$930K - $1.01M
|
404K
$52.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.2K- 6.0% |
$952K - $1.03M
|
159K
$20.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 10.17% |
$969K - $1.05M
|
91.2K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 1.92% |
$983K - $1.06M
|
535K
$69.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.8K- 3.58% |
$1.1M - $1.19M
|
317K
$41.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-12.7K- 5.89% |
$1.19M - $1.28M
|
202K
$26.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-13.4K- 5.0% |
$1.26M - $1.36M
|
255K
$33.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-13.8K- 3.34% |
$1.29M - $1.4M
|
398K
$51.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.8K- 19.88% |
$1.29M - $1.4M
|
55.6K
$7.23M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.8K- 3.78% |
$1.3M - $1.4M
|
352K
$45.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.1K- 0.73% |
$1.32M - $1.43M
|
1.91M
$248M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-14.2K- 47.03% |
$1.33M - $1.44M
|
16K
$2.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-14.3K- 64.92% |
$1.34M - $1.45M
|
7.73K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 1.15% |
$1.42M - $1.54M
|
1.3M
$169M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.3K- 5.19% |
$1.43M - $1.55M
|
279K
$36.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.6K- 55.19% |
$1.46M - $1.58M
|
12.7K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.7K- 11.23% |
$1.47M - $1.59M
|
124K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16.2K- 77.94% |
$1.52M - $1.64M
|
4.59K
$597K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16.4K- 65.07% |
$1.54M - $1.67M
|
8.82K
$1.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 5.63% |
$1.6M - $1.73M
|
286K
$37.2M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-17.6K- 4.34% |
$1.65M - $1.79M
|
388K
$50.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.6K- 11.55% |
$1.74M - $1.89M
|
142K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.7K- 3.9% |
$1.75M - $1.9M
|
461K
$60M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-19.1K- 81.62% |
$1.79M - $1.93M
|
4.29K
$558K
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-19.1K- 3.93% |
$1.79M - $1.94M
|
468K
$60.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.6K- 99.3% |
$1.83M - $1.98M
|
137
$17.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.6K- 2.33% |
$1.84M - $1.99M
|
823K
$107M
|