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 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16.2K- 77.94% |
$1.52M - $1.64M
|
4.59K
$664K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16.4K- 65.07% |
$1.54M - $1.67M
|
8.82K
$1.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 5.63% |
$1.6M - $1.73M
|
286K
$41.4M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-17.6K- 4.34% |
$1.65M - $1.79M
|
388K
$56.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.6K- 11.55% |
$1.74M - $1.89M
|
142K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.7K- 3.9% |
$1.75M - $1.9M
|
461K
$66.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-19.1K- 81.62% |
$1.79M - $1.93M
|
4.29K
$621K
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-19.1K- 3.93% |
$1.79M - $1.94M
|
468K
$67.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.6K- 99.3% |
$1.83M - $1.98M
|
137
$19.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.6K- 2.33% |
$1.84M - $1.99M
|
823K
$119M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.5K- 5.56% |
$1.92M - $2.08M
|
347K
$50.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.6K- 13.37% |
$1.93M - $2.09M
|
134K
$19.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-20.9K- 25.08% |
$1.96M - $2.12M
|
62.4K
$9.02M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-24.1K- 4.22% |
$2.26M - $2.45M
|
548K
$79.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-24.1K- 4.22% |
$2.26M - $2.45M
|
548K
$79.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-24.7K- 35.94% |
$2.31M - $2.5M
|
44K
$6.35M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-29.4K- 22.54% |
$2.75M - $2.98M
|
101K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.5K- 7.61% |
$2.86M - $3.09M
|
370K
$53.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-33.4K- 80.1% |
$3.13M - $3.38M
|
8.29K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-35.2K- 5.2% |
$3.3M - $3.57M
|
643K
$92.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-36.3K- 31.48% |
$3.4M - $3.68M
|
79K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-37.2K- 13.22% |
$3.48M - $3.77M
|
244K
$35.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-41.3K- 2.15% |
$3.87M - $4.19M
|
1.88M
$272M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-42.9K- 2.47% |
$4.02M - $4.35M
|
1.7M
$245M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-43.8K- 48.82% |
$4.1M - $4.44M
|
45.9K
$6.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-44.7K- 9.02% |
$4.19M - $4.53M
|
450K
$65.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-48.7K- 95.56% |
$4.56M - $4.93M
|
2.26K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-58K- 2.8% |
$5.44M - $5.88M
|
2.01M
$291M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-60.6K- 92.4% |
$5.68M - $6.14M
|
4.98K
$720K
|
|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-60.9K- 35.12% |
$5.7M - $6.17M
|
112K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-61.2K- 79.8% |
$5.74M - $6.21M
|
15.5K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-67.3K- 89.72% |
$6.3M - $6.82M
|
7.7K
$1.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-71.2K- 17.17% |
$6.67M - $7.22M
|
343K
$49.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-73.6K- 83.55% |
$6.89M - $7.46M
|
14.5K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-73.6K- 3.23% |
$6.9M - $7.47M
|
2.21M
$319M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-76.9K- 17.92% |
$7.21M - $7.8M
|
352K
$51M
|
|
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-76.9K- 17.92% |
$7.21M - $7.8M
|
352K
$51M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-77.8K- 96.0% |
$7.3M - $7.89M
|
3.24K
$469K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79.2K- 3.28% |
$7.43M - $8.03M
|
2.34M
$338M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-79.7K- 4.41% |
$7.47M - $8.08M
|
1.73M
$250M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80.4K- 2.17% |
$7.53M - $8.15M
|
3.62M
$524M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-86.7K- 21.01% |
$8.13M - $8.79M
|
326K
$47.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-88.2K- 5.52% |
$8.26M - $8.94M
|
1.51M
$218M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-88.4K- 24.1% |
$8.28M - $8.96M
|
278K
$40.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-95.9K- 96.1% |
$8.98M - $9.72M
|
3.89K
$562K
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-107K- 10.34% |
$10M - $10.9M
|
928K
$134M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-109K- 0.82% |
$10.2M - $11.1M
|
13.3M
$1.92B
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-112K- 25.88% |
$10.5M - $11.4M
|
321K
$46.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-117K- 10.2% |
$10.9M - $11.8M
|
1.03M
$149M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-130K- 3.64% |
$12.2M - $13.2M
|
3.44M
$498M
|