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 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-136K- 97.58% |
$12.8M - $13.8M
|
3.38K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-149K- 27.79% |
$14M - $15.1M
|
387K
$56M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-169K- 12.58% |
$15.9M - $17.2M
|
1.18M
$170M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-184K- 2.14% |
$17.3M - $18.7M
|
8.45M
$1.22B
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-195K- 45.75% |
$18.3M - $19.8M
|
232K
$33.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-233K- 17.58% |
$21.8M - $23.6M
|
1.09M
$158M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-381K- 62.49% |
$35.7M - $38.6M
|
229K
$33M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-565K- 39.75% |
$53M - $57.3M
|
857K
$124M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-595K- 98.62% |
$55.8M - $60.3M
|
8.34K
$1.21M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.18M- 59.96% |
$111M - $120M
|
790K
$114M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.8M- 57.76% |
$169M - $183M
|
1.32M
$190M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.8MClosed |
$1.39B - $1.5B
|
0
$0
|