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 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.08K+ 191.25% |
$664K - $718K
|
10.8K
$1.56M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.97K+ 28.35% |
$653K - $707K
|
31.6K
$4.56M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.82KNew |
$639K - $692K
|
6.82K
$987K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.63K+ 26.18% |
$621K - $672K
|
31.9K
$4.62M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.35K+ 158650.0% |
$595K - $643K
|
6.35K
$918K
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.25K+ 35.27% |
$586K - $634K
|
24K
$3.47M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.08K+ 5.35% |
$570K - $617K
|
120K
$17.3M
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.72K+ 30.26% |
$536K - $580K
|
24.6K
$3.56M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.7K+ 2.14% |
$534K - $578K
|
272K
$39.3M
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
5.52K+ 20.52% |
$517K - $559K
|
32.4K
$4.69M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.48KNew |
$514K - $556K
|
5.48K
$792K
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.44K+ 5.05% |
$510K - $552K
|
113K
$16.4M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.39K+ 24.66% |
$505K - $546K
|
27.2K
$3.94M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.22K+ 10.17% |
$489K - $529K
|
56.5K
$8.17M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.15K+ 11.71% |
$482K - $522K
|
49.1K
$7.1M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.9KNew |
$460K - $497K
|
4.9K
$709K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.87KNew |
$457K - $494K
|
4.87K
$705K
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.83K+ 5.46% |
$453K - $490K
|
93.3K
$13.5M
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
4.79KNew |
$449K - $485K
|
4.79K
$692K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.66K+ 90.44% |
$436K - $472K
|
9.8K
$1.42M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.64KNew |
$435K - $470K
|
4.64K
$671K
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.54K+ 9.65% |
$426K - $461K
|
51.6K
$7.47M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
4.51K+ 33.78% |
$423K - $457K
|
17.9K
$2.58M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.46K+ 30.71% |
$418K - $452K
|
19K
$2.74M
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.32KNew |
$405K - $438K
|
4.32K
$625K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.31K+ 165.16% |
$404K - $437K
|
6.92K
$1M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.2K+ 0.76% |
$394K - $426K
|
557K
$80.6M
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
4.19K+ 108.36% |
$392K - $425K
|
8.05K
$1.16M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.09K+ 2.05% |
$383K - $414K
|
203K
$29.4M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.94K+ 1.7% |
$369K - $399K
|
235K
$34M
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
3.83K+ 52.52% |
$359K - $388K
|
11.1K
$1.61M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.73K+ 15.38% |
$350K - $379K
|
28K
$4.05M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.68K+ 6.06% |
$345K - $374K
|
64.5K
$9.33M
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
3.64KNew |
$342K - $369K
|
3.64K
$527K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.56K+ 17.47% |
$333K - $361K
|
23.9K
$3.46M
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
3.47KNew |
$325K - $352K
|
3.47K
$501K
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.45K+ 9.76% |
$323K - $349K
|
38.8K
$5.61M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.38KNew |
$316K - $342K
|
3.38K
$488K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.36K+ 4.53% |
$315K - $341K
|
77.6K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.35K+ 31.19% |
$314K - $340K
|
14.1K
$2.04M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.31K+ 31.58% |
$310K - $336K
|
13.8K
$1.99M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.28K+ 65.98% |
$307K - $333K
|
8.25K
$1.19M
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.23K+ 1.04% |
$303K - $327K
|
315K
$45.5M
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3.23KNew |
$303K - $327K
|
3.23K
$467K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.18K+ 6.12% |
$298K - $322K
|
55.1K
$7.97M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.17KNew |
$297K - $322K
|
3.17K
$459K
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.1K+ 18.79% |
$290K - $314K
|
19.6K
$2.83M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.07K+ 1.49% |
$288K - $311K
|
209K
$30.2M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.98K+ 7.93% |
$279K - $302K
|
40.5K
$5.86M
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.91K+ 27.06% |
$273K - $295K
|
13.7K
$1.98M
|