Purchases and Sales Made in Q3 2023 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.47K
+ 4.62%
$137K - $149K
33.2K $4.29M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
1.38K
+ 9.97%
$129K - $140K
15.2K $1.97M
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

BUY
 -
1.35K
+ 16.49%
$127K - $137K
9.54K $1.23M
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
1.35K
+ 1.73%
$126K - $136K
79.1K $10.2M
Oct 26, 2023 Q3 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1.34K
+ 35.09%
$125K - $136K
5.15K $666K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
1.32K
+ 0.89%
$124K - $134K
150K $19.4M
Oct 31, 2023 Q3 2023
Adirondack Trust CO

BUY
 -
1.31K
New
$123K - $133K
1.31K $170K
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
1.3K
+ 41.92%
$122K - $132K
4.4K $569K
Oct 10, 2023 Q3 2023
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
1.26K
+ 17.53%
$118K - $128K
8.47K $1.1M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
1.24K
+ 9.5%
$116K - $126K
14.3K $1.85M
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.22K
+ 4.91%
$114K - $124K
26.1K $3.38M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.22K
+ 13.49%
$114K - $123K
10.2K $1.33M
Oct 10, 2023 Q3 2023
Bouvel Investment Partners, LLC

BUY
 -
1.2K
+ 16.88%
$112K - $121K
8.27K $1.07M
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
1.19K
+ 4.99%
$111K - $121K
25K $3.23M
Feb 06, 2024 Q3 2023
Planned Solutions, Inc.

BUY
 -
1.15K
+ 0.78%
$108K - $117K
149K $19.3M
Oct 10, 2023 Q3 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
1.15K
+ 11.02%
$107K - $116K
11.5K $1.49M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
1.14K
+ 1.39%
$107K - $115K
83K $10.7M
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.1K
+ 16.09%
$103K - $112K
7.96K $1.03M
Oct 10, 2023 Q3 2023
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
1.1K
+ 0.47%
$103K - $111K
234K $30.2M
Oct 12, 2023 Q3 2023
Geometric Wealth Advisors

BUY
 -
1.06K
+ 36.53%
$98.9K - $107K
3.94K $510K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
1.05K
+ 3.72%
$98.6K - $107K
29.3K $3.79M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.05K
+ 0.17%
$98.1K - $106K
602K $77.9M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.04K
+ 11.54%
$97.7K - $106K
10.1K $1.3M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.01K
+ 44.55%
$95K - $103K
3.29K $425K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
977
+ 4.0%
$91.6K - $99.1K
25.4K $3.29M
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
960
+ 269.66%
$90K - $97.3K
1.32K $170K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
927
+ 5.61%
$86.9K - $94K
17.5K $2.26M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
901
+ 18.38%
$84.4K - $91.4K
5.8K $750K
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
885
+ 9.14%
$82.9K - $89.7K
10.6K $1.37M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
872
+ 32.22%
$81.7K - $88.4K
3.58K $463K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
862
+ 8.64%
$80.8K - $87.4K
10.8K $1.4M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
855
+ 15.36%
$80.1K - $86.7K
6.42K $831K
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
854
+ 3.77%
$80K - $86.6K
23.5K $3.04M
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
853
+ 14.25%
$79.9K - $86.5K
6.84K $884K
Oct 26, 2023 Q3 2023
North Star Asset Management Inc

BUY
 -
840
+ 14.55%
$78.7K - $85.2K
6.61K $855K
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
835
+ 3.7%
$78.3K - $84.7K
23.4K $3.03M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
821
+ 1.23%
$76.9K - $83.2K
67.8K $8.76M
Nov 06, 2023 Q3 2023
Hudock, Inc.

BUY
 -
812
+ 1.99%
$76.1K - $82.3K
41.6K $5.38M
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
809
+ 1.46%
$75.8K - $82K
56.2K $7.27M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
800
New
$75K - $81.1K
800 $103K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
796
+ 7.93%
$74.6K - $80.7K
10.8K $1.4M
Oct 27, 2023 Q3 2023
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
796
+ 1.65%
$74.6K - $80.7K
49K $6.34M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
784
+ 13.7%
$73.5K - $79.5K
6.51K $841K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
766
New
$71.8K - $77.7K
766 $99.1K
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
740
+ 1.31%
$69.4K - $75K
57.1K $7.38M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
738
+ 6.89%
$69.2K - $74.8K
11.5K $1.48M
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
735
+ 3.84%
$68.9K - $74.5K
19.9K $2.57M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
723
+ 34.76%
$67.8K - $73.3K
2.8K $362K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
720
+ 68.51%
$67.5K - $73K
1.77K $229K

Track Institutional and Insider Activities on ITOT

Follow ISHARES CORE S&P TOTAL U.S. ST and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells ITOT shares.

Notify only if

Insider Trading

Get notified when an Ishares Core S&P Total U.S. St insider buys or sells ITOT shares.

Notify only if

News

Receive news related to ISHARES CORE S&P TOTAL U.S. ST

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on ITOT