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 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
699+ 20.77% |
$65.5K - $70.9K
|
4.07K
$526K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
691+ 19.97% |
$64.8K - $70.1K
|
4.15K
$537K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
684New |
$64.1K - $69.4K
|
684
$88.5K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
680+ 19.13% |
$63.7K - $68.9K
|
4.23K
$548K
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
667+ 6.68% |
$62.5K - $67.6K
|
10.7K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
658+ 18.03% |
$61.7K - $66.7K
|
4.31K
$557K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
644+ 0.58% |
$60.4K - $65.3K
|
112K
$14.5M
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
632+ 4.47% |
$59.2K - $64.1K
|
14.8K
$1.91M
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
622+ 0.69% |
$58.3K - $63.1K
|
90.4K
$11.7M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
622+ 0.35% |
$58.3K - $63.1K
|
179K
$23.1M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
620+ 5.43% |
$58.1K - $62.9K
|
12K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
620+ 3.74% |
$58.1K - $62.9K
|
17.2K
$2.22M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
618+ 0.09% |
$57.9K - $62.7K
|
685K
$88.6M
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
618+ 3.2% |
$57.9K - $62.7K
|
19.9K
$2.58M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
616+ 1.32% |
$57.7K - $62.5K
|
47.4K
$6.13M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
600+ 14.77% |
$56.2K - $60.8K
|
4.66K
$603K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
586+ 19.65% |
$54.9K - $59.4K
|
3.57K
$461K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
536+ 0.07% |
$50.2K - $54.3K
|
745K
$96.4M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
531+ 22.16% |
$49.8K - $53.8K
|
2.93K
$379K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
509+ 10.22% |
$47.7K - $51.6K
|
5.49K
$710K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
507+ 0.35% |
$47.5K - $51.4K
|
147K
$19.1M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
504+ 209.13% |
$47.2K - $51.1K
|
745
$96.3K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
501+ 20.54% |
$47K - $50.8K
|
2.94K
$380K
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
486+ 4.76% |
$45.5K - $49.3K
|
10.7K
$1.38M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
485+ 3.54% |
$45.5K - $49.2K
|
14.2K
$1.83M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
474New |
$44.4K - $48.1K
|
474
$61.3K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
472+ 20.35% |
$44.2K - $47.9K
|
2.79K
$361K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
470+ 86.08% |
$44K - $47.7K
|
1.02K
$131K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
469New |
$44K - $47.6K
|
469
$60.7K
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
462+ 1.24% |
$43.3K - $46.8K
|
37.6K
$4.86M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
460+ 1.85% |
$43.1K - $46.6K
|
25.3K
$3.27M
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
456+ 1.87% |
$42.7K - $46.2K
|
24.8K
$3.21M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
455+ 2.44% |
$42.6K - $46.1K
|
19.1K
$2.47M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
434+ 0.73% |
$40.7K - $44K
|
59.5K
$7.69M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
429+ 0.68% |
$40.2K - $43.5K
|
63.9K
$8.26M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
421+ 2.08% |
$39.5K - $42.7K
|
20.7K
$2.67M
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
416+ 12.33% |
$39K - $42.2K
|
3.79K
$490K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
393+ 9.82% |
$36.8K - $39.8K
|
4.39K
$568K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
373New |
$35K - $37.8K
|
373
$48.2K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
369New |
$34.6K - $37.4K
|
369
$47.7K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
362+ 3.87% |
$33.9K - $36.7K
|
9.72K
$1.26M
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
361+ 2.19% |
$33.8K - $36.6K
|
16.9K
$2.18M
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
352+ 8.55% |
$33K - $35.7K
|
4.47K
$578K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
330+ 1.04% |
$30.9K - $33.5K
|
32.1K
$4.15M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
330+ 4.34% |
$30.9K - $33.5K
|
7.93K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
306+ 0.49% |
$28.7K - $31K
|
62.7K
$8.11M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
305+ 1.64% |
$28.6K - $30.9K
|
18.9K
$2.44M
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
297+ 3.94% |
$27.8K - $30.1K
|
7.84K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
285+ 0.76% |
$26.7K - $28.9K
|
37.9K
$4.9M
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
263+ 0.6% |
$24.6K - $26.7K
|
44.3K
$5.72M
|