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 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$187 - $203
|
6.33K
$823K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 3.28% |
$187 - $203
|
63
$8.19K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$187 - $203
|
2.73K
$355K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$93.7 - $101
|
7.46K
$971K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1+ 0.02% |
$93.7 - $101
|
6.1K
$793K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1+ 0.03% |
$93.7 - $101
|
3.94K
$512K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1+ 0.04% |
$93.7 - $101
|
2.33K
$303K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$93.7 - $101
|
2.85K
$371K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.02% |
$93.7 - $101
|
5.54K
$721K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1+ 0.01% |
$93.7 - $101
|
6.85K
$891K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2- 0.22% |
$187 - $203
|
924
$120K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2- 0.03% |
$187 - $203
|
6.45K
$839K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.37% |
$375 - $406
|
1.08K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-4- 0.04% |
$375 - $406
|
8.98K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.06% |
$469 - $507
|
7.8K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5- 0.07% |
$469 - $507
|
7.68K
$998K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-5- 0.01% |
$469 - $507
|
63.7K
$8.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-8- 0.27% |
$750 - $811
|
2.92K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-9- 0.14% |
$843 - $913
|
6.23K
$810K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10- 0.31% |
$937 - $1.01K
|
3.24K
$421K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 0.21% |
$937 - $1.01K
|
4.79K
$623K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-12- 0.34% |
$1.12K - $1.22K
|
3.48K
$452K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-12- 0.23% |
$1.12K - $1.22K
|
5.27K
$686K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15- 0.09% |
$1.41K - $1.52K
|
17.4K
$2.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-16- 0.27% |
$1.5K - $1.62K
|
6K
$780K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19- 0.36% |
$1.78K - $1.93K
|
5.23K
$681K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 33.9% |
$1.87K - $2.03K
|
39
$5.07K
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-20- 0.46% |
$1.87K - $2.03K
|
4.31K
$561K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-21- 0.54% |
$1.97K - $2.13K
|
3.9K
$507K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-25- 9.84% |
$2.34K - $2.53K
|
229
$29.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-26- 1.09% |
$2.44K - $2.64K
|
2.37K
$308K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-26- 0.06% |
$2.44K - $2.64K
|
42.3K
$5.5M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-30- 1.15% |
$2.81K - $3.04K
|
2.57K
$334K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-31- 0.16% |
$2.91K - $3.14K
|
19.7K
$2.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-34- 0.33% |
$3.19K - $3.45K
|
10.2K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-36- 0.31% |
$3.37K - $3.65K
|
11.5K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-39- 1.75% |
$3.66K - $3.95K
|
2.19K
$285K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-39- 0.44% |
$3.66K - $3.95K
|
8.78K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-40- 1.39% |
$3.75K - $4.06K
|
2.85K
$370K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-43- 1.64% |
$4.03K - $4.36K
|
2.58K
$336K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-46- 0.59% |
$4.31K - $4.66K
|
7.71K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-46- 0.65% |
$4.31K - $4.66K
|
7.02K
$913K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-46- 0.53% |
$4.31K - $4.66K
|
8.62K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 2.1% |
$4.69K - $5.07K
|
2.34K
$304K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-51- 14.61% |
$4.78K - $5.17K
|
298
$38.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-52- 1.65% |
$4.87K - $5.27K
|
3.1K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-54- 3.71% |
$5.06K - $5.48K
|
1.4K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-55- 0.3% |
$5.15K - $5.58K
|
18.3K
$2.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-57- 1.48% |
$5.34K - $5.78K
|
3.8K
$494K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-77- 0.69% |
$7.22K - $7.81K
|
11K
$1.43M
|