Purchases and Sales Made in Q3 2024 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 2024. 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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.05M+ 14.68% |
$800M - $886M
|
55.1M
$7.16B
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.4M+ 20.29% |
$159M - $176M
|
8.33M
$1.08B
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
761K+ 544.87% |
$86.3M - $95.6M
|
900K
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
527KNew |
$59.8M - $66.2M
|
527K
$68.5M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
326K+ 12466.5% |
$37M - $41M
|
329K
$42.8M
|
|
|
Nov 05, 2024
Q3 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
323KNew |
$36.7M - $40.6M
|
323K
$42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
302K+ 22.45% |
$34.3M - $37.9M
|
1.65M
$214M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
257K+ 9.18% |
$29.1M - $32.3M
|
3.05M
$397M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
248K+ 7.61% |
$28.2M - $31.2M
|
3.51M
$456M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
148K+ 14.09% |
$16.8M - $18.6M
|
1.2M
$156M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
148KNew |
$16.8M - $18.6M
|
148K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
148KNew |
$16.8M - $18.6M
|
148K
$19.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
144K+ 194.71% |
$16.4M - $18.1M
|
218K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
112K+ 137.07% |
$12.7M - $14.1M
|
194K
$25.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
110K+ 19.09% |
$12.5M - $13.9M
|
689K
$89.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
103K+ 42.42% |
$11.6M - $12.9M
|
345K
$44.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
99.2K+ 146.93% |
$11.2M - $12.5M
|
167K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
92.4K+ 9.5% |
$10.5M - $11.6M
|
1.07M
$139M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
83.9K+ 0.95% |
$9.52M - $10.5M
|
8.92M
$1.16B
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
82.3K+ 253.65% |
$9.33M - $10.3M
|
115K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.4K+ 1.43% |
$9.23M - $10.2M
|
5.79M
$753M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
80.5K+ 58.15% |
$9.13M - $10.1M
|
219K
$28.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78.8K+ 2.23% |
$8.93M - $9.9M
|
3.62M
$470M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.6K+ 1687.35% |
$8.69M - $9.62M
|
81.1K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75.4K+ 58.37% |
$8.55M - $9.48M
|
205K
$26.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
73.8K+ 25.48% |
$8.37M - $9.27M
|
363K
$47.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
66.6K+ 5.28% |
$7.56M - $8.37M
|
1.33M
$173M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
60.1K+ 13.47% |
$6.82M - $7.55M
|
506K
$65.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
57.9K+ 442.72% |
$6.56M - $7.27M
|
71K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
56.8K+ 2.38% |
$6.44M - $7.13M
|
2.44M
$318M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
56.6K+ 6.59% |
$6.42M - $7.11M
|
916K
$119M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
47.6KNew |
$5.4M - $5.98M
|
47.6K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
44K+ 116.18% |
$4.99M - $5.52M
|
81.8K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
42K+ 5.01% |
$4.76M - $5.27M
|
879K
$114M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.8K+ 14.75% |
$4.74M - $5.26M
|
325K
$42.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
41.1K+ 428.56% |
$4.66M - $5.17M
|
50.7K
$6.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
40.5K+ 4.85% |
$4.6M - $5.09M
|
876K
$114M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
40.1KNew |
$4.54M - $5.03M
|
40.1K
$5.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.4K+ 11.05% |
$4.47M - $4.95M
|
396K
$51.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
38.5KNew |
$4.37M - $4.84M
|
38.5K
$5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
36K+ 291.5% |
$4.08M - $4.52M
|
48.3K
$6.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
33.4K+ 129.74% |
$3.79M - $4.2M
|
59.2K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
32.9K+ 257.34% |
$3.73M - $4.13M
|
45.6K
$5.93M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
32.6K+ 323.76% |
$3.69M - $4.09M
|
42.6K
$5.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.9K+ 5.01% |
$3.51M - $3.89M
|
648K
$84.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8K+ 4.99% |
$3.38M - $3.74M
|
626K
$81.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 1.35% |
$3.37M - $3.73M
|
2.22M
$289M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28.2K+ 102.05% |
$3.19M - $3.54M
|
55.8K
$7.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
28KNew |
$3.17M - $3.51M
|
28K
$3.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
27.8K+ 10.92% |
$3.15M - $3.49M
|
282K
$36.7M
|