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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
112New |
$12.7K - $14.1K
|
112
$16.2K
|
|
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
111New |
$12.6K - $13.9K
|
111
$16K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
110New |
$12.5K - $13.8K
|
110
$15.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
110New |
$12.5K - $13.8K
|
110
$15.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
109+ 63.37% |
$12.4K - $13.7K
|
281
$40.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
108+ 0.17% |
$12.2K - $13.6K
|
62.4K
$9.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
107+ 0.39% |
$12.1K - $13.4K
|
27.5K
$3.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 0.2% |
$11.6K - $12.8K
|
50K
$7.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
101+ 1.28% |
$11.5K - $12.7K
|
7.97K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
100+ 2.39% |
$11.3K - $12.6K
|
4.28K
$619K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
100+ 4.26% |
$11.3K - $12.6K
|
2.45K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
98+ 2.36% |
$11.1K - $12.3K
|
4.25K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
96+ 1.77% |
$10.9K - $12.1K
|
5.52K
$799K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
90+ 4.59% |
$10.2K - $11.3K
|
2.05K
$297K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
90+ 1.25% |
$10.2K - $11.3K
|
7.26K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.04% |
$9.98K - $11.1K
|
222K
$32.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
81+ 0.47% |
$9.19K - $10.2K
|
17.2K
$2.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
75+ 0.44% |
$8.51K - $9.42K
|
17.3K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 1.26% |
$8.51K - $9.42K
|
6.03K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
75+ 0.75% |
$8.51K - $9.42K
|
10.1K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
70+ 1.84% |
$7.94K - $8.79K
|
3.88K
$561K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
70+ 2.73% |
$7.94K - $8.79K
|
2.63K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
62+ 0.1% |
$7.03K - $7.79K
|
62.6K
$9.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
62+ 10.67% |
$7.03K - $7.79K
|
643
$93K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
61+ 1.07% |
$6.92K - $7.66K
|
5.78K
$836K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
58+ 0.71% |
$6.58K - $7.29K
|
8.25K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
56New |
$6.35K - $7.03K
|
56
$8.1K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
54New |
$6.12K - $6.78K
|
54
$7.81K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
53New |
$6.01K - $6.66K
|
53
$7.66K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
50+ 0.76% |
$5.67K - $6.28K
|
6.64K
$960K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50+ 5.89% |
$5.67K - $6.28K
|
899
$130K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 3.5% |
$5.1K - $5.65K
|
1.33K
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 10.45% |
$4.99K - $5.53K
|
465
$67.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
43+ 0.65% |
$4.88K - $5.4K
|
6.68K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
41+ 0.38% |
$4.65K - $5.15K
|
10.9K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
38+ 1.09% |
$4.31K - $4.77K
|
3.53K
$510K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
37+ 0.24% |
$4.2K - $4.65K
|
15.6K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
36+ 1.28% |
$4.08K - $4.52K
|
2.84K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
36+ 0.37% |
$4.08K - $4.52K
|
9.72K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
35+ 0.35% |
$3.97K - $4.4K
|
10.1K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
30+ 1.12% |
$3.4K - $3.77K
|
2.72K
$393K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.37% |
$3.29K - $3.64K
|
7.96K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
27+ 0.48% |
$3.06K - $3.39K
|
5.69K
$823K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.45% |
$2.84K - $3.14K
|
5.58K
$807K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25+ 3.12% |
$2.84K - $3.14K
|
827
$120K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
24+ 1.05% |
$2.72K - $3.01K
|
2.31K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.27% |
$2.72K - $3.01K
|
9K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
23+ 0.37% |
$2.61K - $2.89K
|
6.19K
$895K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
22New |
$2.5K - $2.76K
|
22
$3.18K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
21+ 0.46% |
$2.38K - $2.64K
|
4.61K
$666K
|