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 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.64K
$341K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2+ 0.02% |
$227 - $251
|
9.77K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$227 - $251
|
1.51K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.11% |
$227 - $251
|
1.77K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 0.0% |
$227 - $251
|
107K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.63K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2+ 0.05% |
$227 - $251
|
3.67K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2+ 0.05% |
$227 - $251
|
4.42K
$571K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.2% |
$113 - $126
|
489
$63.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$113 - $126
|
41K
$5.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$113 - $126
|
4.06K
$526K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$113 - $126
|
2.86K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.23% |
$113 - $126
|
441
$57.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.38% |
$113 - $126
|
266
$34.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1+ 0.01% |
$113 - $126
|
18.3K
$2.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1+ 0.03% |
$113 - $126
|
3.05K
$395K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$113 - $126
|
20.5K
$2.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $126
|
15.5K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.21% |
$113 - $126
|
477
$61.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.28% |
$113 - $126
|
357
$46.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.23% |
$113 - $126
|
82
$10.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$113 - $126
|
343
$44.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.38% |
$113 - $126
|
266
$34.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.04% |
$113 - $126
|
2.79K
$361K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1+ 0.05% |
$113 - $126
|
1.91K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.16% |
$113 - $126
|
631
$81.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$113 - $126
|
5.18K
$671K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 1.85% |
$113 - $126
|
53
$6.86K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$113 - $126
|
6.91K
$894K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2- 0.04% |
$227 - $251
|
4.51K
$583K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$454 - $502
|
51.7K
$6.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.1% |
$567 - $628
|
4.89K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-5- 0.02% |
$567 - $628
|
27.1K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-6- 0.02% |
$680 - $754
|
39.3K
$5.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-7- 0.15% |
$794 - $879
|
4.72K
$610K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 4.52% |
$1.02K - $1.13K
|
190
$24.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 4.83% |
$1.13K - $1.26K
|
197
$25.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.46% |
$1.13K - $1.26K
|
2.16K
$279K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-10- 0.21% |
$1.13K - $1.26K
|
4.87K
$629K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11- 0.2% |
$1.25K - $1.38K
|
5.36K
$693K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13- 0.67% |
$1.47K - $1.63K
|
1.92K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 8.13% |
$1.47K - $1.63K
|
147
$19K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-14- 0.12% |
$1.59K - $1.76K
|
11.5K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-17- 0.75% |
$1.93K - $2.14K
|
2.24K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-17- 0.08% |
$1.93K - $2.14K
|
21.7K
$2.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-18- 12.86% |
$2.04K - $2.26K
|
122
$15.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.47% |
$2.04K - $2.26K
|
3.83K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-20- 0.44% |
$2.27K - $2.51K
|
4.51K
$583K
|