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 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-62- 1.53% |
$7.03K - $7.79K
|
4K
$579K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-65- 1.22% |
$7.37K - $8.17K
|
5.28K
$763K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-73- 0.35% |
$8.28K - $9.17K
|
20.7K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-73- 0.13% |
$8.28K - $9.17K
|
58.1K
$8.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-74- 0.47% |
$8.39K - $9.3K
|
15.7K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-75- 0.26% |
$8.51K - $9.42K
|
29.3K
$4.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-75- 3.81% |
$8.51K - $9.42K
|
1.89K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-76- 3.21% |
$8.62K - $9.55K
|
2.29K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-80- 0.57% |
$9.07K - $10K
|
14K
$2.02M
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-81- 3.71% |
$9.19K - $10.2K
|
2.1K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 1.52% |
$9.3K - $10.3K
|
5.31K
$767K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-82- 0.39% |
$9.3K - $10.3K
|
20.7K
$2.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-83- 0.54% |
$9.41K - $10.4K
|
15.2K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-83- 0.93% |
$9.41K - $10.4K
|
8.83K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-85- 2.82% |
$9.64K - $10.7K
|
2.93K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-85- 0.15% |
$9.64K - $10.7K
|
58.2K
$8.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 0.78% |
$9.75K - $10.8K
|
10.9K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-90- 0.91% |
$10.2K - $11.3K
|
9.84K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-92- 1.45% |
$10.4K - $11.6K
|
6.27K
$906K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-96- 1.01% |
$10.9K - $12.1K
|
9.43K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-96- 7.95% |
$10.9K - $12.1K
|
1.11K
$161K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-99- 2.19% |
$11.2K - $12.4K
|
4.42K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.39% |
$11.3K - $12.6K
|
25.6K
$3.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-102- 0.73% |
$11.6K - $12.8K
|
13.9K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-102- 5.44% |
$11.6K - $12.8K
|
1.77K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-105- 5.16% |
$11.9K - $13.2K
|
1.93K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-110- 12.43% |
$12.5K - $13.8K
|
775
$112K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 2.02% |
$12.5K - $13.8K
|
5.33K
$771K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-111- 0.51% |
$12.6K - $13.9K
|
21.5K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-111- 1.46% |
$12.6K - $13.9K
|
7.5K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-114- 0.07% |
$12.9K - $14.3K
|
167K
$24.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-115- 2.37% |
$13K - $14.4K
|
4.74K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-115- 4.0% |
$13K - $14.4K
|
2.76K
$399K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-116- 1.01% |
$13.2K - $14.6K
|
11.4K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-118- 12.23% |
$13.4K - $14.8K
|
847
$122K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-120- 0.14% |
$13.6K - $15.1K
|
87.1K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-121- 36.67% |
$13.7K - $15.2K
|
209
$30.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-131- 6.37% |
$14.9K - $16.5K
|
1.93K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-134- 6.51% |
$15.2K - $16.8K
|
1.92K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-136- 0.27% |
$15.4K - $17.1K
|
50.3K
$7.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 5.28% |
$15.5K - $17.2K
|
2.46K
$355K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-138- 3.03% |
$15.7K - $17.3K
|
4.42K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-139- 1.66% |
$15.8K - $17.5K
|
8.25K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-140- 1.32% |
$15.9K - $17.6K
|
10.5K
$1.51M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-142- 0.24% |
$16.1K - $17.8K
|
58.2K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-144- 0.6% |
$16.3K - $18.1K
|
24K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-148- 0.47% |
$16.8K - $18.6K
|
31.6K
$4.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-149- 2.84% |
$16.9K - $18.7K
|
5.1K
$738K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-150- 28.85% |
$17K - $18.8K
|
370
$53.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 14.14% |
$17K - $18.8K
|
911
$132K
|