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 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-96- 1.01% |
$10.9K - $12.1K
|
9.43K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-96- 7.95% |
$10.9K - $12.1K
|
1.11K
$144K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-99- 2.19% |
$11.2K - $12.4K
|
4.42K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.39% |
$11.3K - $12.6K
|
25.6K
$3.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-102- 0.73% |
$11.6K - $12.8K
|
13.9K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-102- 5.44% |
$11.6K - $12.8K
|
1.77K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-105- 5.16% |
$11.9K - $13.2K
|
1.93K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-110- 12.43% |
$12.5K - $13.8K
|
775
$100K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 2.02% |
$12.5K - $13.8K
|
5.33K
$690K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-111- 0.51% |
$12.6K - $13.9K
|
21.5K
$2.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-111- 1.46% |
$12.6K - $13.9K
|
7.5K
$971K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-114- 0.07% |
$12.9K - $14.3K
|
167K
$21.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-115- 2.37% |
$13K - $14.4K
|
4.74K
$613K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-115- 4.0% |
$13K - $14.4K
|
2.76K
$357K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-116- 1.01% |
$13.2K - $14.6K
|
11.4K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-118- 12.23% |
$13.4K - $14.8K
|
847
$110K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-120- 0.14% |
$13.6K - $15.1K
|
87.1K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-121- 36.67% |
$13.7K - $15.2K
|
209
$27K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-131- 6.37% |
$14.9K - $16.5K
|
1.93K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-134- 6.51% |
$15.2K - $16.8K
|
1.92K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-136- 0.27% |
$15.4K - $17.1K
|
50.3K
$6.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 5.28% |
$15.5K - $17.2K
|
2.46K
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-138- 3.03% |
$15.7K - $17.3K
|
4.42K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-139- 1.66% |
$15.8K - $17.5K
|
8.25K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-140- 1.32% |
$15.9K - $17.6K
|
10.5K
$1.35M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-142- 0.24% |
$16.1K - $17.8K
|
58.2K
$7.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-144- 0.6% |
$16.3K - $18.1K
|
24K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-148- 0.47% |
$16.8K - $18.6K
|
31.6K
$4.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-149- 2.84% |
$16.9K - $18.7K
|
5.1K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-150- 28.85% |
$17K - $18.8K
|
370
$47.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 14.14% |
$17K - $18.8K
|
911
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-151- 1.14% |
$17.1K - $19K
|
13.2K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-158- 0.1% |
$17.9K - $19.8K
|
161K
$20.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-160- 2.71% |
$18.1K - $20.1K
|
5.75K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-164- 1.29% |
$18.6K - $20.6K
|
12.5K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-169- 3.68% |
$19.2K - $21.2K
|
4.43K
$573K
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-172- 6.11% |
$19.5K - $21.6K
|
2.64K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-178- 4.3% |
$20.2K - $22.4K
|
3.96K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-183- 1.06% |
$20.8K - $23K
|
17.1K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-187- 8.14% |
$21.2K - $23.5K
|
2.11K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-188- 1.38% |
$21.3K - $23.6K
|
13.5K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-194- 0.31% |
$22K - $24.4K
|
62.4K
$8.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-195- 0.91% |
$22.1K - $24.5K
|
21.1K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-195- 0.38% |
$22.1K - $24.5K
|
50.9K
$6.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-197- 0.88% |
$22.3K - $24.7K
|
22.2K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-197- 2.08% |
$22.3K - $24.7K
|
9.28K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-197- 4.25% |
$22.3K - $24.7K
|
4.44K
$574K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-200- 0.16% |
$22.7K - $25.1K
|
122K
$15.8M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-203- 0.16% |
$23K - $25.5K
|
124K
$16M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-206- 3.34% |
$23.4K - $25.9K
|
5.95K
$770K
|