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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.28K- 36.39% |
$146K - $161K
|
2.24K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.35K- 0.87% |
$153K - $169K
|
153K
$22.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.35K- 16.88% |
$153K - $169K
|
6.63K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.36K- 7.2% |
$154K - $170K
|
17.5K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.37K- 3.5% |
$155K - $172K
|
37.7K
$5.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.47K- 39.62% |
$167K - $185K
|
2.24K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.49K- 1.79% |
$169K - $187K
|
81.7K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.5K- 42.86% |
$170K - $188K
|
2K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.52K- 7.83% |
$173K - $191K
|
17.9K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.54K- 8.96% |
$174K - $193K
|
15.6K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.56K- 0.31% |
$177K - $196K
|
501K
$72.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.59K- 20.72% |
$180K - $199K
|
6.08K
$879K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.62K- 13.74% |
$184K - $204K
|
10.2K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.66K- 2.5% |
$188K - $208K
|
64.7K
$9.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.67K- 3.51% |
$190K - $210K
|
46K
$6.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.7K- 46.6% |
$192K - $213K
|
1.95K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.7K- 0.51% |
$193K - $214K
|
330K
$47.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.75K- 3.96% |
$199K - $220K
|
42.4K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.78K- 4.08% |
$201K - $223K
|
41.7K
$6.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.78K- 13.07% |
$202K - $224K
|
11.8K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.79K- 7.25% |
$203K - $225K
|
22.9K
$3.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.8K- 1.29% |
$204K - $226K
|
137K
$19.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.81K- 18.44% |
$205K - $227K
|
8K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 2.02% |
$210K - $233K
|
90K
$13M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.87K- 12.3% |
$212K - $234K
|
13.3K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.87K- 17.98% |
$212K - $235K
|
8.52K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.96K- 13.12% |
$222K - $246K
|
13K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.98K- 1.99% |
$225K - $249K
|
97.9K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.98K- 9.87% |
$225K - $249K
|
18.1K
$2.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.04K- 1.11% |
$231K - $256K
|
182K
$26.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.05K- 26.35% |
$232K - $258K
|
5.73K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.07K- 1.31% |
$234K - $260K
|
156K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.09K- 0.57% |
$237K - $263K
|
363K
$52.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.09K- 36.03% |
$237K - $263K
|
3.72K
$538K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.19K- 18.91% |
$248K - $275K
|
9.39K
$1.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.22K- 1.74% |
$252K - $279K
|
126K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.26K- 15.14% |
$257K - $284K
|
12.7K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.28K- 33.93% |
$258K - $286K
|
4.43K
$640K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-2.3K- 1.97% |
$261K - $289K
|
114K
$16.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.3K- 14.11% |
$261K - $289K
|
14K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.31K- 6.72% |
$262K - $290K
|
32K
$4.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.38K- 1.78% |
$269K - $298K
|
131K
$18.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.48K- 4.76% |
$281K - $312K
|
49.7K
$7.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.54K- 0.15% |
$288K - $319K
|
1.67M
$242M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.58K- 0.76% |
$292K - $324K
|
338K
$48.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.6K- 11.4% |
$295K - $326K
|
20.2K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.62K- 2.24% |
$297K - $329K
|
114K
$16.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 1.76% |
$298K - $330K
|
147K
$21.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 2.57% |
$307K - $340K
|
103K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 0.75% |
$310K - $343K
|
360K
$52M
|