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 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.78K- 20.0% |
$655K - $726K
|
23.1K
$3.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-5.85K- 1.28% |
$664K - $735K
|
451K
$65.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.14K- 5.7% |
$696K - $771K
|
102K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.28K- 0.13% |
$712K - $788K
|
4.74M
$686M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6.3K- 4.15% |
$714K - $791K
|
146K
$21.1M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6.3K- 4.15% |
$714K - $791K
|
146K
$21.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.69K- 66.25% |
$759K - $841K
|
3.41K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.93K- 42.28% |
$786K - $871K
|
9.46K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-7.06K- 1.63% |
$801K - $887K
|
426K
$61.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.1K- 14.48% |
$805K - $892K
|
41.9K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7.15K- 7.6% |
$810K - $898K
|
86.9K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.44K- 12.53% |
$844K - $934K
|
51.9K
$7.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.52K- 2.82% |
$853K - $945K
|
259K
$37.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.61K- 23.23% |
$863K - $956K
|
25.2K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.74K- 84.77% |
$878K - $972K
|
1.39K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-8.14K- 3.41% |
$923K - $1.02M
|
231K
$33.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.2K- 5.14% |
$930K - $1.03M
|
151K
$21.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.28K- 2.3% |
$939K - $1.04M
|
352K
$50.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.44K- 43.75% |
$957K - $1.06M
|
10.9K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.46K- 19.15% |
$960K - $1.06M
|
35.7K
$5.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.91K- 13.47% |
$1.01M - $1.12M
|
57.3K
$8.28M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-9.11K- 25.79% |
$1.03M - $1.14M
|
26.2K
$3.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9.65K- 62.32% |
$1.09M - $1.21M
|
5.83K
$843K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-10.3K- 13.02% |
$1.17M - $1.29M
|
68.7K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.3K- 63.99% |
$1.17M - $1.29M
|
5.8K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.7K- 10.69% |
$1.21M - $1.35M
|
89.4K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-10.8K- 4.25% |
$1.23M - $1.36M
|
244K
$35.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.9K- 6.57% |
$1.23M - $1.37M
|
155K
$22.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11.5K- 94.08% |
$1.3M - $1.44M
|
723
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 1.7% |
$1.31M - $1.45M
|
668K
$96.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.8K- 71.8% |
$1.33M - $1.48M
|
4.62K
$668K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.9K- 2.85% |
$1.35M - $1.5M
|
406K
$58.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.2K- 50.29% |
$1.39M - $1.53M
|
12.1K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 3.1% |
$1.45M - $1.6M
|
399K
$57.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 3.34% |
$1.45M - $1.61M
|
370K
$53.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-13K- 75.65% |
$1.47M - $1.63M
|
4.17K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13.6K- 98.03% |
$1.54M - $1.71M
|
273
$39.5K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-14.9K- 3.07% |
$1.69M - $1.88M
|
472K
$68.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15.1K- 1.76% |
$1.71M - $1.89M
|
840K
$121M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16K- 75.43% |
$1.82M - $2.01M
|
5.21K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.1K- 5.56% |
$1.83M - $2.02M
|
273K
$39.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.2K- 38.31% |
$1.83M - $2.03M
|
26K
$3.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.7K- 26.19% |
$1.89M - $2.1M
|
47.1K
$6.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 1.34% |
$2.01M - $2.23M
|
1.3M
$188M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 1.34% |
$2.01M - $2.23M
|
1.3M
$188M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.8K- 3.75% |
$2.02M - $2.24M
|
456K
$66M
|
|
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.8K- 3.75% |
$2.02M - $2.24M
|
456K
$66M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-17.9K- 13.37% |
$2.04M - $2.25M
|
116K
$16.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-19.3K- 86.93% |
$2.18M - $2.42M
|
2.89K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.6K- 10.31% |
$2.22M - $2.46M
|
170K
$24.6M
|