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 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7.15K- 7.6% |
$810K - $898K
|
86.9K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.44K- 12.53% |
$844K - $934K
|
51.9K
$6.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.52K- 2.82% |
$853K - $945K
|
259K
$33.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.61K- 23.23% |
$863K - $956K
|
25.2K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.74K- 84.77% |
$878K - $972K
|
1.39K
$179K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-8.14K- 3.41% |
$923K - $1.02M
|
231K
$29.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.2K- 5.14% |
$930K - $1.03M
|
151K
$19.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.28K- 2.3% |
$939K - $1.04M
|
352K
$45.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.44K- 43.75% |
$957K - $1.06M
|
10.9K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.46K- 19.15% |
$960K - $1.06M
|
35.7K
$4.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.91K- 13.47% |
$1.01M - $1.12M
|
57.3K
$7.36M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-9.11K- 25.79% |
$1.03M - $1.14M
|
26.2K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9.65K- 62.32% |
$1.09M - $1.21M
|
5.83K
$749K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-10.3K- 13.02% |
$1.17M - $1.29M
|
68.7K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.3K- 63.99% |
$1.17M - $1.29M
|
5.8K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.7K- 10.69% |
$1.21M - $1.35M
|
89.4K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-10.8K- 4.25% |
$1.23M - $1.36M
|
244K
$31.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.9K- 6.57% |
$1.23M - $1.37M
|
155K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11.5K- 94.08% |
$1.3M - $1.44M
|
723
$92.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 1.7% |
$1.31M - $1.45M
|
668K
$85.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.8K- 71.8% |
$1.33M - $1.48M
|
4.62K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.9K- 2.85% |
$1.35M - $1.5M
|
406K
$52.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.2K- 50.29% |
$1.39M - $1.53M
|
12.1K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 3.1% |
$1.45M - $1.6M
|
399K
$51.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 3.34% |
$1.45M - $1.61M
|
370K
$47.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-13K- 75.65% |
$1.47M - $1.63M
|
4.17K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13.6K- 98.03% |
$1.54M - $1.71M
|
273
$35.1K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-14.9K- 3.07% |
$1.69M - $1.88M
|
472K
$60.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15.1K- 1.76% |
$1.71M - $1.89M
|
840K
$108M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16K- 75.43% |
$1.82M - $2.01M
|
5.21K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.1K- 5.56% |
$1.83M - $2.02M
|
273K
$35.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.2K- 38.31% |
$1.83M - $2.03M
|
26K
$3.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.7K- 26.19% |
$1.89M - $2.1M
|
47.1K
$6.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 1.34% |
$2.01M - $2.23M
|
1.3M
$167M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 1.34% |
$2.01M - $2.23M
|
1.3M
$167M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.8K- 3.75% |
$2.02M - $2.24M
|
456K
$58.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-17.9K- 13.37% |
$2.04M - $2.25M
|
116K
$14.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-19.3K- 86.93% |
$2.18M - $2.42M
|
2.89K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.6K- 10.31% |
$2.22M - $2.46M
|
170K
$21.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-19.8K- 2.88% |
$2.25M - $2.49M
|
668K
$85.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.8K- 1.67% |
$2.25M - $2.49M
|
1.17M
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.3K- 4.2% |
$2.3M - $2.55M
|
463K
$59.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20.5K- 2.1% |
$2.33M - $2.58M
|
956K
$123M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-20.5K- 9.87% |
$2.33M - $2.58M
|
188K
$24.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.3K- 5.08% |
$2.53M - $2.8M
|
416K
$53.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22.4K- 15.21% |
$2.54M - $2.81M
|
125K
$16M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22.5K- 23.84% |
$2.55M - $2.83M
|
72K
$9.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-25.4K- 67.47% |
$2.88M - $3.19M
|
12.2K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.7K- 1.27% |
$3.15M - $3.48M
|
2.15M
$276M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27.8K- 33.9% |
$3.15M - $3.49M
|
54.2K
$6.96M
|