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 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-19.8K- 2.88% |
$2.25M - $2.49M
|
668K
$96.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.8K- 1.67% |
$2.25M - $2.49M
|
1.17M
$169M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.3K- 4.2% |
$2.3M - $2.55M
|
463K
$67M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20.5K- 2.1% |
$2.33M - $2.58M
|
956K
$138M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-20.5K- 9.87% |
$2.33M - $2.58M
|
188K
$27.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.3K- 5.08% |
$2.53M - $2.8M
|
416K
$60.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22.4K- 15.21% |
$2.54M - $2.81M
|
125K
$18M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22.5K- 23.84% |
$2.55M - $2.83M
|
72K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-25.4K- 67.47% |
$2.88M - $3.19M
|
12.2K
$1.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.7K- 1.27% |
$3.15M - $3.48M
|
2.15M
$311M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27.8K- 33.9% |
$3.15M - $3.49M
|
54.2K
$7.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-28.2K- 13.2% |
$3.19M - $3.54M
|
185K
$26.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-29.7K- 42.45% |
$3.37M - $3.74M
|
40.3K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-29.8K- 79.12% |
$3.38M - $3.74M
|
7.86K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-32.1K- 36.04% |
$3.64M - $4.04M
|
57K
$8.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 2.06% |
$3.72M - $4.12M
|
1.56M
$225M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.2K- 1.54% |
$3.88M - $4.3M
|
2.19M
$316M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-35.2K- 31.52% |
$3.99M - $4.42M
|
76.4K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35.4K- 38.64% |
$4.01M - $4.45M
|
56.2K
$8.12M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-36.8K- 33.91% |
$4.18M - $4.63M
|
71.8K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-37.3K- 1.99% |
$4.23M - $4.69M
|
1.83M
$265M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-39.9K- 2.55% |
$4.52M - $5.01M
|
1.52M
$220M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-40.1K- 1.51% |
$4.55M - $5.04M
|
2.61M
$378M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47.1K- 81.7% |
$5.35M - $5.92M
|
10.6K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-47.5K- 57.38% |
$5.39M - $5.97M
|
35.3K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-60.8K- 17.48% |
$6.89M - $7.64M
|
287K
$41.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.9K- 3.83% |
$7.24M - $8.02M
|
1.6M
$232M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-67.9K- 18.24% |
$7.7M - $8.53M
|
304K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-77.3K- 3.88% |
$8.77M - $9.71M
|
1.91M
$277M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-87.7K- 74.89% |
$9.95M - $11M
|
29.4K
$4.25M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-87.7K- 74.89% |
$9.95M - $11M
|
29.4K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-98.4K- 44.94% |
$11.2M - $12.4M
|
121K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 1.0% |
$12M - $13.3M
|
10.5M
$1.52B
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 1.0% |
$12M - $13.3M
|
10.5M
$1.52B
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-109K- 3.01% |
$12.3M - $13.6M
|
3.5M
$506M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-120K- 23.22% |
$13.6M - $15.1M
|
397K
$57.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-121K- 8.34% |
$13.7M - $15.2M
|
1.33M
$192M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-141K- 69.29% |
$16M - $17.7M
|
62.4K
$9.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-240K- 17.92% |
$27.2M - $30.1M
|
1.1M
$159M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-264K- 2.13% |
$30M - $33.2M
|
12.1M
$1.75B
|
|
|
Oct 04, 2024
Q3 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-460K- 14.78% |
$52.2M - $57.8M
|
2.65M
$384M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.61M- 45.75% |
$182M - $202M
|
1.9M
$275M
|