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 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
908+ 2.66% |
$103K - $114K
|
35.1K
$5.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
900New |
$102K - $113K
|
900
$130K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
876+ 6.3% |
$99.3K - $110K
|
14.8K
$2.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
875+ 0.37% |
$99.2K - $110K
|
238K
$34.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
863+ 1.45% |
$97.9K - $108K
|
60.4K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
861+ 5.3% |
$97.6K - $108K
|
17.1K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
846+ 7.93% |
$95.9K - $106K
|
11.5K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
833New |
$94.5K - $105K
|
833
$120K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
827+ 38.84% |
$93.8K - $104K
|
2.96K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
827+ 4.13% |
$93.8K - $104K
|
20.8K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
817+ 9.98% |
$92.7K - $103K
|
9.01K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
808+ 24.26% |
$91.6K - $102K
|
4.14K
$598K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
806+ 114.0% |
$91.4K - $101K
|
1.51K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
800+ 2.28% |
$90.7K - $100K
|
35.9K
$5.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
780+ 21.78% |
$88.5K - $98K
|
4.36K
$631K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
764+ 2.46% |
$86.6K - $96K
|
31.8K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
749+ 1.65% |
$84.9K - $94.1K
|
46.1K
$6.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
745+ 20.35% |
$84.5K - $93.6K
|
4.41K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
724+ 1.67% |
$82.1K - $90.9K
|
44K
$6.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
718New |
$81.4K - $90.2K
|
718
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
700+ 13.85% |
$79.4K - $87.9K
|
5.75K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
699+ 9.46% |
$79.3K - $87.8K
|
8.09K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
686+ 37.96% |
$77.8K - $86.2K
|
2.49K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
656+ 4.56% |
$74.4K - $82.4K
|
15.1K
$2.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
646+ 6.12% |
$73.3K - $81.2K
|
11.2K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
644+ 7.04% |
$73K - $80.9K
|
9.79K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
641+ 11.64% |
$72.7K - $80.5K
|
6.15K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
632+ 32.29% |
$71.7K - $79.4K
|
2.59K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
627+ 1.11% |
$71.1K - $78.8K
|
57.3K
$8.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
623+ 24.2% |
$70.7K - $78.3K
|
3.2K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
622+ 24.37% |
$70.5K - $78.1K
|
3.17K
$459K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
617+ 8.25% |
$70K - $77.5K
|
8.1K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
608+ 1.19% |
$69K - $76.4K
|
51.8K
$7.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
607+ 2.91% |
$68.8K - $76.3K
|
21.4K
$3.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
602+ 7.53% |
$68.3K - $75.6K
|
8.6K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
590+ 0.22% |
$66.9K - $74.1K
|
274K
$39.7M
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
588+ 1.71% |
$66.7K - $73.9K
|
35K
$5.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
571+ 0.63% |
$64.8K - $71.7K
|
91.6K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
564+ 6.5% |
$64K - $70.8K
|
9.24K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
561+ 20.53% |
$63.6K - $70.5K
|
3.29K
$476K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
551+ 5.13% |
$62.5K - $69.2K
|
11.3K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
544+ 3.66% |
$61.7K - $68.3K
|
15.4K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
538+ 27.7% |
$61K - $67.6K
|
2.48K
$359K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
532+ 8.79% |
$60.3K - $66.8K
|
6.58K
$952K
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
525+ 9.55% |
$59.5K - $66K
|
6.03K
$871K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
523+ 11.16% |
$59.3K - $65.7K
|
5.21K
$753K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
523+ 23.96% |
$59.3K - $65.7K
|
2.71K
$391K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
518+ 26.92% |
$58.7K - $65.1K
|
2.44K
$353K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
511New |
$58K - $64.2K
|
511
$73.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
510+ 15.66% |
$57.8K - $64.1K
|
3.77K
$545K
|