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 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
507+ 2.69% |
$57.5K - $63.7K
|
19.4K
$2.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
499New |
$56.6K - $62.7K
|
499
$72.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
498+ 16.76% |
$56.5K - $62.6K
|
3.47K
$502K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
493+ 2.92% |
$55.9K - $61.9K
|
17.4K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
491+ 1.74% |
$55.7K - $61.7K
|
28.6K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
482+ 2.61% |
$54.7K - $60.5K
|
19K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
451+ 8.78% |
$51.1K - $56.7K
|
5.59K
$808K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
445+ 1.28% |
$50.5K - $55.9K
|
35.1K
$5.08M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
445+ 1.28% |
$50.5K - $55.9K
|
35.1K
$5.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
433+ 17.33% |
$49.1K - $54.4K
|
2.93K
$424K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
420+ 10.0% |
$47.6K - $52.8K
|
4.62K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
415+ 3.76% |
$47.1K - $52.1K
|
11.4K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
405+ 16.5% |
$45.9K - $50.9K
|
2.86K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
405+ 13.14% |
$45.9K - $50.9K
|
3.49K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
403+ 13.47% |
$45.7K - $50.6K
|
3.4K
$491K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
401+ 0.66% |
$45.5K - $50.4K
|
61.6K
$8.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
401+ 2.46% |
$45.5K - $50.4K
|
16.7K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
401+ 19.47% |
$45.5K - $50.4K
|
2.46K
$356K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
399New |
$45.3K - $50.1K
|
399
$57.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
396+ 1.9% |
$44.9K - $49.7K
|
21.2K
$3.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
381+ 2.79% |
$43.2K - $47.9K
|
14K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
378+ 3.97% |
$42.9K - $47.5K
|
9.9K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
366+ 11.07% |
$41.5K - $46K
|
3.67K
$531K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
362+ 1.56% |
$41.1K - $45.5K
|
23.6K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
361+ 0.31% |
$40.9K - $45.3K
|
118K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
360+ 21.38% |
$40.8K - $45.2K
|
2.04K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
357+ 4.23% |
$40.5K - $44.8K
|
8.79K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
350+ 5.89% |
$39.7K - $44K
|
6.29K
$909K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
340+ 13.77% |
$38.6K - $42.7K
|
2.81K
$406K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
330+ 2.14% |
$37.4K - $41.5K
|
15.8K
$2.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
330+ 0.36% |
$37.4K - $41.5K
|
92.4K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
328+ 6.1% |
$37.2K - $41.2K
|
5.71K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
324New |
$36.7K - $40.7K
|
324
$46.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
321+ 14.87% |
$36.4K - $40.3K
|
2.48K
$358K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
320+ 0.94% |
$36.3K - $40.2K
|
34.5K
$4.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
319New |
$36.2K - $40.1K
|
319
$46.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
316+ 29.26% |
$35.8K - $39.7K
|
1.4K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
315New |
$35.7K - $39.6K
|
315
$45.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
309+ 15.97% |
$35K - $38.8K
|
2.24K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
290+ 0.36% |
$32.9K - $36.4K
|
81.6K
$11.8M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
289+ 4.04% |
$32.8K - $36.3K
|
7.45K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
284+ 4.99% |
$32.2K - $35.7K
|
5.98K
$864K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
278+ 5.5% |
$31.5K - $34.9K
|
5.34K
$772K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
276+ 3.7% |
$31.3K - $34.7K
|
7.74K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267+ 5.32% |
$30.3K - $33.5K
|
5.29K
$764K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
262+ 0.21% |
$29.7K - $32.9K
|
124K
$18M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
260+ 2.36% |
$29.5K - $32.7K
|
11.3K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
259+ 1.65% |
$29.4K - $32.5K
|
16K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
257+ 22.31% |
$29.1K - $32.3K
|
1.41K
$204K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
250+ 0.59% |
$28.4K - $31.4K
|
42.6K
$6.17M
|