Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
365+ 13.13% |
$32.9K - $38.6K
|
3.15K
$414K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
364+ 7.03% |
$32.8K - $38.5K
|
5.54K
$728K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
361+ 3.0% |
$32.5K - $38.2K
|
12.4K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
360+ 1.57% |
$32.4K - $38K
|
23.3K
$3.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
360+ 13.38% |
$32.4K - $38K
|
3.05K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
355New |
$32K - $37.5K
|
355
$46.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
354+ 5.79% |
$31.9K - $37.4K
|
6.46K
$850K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
347+ 83.21% |
$31.2K - $36.7K
|
764
$100K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
346+ 2.45% |
$31.2K - $36.6K
|
14.4K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
333+ 1.86% |
$30K - $35.2K
|
18.2K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
325+ 5.06% |
$29.3K - $34.3K
|
6.75K
$887K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
324New |
$29.2K - $34.2K
|
324
$42.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
300+ 2.31% |
$27K - $31.7K
|
13.3K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
299New |
$26.9K - $31.6K
|
299
$39.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
296New |
$26.7K - $31.3K
|
296
$38.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
282+ 2.91% |
$25.4K - $29.8K
|
9.98K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
273+ 6.25% |
$24.6K - $28.9K
|
4.64K
$610K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
266+ 1.97% |
$24K - $28.1K
|
13.8K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
257+ 25.3% |
$23.1K - $27.2K
|
1.27K
$167K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
257+ 1.94% |
$23.1K - $27.2K
|
13.5K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
256+ 0.77% |
$23.1K - $27.1K
|
33.5K
$4.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
251+ 0.99% |
$22.6K - $26.5K
|
25.7K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
245+ 4.09% |
$22.1K - $25.9K
|
6.23K
$819K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
234+ 7.73% |
$21.1K - $24.7K
|
3.26K
$429K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
234+ 1.2% |
$21.1K - $24.7K
|
19.7K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
232+ 0.92% |
$20.9K - $24.5K
|
25.4K
$3.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
226+ 1.17% |
$20.3K - $23.9K
|
19.6K
$2.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
224+ 10.22% |
$20.2K - $23.7K
|
2.42K
$318K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
223+ 0.41% |
$20.1K - $23.6K
|
54.5K
$7.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
216New |
$19.4K - $22.8K
|
216
$28.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
214+ 1.8% |
$19.3K - $22.6K
|
12.1K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
214+ 1.07% |
$19.3K - $22.6K
|
20.2K
$2.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
209+ 11.37% |
$18.8K - $22.1K
|
2.05K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
208+ 7.49% |
$18.7K - $22K
|
2.99K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
207+ 1.1% |
$18.6K - $21.9K
|
19.1K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
203+ 0.69% |
$18.3K - $21.5K
|
29.6K
$3.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 4.57% |
$18K - $21.1K
|
4.58K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
198New |
$17.8K - $20.9K
|
198
$26K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
197+ 4.79% |
$17.7K - $20.8K
|
4.31K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
195+ 0.53% |
$17.6K - $20.6K
|
36.8K
$4.84M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
190+ 0.93% |
$17.1K - $20.1K
|
20.6K
$2.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
186+ 5.44% |
$16.7K - $19.7K
|
3.6K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
174+ 0.71% |
$15.7K - $18.4K
|
24.7K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
158New |
$14.2K - $16.7K
|
158
$20.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
154+ 4.28% |
$13.9K - $16.3K
|
3.75K
$493K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
149New |
$13.4K - $15.7K
|
149
$19.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
142+ 1.91% |
$12.8K - $15K
|
7.57K
$996K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
141+ 0.84% |
$12.7K - $14.9K
|
17K
$2.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
140+ 6.56% |
$12.6K - $14.8K
|
2.28K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
139+ 2.32% |
$12.5K - $14.7K
|
6.14K
$807K
|