Purchases and Sales Made in Q4 2023 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
136
New
$12.2K - $14.4K
136 $18K
Feb 05, 2024 Q4 2023
Camden Capital, LLC

BUY
 -
134
+ 0.49%
$12.1K - $14.2K
27.4K $3.63M
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
133
+ 0.56%
$12K - $14.1K
23.9K $3.17M
Jan 17, 2024 Q4 2023
Flagship Private Wealth, LLC

BUY
 -
132
+ 0.37%
$11.9K - $14K
35.4K $4.69M
Feb 05, 2024 Q4 2023
Brandywine Oak Private Wealth LLC

BUY
 -
127
+ 1.95%
$11.4K - $13.4K
6.64K $880K
Jan 26, 2024 Q4 2023
Charter Oak Capital Management, LLC

BUY
 -
127
+ 1.7%
$11.4K - $13.4K
7.61K $1.01M
Jan 26, 2024 Q4 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
125
+ 0.49%
$11.3K - $13.2K
25.6K $3.38M
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
121
+ 5.57%
$10.9K - $12.8K
2.3K $304K
Feb 14, 2024 Q4 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
121
+ 0.5%
$10.9K - $12.8K
24.1K $3.19M
Feb 13, 2024 Q4 2023
Wescott Financial Advisory Group, LLC

BUY
 -
120
+ 0.78%
$10.8K - $12.7K
15.6K $2.06M
Jan 23, 2024 Q4 2023
Indiana Trust & Investment Management CO

BUY
 -
117
New
$10.5K - $12.4K
117 $15.5K
Jan 30, 2024 Q4 2023
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
113
New
$10.2K - $11.9K
113 $15K
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
113
+ 0.99%
$10.2K - $11.9K
11.6K $1.53M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
111
+ 1.87%
$9.99K - $11.7K
6.06K $802K
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
107
+ 0.07%
$9.63K - $11.3K
164K $21.8M
Jan 18, 2024 Q4 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
107
+ 0.38%
$9.63K - $11.3K
27.9K $3.7M
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
103
+ 14.11%
$9.27K - $10.9K
833 $110K
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

BUY
 -
102
+ 1.37%
$9.18K - $10.8K
7.54K $999K
Jan 30, 2024 Q4 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
102
+ 1.71%
$9.18K - $10.8K
6.07K $804K
Feb 08, 2024 Q4 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
100
New
$9K - $10.6K
100 $13.2K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
100
New
$9K - $10.6K
100 $13.2K
Feb 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
100
New
$9K - $10.6K
100 $13.2K
Feb 06, 2024 Q4 2023
Ntv Asset Management LLC

BUY
 -
85
+ 2.28%
$7.65K - $8.98K
3.81K $504K
Feb 02, 2024 Q4 2023
Retirement Solution Inc.

BUY
 -
84
+ 3.44%
$7.56K - $8.88K
2.53K $334K
Jan 18, 2024 Q4 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
82
+ 0.12%
$7.38K - $8.67K
67K $8.87M
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
82
+ 1.06%
$7.38K - $8.67K
7.84K $1.04M
Jan 23, 2024 Q4 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
79
+ 0.72%
$7.11K - $8.35K
11K $1.46M
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
77
+ 0.65%
$6.93K - $8.14K
11.9K $1.58M
Feb 07, 2024 Q4 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
75
+ 0.5%
$6.75K - $7.93K
15.1K $2M
Jan 12, 2024 Q4 2023
Greenhouse Wealth Management, LLC

BUY
 -
72
+ 0.92%
$6.48K - $7.61K
7.88K $1.04M
Jan 16, 2024 Q4 2023
Wolff Wiese Magana LLC

BUY
 -
72
+ 0.73%
$6.48K - $7.61K
9.93K $1.31M
Jan 17, 2024 Q4 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
69
+ 0.13%
$6.21K - $7.29K
54.2K $7.18M
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
69
+ 1.77%
$6.21K - $7.29K
3.97K $526K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
67
New
$6.03K - $7.08K
67 $8.87K
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

BUY
 -
67
+ 1.81%
$6.03K - $7.08K
3.76K $499K
Jan 23, 2024 Q4 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
66
+ 1.97%
$5.94K - $6.98K
3.41K $452K
Mar 14, 2024 Q4 2023
Ables, Iannone, Moore & Associates, Inc.

Savannah, GA
BUY
 -
65
New
$5.85K - $6.87K
65 $8.61K
Jan 31, 2024 Q4 2023
Institute For Wealth Management, Llc.

BUY
 -
62
+ 0.85%
$5.58K - $6.55K
7.34K $973K
Jan 30, 2024 Q4 2023
Sfmg, LLC

BUY
 -
62
+ 0.87%
$5.58K - $6.55K
7.15K $947K
Feb 09, 2024 Q4 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
60
+ 2.66%
$5.4K - $6.34K
2.32K $307K
Jan 16, 2024 Q4 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
60
+ 1.55%
$5.4K - $6.34K
3.92K $519K
Jan 31, 2024 Q4 2023
Tradewinds Capital Management, LLC

BUY
 -
59
+ 1.47%
$5.31K - $6.24K
4.06K $538K
Feb 05, 2024 Q4 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
58
+ 0.05%
$5.22K - $6.13K
117K $15.5M
Jan 22, 2024 Q4 2023
Weaver Consulting Group

BUY
 -
55
+ 0.5%
$4.95K - $5.81K
11.1K $1.47M
Feb 12, 2024 Q4 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
52
+ 2.16%
$4.68K - $5.5K
2.46K $325K
Jan 24, 2024 Q4 2023
180 Wealth Advisors, LLC

BUY
 -
52
+ 1.79%
$4.68K - $5.5K
2.96K $392K
Jan 22, 2024 Q4 2023
Jb Capital LLC

BUY
 -
52
+ 1.3%
$4.68K - $5.5K
4.05K $536K
Aug 29, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
51
+ 1.0%
$4.59K - $5.39K
5.15K $682K
Jan 30, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
51
+ 1.0%
$4.59K - $5.39K
5.15K $682K

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