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 05, 2024 Q4 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
58
+ 0.05%
$5.22K - $6.13K
117K $16.9M
Jan 22, 2024 Q4 2023
Weaver Consulting Group

BUY
 -
55
+ 0.5%
$4.95K - $5.81K
11.1K $1.6M
Jan 22, 2024 Q4 2023
Jb Capital LLC

BUY
 -
52
+ 1.3%
$4.68K - $5.5K
4.05K $585K
Jan 24, 2024 Q4 2023
180 Wealth Advisors, LLC

BUY
 -
52
+ 1.79%
$4.68K - $5.5K
2.96K $428K
Feb 12, 2024 Q4 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
52
+ 2.16%
$4.68K - $5.5K
2.46K $355K
Jan 30, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
51
+ 1.0%
$4.59K - $5.39K
5.15K $745K
Aug 29, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
51
+ 1.0%
$4.59K - $5.39K
5.15K $745K
Feb 06, 2024 Q4 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
50
+ 1.38%
$4.5K - $5.28K
3.67K $530K
Feb 13, 2024 Q4 2023
Security National Bank

BUY
 -
50
New
$4.5K - $5.28K
50 $7.23K
Feb 06, 2024 Q4 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
48
+ 1.34%
$4.32K - $5.07K
3.63K $525K
Jan 05, 2024 Q4 2023
Bromfield Sneider Wealth Advisors

BUY
 -
46
+ 1.12%
$4.14K - $4.86K
4.14K $598K
Feb 13, 2024 Q4 2023
Angeles Wealth Management, LLC

BUY
 -
46
+ 21.2%
$4.14K - $4.86K
263 $38K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
42
+ 0.2%
$3.78K - $4.44K
21.3K $3.09M
Jan 18, 2024 Q4 2023
Altfest L J & CO Inc

BUY
 -
41
+ 1.57%
$3.69K - $4.33K
2.65K $383K
Jan 31, 2024 Q4 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
41
+ 1.4%
$3.69K - $4.33K
2.96K $428K
Jan 16, 2024 Q4 2023
Global Trust Asset Management, LLC

BUY
 -
38
+ 253.33%
$3.42K - $4.02K
53 $7.66K
Jan 23, 2024 Q4 2023
Clear Creek Financial Management, LLC

BUY
 -
36
+ 0.5%
$3.24K - $3.8K
7.21K $1.04M
Feb 01, 2024 Q4 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
36
+ 0.15%
$3.24K - $3.8K
23.5K $3.4M
Jan 29, 2024 Q4 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
35
+ 1.62%
$3.15K - $3.7K
2.2K $318K
Feb 12, 2024 Q4 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
35
+ 0.46%
$3.15K - $3.7K
7.71K $1.11M
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
31
New
$2.79K - $3.28K
31 $4.48K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
31
New
$2.79K - $3.28K
31 $4.48K
Feb 13, 2024 Q4 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
30
+ 0.86%
$2.7K - $3.17K
3.52K $509K
Jan 23, 2024 Q4 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
29
+ 0.91%
$2.61K - $3.07K
3.2K $463K
Feb 05, 2024 Q4 2023
Greatmark Investment Partners, Inc.

BUY
 -
26
+ 0.94%
$2.34K - $2.75K
2.8K $405K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
25
+ 0.42%
$2.25K - $2.64K
5.97K $863K
Feb 04, 2025 Q4 2023
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
25
+ 0.81%
$2.25K - $2.64K
3.09K $447K
Feb 13, 2024 Q4 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
23
+ 0.94%
$2.07K - $2.43K
2.47K $358K
Feb 15, 2024 Q4 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
23
+ 0.49%
$2.07K - $2.43K
4.69K $678K
Jan 17, 2024 Q4 2023
Cadent Capital Advisors, LLC

BUY
 -
22
+ 0.46%
$1.98K - $2.33K
4.8K $694K
Jan 31, 2024 Q4 2023
Cra Financial Services, LLC

BUY
 -
21
+ 0.69%
$1.89K - $2.22K
3.08K $446K
Feb 13, 2024 Q4 2023
Clear Street Markets LLC

BUY
 -
21
+ 1050.0%
$1.89K - $2.22K
23 $3.33K
Feb 14, 2024 Q4 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
21
New
$1.89K - $2.22K
21 $3.04K
Feb 02, 2024 Q4 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
20
+ 0.32%
$1.8K - $2.11K
6.35K $918K
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
19
+ 0.44%
$1.71K - $2.01K
4.35K $629K
Jan 29, 2024 Q4 2023
Avalon Advisory Group

Wexford, PA
BUY
 -
18
+ 0.03%
$1.62K - $1.9K
54.7K $7.91M
Feb 14, 2024 Q4 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
18
+ 0.26%
$1.62K - $1.9K
7.04K $1.02M
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
16
New
$1.44K - $1.69K
16 $2.31K
Jan 10, 2024 Q4 2023
Bond & Devick Financial Network, Inc.

BUY
 -
16
+ 0.25%
$1.44K - $1.69K
6.47K $935K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
16
+ 0.31%
$1.44K - $1.69K
5.12K $741K
Jan 02, 2024 Q4 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
14
New
$1.26K - $1.48K
14 $2.02K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
14
+ 1.4%
$1.26K - $1.48K
1.02K $147K
Jan 24, 2024 Q4 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
14
+ 0.56%
$1.26K - $1.48K
2.49K $360K
Jan 29, 2024 Q4 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
14
+ 0.49%
$1.26K - $1.48K
2.86K $414K
Feb 06, 2024 Q4 2023
Gryphon Financial Partners LLC

BUY
 -
13
+ 0.11%
$1.17K - $1.37K
12.3K $1.77M
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
12
+ 0.34%
$1.08K - $1.27K
3.56K $514K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
12
+ 0.73%
$1.08K - $1.27K
1.65K $238K
Jan 23, 2024 Q4 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
12
+ 4.94%
$1.08K - $1.27K
255 $36.9K
Jan 04, 2024 Q4 2023
Lowe Wealth Advisors, LLC

BUY
 -
11
+ 6.83%
$990 - $1.16K
172 $24.9K

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