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 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 0.46% |
$990 - $1.16K
|
2.38K
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
11+ 0.36% |
$990 - $1.16K
|
3.05K
$441K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11+ 0.14% |
$990 - $1.16K
|
7.74K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.48% |
$990 - $1.16K
|
2.3K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$900 - $1.06K
|
3.36K
$486K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$900 - $1.06K
|
10.7K
$1.54M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
9+ 0.29% |
$810 - $951
|
3.15K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9+ 0.07% |
$810 - $951
|
12K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
8+ 0.26% |
$720 - $846
|
3.07K
$444K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
7+ 0.2% |
$630 - $740
|
3.48K
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7+ 0.05% |
$630 - $740
|
14.9K
$2.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$540 - $634
|
4.17K
$603K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.09% |
$540 - $634
|
6.52K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
6+ 6.06% |
$540 - $634
|
105
$15.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 3.03% |
$450 - $528
|
170
$24.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5+ 0.03% |
$450 - $528
|
18.6K
$2.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$450 - $528
|
49.5K
$7.16M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5+ 0.08% |
$450 - $528
|
6.1K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.42% |
$450 - $528
|
1.2K
$174K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4+ 0.02% |
$360 - $423
|
19K
$2.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4+ 0.15% |
$360 - $423
|
2.66K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$360 - $423
|
25K
$3.62M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.81% |
$360 - $423
|
499
$72.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.2% |
$270 - $317
|
1.48K
$214K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.31% |
$270 - $317
|
963
$139K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
3+ 0.12% |
$270 - $317
|
2.52K
$365K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$270 - $317
|
20.5K
$2.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.87% |
$180 - $211
|
232
$33.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
2+ 0.42% |
$180 - $211
|
476
$68.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.48% |
$180 - $211
|
137
$19.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$180 - $211
|
2
$289
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$90 - $106
|
2.86K
$413K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$90 - $106
|
2.76K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$90 - $106
|
959
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.05% |
$90 - $106
|
2.14K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$90 - $106
|
13.8K
$1.99M
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.68% |
$90 - $106
|
148
$21.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-1- 0.01% |
$90 - $106
|
6.85K
$991K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1- 0.02% |
$90 - $106
|
4.9K
$709K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 0.01% |
$180 - $211
|
14.3K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.13% |
$270 - $317
|
2.37K
$342K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$270 - $317
|
2.79K
$403K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4- 0.1% |
$360 - $423
|
4.07K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-5- 0.06% |
$450 - $528
|
8.19K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6- 5.71% |
$540 - $634
|
99
$14.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-7- 0.16% |
$630 - $740
|
4.41K
$637K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-8- 0.01% |
$720 - $846
|
148K
$21.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-8- 0.18% |
$720 - $846
|
4.47K
$646K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-16- 0.19% |
$1.44K - $1.69K
|
8.26K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-16- 0.44% |
$1.44K - $1.69K
|
3.64K
$526K
|