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
Jan 19, 2024 Q4 2023
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-19
- 0.4%
$1.71K - $2.01K
4.77K $579K
Jan 18, 2024 Q4 2023
Transform Wealth, LLC

SELL
 -
-20
- 0.23%
$1.8K - $2.11K
8.51K $1.03M
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

SELL
 -
-20
- 12.2%
$1.8K - $2.11K
144 $17.5K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-20
- 1.85%
$1.8K - $2.11K
1.06K $129K
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

SELL
 -
-22
- 0.21%
$1.98K - $2.33K
10.3K $1.25M
Feb 07, 2024 Q4 2023
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-24
- 2.64%
$2.16K - $2.54K
885 $107K
Feb 08, 2024 Q4 2023
Forbes J M & CO LLP

SELL
 -
-24
- 0.04%
$2.16K - $2.54K
57.8K $7.02M
Jan 10, 2024 Q4 2023
Wealth Alliance Advisory Group, LLC

SELL
 -
-26
- 1.02%
$2.34K - $2.75K
2.53K $308K
Feb 12, 2024 Q4 2023
Benedetti & Gucer, Inc.

SELL
 -
-26
- 0.86%
$2.34K - $2.75K
3K $364K
Feb 07, 2024 Q4 2023
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-27
- 0.27%
$2.43K - $2.85K
10.1K $1.23M
Jan 10, 2024 Q4 2023
Lincoln Capital LLC

SELL
 -
-33
- 1.18%
$2.97K - $3.49K
2.76K $336K
Jan 03, 2024 Q4 2023
Doliver Advisors, LP

Houston, TX
SELL
 -
-35
- 0.06%
$3.15K - $3.7K
53.9K $6.55M
Jan 22, 2024 Q4 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-36
- 1.31%
$3.24K - $3.8K
2.72K $330K
Feb 09, 2024 Q4 2023
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-37
- 1.12%
$3.33K - $3.91K
3.25K $395K
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

SELL
 -
-39
- 0.74%
$3.51K - $4.12K
5.25K $638K
Feb 07, 2024 Q4 2023
Nvwm, LLC

SELL
 -
-42
- 1.99%
$3.78K - $4.44K
2.07K $251K
Jan 22, 2024 Q4 2023
Miracle Mile Advisors, LLC

SELL
 -
-45
- 0.14%
$4.05K - $4.76K
31.6K $3.84M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-45
- 0.42%
$4.05K - $4.76K
10.8K $1.31M
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

SELL
 -
-46
- 6.17%
$4.14K - $4.86K
699 $84.9K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

SELL
 -
-49
- 1.67%
$4.41K - $5.18K
2.88K $349K
Feb 09, 2024 Q4 2023
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-50
- 1.24%
$4.5K - $5.28K
3.98K $483K
Jan 22, 2024 Q4 2023
Dougherty Wealth Advisers LLC

SELL
 -
-52
- 44.07%
$4.68K - $5.5K
66 $8.01K
Jan 30, 2024 Q4 2023
Marietta Wealth Management, LLC

SELL
 -
-53
- 1.23%
$4.77K - $5.6K
4.27K $519K
Jan 31, 2024 Q4 2023
Zwj Investment Counsel Inc

SELL
 -
-56
- 0.28%
$5.04K - $5.92K
19.9K $2.41M
Dec 19, 2024 Q4 2023
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-57
Closed
$5.13K - $6.02K
0 $0
Jan 24, 2024 Q4 2023
Proffitt & Goodson Inc

SELL
 -
-58
- 1.07%
$5.22K - $6.13K
5.36K $650K
Jan 30, 2024 Q4 2023
Guidance Point Advisors, LLC

SELL
 -
-58
- 0.38%
$5.22K - $6.13K
15.3K $1.85M
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

SELL
 -
-59
- 10.19%
$5.31K - $6.24K
520 $63.1K
Jan 11, 2024 Q4 2023
Cic Wealth, LLC

Rockville, MD
SELL
 -
-62
- 0.54%
$5.58K - $6.55K
11.5K $1.39M
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-63
- 0.57%
$5.67K - $6.66K
11K $1.33M
Feb 14, 2024 Q4 2023
Modera Wealth Management, LLC

SELL
 -
-70
- 0.12%
$6.3K - $7.4K
58.7K $7.12M
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-73
- 0.13%
$6.57K - $7.72K
57.6K $6.99M
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-74
- 2.01%
$6.66K - $7.82K
3.6K $437K
Jan 22, 2024 Q4 2023
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-75
- 1.73%
$6.75K - $7.93K
4.27K $518K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-77
- 56.2%
$6.93K - $8.14K
60 $7.28K
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

SELL
 -
-80
- 61.07%
$7.2K - $8.46K
51 $6.19K
Feb 12, 2024 Q4 2023
Alaethes Wealth LLC

Glenbrook, NV
SELL
 -
-90
- 3.11%
$8.1K - $9.51K
2.81K $340K
Mar 13, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-90
- 0.16%
$8.1K - $9.51K
57.6K $6.99M
Jan 19, 2024 Q4 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
SELL
 -
-95
- 4.15%
$8.55K - $10K
2.19K $266K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-95
- 10.08%
$8.55K - $10K
847 $103K
Feb 05, 2024 Q4 2023
Prosperity Planning, Inc.

SELL
 -
-96
- 0.49%
$8.64K - $10.1K
19.6K $2.38M
Jan 19, 2024 Q4 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
SELL
 -
-100
- 3.89%
$9K - $10.6K
2.47K $300K
Feb 14, 2024 Q4 2023
Index Fund Advisors, Inc.

SELL
 -
-100
- 0.97%
$9K - $10.6K
10.2K $1.24M
Feb 15, 2024 Q4 2023
Yale University

New Haven, CT
SELL
 -
-100
- 1.52%
$9K - $10.6K
6.46K $785K
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-100
- 12.9%
$9K - $10.6K
675 $81.9K
Jan 19, 2024 Q4 2023
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-105
- 24.71%
$9.45K - $11.1K
320 $38.8K
Feb 07, 2024 Q4 2023
Accredited Investors Inc.

SELL
 -
-105
- 1.02%
$9.45K - $11.1K
10.2K $1.23M
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-108
- 1.36%
$9.72K - $11.4K
7.82K $949K
Jan 09, 2024 Q4 2023
Windsor Capital Management, LLC

SELL
 -
-108
- 1.52%
$9.72K - $11.4K
6.98K $847K

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