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 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-22- 0.21% |
$1.98K - $2.33K
|
10.3K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-24- 0.04% |
$2.16K - $2.54K
|
57.8K
$7.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-24- 2.64% |
$2.16K - $2.54K
|
885
$117K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-26- 1.02% |
$2.34K - $2.75K
|
2.53K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-26- 0.86% |
$2.34K - $2.75K
|
3K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-27- 0.27% |
$2.43K - $2.85K
|
10.1K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-30- 6.85% |
$2.7K - $3.17K
|
408
$54K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-33- 1.18% |
$2.97K - $3.49K
|
2.76K
$366K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 0.06% |
$3.15K - $3.7K
|
53.9K
$7.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-36- 1.31% |
$3.24K - $3.8K
|
2.72K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 1.12% |
$3.33K - $3.91K
|
3.25K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-39- 0.74% |
$3.51K - $4.12K
|
5.25K
$696K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-42- 1.99% |
$3.78K - $4.44K
|
2.07K
$274K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-45- 0.42% |
$4.05K - $4.76K
|
10.8K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-45- 0.14% |
$4.05K - $4.76K
|
31.6K
$4.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-46- 6.17% |
$4.14K - $4.86K
|
699
$92.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-49- 1.67% |
$4.41K - $5.18K
|
2.88K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-50- 1.24% |
$4.5K - $5.28K
|
3.98K
$527K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-52- 44.07% |
$4.68K - $5.5K
|
66
$8.74K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-53- 1.23% |
$4.77K - $5.6K
|
4.27K
$566K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-56- 0.28% |
$5.04K - $5.92K
|
19.9K
$2.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-58- 0.38% |
$5.22K - $6.13K
|
15.3K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-58- 1.07% |
$5.22K - $6.13K
|
5.36K
$710K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-59- 10.19% |
$5.31K - $6.24K
|
520
$68.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-62- 0.54% |
$5.58K - $6.55K
|
11.5K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-63- 0.57% |
$5.67K - $6.66K
|
11K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-70- 0.12% |
$6.3K - $7.4K
|
58.7K
$7.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-73- 0.13% |
$6.57K - $7.72K
|
57.6K
$7.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74- 2.01% |
$6.66K - $7.82K
|
3.6K
$477K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-75- 1.73% |
$6.75K - $7.93K
|
4.27K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-77- 56.2% |
$6.93K - $8.14K
|
60
$7.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-80- 61.07% |
$7.2K - $8.46K
|
51
$6.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-90- 3.11% |
$8.1K - $9.51K
|
2.81K
$371K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-90- 0.16% |
$8.1K - $9.51K
|
57.6K
$7.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-95- 4.15% |
$8.55K - $10K
|
2.19K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-95- 10.08% |
$8.55K - $10K
|
847
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-96- 0.49% |
$8.64K - $10.1K
|
19.6K
$2.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Yale University
New Haven, CT |
SELL
|
- |
-100- 1.52% |
$9K - $10.6K
|
6.46K
$856K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 12.9% |
$9K - $10.6K
|
675
$89.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-100- 0.97% |
$9K - $10.6K
|
10.2K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-100- 3.89% |
$9K - $10.6K
|
2.47K
$327K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-105- 24.71% |
$9.45K - $11.1K
|
320
$42.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-105- 1.02% |
$9.45K - $11.1K
|
10.2K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-108- 1.52% |
$9.72K - $11.4K
|
6.98K
$924K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-108- 1.36% |
$9.72K - $11.4K
|
7.82K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-110- 4.71% |
$9.9K - $11.6K
|
2.23K
$295K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-111- 1.94% |
$9.99K - $11.7K
|
5.61K
$743K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-116- 1.81% |
$10.4K - $12.3K
|
6.31K
$835K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-123- 2.75% |
$11.1K - $13K
|
4.35K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-125- 0.32% |
$11.3K - $13.2K
|
38.6K
$5.12M
|