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 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-317- 1.99% |
$28.5K - $33.5K
|
15.6K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-322- 4.63% |
$29K - $34K
|
6.64K
$879K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-324- 4.74% |
$29.2K - $34.2K
|
6.52K
$863K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-330- 13.41% |
$29.7K - $34.9K
|
2.13K
$282K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-332- 4.11% |
$29.9K - $35.1K
|
7.74K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-352- 2.39% |
$31.7K - $37.2K
|
14.4K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-355- 2.94% |
$32K - $37.5K
|
11.7K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-361- 11.38% |
$32.5K - $38.2K
|
2.81K
$372K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-362- 9.18% |
$32.6K - $38.3K
|
3.58K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-363- 0.97% |
$32.7K - $38.4K
|
37.2K
$4.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-367- 1.36% |
$33K - $38.8K
|
26.6K
$3.52M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-369- 5.38% |
$33.2K - $39K
|
6.49K
$859K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-370- 2.63% |
$33.3K - $39.1K
|
13.7K
$1.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-387- 5.97% |
$34.8K - $40.9K
|
6.1K
$808K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-390- 1.96% |
$35.1K - $41.2K
|
19.5K
$2.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-398- 5.46% |
$35.8K - $42.1K
|
6.9K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-406- 4.19% |
$36.6K - $42.9K
|
9.29K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-409- 12.63% |
$36.8K - $43.2K
|
2.83K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-420- 13.01% |
$37.8K - $44.4K
|
2.81K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-420- 1.65% |
$37.8K - $44.4K
|
25K
$3.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-424- 5.5% |
$38.2K - $44.8K
|
7.29K
$965K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-429- 1.24% |
$38.6K - $45.3K
|
34.1K
$4.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-442- 2.2% |
$39.8K - $46.7K
|
19.6K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-451- 0.67% |
$40.6K - $47.7K
|
67.3K
$8.91M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-454- 5.78% |
$40.9K - $48K
|
7.4K
$980K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-468- 2.12% |
$42.1K - $49.5K
|
21.6K
$2.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-469- 19.14% |
$42.2K - $49.6K
|
1.98K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-473- 3.46% |
$42.6K - $50K
|
13.2K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-488- 11.53% |
$43.9K - $51.6K
|
3.75K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-489- 3.66% |
$44K - $51.7K
|
12.9K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-494- 9.68% |
$44.5K - $52.2K
|
4.61K
$610K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-501- 2.33% |
$45.1K - $53K
|
21K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-502- 0.24% |
$45.2K - $53.1K
|
208K
$27.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-513- 3.6% |
$46.2K - $54.2K
|
13.8K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-513- 2.57% |
$46.2K - $54.2K
|
19.5K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-523- 1.38% |
$47.1K - $55.3K
|
37.4K
$4.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-525- 0.66% |
$47.3K - $55.5K
|
78.8K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-550- 11.98% |
$49.5K - $58.1K
|
4.04K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-555- 3.44% |
$50K - $58.7K
|
15.6K
$2.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-560- 1.87% |
$50.4K - $59.2K
|
29.4K
$3.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-576- 6.56% |
$51.9K - $60.9K
|
8.2K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-580- 1.98% |
$52.2K - $61.3K
|
28.7K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-582- 11.94% |
$52.4K - $61.5K
|
4.29K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-583- 31.31% |
$52.5K - $61.6K
|
1.28K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-590- 12.9% |
$53.1K - $62.4K
|
3.98K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-594- 2.42% |
$53.5K - $62.8K
|
23.9K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-599- 1.42% |
$53.9K - $63.3K
|
41.7K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-600- 14.57% |
$54K - $63.4K
|
3.52K
$466K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-607- 0.57% |
$54.7K - $64.2K
|
107K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-608- 14.11% |
$54.7K - $64.3K
|
3.7K
$490K
|