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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-618- 3.37% |
$55.6K - $65.3K
|
17.7K
$2.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-633- 4.0% |
$57K - $66.9K
|
15.2K
$2.02M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-656- 19.59% |
$59.1K - $69.3K
|
2.69K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-668- 2.98% |
$60.1K - $70.6K
|
21.8K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-709- 0.45% |
$63.8K - $74.9K
|
157K
$20.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-714- 7.83% |
$64.3K - $75.5K
|
8.4K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-716- 18.18% |
$64.5K - $75.7K
|
3.22K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-750- 1.76% |
$67.5K - $79.3K
|
41.8K
$5.56M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-750- 1.76% |
$67.5K - $79.3K
|
41.8K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-759- 0.48% |
$68.3K - $80.2K
|
157K
$20.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-773- 5.23% |
$69.6K - $81.7K
|
14K
$1.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-775- 16.62% |
$69.8K - $81.9K
|
3.89K
$517K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-793- 3.27% |
$71.4K - $83.8K
|
23.4K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-807- 2.04% |
$72.7K - $85.3K
|
38.7K
$5.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-821- 0.73% |
$73.9K - $86.8K
|
112K
$14.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-823- 23.74% |
$74.1K - $87K
|
2.64K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-850- 2.84% |
$76.5K - $89.8K
|
29.1K
$3.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-864- 1.35% |
$77.8K - $91.3K
|
63.4K
$8.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-870- 8.28% |
$78.3K - $92K
|
9.64K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-871- 4.24% |
$78.4K - $92.1K
|
19.7K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-874- 1.95% |
$78.7K - $92.4K
|
44K
$5.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-904- 20.96% |
$81.4K - $95.5K
|
3.41K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-918- 65.57% |
$82.7K - $97K
|
482
$64.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-918- 0.03% |
$82.7K - $97K
|
3.62M
$482M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-933- 10.82% |
$84K - $98.6K
|
7.69K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-942- 3.04% |
$84.8K - $99.6K
|
30K
$4M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-952- 31.67% |
$85.7K - $101K
|
2.05K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-958- 4.79% |
$86.3K - $101K
|
19K
$2.53M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-976- 24.3% |
$87.9K - $103K
|
3.04K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-976- 17.95% |
$87.9K - $103K
|
4.46K
$594K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-1.02K- 1.28% |
$91.5K - $107K
|
78.1K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.03K- 5.25% |
$92.6K - $109K
|
18.6K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.1K- 5.21% |
$99.4K - $117K
|
20.1K
$2.67M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.11K- 16.71% |
$99.5K - $117K
|
5.51K
$733K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 1.31% |
$105K - $123K
|
87.5K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.17K- 16.07% |
$105K - $123K
|
6.08K
$810K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.19K- 1.12% |
$107K - $126K
|
105K
$14M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.2K- 14.22% |
$108K - $127K
|
7.27K
$967K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.25K- 20.86% |
$112K - $132K
|
4.74K
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.26K- 4.33% |
$113K - $133K
|
27.7K
$3.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.35K- 5.48% |
$121K - $142K
|
23.3K
$3.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.36K- 2.1% |
$122K - $143K
|
63.2K
$8.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.38K- 16.4% |
$124K - $145K
|
7.01K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.4K- 2.44% |
$126K - $147K
|
55.8K
$7.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.44K- 3.34% |
$129K - $152K
|
41.6K
$5.54M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.46K- 9.82% |
$131K - $154K
|
13.4K
$1.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.46K- 14.99% |
$131K - $154K
|
8.26K
$1.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.5K- 33.35% |
$135K - $159K
|
3.01K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.54K- 36.97% |
$138K - $162K
|
2.62K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.57K- 23.73% |
$141K - $166K
|
5.04K
$670K
|