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 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
79.4K+ 560.03% |
$7.15M - $8.39M
|
93.6K
$12.4M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
78.1KNew |
$7.03M - $8.25M
|
78.1K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
74.3K+ 2288.93% |
$6.69M - $7.85M
|
77.5K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.9K+ 234.05% |
$6.65M - $7.81M
|
105K
$14M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
71.8K+ 11.67% |
$6.47M - $7.59M
|
687K
$91M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
69.6KNew |
$6.26M - $7.35M
|
69.6K
$9.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
69.5KNew |
$6.26M - $7.35M
|
69.5K
$9.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
67.3KNew |
$6.06M - $7.11M
|
67.3K
$8.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.1K+ 11.17% |
$5.86M - $6.88M
|
648K
$85.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
65KNew |
$5.85M - $6.87M
|
65K
$8.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
62.6K+ 49.26% |
$5.64M - $6.62M
|
190K
$25.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
61KNew |
$5.49M - $6.44M
|
61K
$8.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
60.5K+ 1.88% |
$5.44M - $6.39M
|
3.27M
$433M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.9K+ 291.97% |
$5.3M - $6.22M
|
79K
$10.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
58.2KNew |
$5.24M - $6.15M
|
58.2K
$7.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
56.8K+ 35.28% |
$5.12M - $6.01M
|
218K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
55.1K+ 5.05% |
$4.96M - $5.83M
|
1.15M
$152M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
52.9K+ 1937.14% |
$4.76M - $5.59M
|
55.6K
$7.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
52.6K+ 17542.0% |
$4.74M - $5.56M
|
52.9K
$7.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.6K+ 2.38% |
$4.73M - $5.55M
|
2.26M
$299M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.6K+ 9.65% |
$4.64M - $5.45M
|
586K
$77.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
51KNew |
$4.59M - $5.39M
|
51K
$6.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
50.4K+ 52.55% |
$4.54M - $5.33M
|
146K
$19.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.1KNew |
$4.42M - $5.19M
|
49.1K
$6.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
48.7K+ 7.71% |
$4.39M - $5.15M
|
681K
$90.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
47.6K+ 1296.33% |
$4.29M - $5.03M
|
51.3K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
46.4K+ 16.67% |
$4.18M - $4.9M
|
325K
$43M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
45.5K+ 103.47% |
$4.09M - $4.81M
|
89.4K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41.5K+ 327.12% |
$3.74M - $4.38M
|
54.2K
$7.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40K+ 11.52% |
$3.6M - $4.23M
|
387K
$51.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39.4K+ 1741.0% |
$3.54M - $4.16M
|
41.6K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
39K+ 4.94% |
$3.51M - $4.12M
|
829K
$110M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
38.9K+ 49.12% |
$3.5M - $4.11M
|
118K
$15.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
38.5KNew |
$3.47M - $4.07M
|
38.5K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
37K+ 6.15% |
$3.33M - $3.91M
|
639K
$84.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.4K+ 439.07% |
$3.28M - $3.85M
|
44.7K
$5.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.1K+ 0.07% |
$3.16M - $3.71M
|
49.1M
$6.5B
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
34.7K+ 63.54% |
$3.13M - $3.67M
|
89.4K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.4K+ 12.96% |
$3.1M - $3.63M
|
300K
$39.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3KNew |
$3.09M - $3.63M
|
34.3K
$4.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.9K+ 27.31% |
$3.06M - $3.59M
|
158K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
33.9KNew |
$3.05M - $3.58M
|
33.9K
$4.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
33.5KNew |
$3.01M - $3.54M
|
33.5K
$4.43M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
33.2K+ 8.54% |
$2.99M - $3.51M
|
421K
$55.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
32.4K+ 11.38% |
$2.92M - $3.42M
|
317K
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
30.7K+ 10.62% |
$2.76M - $3.24M
|
319K
$42.3M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
29.9K+ 32.79% |
$2.69M - $3.16M
|
121K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
29.6K+ 9.95% |
$2.66M - $3.12M
|
327K
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.5K+ 5.51% |
$2.66M - $3.12M
|
565K
$74.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
29.4K+ 29.1% |
$2.64M - $3.1M
|
130K
$17.2M
|