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
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-14.8K
- 48.22%
$1.34M - $1.57M
15.9K $2.11M
Feb 13, 2024 Q4 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
SELL
 -
-16.2K
- 98.4%
$1.46M - $1.71M
263 $34.8K
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

SELL
 -
-16.3K
- 4.62%
$1.47M - $1.72M
336K $44.5M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-18.2K
- 12.78%
$1.64M - $1.92M
124K $16.4M
Jan 25, 2024 Q4 2023
O'Brien Wealth Partners LLC

SELL
 -
-18.4K
- 1.86%
$1.66M - $1.95M
973K $129M
Feb 12, 2024 Q4 2023
Ironsides Asset Advisors, LLC

Rocky Mount, NC
SELL
 -
-19.4K
- 9.38%
$1.75M - $2.05M
187K $24.8M
Feb 13, 2024 Q4 2023
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-19.8K
- 6.35%
$1.79M - $2.1M
293K $38.8M
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-19.8K
- 1.71%
$1.79M - $2.1M
1.14M $151M
Feb 14, 2024 Q4 2023
First Foundation Advisors

Irvine, CA
SELL
 -
-21.5K
- 14.1%
$1.93M - $2.27M
131K $17.3M
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
SELL
 -
-24.3K
- 1.44%
$2.19M - $2.57M
1.67M $221M
Jan 23, 2024 Q4 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-30.4K
- 14.97%
$2.74M - $3.21M
173K $22.9M
Jan 22, 2024 Q4 2023
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-34K
- 10.46%
$3.06M - $3.59M
291K $38.5M
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-35.4K
- 15.21%
$3.19M - $3.74M
197K $26.1M
Feb 05, 2024 Q4 2023
Vantage Financial Partners, LLC

Elm Grove, WI
SELL
 -
-36.1K
- 8.01%
$3.25M - $3.81M
414K $54.9M
Feb 07, 2024 Q4 2023
Facet Wealth, Inc.

SELL
 -
-36.8K
- 6.8%
$3.31M - $3.89M
504K $66.8M
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-37.2K
- 8.71%
$3.35M - $3.94M
390K $51.7M
Feb 07, 2024 Q4 2023
Strategic Equity Management

SELL
 -
-37.8K
- 53.13%
$3.4M - $3.99M
33.3K $4.41M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-38.1K
- 3.7%
$3.43M - $4.02M
990K $131M
Feb 06, 2024 Q4 2023
Stokes Family Office, LLC

SELL
 -
-50.6K
- 22.58%
$4.56M - $5.35M
174K $23M
Feb 09, 2024 Q4 2023
Assetmark, Inc

SELL
 -
-53.3K
- 93.09%
$4.79M - $5.63M
3.95K $524K
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-67K
- 22.48%
$6.03M - $7.08M
231K $30.6M
Feb 12, 2024 Q4 2023
Evoke Wealth, LLC

SELL
 -
-71.6K
- 80.28%
$6.45M - $7.57M
17.6K $2.33M
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-76.1K
- 2.51%
$6.85M - $8.04M
2.95M $391M
Feb 13, 2024 Q4 2023
Sentinel Trust CO Lba

Houston, TX
SELL
 -
-80.4K
- 4.0%
$7.24M - $8.49M
1.93M $256M
Feb 01, 2024 Q4 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-86.8K
- 64.91%
$7.82M - $9.18M
46.9K $6.22M
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
SELL
 -
-90K
- 3.85%
$8.11M - $9.51M
2.25M $298M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

SELL
 -
-100K
- 5.47%
$9.01M - $10.6M
1.73M $229M
Feb 14, 2024 Q4 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-112K
- 31.88%
$10.1M - $11.9M
240K $31.7M
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-122K
- 6.4%
$11M - $12.9M
1.78M $236M
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
SELL
 -
-124K
- 0.93%
$11.2M - $13.1M
13.2M $1.74B
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-129K
- 10.97%
$11.6M - $13.7M
1.05M $139M
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-132K
- 10.0%
$11.9M - $13.9M
1.19M $157M
Feb 01, 2024 Q4 2023
1900 Wealth Management LLC

SELL
 -
-146K
- 39.99%
$13.2M - $15.4M
219K $29M
Jan 29, 2024 Q4 2023
Koshinski Asset Management, Inc.

SELL
 -
-154K
- 97.14%
$13.8M - $16.2M
4.53K $600K
Jan 11, 2024 Q4 2023
Forvis Wealth Advisors, LLC

SELL
 -
-173K
- 22.87%
$15.5M - $18.2M
582K $77.1M
Feb 09, 2024 Q4 2023
Opus Investment Management Inc

SELL
 -
-182K
- 74.56%
$16.4M - $19.2M
62K $8.22M
Feb 09, 2024 Q4 2023
Keystone Financial Group

SELL
 -
-183K
- 83.13%
$16.5M - $19.4M
37.2K $4.92M
Feb 14, 2024 Q4 2023
Retirement Capital Strategies

SELL
 -
-264K
- 98.9%
$23.8M - $28M
2.95K $391K
Jan 25, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-285K
- 99.05%
$25.7M - $30.1M
2.74K $362K
Feb 06, 2024 Q4 2023
Legacy Financial Advisors, Inc.

SELL
 -
-408K
- 63.52%
$36.8M - $43.1M
234K $31M
Jan 30, 2024 Q4 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-472K
- 55.13%
$42.5M - $49.9M
385K $50.9M
Feb 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-475K
- 17.97%
$42.8M - $50.3M
2.17M $287M
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-600K
- 27.01%
$54.1M - $63.5M
1.62M $215M
Feb 06, 2024 Q4 2023
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-878K
- 9.33%
$79.1M - $92.8M
8.54M $1.13B
Feb 21, 2024 Q4 2023
Adroit Compliance, LLC

Rockford, IL
SELL
 -
-969K
Closed
$87.3M - $102M
0 $0

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