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 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-11.5K- 3.17% |
$1.04M - $1.22M
|
352K
$42.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.1K- 2.2% |
$1.09M - $1.28M
|
536K
$65M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.1K- 2.2% |
$1.09M - $1.28M
|
536K
$65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.3K- 2.17% |
$1.11M - $1.3M
|
554K
$67.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-12.5K- 17.75% |
$1.13M - $1.32M
|
58K
$7.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.8K- 3.17% |
$1.15M - $1.35M
|
391K
$47.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-13.3K- 6.41% |
$1.19M - $1.4M
|
193K
$23.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-14K- 8.28% |
$1.26M - $1.48M
|
155K
$18.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-14.5K- 3.65% |
$1.31M - $1.54M
|
384K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.8K- 48.22% |
$1.34M - $1.57M
|
15.9K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-16.2K- 98.4% |
$1.46M - $1.71M
|
263
$31.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.3K- 4.62% |
$1.47M - $1.72M
|
336K
$40.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.2K- 12.78% |
$1.64M - $1.92M
|
124K
$15.1M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-18.4K- 1.86% |
$1.66M - $1.95M
|
973K
$118M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-19.4K- 9.38% |
$1.75M - $2.05M
|
187K
$22.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-19.8K- 6.35% |
$1.79M - $2.1M
|
293K
$35.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 1.71% |
$1.79M - $2.1M
|
1.14M
$139M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-21.5K- 14.1% |
$1.93M - $2.27M
|
131K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-24.3K- 1.44% |
$2.19M - $2.57M
|
1.67M
$203M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-25K- 3.6% |
$2.25M - $2.64M
|
670K
$81.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-30.4K- 14.97% |
$2.74M - $3.21M
|
173K
$21M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-34K- 10.46% |
$3.06M - $3.59M
|
291K
$35.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-35.4K- 15.21% |
$3.19M - $3.74M
|
197K
$23.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-36.1K- 8.01% |
$3.25M - $3.81M
|
414K
$50.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-36.8K- 6.8% |
$3.31M - $3.89M
|
504K
$61.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-37.2K- 8.71% |
$3.35M - $3.94M
|
390K
$47.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-37.8K- 53.13% |
$3.4M - $3.99M
|
33.3K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.1K- 3.7% |
$3.43M - $4.02M
|
990K
$120M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-50.6K- 22.58% |
$4.56M - $5.35M
|
174K
$21.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-53.3K- 93.09% |
$4.79M - $5.63M
|
3.95K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-67K- 22.48% |
$6.03M - $7.08M
|
231K
$28M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-71.6K- 80.28% |
$6.45M - $7.57M
|
17.6K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-76.1K- 2.51% |
$6.85M - $8.04M
|
2.95M
$358M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-80.4K- 4.0% |
$7.24M - $8.49M
|
1.93M
$234M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-86.8K- 64.91% |
$7.82M - $9.18M
|
46.9K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-90K- 3.85% |
$8.11M - $9.51M
|
2.25M
$273M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100K- 5.47% |
$9.01M - $10.6M
|
1.73M
$210M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-112K- 31.88% |
$10.1M - $11.9M
|
240K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-122K- 6.4% |
$11M - $12.9M
|
1.78M
$216M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-124K- 0.93% |
$11.2M - $13.1M
|
13.2M
$1.6B
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-129K- 10.97% |
$11.6M - $13.7M
|
1.05M
$127M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-132K- 10.0% |
$11.9M - $13.9M
|
1.19M
$144M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-146K- 39.99% |
$13.2M - $15.4M
|
219K
$26.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-154K- 97.14% |
$13.8M - $16.2M
|
4.53K
$550K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-173K- 22.87% |
$15.5M - $18.2M
|
582K
$70.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-182K- 74.56% |
$16.4M - $19.2M
|
62K
$7.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-183K- 83.13% |
$16.5M - $19.4M
|
37.2K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-264K- 98.9% |
$23.8M - $28M
|
2.95K
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-285K- 99.05% |
$25.7M - $30.1M
|
2.74K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-408K- 63.52% |
$36.8M - $43.1M
|
234K
$28.5M
|