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 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
29KNew |
$2.61M - $3.06M
|
29K
$3.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.3K+ 21.64% |
$2.46M - $2.89M
|
154K
$20.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26K+ 32.97% |
$2.34M - $2.75M
|
105K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
BUY
|
- |
26K+ 1.72% |
$2.34M - $2.74M
|
1.53M
$202M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.9K+ 16.85% |
$2.33M - $2.73M
|
179K
$23.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.3K+ 436.48% |
$2.28M - $2.68M
|
31.1K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25.1K+ 16.2% |
$2.26M - $2.65M
|
180K
$23.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.1K+ 9.82% |
$2.26M - $2.65M
|
280K
$36.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24.5K+ 0.72% |
$2.21M - $2.59M
|
3.43M
$451M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
24.4K+ 18.95% |
$2.2M - $2.58M
|
153K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 245.35% |
$2.17M - $2.54M
|
33.9K
$4.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
23.5K+ 2.37% |
$2.12M - $2.48M
|
1.01M
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23K+ 11.03% |
$2.08M - $2.44M
|
232K
$30.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
22.7K+ 281.65% |
$2.04M - $2.4M
|
30.7K
$4.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
22K+ 2.79% |
$1.98M - $2.33M
|
811K
$107M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
22KNew |
$1.98M - $2.33M
|
22K
$2.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
21.9KNew |
$1.97M - $2.31M
|
21.9K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 9.65% |
$1.86M - $2.19M
|
235K
$30.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
19.9K+ 12.51% |
$1.79M - $2.1M
|
179K
$23.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19.8K+ 4.48% |
$1.78M - $2.09M
|
462K
$60.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.6K+ 38.25% |
$1.76M - $2.07M
|
70.8K
$9.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
19.4K+ 37.34% |
$1.74M - $2.05M
|
71.2K
$9.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.3K+ 22.74% |
$1.74M - $2.04M
|
104K
$13.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19K+ 675.21% |
$1.71M - $2.01M
|
21.8K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18.7K+ 1.77% |
$1.69M - $1.98M
|
1.08M
$142M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
18KNew |
$1.62M - $1.9M
|
18K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.8K+ 4.16% |
$1.61M - $1.89M
|
447K
$58.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
17.7K+ 15.65% |
$1.59M - $1.87M
|
131K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
17.7KNew |
$1.59M - $1.87M
|
17.7K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
16.7KNew |
$1.5M - $1.76M
|
16.7K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
16.4KNew |
$1.48M - $1.73M
|
16.4K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16K+ 14.34% |
$1.44M - $1.7M
|
128K
$16.8M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.9KNew |
$1.43M - $1.68M
|
15.9K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 3.25% |
$1.39M - $1.63M
|
489K
$64.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
15.3K+ 192.27% |
$1.38M - $1.62M
|
23.3K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.2K+ 5.58% |
$1.37M - $1.6M
|
287K
$37.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
14.9K+ 840.94% |
$1.34M - $1.57M
|
16.7K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.8K+ 5.82% |
$1.33M - $1.56M
|
269K
$35.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 2358.62% |
$1.32M - $1.55M
|
15.3K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.6K+ 40.47% |
$1.31M - $1.54M
|
50.5K
$6.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
14.5K+ 50.18% |
$1.3M - $1.53M
|
43.3K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.4KNew |
$1.21M - $1.42M
|
13.4K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.2K+ 31.91% |
$1.19M - $1.4M
|
54.6K
$7.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
13.2KNew |
$1.19M - $1.4M
|
13.2K
$1.74M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
13.1KNew |
$1.18M - $1.38M
|
13.1K
$1.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13K+ 172.59% |
$1.17M - $1.37M
|
20.5K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4K+ 13.44% |
$1.11M - $1.31M
|
104K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
12.3KNew |
$1.1M - $1.3M
|
12.3K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.9KNew |
$1.07M - $1.26M
|
11.9K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.8K+ 41.42% |
$1.06M - $1.24M
|
40.2K
$5.28M
|