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
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
11.5KNew |
$1.03M - $1.21M
|
11.5K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11.3K+ 4.02% |
$1.02M - $1.19M
|
292K
$38.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
11.1K+ 42.87% |
$999K - $1.17M
|
37K
$4.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11K+ 0.85% |
$994K - $1.17M
|
1.31M
$172M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.8KNew |
$975K - $1.14M
|
10.8K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.8K+ 9.05% |
$975K - $1.14M
|
131K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8K+ 4.59% |
$972K - $1.14M
|
246K
$32.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10.7KNew |
$967K - $1.14M
|
10.7K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.7KNew |
$967K - $1.13M
|
10.7K
$1.41M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.7KNew |
$963K - $1.13M
|
10.7K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.6K+ 12.29% |
$955K - $1.12M
|
96.9K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.4KNew |
$939K - $1.1M
|
10.4K
$1.37M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
10.3K+ 42.94% |
$925K - $1.09M
|
34.2K
$4.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
9.92KNew |
$893K - $1.05M
|
9.92K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.69K+ 7.43% |
$872K - $1.02M
|
140K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
9.64KNew |
$868K - $1.02M
|
9.64K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
9.51K+ 1.39% |
$856K - $1M
|
694K
$91.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
9.49K+ 35.72% |
$854K - $1M
|
36.1K
$4.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.21KNew |
$830K - $974K
|
9.21K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.05K+ 48.14% |
$815K - $957K
|
27.9K
$3.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.04K+ 9.43% |
$814K - $956K
|
105K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.7K+ 164.15% |
$783K - $920K
|
14K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.57K+ 9.39% |
$771K - $906K
|
99.8K
$13.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.55KNew |
$770K - $904K
|
8.55K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
8.4KNew |
$756K - $888K
|
8.4K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
8.39KNew |
$755K - $887K
|
8.39K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.34KNew |
$751K - $881K
|
8.34K
$1.1M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
8.32KNew |
$749K - $879K
|
8.32K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.31K+ 54.66% |
$748K - $878K
|
23.5K
$3.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8.3K+ 2.47% |
$747K - $877K
|
345K
$45.3M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8.25K+ 8.68% |
$743K - $872K
|
103K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8.01KNew |
$721K - $846K
|
8.01K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.79K+ 200.44% |
$702K - $824K
|
11.7K
$1.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
7.7KNew |
$694K - $814K
|
7.7K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.52K+ 2.18% |
$677K - $795K
|
352K
$46.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.51K+ 8.59% |
$676K - $793K
|
94.9K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.37K+ 9.49% |
$663K - $778K
|
85K
$11.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7.29KNew |
$656K - $770K
|
7.29K
$959K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.27K+ 220.82% |
$654K - $768K
|
10.6K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.1K+ 151.62% |
$639K - $750K
|
11.8K
$1.55M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.09KNew |
$638K - $749K
|
7.09K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7.05KNew |
$634K - $745K
|
7.05K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.02KNew |
$632K - $742K
|
7.02K
$923K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.86K+ 1.48% |
$617K - $725K
|
471K
$61.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
6.82K+ 14.39% |
$614K - $721K
|
54.2K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.71K+ 5.49% |
$604K - $709K
|
129K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.61K+ 98.23% |
$595K - $698K
|
13.3K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.59K+ 206.71% |
$593K - $696K
|
9.78K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.33KNew |
$570K - $669K
|
6.33K
$832K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.09K+ 13.08% |
$548K - $643K
|
52.6K
$6.92M
|