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 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.07KNew |
$546K - $641K
|
6.07K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.01K+ 13.52% |
$541K - $635K
|
50.5K
$6.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.82KNew |
$524K - $615K
|
5.82K
$766K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.77KNew |
$520K - $610K
|
5.77K
$759K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
5.72K+ 10.38% |
$515K - $605K
|
60.8K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.65KNew |
$509K - $597K
|
5.65K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.52KNew |
$497K - $583K
|
5.52K
$726K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5.5KNew |
$495K - $581K
|
5.5K
$723K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.47KNew |
$493K - $578K
|
5.47K
$720K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.43KNew |
$489K - $574K
|
5.43K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.4K+ 13.69% |
$486K - $571K
|
44.9K
$5.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.3K+ 5.49% |
$477K - $560K
|
102K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.29KNew |
$476K - $559K
|
5.29K
$696K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5.24K+ 70.18% |
$472K - $554K
|
12.7K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.2KNew |
$469K - $550K
|
5.2K
$684K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.05K+ 19.98% |
$455K - $534K
|
30.3K
$3.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
5.04K+ 20.3% |
$454K - $533K
|
29.9K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
5.03KNew |
$453K - $532K
|
5.03K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5K+ 46.71% |
$450K - $528K
|
15.7K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.9K+ 16.39% |
$441K - $517K
|
34.8K
$4.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.81K+ 209.36% |
$433K - $508K
|
7.11K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.77KNew |
$429K - $504K
|
4.77K
$627K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.66K+ 17.11% |
$420K - $493K
|
31.9K
$4.19M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.45KNew |
$401K - $470K
|
4.45K
$585K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.38K+ 5.21% |
$394K - $462K
|
88.4K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.37KNew |
$393K - $462K
|
4.37K
$575K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
4.29KNew |
$387K - $454K
|
4.29K
$565K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.28KNew |
$386K - $453K
|
4.28K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
4.28KNew |
$385K - $452K
|
4.28K
$562K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.16K+ 41.31% |
$375K - $440K
|
14.2K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.13K+ 19.14% |
$371K - $436K
|
25.7K
$3.38M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.03K+ 7.95% |
$363K - $426K
|
54.7K
$7.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4KNew |
$360K - $423K
|
4K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.89K+ 24.33% |
$350K - $411K
|
19.9K
$2.61M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.89KNew |
$350K - $411K
|
3.89K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.88K+ 4.35% |
$350K - $410K
|
93.2K
$12.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.88KNew |
$350K - $410K
|
3.88K
$510K
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3.87KNew |
$348K - $409K
|
3.87K
$509K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.78KNew |
$341K - $400K
|
3.78K
$497K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.67K+ 160.76% |
$330K - $388K
|
5.95K
$782K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.67KNew |
$330K - $388K
|
3.67K
$482K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
3.66K+ 65.21% |
$330K - $387K
|
9.28K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.61KNew |
$325K - $382K
|
3.61K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.59K+ 3.41% |
$323K - $379K
|
109K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.51KNew |
$316K - $371K
|
3.51K
$462K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
3.37K+ 3.85% |
$303K - $356K
|
90.9K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
BUY
|
- |
3.34KNew |
$301K - $353K
|
3.34K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.33K+ 5.31% |
$300K - $352K
|
66.1K
$8.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
3.21K+ 7.26% |
$289K - $340K
|
47.5K
$6.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3.21K+ 1.81% |
$289K - $339K
|
181K
$23.8M
|