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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3.21K+ 1.81% |
$289K - $339K
|
181K
$24.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.21KNew |
$289K - $339K
|
3.21K
$430K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.21KNew |
$289K - $339K
|
3.21K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.18K+ 38.52% |
$286K - $336K
|
11.4K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.1KNew |
$279K - $328K
|
3.1K
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.08K+ 6.28% |
$278K - $326K
|
52.2K
$7M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.05KNew |
$274K - $322K
|
3.05K
$408K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.04KNew |
$274K - $321K
|
3.04K
$407K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
3.03K+ 6.68% |
$273K - $320K
|
48.4K
$6.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
3.01KNew |
$271K - $318K
|
3.01K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.01KNew |
$271K - $318K
|
3.01K
$403K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3K+ 13.42% |
$270K - $317K
|
25.3K
$3.4M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.91KNew |
$262K - $307K
|
2.91K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.91K+ 42.48% |
$262K - $307K
|
9.75K
$1.31M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.87KNew |
$258K - $303K
|
2.87K
$384K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.82K+ 125.07% |
$254K - $298K
|
5.08K
$681K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.78K+ 8.65% |
$250K - $294K
|
34.9K
$4.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.77K+ 4.44% |
$250K - $293K
|
65.2K
$8.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.77KNew |
$249K - $292K
|
2.77K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.75KNew |
$248K - $291K
|
2.75K
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.75KNew |
$247K - $290K
|
2.75K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.74KNew |
$247K - $290K
|
2.74K
$368K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.74K+ 3.37% |
$247K - $290K
|
84.1K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.74K+ 236.41% |
$247K - $290K
|
3.9K
$522K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.69KNew |
$242K - $284K
|
2.69K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.64KNew |
$237K - $279K
|
2.64K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.63K+ 2.82% |
$237K - $278K
|
95.9K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.6K+ 1.94% |
$234K - $275K
|
137K
$18.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.58K+ 21.8% |
$232K - $272K
|
14.4K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.45KNew |
$221K - $259K
|
2.45K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.43KNew |
$219K - $257K
|
2.43K
$325K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.37KNew |
$214K - $251K
|
2.37K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.35KNew |
$211K - $248K
|
2.35K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.35K+ 1.64% |
$211K - $248K
|
146K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.3KNew |
$207K - $243K
|
2.3K
$308K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.29K+ 1.55% |
$207K - $242K
|
150K
$20.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$206K - $242K
|
2.29K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.27K+ 1.51% |
$205K - $240K
|
153K
$20.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.27KNew |
$204K - $240K
|
2.27K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.26KNew |
$204K - $239K
|
2.26K
$303K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.23KNew |
$201K - $236K
|
2.23K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.16K+ 19.8% |
$194K - $228K
|
13K
$1.75M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.16KNew |
$194K - $228K
|
2.16K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.14KNew |
$193K - $226K
|
2.14K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.13K+ 1.46% |
$192K - $225K
|
148K
$19.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.13KNew |
$191K - $225K
|
2.13K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.12KNew |
$191K - $224K
|
2.12K
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.12KNew |
$191K - $224K
|
2.12K
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.12KNew |
$191K - $224K
|
2.12K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.11K+ 4.97% |
$190K - $222K
|
44.5K
$5.96M
|