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 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.09KNew |
$188K - $221K
|
2.09K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.08KNew |
$187K - $220K
|
2.08K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.08KNew |
$187K - $220K
|
2.08K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.06K+ 31.59% |
$185K - $218K
|
8.57K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.04KNew |
$183K - $215K
|
2.04K
$268K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
2.04KNew |
$183K - $215K
|
2.04K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.03KNew |
$183K - $215K
|
2.03K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$182K - $213K
|
2.02K
$265K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.01KNew |
$181K - $212K
|
2.01K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.01KNew |
$181K - $212K
|
2.01K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.99KNew |
$179K - $210K
|
1.99K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.97KNew |
$177K - $208K
|
1.97K
$258K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.96K+ 1.93% |
$177K - $208K
|
104K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.96K+ 135.47% |
$177K - $207K
|
3.41K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.95K+ 6.28% |
$176K - $207K
|
33.1K
$4.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$176K - $206K
|
1.95K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.95KNew |
$176K - $206K
|
1.95K
$256K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.95K+ 19.33% |
$175K - $206K
|
12K
$1.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.94KNew |
$175K - $205K
|
1.94K
$256K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.92KNew |
$173K - $203K
|
1.92K
$252K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.9K+ 16.5% |
$171K - $200K
|
13.4K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.89KNew |
$170K - $200K
|
1.89K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.89K+ 142.88% |
$170K - $199K
|
3.21K
$422K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.88K+ 9.05% |
$169K - $198K
|
22.6K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.88K+ 38.05% |
$169K - $198K
|
6.81K
$895K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.86K+ 12.14% |
$167K - $196K
|
17.2K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.79K+ 19.9% |
$162K - $190K
|
10.8K
$1.42M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.76K+ 14.4% |
$158K - $186K
|
14K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.75K+ 35.05% |
$158K - $185K
|
6.75K
$888K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.74K+ 77.6% |
$157K - $184K
|
3.98K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.23% |
$156K - $183K
|
25.7K
$3.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.72K+ 10.11% |
$155K - $182K
|
18.7K
$2.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.72K+ 2.69% |
$154K - $181K
|
65.4K
$8.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 2.96% |
$148K - $174K
|
57.3K
$7.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.64K+ 5.12% |
$147K - $173K
|
33.6K
$4.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.6K+ 11.59% |
$144K - $169K
|
15.4K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.58K+ 7.65% |
$142K - $167K
|
22.3K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.58KNew |
$142K - $167K
|
1.58K
$208K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.57K+ 13.4% |
$141K - $166K
|
13.3K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56K+ 5.75% |
$141K - $165K
|
28.8K
$3.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.56K+ 0.87% |
$140K - $165K
|
181K
$23.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.5KNew |
$135K - $158K
|
1.5K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 20.59% |
$134K - $158K
|
8.74K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.49KNew |
$134K - $157K
|
1.49K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.46K+ 22.39% |
$131K - $154K
|
7.96K
$1.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.45K+ 0.92% |
$130K - $153K
|
158K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.42K+ 9.5% |
$128K - $151K
|
16.4K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.41KNew |
$127K - $149K
|
1.41K
$186K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.38K+ 2.54% |
$124K - $146K
|
55.6K
$7.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.31K+ 2.2% |
$118K - $138K
|
60.6K
$7.97M
|