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 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.3K+ 8.65% |
$117K - $137K
|
16.3K
$2.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
1.28K+ 2.6% |
$115K - $135K
|
50.3K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.26K+ 1.76% |
$114K - $133K
|
73K
$9.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.25K+ 1.74% |
$112K - $132K
|
73.1K
$9.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.25K+ 0.54% |
$112K - $132K
|
233K
$30.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23K+ 8.98% |
$111K - $130K
|
14.9K
$1.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.22K+ 0.83% |
$110K - $129K
|
149K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
1.22K+ 2.0% |
$110K - $129K
|
62.1K
$8.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.19K+ 13.42% |
$107K - $125K
|
10K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.19K+ 0.33% |
$107K - $125K
|
359K
$47.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
1.17K+ 45.5% |
$106K - $124K
|
3.75K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.16K+ 12.68% |
$104K - $122K
|
10.3K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.16K+ 0.85% |
$104K - $122K
|
137K
$18.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$100K - $118K
|
1.12K
$148K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 10.19% |
$97K - $114K
|
11.6K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.08K+ 14.62% |
$97K - $114K
|
8.44K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.06K+ 52.86% |
$95K - $112K
|
3.05K
$404K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.05K+ 0.45% |
$94.9K - $111K
|
235K
$31.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.05K+ 1.2% |
$94.9K - $111K
|
88.9K
$11.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.03K+ 1.69% |
$92.7K - $109K
|
61.8K
$8.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 1.7% |
$90.9K - $107K
|
60.5K
$8.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.01K+ 21.73% |
$90.8K - $107K
|
5.65K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
979+ 2.94% |
$88.1K - $103K
|
34.3K
$4.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
975+ 3.34% |
$87.8K - $103K
|
30.2K
$4M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
962+ 3.07% |
$86.6K - $102K
|
32.3K
$4.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
958+ 17.01% |
$86.3K - $101K
|
6.59K
$873K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
950+ 4.98% |
$85.5K - $100K
|
20K
$2.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
934+ 0.67% |
$84.1K - $98.7K
|
140K
$18.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
910+ 2.37% |
$81.9K - $96.2K
|
39.2K
$5.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
905+ 2.17% |
$81.5K - $95.6K
|
42.5K
$5.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
886New |
$79.8K - $93.6K
|
886
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
879+ 14.77% |
$79.1K - $92.9K
|
6.83K
$905K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
878+ 114.77% |
$79.1K - $92.8K
|
1.64K
$218K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
872+ 2.31% |
$78.5K - $92.2K
|
38.6K
$5.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
869+ 28.01% |
$78.2K - $91.8K
|
3.97K
$526K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
864+ 31.05% |
$77.8K - $91.3K
|
3.65K
$483K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
841+ 3.98% |
$75.7K - $88.9K
|
22K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
840+ 8.45% |
$75.6K - $88.8K
|
10.8K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
839+ 3.77% |
$75.5K - $88.7K
|
23.1K
$3.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
839+ 3.77% |
$75.5K - $88.7K
|
23.1K
$3.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
828+ 18.84% |
$74.6K - $87.5K
|
5.22K
$692K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
776+ 4.72% |
$69.9K - $82K
|
17.2K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
764+ 6.25% |
$68.8K - $80.7K
|
13K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
756+ 3.82% |
$68.1K - $79.9K
|
20.5K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
731+ 0.88% |
$65.8K - $77.3K
|
83.7K
$11.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
692+ 2.96% |
$62.3K - $73.1K
|
24.1K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
689+ 372.43% |
$62K - $72.8K
|
874
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
687New |
$61.9K - $72.6K
|
687
$91K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
686+ 12.38% |
$61.8K - $72.5K
|
6.23K
$825K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
675+ 4.19% |
$60.8K - $71.3K
|
16.8K
$2.22M
|