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 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
664+ 20.93% |
$59.8K - $70.2K
|
3.84K
$504K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
662+ 0.92% |
$59.6K - $70K
|
72.3K
$9.51M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
656+ 25.05% |
$59.1K - $69.3K
|
3.28K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
640+ 11.95% |
$57.6K - $67.6K
|
6K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
640+ 0.13% |
$57.6K - $67.6K
|
495K
$65.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
640+ 310.68% |
$57.6K - $67.6K
|
846
$111K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
640+ 11.95% |
$57.6K - $67.6K
|
6K
$789K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
635+ 3.76% |
$57.2K - $67.1K
|
17.5K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
634New |
$57.1K - $67K
|
634
$83.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
630New |
$56.7K - $66.6K
|
630
$82.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
627New |
$56.5K - $66.3K
|
627
$82.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
627New |
$56.5K - $66.3K
|
627
$82.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
623+ 5.75% |
$56.1K - $65.8K
|
11.5K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
587New |
$52.9K - $62K
|
587
$77.2K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
586+ 2.95% |
$52.8K - $61.9K
|
20.5K
$2.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
577+ 16.13% |
$52K - $61K
|
4.16K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
575+ 2.59% |
$51.8K - $60.8K
|
22.8K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
573+ 0.21% |
$51.6K - $60.6K
|
274K
$36M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
568+ 1.78% |
$51.1K - $60K
|
32.5K
$4.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
563+ 48.7% |
$50.7K - $59.5K
|
1.72K
$226K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
554+ 1.86% |
$49.9K - $58.6K
|
30.4K
$4M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
545+ 2.07% |
$49.1K - $57.6K
|
26.9K
$3.54M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
531+ 21.12% |
$47.8K - $56.1K
|
3.05K
$400K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
529+ 0.35% |
$47.6K - $55.9K
|
154K
$20.2M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
527+ 0.44% |
$47.5K - $55.7K
|
119K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
526+ 14.5% |
$47.4K - $55.6K
|
4.15K
$546K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
501+ 9.13% |
$45.1K - $53K
|
5.99K
$788K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
491+ 10.14% |
$44.2K - $51.9K
|
5.34K
$702K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
488+ 132.25% |
$43.9K - $51.6K
|
857
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
479+ 3.42% |
$43.1K - $50.6K
|
14.5K
$1.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
474New |
$42.7K - $50.1K
|
474
$62.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
472+ 269.71% |
$42.5K - $49.9K
|
647
$85.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
468+ 6.36% |
$42.1K - $49.5K
|
7.82K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
465+ 1788.46% |
$41.9K - $49.1K
|
491
$64.6K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
461New |
$41.5K - $48.7K
|
461
$60.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
455+ 0.81% |
$41K - $48.1K
|
56.7K
$7.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
445+ 1.02% |
$40.1K - $47K
|
44.1K
$5.8M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
437New |
$39.3K - $46.2K
|
437
$57.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
430+ 7.63% |
$38.7K - $45.4K
|
6.06K
$797K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
429+ 5.5% |
$38.6K - $45.3K
|
8.23K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
428+ 4.55% |
$38.5K - $45.2K
|
9.83K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
425+ 8.06% |
$38.3K - $44.9K
|
5.7K
$749K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
420New |
$37.8K - $44.4K
|
420
$55.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
418+ 5.34% |
$37.6K - $44.2K
|
8.24K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
415+ 12.06% |
$37.4K - $43.9K
|
3.86K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
395+ 1.44% |
$35.6K - $41.7K
|
27.8K
$3.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
392+ 10.34% |
$35.3K - $41.4K
|
4.18K
$550K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
392New |
$35.3K - $41.4K
|
392
$51.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
380+ 10.0% |
$34.2K - $40.2K
|
4.18K
$550K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
366New |
$33K - $38.7K
|
366
$48.1K
|