Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-220- 0.25% |
$22.7K - $25.4K
|
87.3K
$12.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-222- 3.34% |
$22.9K - $25.6K
|
6.43K
$892K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-224- 4.26% |
$23.1K - $25.8K
|
5.03K
$697K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-226- 1.97% |
$23.3K - $26.1K
|
11.2K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-233- 0.43% |
$24K - $26.9K
|
54.4K
$7.55M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-233- 10.96% |
$24K - $26.9K
|
1.89K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-234- 1.73% |
$24.1K - $27K
|
13.3K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-240- 1.62% |
$24.8K - $27.7K
|
14.6K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-254- 0.17% |
$26.2K - $29.3K
|
152K
$21.1M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-260- 3.92% |
$26.8K - $30K
|
6.38K
$885K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-273- 0.29% |
$28.2K - $31.5K
|
92.9K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-275- 5.2% |
$28.4K - $31.7K
|
5.02K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-275- 4.22% |
$28.4K - $31.7K
|
6.24K
$865K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-280- 9.52% |
$28.9K - $32.3K
|
2.66K
$369K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-280- 0.52% |
$28.9K - $32.3K
|
53.3K
$7.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-284- 8.85% |
$29.3K - $32.7K
|
2.92K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-284- 3.99% |
$29.3K - $32.7K
|
6.83K
$946K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-285- 0.74% |
$29.4K - $32.9K
|
38.3K
$5.3M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-289- 0.13% |
$29.8K - $33.3K
|
219K
$30.3M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-290- 7.28% |
$29.9K - $33.4K
|
3.69K
$512K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-305- 1.31% |
$31.5K - $35.2K
|
23K
$3.18M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-313- 10.28% |
$32.3K - $36.1K
|
2.73K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-328- 1.23% |
$33.8K - $37.8K
|
26.4K
$3.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-332- 10.56% |
$34.2K - $38.3K
|
2.81K
$390K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-342- 12.98% |
$35.3K - $39.4K
|
2.29K
$318K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-344- 3.6% |
$35.5K - $39.7K
|
9.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-351- 1.05% |
$36.2K - $40.5K
|
33.2K
$4.61M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-367- 5.82% |
$37.9K - $42.3K
|
5.94K
$823K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-372- 13.54% |
$38.4K - $42.9K
|
2.38K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-381- 2.56% |
$39.3K - $43.9K
|
14.5K
$2.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-395- 1.8% |
$40.7K - $45.5K
|
21.6K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-413- 0.94% |
$42.6K - $47.6K
|
43.6K
$6.05M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-416- 24.2% |
$42.9K - $48K
|
1.3K
$181K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-423- 2.06% |
$43.6K - $48.8K
|
20.1K
$2.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-424- 2.72% |
$43.7K - $48.9K
|
15.2K
$2.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-425- 2.8% |
$43.8K - $49K
|
14.8K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-425- 3.42% |
$43.8K - $49K
|
12K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-444- 0.36% |
$45.8K - $51.2K
|
124K
$17.2M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-445- 1.27% |
$45.9K - $51.3K
|
34.7K
$4.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-447- 2.27% |
$46.1K - $51.5K
|
19.3K
$2.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-448- 10.72% |
$46.2K - $51.7K
|
3.73K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-451- 0.82% |
$46.5K - $52K
|
54.2K
$7.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-462- 17.44% |
$47.7K - $53.3K
|
2.19K
$303K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-463- 0.79% |
$47.8K - $53.4K
|
58.5K
$8.11M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-464- 3.22% |
$47.9K - $53.5K
|
13.9K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-465- 94.7% |
$48K - $53.6K
|
26
$3.6K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-481- 0.09% |
$49.6K - $55.5K
|
535K
$74.2M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-481- 0.09% |
$49.6K - $55.5K
|
535K
$74.2M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-521- 1.74% |
$53.7K - $60.1K
|
29.4K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-533- 5.74% |
$55K - $61.5K
|
8.75K
$1.21M
|