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 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.33K- 58.93% |
$240K - $269K
|
1.62K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.34K- 1.82% |
$242K - $270K
|
126K
$17.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.34K- 1.52% |
$242K - $270K
|
151K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 10.15% |
$250K - $280K
|
21.5K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.49K- 13.07% |
$257K - $287K
|
16.6K
$2.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.5K- 49.7% |
$258K - $288K
|
2.53K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.55K- 3.04% |
$263K - $294K
|
81.3K
$11M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.58K- 2.38% |
$266K - $298K
|
106K
$14.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.63K- 0.76% |
$271K - $303K
|
342K
$46.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-2.64K- 1.39% |
$273K - $305K
|
188K
$25.4M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.65K- 1.53% |
$273K - $305K
|
171K
$23M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.66K- 1.73% |
$275K - $307K
|
151K
$20.4M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.7K- 12.84% |
$278K - $311K
|
18.3K
$2.47M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.75K- 3.37% |
$284K - $317K
|
78.8K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-2.78K- 3.56% |
$287K - $321K
|
75.3K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-2.79K- 7.21% |
$288K - $322K
|
35.9K
$4.85M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.81K- 13.1% |
$289K - $324K
|
18.6K
$2.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.82K- 55.57% |
$291K - $326K
|
2.26K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.83K- 1.01% |
$292K - $326K
|
277K
$37.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.83K- 6.93% |
$292K - $327K
|
38.1K
$5.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.87K- 14.62% |
$296K - $331K
|
16.8K
$2.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.9K- 4.58% |
$300K - $335K
|
60.5K
$8.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.96K- 29.49% |
$305K - $341K
|
7.08K
$956K
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-3K- 8.11% |
$309K - $346K
|
34K
$4.59M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-3.13K- 1.58% |
$322K - $360K
|
195K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.16K- 9.08% |
$326K - $364K
|
31.6K
$4.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.16K- 4.01% |
$326K - $364K
|
75.6K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.17K- 26.58% |
$327K - $366K
|
8.76K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.25K- 8.73% |
$335K - $375K
|
34K
$4.59M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.27K- 2.18% |
$337K - $377K
|
147K
$19.8M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.39K- 48.08% |
$349K - $391K
|
3.66K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.51K- 8.4% |
$362K - $405K
|
38.3K
$5.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.59K- 2.62% |
$370K - $414K
|
133K
$18M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.67K- 18.49% |
$379K - $423K
|
16.2K
$2.19M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.73K- 2.83% |
$385K - $430K
|
128K
$17.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.74K- 1.15% |
$386K - $432K
|
323K
$43.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.74K- 23.01% |
$386K - $432K
|
12.5K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.76K- 0.98% |
$388K - $434K
|
380K
$51.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.82K- 10.1% |
$394K - $440K
|
34K
$4.59M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.94K- 8.79% |
$407K - $455K
|
40.9K
$5.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.03K- 47.05% |
$416K - $465K
|
4.54K
$613K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.09K- 48.64% |
$421K - $471K
|
4.31K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-4.19K- 3.0% |
$432K - $483K
|
135K
$18.2M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.27K- 1.46% |
$440K - $492K
|
289K
$39M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.29K- 8.02% |
$442K - $494K
|
49.2K
$6.64M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-4.45K- 7.98% |
$459K - $513K
|
51.3K
$6.93M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.63K- 4.72% |
$478K - $534K
|
93.6K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.8K- 9.78% |
$495K - $553K
|
44.3K
$5.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.82K- 0.69% |
$497K - $556K
|
689K
$93.1M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.82K- 4.05% |
$497K - $556K
|
114K
$15.4M
|