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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.82K- 0.69% |
$497K - $556K
|
689K
$95.6M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.82K- 4.05% |
$497K - $556K
|
114K
$15.8M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.83K- 46.29% |
$498K - $557K
|
5.6K
$776K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.87K- 62.87% |
$502K - $561K
|
2.88K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.9K- 45.33% |
$506K - $565K
|
5.91K
$819K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.11K- 8.42% |
$527K - $590K
|
55.6K
$7.71M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5.17K- 25.76% |
$533K - $596K
|
14.9K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-5.22K- 5.39% |
$539K - $602K
|
91.7K
$12.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.31K- 13.67% |
$548K - $613K
|
33.6K
$4.65M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.56K- 28.57% |
$574K - $641K
|
13.9K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-5.6K- 2.58% |
$578K - $646K
|
211K
$29.3M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.68K- 15.43% |
$586K - $655K
|
31.1K
$4.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-5.69K- 3.15% |
$587K - $656K
|
175K
$24.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5.84K- 10.71% |
$602K - $673K
|
48.7K
$6.75M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-5.92K- 30.47% |
$611K - $682K
|
13.5K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.01K- 91.25% |
$620K - $693K
|
577
$80K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.07K- 1.98% |
$626K - $700K
|
301K
$41.7M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-6.14K- 1.3% |
$633K - $708K
|
467K
$64.8M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-6.32K- 3.03% |
$651K - $728K
|
202K
$28M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-6.44K- 3.39% |
$664K - $742K
|
183K
$25.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.6K- 6.29% |
$681K - $761K
|
98.4K
$13.6M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.61K- 5.95% |
$682K - $762K
|
104K
$14.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6.94K- 10.5% |
$715K - $800K
|
59.1K
$8.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.29K- 3.13% |
$752K - $840K
|
226K
$31.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-7.53K- 2.2% |
$777K - $868K
|
335K
$46.4M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.56K- 2.59% |
$780K - $871K
|
284K
$39.4M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.56K- 4.36% |
$780K - $872K
|
166K
$23M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.68K- 7.36% |
$792K - $885K
|
96.6K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-7.77K- 0.77% |
$802K - $896K
|
1.01M
$140M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.99K- 28.81% |
$824K - $921K
|
19.7K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.22K- 2.29% |
$848K - $948K
|
351K
$48.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-8.29K- 7.65% |
$855K - $956K
|
100K
$13.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9K- 1.98% |
$928K - $1.04M
|
446K
$61.9M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.16K- 7.0% |
$945K - $1.06M
|
122K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.18K- 19.67% |
$947K - $1.06M
|
37.5K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-9.39K- 15.48% |
$968K - $1.08M
|
51.2K
$7.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.8K- 3.27% |
$1.01M - $1.13M
|
290K
$40.2M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.1K- 86.48% |
$1.04M - $1.16M
|
1.58K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-10.2K- 3.25% |
$1.05M - $1.18M
|
303K
$42M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-10.3K- 7.67% |
$1.07M - $1.19M
|
124K
$17.2M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 30.54% |
$1.08M - $1.2M
|
23.7K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-10.6K- 48.19% |
$1.09M - $1.22M
|
11.4K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10.8K- 4.6% |
$1.11M - $1.24M
|
224K
$31M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-11.4K- 1.18% |
$1.18M - $1.32M
|
958K
$133M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.5K- 14.58% |
$1.19M - $1.33M
|
67.5K
$9.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12.1K- 20.95% |
$1.25M - $1.4M
|
45.8K
$6.35M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 6.89% |
$1.27M - $1.42M
|
167K
$23.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-12.6K- 6.92% |
$1.3M - $1.46M
|
170K
$23.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 83.65% |
$1.32M - $1.47M
|
2.5K
$346K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9K- 10.0% |
$1.33M - $1.48M
|
116K
$16M
|