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 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.24K+ 4.77% |
$644K - $720K
|
137K
$18M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.03K+ 1045.06% |
$622K - $695K
|
6.61K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.01K+ 0.46% |
$620K - $693K
|
1.32M
$173M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.98K+ 9.2% |
$617K - $690K
|
71K
$9.33M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.96KNew |
$615K - $687K
|
5.96K
$783K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5.93K+ 4.66% |
$611K - $683K
|
133K
$17.5M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.8K+ 1.65% |
$598K - $668K
|
358K
$47.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
5.77K+ 10.38% |
$596K - $666K
|
61.4K
$8.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.69K+ 48.34% |
$587K - $656K
|
17.5K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.68K+ 2.88% |
$586K - $655K
|
203K
$26.7M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.57K+ 43.23% |
$574K - $642K
|
18.4K
$2.42M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.48K+ 3.04% |
$565K - $632K
|
186K
$24.5M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.32KNew |
$548K - $613K
|
5.32K
$699K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.29KNew |
$546K - $610K
|
5.29K
$696K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.14K+ 115.44% |
$530K - $592K
|
9.59K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.07K+ 7.56% |
$523K - $584K
|
72K
$9.47M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.71K+ 3.89% |
$486K - $544K
|
126K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$484K - $541K
|
4.69K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.62K+ 34.58% |
$477K - $533K
|
18K
$2.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.6KNew |
$475K - $530K
|
4.6K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.56K+ 13.79% |
$470K - $526K
|
37.6K
$4.95M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.42KNew |
$456K - $510K
|
4.42K
$581K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
4.42K+ 10.2% |
$456K - $509K
|
47.7K
$6.27M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.4K+ 1.06% |
$453K - $507K
|
419K
$55M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$433K - $484K
|
4.2K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.2KNew |
$433K - $484K
|
4.2K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.1K+ 492.2% |
$423K - $473K
|
4.93K
$649K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.06KNew |
$419K - $468K
|
4.06K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.02KNew |
$414K - $463K
|
4.02K
$528K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.95K+ 103.79% |
$407K - $455K
|
7.75K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.9KNew |
$403K - $450K
|
3.9K
$513K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.88K+ 19.73% |
$400K - $447K
|
23.6K
$3.1M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.79KNew |
$391K - $437K
|
3.79K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.78K+ 3.95% |
$390K - $436K
|
99.7K
$13.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.75K+ 85.81% |
$387K - $432K
|
8.12K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.7K+ 290.65% |
$382K - $427K
|
4.97K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.67KNew |
$379K - $423K
|
3.67K
$482K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.61KNew |
$373K - $416K
|
3.61K
$475K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.5KNew |
$361K - $403K
|
3.5K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.49K+ 11.19% |
$360K - $402K
|
34.7K
$4.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.46K+ 0.42% |
$357K - $399K
|
823K
$108M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.44K+ 2.64% |
$355K - $397K
|
134K
$17.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.41K+ 16.64% |
$352K - $393K
|
23.9K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.33KNew |
$343K - $384K
|
3.33K
$438K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.22K+ 119.73% |
$332K - $372K
|
5.92K
$778K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.15K+ 2.25% |
$325K - $363K
|
143K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
3.13KNew |
$323K - $361K
|
3.13K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.12K+ 5.44% |
$322K - $360K
|
60.4K
$7.94M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.02K+ 42.65% |
$312K - $348K
|
10.1K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
2.98K+ 8.93% |
$307K - $343K
|
36.3K
$4.77M
|