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
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$51.6K - $57.7K
|
500
$58.5K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
499New |
$51.5K - $57.5K
|
499
$58.4K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
492+ 12.72% |
$50.8K - $56.7K
|
4.36K
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
491+ 4.09% |
$50.7K - $56.6K
|
12.5K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
472+ 55.08% |
$48.7K - $54.4K
|
1.33K
$156K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
467+ 8.46% |
$48.2K - $53.8K
|
5.99K
$700K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
448+ 16.55% |
$46.2K - $51.7K
|
3.16K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
445+ 17.21% |
$45.9K - $51.3K
|
3.03K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
444+ 1.78% |
$45.8K - $51.2K
|
25.4K
$2.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
442+ 0.29% |
$45.6K - $51K
|
151K
$17.6M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
441+ 5.63% |
$45.5K - $50.8K
|
8.28K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
440+ 6.81% |
$45.4K - $50.7K
|
6.9K
$808K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
423+ 6.98% |
$43.6K - $48.8K
|
6.49K
$759K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
420+ 0.64% |
$43.3K - $48.4K
|
65.9K
$7.71M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
417+ 60.7% |
$43K - $48.1K
|
1.1K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
417+ 18.96% |
$43K - $48.1K
|
2.62K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
410+ 3.55% |
$42.3K - $47.3K
|
12K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
403+ 13.22% |
$41.6K - $46.5K
|
3.45K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
401+ 1.04% |
$41.4K - $46.2K
|
39K
$4.56M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
390+ 16.93% |
$40.2K - $45K
|
2.69K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
367New |
$37.9K - $42.3K
|
367
$42.9K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
365New |
$37.7K - $42.1K
|
365
$42.7K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
363+ 7.89% |
$37.4K - $41.9K
|
4.96K
$581K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
360New |
$37.1K - $41.5K
|
360
$42.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
349+ 0.48% |
$36K - $40.2K
|
73.4K
$8.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
344+ 0.59% |
$35.5K - $39.7K
|
58.2K
$6.81M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
342+ 5.18% |
$35.3K - $39.4K
|
6.94K
$812K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
336New |
$34.7K - $38.7K
|
336
$39.3K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
334+ 0.9% |
$34.5K - $38.5K
|
37.5K
$4.39M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
334+ 4.27% |
$34.5K - $38.5K
|
8.16K
$954K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
332+ 1.69% |
$34.2K - $38.3K
|
20K
$2.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
328+ 0.53% |
$33.8K - $37.8K
|
62.1K
$7.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
328+ 2.86% |
$33.8K - $37.8K
|
11.8K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
328+ 13.86% |
$33.8K - $37.8K
|
2.7K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
325+ 14.94% |
$33.5K - $37.5K
|
2.5K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
318+ 7.17% |
$32.8K - $36.7K
|
4.75K
$556K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
317+ 7.58% |
$32.7K - $36.6K
|
4.5K
$526K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
306+ 8.55% |
$31.6K - $35.3K
|
3.89K
$455K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
294+ 3.8% |
$30.3K - $33.9K
|
8.04K
$940K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
291+ 33.3% |
$30K - $33.6K
|
1.17K
$136K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
284+ 1.11% |
$29.3K - $32.7K
|
26K
$3.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
281+ 4.01% |
$29K - $32.4K
|
7.29K
$853K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
276+ 11.24% |
$28.5K - $31.8K
|
2.73K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
268+ 9.97% |
$27.6K - $30.9K
|
2.96K
$346K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
266+ 0.71% |
$27.4K - $30.7K
|
37.8K
$4.42M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
266+ 0.78% |
$27.4K - $30.7K
|
34.2K
$4M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
264+ 5.07% |
$27.2K - $30.4K
|
5.47K
$640K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
261+ 0.52% |
$26.9K - $30.1K
|
50.6K
$5.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
260+ 0.59% |
$26.8K - $30K
|
44.3K
$5.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
255+ 4.1% |
$26.3K - $29.4K
|
6.48K
$758K
|