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 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
250New |
$25.8K - $28.8K
|
250
$33.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
243+ 1.76% |
$25.1K - $28K
|
14K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
240+ 1.89% |
$24.8K - $27.7K
|
12.9K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
238+ 1.56% |
$24.6K - $27.4K
|
15.5K
$2.05M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
238+ 31.86% |
$24.6K - $27.4K
|
985
$131K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
229+ 2.26% |
$23.6K - $26.4K
|
10.3K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
227+ 3.12% |
$23.4K - $26.2K
|
7.5K
$994K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
222+ 8.27% |
$22.9K - $25.6K
|
2.91K
$385K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
210+ 0.65% |
$21.7K - $24.2K
|
32.5K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
209+ 32.76% |
$21.6K - $24.1K
|
847
$112K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
206+ 3.39% |
$21.3K - $23.8K
|
6.27K
$831K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
200+ 3.4% |
$20.6K - $23.1K
|
6.08K
$806K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
187+ 8.82% |
$19.3K - $21.6K
|
2.31K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
186+ 0.86% |
$19.2K - $21.4K
|
21.8K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
185+ 0.9% |
$19.1K - $21.3K
|
20.7K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
178+ 7.68% |
$18.4K - $20.5K
|
2.5K
$331K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
171+ 20.53% |
$17.6K - $19.7K
|
1K
$133K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
170New |
$17.5K - $19.6K
|
170
$22.5K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
164New |
$16.9K - $18.9K
|
164
$21.7K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
164+ 62.36% |
$16.9K - $18.9K
|
427
$56.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
160+ 2.35% |
$16.5K - $18.4K
|
6.97K
$923K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
157+ 0.94% |
$16.2K - $18.1K
|
16.9K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
157+ 2.24% |
$16.2K - $18.1K
|
7.18K
$951K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
155+ 0.27% |
$16K - $17.9K
|
58.3K
$7.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
146+ 2.26% |
$15.1K - $16.8K
|
6.61K
$876K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
145+ 273.58% |
$15K - $16.7K
|
198
$26.2K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
145+ 4.99% |
$15K - $16.7K
|
3.05K
$404K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
145+ 0.48% |
$15K - $16.7K
|
30.3K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
139New |
$14.3K - $16K
|
139
$18.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
135+ 3.78% |
$13.9K - $15.6K
|
3.7K
$491K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
133+ 0.11% |
$13.7K - $15.3K
|
118K
$15.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
132+ 1.09% |
$13.6K - $15.2K
|
12.3K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
132+ 2.94% |
$13.6K - $15.2K
|
4.62K
$612K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
128New |
$13.2K - $14.8K
|
128
$17K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
127+ 1.03% |
$13.1K - $14.6K
|
12.5K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
125+ 0.96% |
$12.9K - $14.4K
|
13.1K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
121+ 5.32% |
$12.5K - $14K
|
2.4K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
120+ 0.7% |
$12.4K - $13.8K
|
17.3K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
119+ 0.43% |
$12.3K - $13.7K
|
27.5K
$3.65M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
116+ 4.6% |
$12K - $13.4K
|
2.64K
$350K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
112New |
$11.6K - $12.9K
|
112
$14.8K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
108+ 771.43% |
$11.1K - $12.5K
|
122
$16.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
106+ 5.43% |
$10.9K - $12.2K
|
2.06K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
105+ 3.24% |
$10.8K - $12.1K
|
3.34K
$443K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
102+ 2.38% |
$10.5K - $11.8K
|
4.39K
$582K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
99+ 0.16% |
$10.2K - $11.4K
|
60.6K
$8.03M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
95+ 0.71% |
$9.8K - $11K
|
13.4K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
94+ 0.08% |
$9.7K - $10.8K
|
117K
$15.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
92+ 1.64% |
$9.49K - $10.6K
|
5.71K
$756K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
90+ 0.27% |
$9.28K - $10.4K
|
33.5K
$4.44M
|