Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-48- 0.81% |
$5.22K - $5.72K
|
5.91K
$783K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-48- 0.92% |
$5.22K - $5.72K
|
5.19K
$687K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 10.55% |
$5.44K - $5.96K
|
424
$56.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.87% |
$5.44K - $5.96K
|
2.63K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-50- 0.13% |
$5.44K - $5.96K
|
38.2K
$5.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-51- 1.41% |
$5.55K - $6.08K
|
3.56K
$472K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-51- 1.49% |
$5.55K - $6.08K
|
3.36K
$445K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-52- 0.83% |
$5.66K - $6.2K
|
6.22K
$824K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-53- 0.52% |
$5.77K - $6.32K
|
10.2K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-55- 0.56% |
$5.98K - $6.56K
|
9.77K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-56- 1.32% |
$6.09K - $6.68K
|
4.2K
$556K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-59- 0.38% |
$6.42K - $7.03K
|
15.4K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-64- 0.45% |
$6.96K - $7.63K
|
14K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-65- 0.56% |
$7.07K - $7.75K
|
11.5K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-67- 0.08% |
$7.29K - $7.99K
|
87.2K
$11.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-71- 1.51% |
$7.72K - $8.47K
|
4.63K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-73- 2.02% |
$7.94K - $8.7K
|
3.55K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-75- 3.1% |
$8.16K - $8.94K
|
2.35K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-76- 1.76% |
$8.27K - $9.06K
|
4.24K
$562K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-79- 1.94% |
$8.59K - $9.42K
|
3.99K
$529K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-82- 0.52% |
$8.92K - $9.78K
|
15.6K
$2.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-83- 2.19% |
$9.03K - $9.9K
|
3.7K
$490K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-83- 10.51% |
$9.03K - $9.9K
|
707
$93.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-85- 0.63% |
$9.25K - $10.1K
|
13.3K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-85- 9.58% |
$9.25K - $10.1K
|
802
$106K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-86- 10.46% |
$9.36K - $10.3K
|
736
$97.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-89- 0.34% |
$9.68K - $10.6K
|
25.9K
$3.43M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-91- 0.16% |
$9.9K - $10.8K
|
58.4K
$7.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-92- 0.21% |
$10K - $11K
|
44.2K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-100- 0.2% |
$10.9K - $11.9K
|
51.1K
$6.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-102- 2.69% |
$11.1K - $12.2K
|
3.69K
$489K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-105- 4.62% |
$11.4K - $12.5K
|
2.17K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-111- 3.3% |
$12.1K - $13.2K
|
3.26K
$431K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-114- 4.17% |
$12.4K - $13.6K
|
2.62K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-119- 1.01% |
$12.9K - $14.2K
|
11.7K
$1.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-120- 3.88% |
$13.1K - $14.3K
|
2.97K
$394K
|
|
|
Aug 05, 2024
Q2 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-120- 3.43% |
$13.1K - $14.3K
|
3.37K
$447K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-122- 4.35% |
$13.3K - $14.5K
|
2.68K
$356K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-126- 0.12% |
$13.7K - $15K
|
106K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-130- 28.26% |
$14.1K - $15.5K
|
330
$43.7K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-131- 2.08% |
$14.3K - $15.6K
|
6.16K
$816K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-131- 6.53% |
$14.3K - $15.6K
|
1.88K
$248K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-132- 0.89% |
$14.4K - $15.7K
|
14.6K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-137- 1.69% |
$14.9K - $16.3K
|
7.98K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-137- 0.23% |
$14.9K - $16.3K
|
59K
$7.82M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 1.1% |
$15K - $16.5K
|
12.4K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-138- 0.87% |
$15K - $16.5K
|
15.8K
$2.09M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-138- 0.52% |
$15K - $16.5K
|
26.2K
$3.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-139- 0.8% |
$15.1K - $16.6K
|
17.2K
$2.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-143- 0.94% |
$15.6K - $17K
|
15K
$1.99M
|