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 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
38.3K+ 130.43% |
$4.17M - $4.57M
|
67.7K
$8.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
37.6KNew |
$4.09M - $4.48M
|
37.6K
$4.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
37.3K+ 29.77% |
$4.05M - $4.44M
|
162K
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34.5K+ 1036.83% |
$3.75M - $4.12M
|
37.8K
$5.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34K+ 10.53% |
$3.7M - $4.05M
|
357K
$47.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
30.8K+ 34.23% |
$3.35M - $3.68M
|
121K
$16M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
29.4K+ 26.2% |
$3.2M - $3.51M
|
142K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
28.6K+ 974.96% |
$3.11M - $3.41M
|
31.6K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
28.4K+ 191.62% |
$3.09M - $3.39M
|
43.3K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
28.2KNew |
$3.07M - $3.37M
|
28.2K
$3.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28.2KNew |
$3.07M - $3.37M
|
28.2K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
28.2K+ 16.87% |
$3.07M - $3.37M
|
196K
$25.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
27.1KNew |
$2.95M - $3.24M
|
27.1K
$3.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
26K+ 14.1% |
$2.83M - $3.1M
|
211K
$27.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.8K+ 5.08% |
$2.81M - $3.07M
|
533K
$70.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24.7K+ 4.24% |
$2.69M - $2.95M
|
608K
$80.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
24.3K+ 2.92% |
$2.64M - $2.89M
|
855K
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.9K+ 6.65% |
$2.6M - $2.85M
|
383K
$50.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
20.1K+ 5.74% |
$2.19M - $2.4M
|
371K
$49M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
19.3KNew |
$2.1M - $2.3M
|
19.3K
$2.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
19.3K+ 670.37% |
$2.1M - $2.3M
|
22.1K
$2.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.2K+ 66.4% |
$2.09M - $2.29M
|
48.2K
$6.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
18.3K+ 13.16% |
$1.99M - $2.19M
|
158K
$20.9M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 1.36% |
$1.93M - $2.12M
|
1.32M
$175M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.4K+ 4.35% |
$1.89M - $2.07M
|
418K
$55.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.3K+ 5.35% |
$1.88M - $2.06M
|
340K
$45M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.2KNew |
$1.87M - $2.05M
|
17.2K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$1.87M - $2.05M
|
17.2K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 0.3% |
$1.85M - $2.02M
|
5.71M
$755M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.4KNew |
$1.78M - $1.95M
|
16.4K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.9K+ 5.69% |
$1.73M - $1.9M
|
296K
$39.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
15.7K+ 1.92% |
$1.71M - $1.87M
|
834K
$110M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.6K+ 138.35% |
$1.69M - $1.85M
|
26.8K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
15.4K+ 328.22% |
$1.67M - $1.84M
|
20.1K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.2K+ 0.69% |
$1.66M - $1.82M
|
2.22M
$294M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
15.2K+ 4.64% |
$1.65M - $1.81M
|
342K
$45.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.9KNew |
$1.63M - $1.78M
|
14.9K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14.8K+ 3.53% |
$1.61M - $1.76M
|
434K
$57.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
14.3K+ 7.83% |
$1.56M - $1.71M
|
198K
$26.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.3K+ 4.08% |
$1.56M - $1.71M
|
366K
$48.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.1K+ 77.28% |
$1.54M - $1.69M
|
32.4K
$4.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
14KNew |
$1.53M - $1.67M
|
14K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14K+ 3.31% |
$1.52M - $1.67M
|
436K
$57.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
14K+ 2.61% |
$1.52M - $1.66M
|
550K
$72.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12.9K+ 306.24% |
$1.4M - $1.54M
|
17.1K
$2.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.8K+ 4.61% |
$1.39M - $1.52M
|
290K
$38.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.1K+ 2.18% |
$1.31M - $1.44M
|
567K
$75M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
11.1K+ 47.83% |
$1.2M - $1.32M
|
34.2K
$4.52M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10.7KNew |
$1.17M - $1.28M
|
10.7K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
10.7KNew |
$1.17M - $1.28M
|
10.7K
$1.42M
|