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 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.4K- 2.66% |
$3.09M - $3.39M
|
1.04M
$137M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.8K- 13.18% |
$3.14M - $3.44M
|
190K
$25.1M
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-30.5K- 22.05% |
$3.32M - $3.63M
|
108K
$14.3M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.9K- 5.98% |
$3.47M - $3.8M
|
502K
$66.3M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-31.9K- 5.97% |
$3.47M - $3.81M
|
503K
$66.5M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-32.3K- 35.24% |
$3.52M - $3.85M
|
59.4K
$7.85M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.3K- 5.59% |
$3.84M - $4.21M
|
597K
$78.9M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.3K- 0.35% |
$4.06M - $4.45M
|
10.6M
$1.4B
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.3K- 0.35% |
$4.06M - $4.45M
|
10.6M
$1.4B
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-42.2K- 2.21% |
$4.6M - $5.04M
|
1.87M
$248M
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-42.6K- 31.06% |
$4.63M - $5.08M
|
94.5K
$12.5M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-43.6K- 2.54% |
$4.74M - $5.2M
|
1.67M
$221M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-49.9K- 57.01% |
$5.43M - $5.95M
|
37.6K
$4.98M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-57.1K- 81.09% |
$6.21M - $6.8M
|
13.3K
$1.76M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-58K- 85.89% |
$6.31M - $6.91M
|
9.52K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.4K- 95.72% |
$6.79M - $7.44M
|
2.79K
$369K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-69.4K- 15.72% |
$7.55M - $8.28M
|
372K
$49.2M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-72.7K- 0.82% |
$7.91M - $8.67M
|
8.84M
$1.17B
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-80.5K- 36.77% |
$8.75M - $9.6M
|
138K
$18.3M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-106K- 91.24% |
$11.5M - $12.6M
|
10.1K
$1.34M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-111K- 6.5% |
$12M - $13.2M
|
1.59M
$210M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-111K- 4.81% |
$12M - $13.2M
|
2.19M
$290M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-129K- 9.8% |
$14M - $15.4M
|
1.19M
$157M
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-162K- 66.19% |
$17.6M - $19.3M
|
82.8K
$11M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-179K- 70.78% |
$19.5M - $21.4M
|
74K
$9.79M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-240K- 51.89% |
$26.2M - $28.7M
|
223K
$29.5M
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-273K- 16.98% |
$29.7M - $32.6M
|
1.34M
$177M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-300K- 2.37% |
$32.7M - $35.8M
|
12.4M
$1.64B
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-384K- 12.64% |
$41.7M - $45.7M
|
2.65M
$351M
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-456K- 48.32% |
$49.6M - $54.3M
|
487K
$64.4M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-533K- 6.82% |
$58M - $63.5M
|
7.28M
$963M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-553K- 1.14% |
$60.1M - $65.9M
|
48M
$6.35B
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-867K- 86.14% |
$94.3M - $103M
|
140K
$18.5M
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-901K- 98.57% |
$98M - $107M
|
13.1K
$1.73M
|