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 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
501+ 0.76% |
$54.5K - $59.7K
|
66.4K
$8.79M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
491+ 2.24% |
$53.4K - $58.5K
|
22.4K
$2.96M
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
490+ 52.46% |
$53.3K - $58.4K
|
1.42K
$189K
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
481+ 11.03% |
$52.3K - $57.3K
|
4.84K
$641K
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
478+ 6.82% |
$52K - $57K
|
7.48K
$991K
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
475+ 3.3% |
$51.7K - $56.6K
|
14.9K
$1.97M
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
470+ 1.86% |
$51.1K - $56K
|
25.7K
$3.41M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
464+ 0.81% |
$50.5K - $55.3K
|
57.4K
$7.61M
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
463+ 7.61% |
$50.4K - $55.2K
|
6.54K
$867K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
462+ 0.46% |
$50.3K - $55.1K
|
100K
$13.3M
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
446+ 8.09% |
$48.5K - $53.2K
|
5.96K
$789K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
443+ 1.88% |
$48.2K - $52.8K
|
24.1K
$3.19M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
428New |
$46.6K - $51K
|
428
$56.7K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
422+ 4.93% |
$45.9K - $50.3K
|
8.98K
$1.19M
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
421+ 1.9% |
$45.8K - $50.2K
|
22.5K
$2.99M
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
415+ 10.01% |
$45.1K - $49.5K
|
4.56K
$604K
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
408+ 0.66% |
$44.4K - $48.6K
|
62.5K
$8.28M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
406+ 2.98% |
$44.2K - $48.4K
|
14K
$1.86M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
393+ 288.97% |
$42.8K - $46.9K
|
529
$70.1K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
392New |
$42.6K - $46.7K
|
392
$51.9K
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
390+ 9.29% |
$42.4K - $46.5K
|
4.59K
$608K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
368+ 157.94% |
$40K - $43.9K
|
601
$79.6K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
366+ 0.26% |
$39.8K - $43.6K
|
142K
$18.9M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
364+ 6.08% |
$39.6K - $43.4K
|
6.36K
$842K
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
361+ 0.93% |
$39.3K - $43K
|
39.3K
$5.21M
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
359+ 0.63% |
$39.1K - $42.8K
|
57.7K
$7.64M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
346+ 2.05% |
$37.6K - $41.3K
|
17.2K
$2.28M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
344+ 0.03% |
$37.4K - $41K
|
1.09M
$145M
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
340+ 0.92% |
$37K - $40.5K
|
37.5K
$4.97M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
335New |
$36.4K - $39.9K
|
335
$44.4K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
321+ 3.83% |
$34.9K - $38.3K
|
8.71K
$1.15M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
316+ 5.75% |
$34.4K - $37.7K
|
5.81K
$769K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
314+ 26.95% |
$34.2K - $37.4K
|
1.48K
$196K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
307+ 5.9% |
$33.4K - $36.6K
|
5.51K
$730K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
306+ 7.96% |
$33.3K - $36.5K
|
4.15K
$550K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
303+ 5.09% |
$33K - $36.1K
|
6.26K
$829K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
300+ 7.72% |
$32.6K - $35.8K
|
4.19K
$555K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
298+ 1.52% |
$32.4K - $35.5K
|
19.9K
$2.64M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
295+ 1.12% |
$32.1K - $35.2K
|
26.7K
$3.54M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
295+ 1.83% |
$32.1K - $35.2K
|
16.4K
$2.17M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
292+ 0.26% |
$31.8K - $34.8K
|
112K
$14.8M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
289+ 145.23% |
$31.4K - $34.5K
|
488
$64.7K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
278+ 5.59% |
$30.2K - $33.1K
|
5.25K
$696K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
272+ 2.8% |
$29.6K - $32.4K
|
10K
$1.32M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
272+ 0.61% |
$29.6K - $32.4K
|
44.6K
$5.9M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
269New |
$29.3K - $32.1K
|
269
$35.6K
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
262New |
$28.5K - $31.2K
|
262
$34.7K
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
260+ 3.75% |
$28.3K - $31K
|
7.2K
$954K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
249New |
$27.1K - $29.7K
|
249
$33K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
246+ 3.8% |
$26.8K - $29.3K
|
6.72K
$891K
|