Purchases and Sales Made in Q2 2024 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
242
+ 1.05%
$26.3K - $28.9K
23.3K $3.09M
Jul 23, 2024 Q2 2024
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
234
+ 2.67%
$25.5K - $27.9K
8.99K $1.19M
Jul 19, 2024 Q2 2024
Chesley Taft & Associates LLC

BUY
 -
227
+ 4.18%
$24.7K - $27.1K
5.66K $750K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
223
+ 0.64%
$24.3K - $26.6K
35.1K $4.65M
Dec 19, 2024 Q2 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
216
+ 0.27%
$23.5K - $25.8K
79K $10.5M
Jul 26, 2024 Q2 2024
Walkner Condon Financial Advisors LLC

BUY
 -
215
+ 1.5%
$23.4K - $25.6K
14.5K $1.92M
Dec 09, 2024 Q2 2024
Nabity Jensen Investment Management Inc

Omaha, NE
BUY
 -
204
+ 3.28%
$22.2K - $24.3K
6.43K $852K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
203
New
$22.1K - $24.2K
203 $26.9K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
201
+ 1.83%
$21.9K - $24K
11.2K $1.48M
Aug 09, 2024 Q2 2024
Wells Financial Advisors Inc

BUY
 -
201
New
$21.9K - $24K
201 $26.6K
Aug 06, 2024 Q2 2024
Stephens Inc

BUY
 -
185
+ 0.79%
$20.1K - $22.1K
23.5K $3.11M
Aug 14, 2024 Q2 2024
Wescott Financial Advisory Group, LLC

BUY
 -
180
+ 1.28%
$19.6K - $21.5K
14.3K $1.89M
Aug 02, 2024 Q2 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
176
+ 0.82%
$19.1K - $21K
21.6K $2.86M
Aug 01, 2024 Q2 2024
Prairie View Partners, LLC

BUY
 -
170
+ 0.13%
$18.5K - $20.3K
133K $17.7M
Aug 02, 2024 Q2 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
169
+ 9.21%
$18.4K - $20.1K
2K $266K
Jul 12, 2024 Q2 2024
Baldwin Brothers LLC

BUY
 -
168
+ 430.77%
$18.3K - $20K
207 $27.4K
Jul 31, 2024 Q2 2024
Duncker Streett & CO Inc

BUY
 -
167
New
$18.2K - $19.9K
167 $22.1K
Jul 15, 2024 Q2 2024
Signature Wealth Management Partners, LLC

BUY
 -
166
+ 1.78%
$18.1K - $19.8K
9.48K $1.26M
Aug 05, 2024 Q2 2024
Hanlon Investment Management, Inc.

BUY
 -
163
+ 0.55%
$17.7K - $19.4K
29.7K $3.93M
Aug 09, 2024 Q2 2024
Wj Wealth Management, LLC

BUY
 -
160
+ 1.19%
$17.4K - $19.1K
13.6K $1.81M
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
151
+ 1.88%
$16.4K - $18K
8.19K $1.08M
Jul 12, 2024 Q2 2024
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
146
+ 0.43%
$15.9K - $17.4K
34.1K $4.52M
Jul 09, 2024 Q2 2024
Trust CO Of Vermont

BUY
 -
143
+ 89.38%
$15.6K - $17K
303 $40.1K
Aug 09, 2024 Q2 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
142
+ 6.15%
$15.4K - $16.9K
2.45K $325K
Aug 13, 2024 Q2 2024
Geller Advisors LLC

New York, NY
BUY
 -
137
+ 0.82%
$14.9K - $16.3K
16.8K $2.22M
Jul 17, 2024 Q2 2024
Human Investing LLC

BUY
 -
132
+ 2.09%
$14.4K - $15.7K
6.45K $854K
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
129
New
$14K - $15.4K
129 $17.1K
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
127
+ 0.06%
$13.8K - $15.1K
203K $26.9M
Jul 12, 2024 Q2 2024
Harbor Group, Inc.

BUY
 -
127
+ 6.68%
$13.8K - $15.1K
2.03K $269K
Aug 13, 2024 Q2 2024
Worth Pointe, LLC

La Jolla, CA
BUY
 -
119
+ 5.85%
$12.9K - $14.2K
2.15K $285K
Aug 01, 2024 Q2 2024
Capital Performance Advisors LLP

BUY
 -
119
+ 6.59%
$12.9K - $14.2K
1.92K $255K
Aug 05, 2024 Q2 2024
Advisor Os, LLC

BUY
 -
115
+ 4.56%
$12.5K - $13.7K
2.64K $349K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
114
+ 0.63%
$12.4K - $13.6K
18.1K $2.4M
Aug 07, 2024 Q2 2024
Truefg, LLC

Cedar Park, TX
BUY
 -
114
+ 1.88%
$12.4K - $13.6K
6.17K $817K
Jul 25, 2024 Q2 2024
Latitude Advisors, LLC

BUY
 -
112
+ 5.16%
$12.2K - $13.4K
2.28K $302K
Aug 06, 2024 Q2 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
111
+ 0.65%
$12.1K - $13.2K
17.3K $2.29M
Aug 13, 2024 Q2 2024
River Street Advisors LLC

Aurora, IL
BUY
 -
111
+ 3.64%
$12.1K - $13.2K
3.16K $419K
Jul 24, 2024 Q2 2024
Bay Colony Advisory Group, Inc D

BUY
 -
110
+ 0.92%
$12K - $13.1K
12.1K $1.6M
Aug 07, 2024 Q2 2024
Biltmore Family Office, LLC

BUY
 -
105
New
$11.4K - $12.5K
105 $13.9K
Jul 11, 2024 Q2 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
103
+ 1.89%
$11.2K - $12.3K
5.55K $735K
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
101
+ 1.48%
$11K - $12K
6.93K $918K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
87
New
$9.46K - $10.4K
87 $11.5K
Jul 17, 2024 Q2 2024
Bar Harbor Wealth Management

Concord, NH
BUY
 -
83
+ 0.15%
$9.03K - $9.9K
54.2K $7.18M
Jul 25, 2024 Q2 2024
Forte Asset Management LLC

BUY
 -
81
+ 0.3%
$8.81K - $9.66K
27.3K $3.62M
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
81
New
$8.81K - $9.66K
81 $10.7K
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
80
+ 0.2%
$8.7K - $9.54K
41K $5.43M
Jul 17, 2024 Q2 2024
Rodgers & Associates, LTD

BUY
 -
76
+ 1.7%
$8.27K - $9.06K
4.55K $602K
Aug 14, 2024 Q2 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
74
+ 0.54%
$8.05K - $8.82K
13.9K $1.84M
Jul 17, 2024 Q2 2024
Ars Investment Partners, LLC

BUY
 -
69
+ 1.31%
$7.51K - $8.23K
5.34K $707K

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