Purchases and Sales Made in Q3 2023 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 Q3 2023. 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
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
9.41M
+ 128792.37%
$882M - $954M
9.41M $1.22B
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
2.48M
+ 1503.77%
$232M - $251M
2.65M $344M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
1.25M
+ 43.29%
$117M - $127M
4.15M $539M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.08M
+ 2.25%
$101M - $109M
49M $6.37B
Nov 14, 2023 Q3 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
991K
New
$92.9M - $100M
991K $129M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
628K
+ 39.37%
$58.9M - $63.7M
2.22M $289M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
430K
+ 1263.41%
$40.3M - $43.6M
464K $60.4M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
388K
+ 12.84%
$36.4M - $39.3M
3.41M $443M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
388K
+ 12.84%
$36.4M - $39.3M
3.41M $443M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
330K
+ 77.81%
$31M - $33.5M
755K $98.1M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
277K
+ 17.2%
$25.9M - $28M
1.88M $245M
Nov 13, 2023 Q3 2023
Retirement Capital Strategies

BUY
 -
267K
New
$25.1M - $27.1M
267K $34.8M
Oct 31, 2023 Q3 2023
Taiyo Life Insurance CO

BUY
 -
247K
+ 74.47%
$23.1M - $25M
578K $75.1M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
212K
+ 0.53%
$19.9M - $21.5M
40.2M $5.23B
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
176K
+ 48.05%
$16.5M - $17.8M
541K $70.3M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
152K
+ 4.7%
$14.2M - $15.4M
3.39M $440M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
135K
+ 4011.61%
$12.7M - $13.7M
139K $18.1M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
122K
New
$11.4M - $12.4M
122K $15.9M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
110K
+ 25.97%
$10.3M - $11.1M
533K $69.3M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
101K
New
$9.45M - $10.2M
101K $13.1M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
97.3K
+ 9.13%
$9.11M - $9.86M
1.16M $151M
Nov 14, 2023 Q3 2023
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
93.9K
+ 48.24%
$8.8M - $9.52M
289K $37.5M
Oct 12, 2023 Q3 2023
Single Point Partners, LLC

BUY
 -
87.5K
New
$8.2M - $8.87M
87.5K $11.4M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
82.4K
+ 62.46%
$7.72M - $8.35M
214K $27.9M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
78K
+ 0.75%
$7.31M - $7.91M
10.5M $1.36B
Oct 25, 2023 Q3 2023
Cornerstone Retirement Group, Inc.

BUY
 -
75.6K
New
$7.09M - $7.67M
75.6K $9.83M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
74.9K
+ 5.04%
$7.02M - $7.6M
1.56M $203M
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
71.1K
New
$6.66M - $7.21M
71.1K $9.25M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
71.1K
+ 391.26%
$6.66M - $7.21M
89.2K $11.6M
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
69K
New
$6.46M - $6.99M
69K $8.97M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
58.7K
New
$5.5M - $5.95M
58.7K $7.63M
Nov 14, 2023 Q3 2023
Stone X Group Inc.

BUY
 -
57.5K
+ 430.12%
$5.39M - $5.83M
70.9K $9.22M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
57.5K
+ 1.82%
$5.38M - $5.83M
3.21M $418M
Nov 03, 2023 Q3 2023
Winthrop Advisory Group LLC

BUY
 -
56.8K
+ 9.87%
$5.33M - $5.76M
633K $82.2M
Nov 14, 2023 Q3 2023
Claar Advisors LLC

New York, NY
BUY
 -
56.8K
+ 14.97%
$5.32M - $5.76M
436K $56.7M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
54.4K
+ 1935.11%
$5.1M - $5.52M
57.2K $7.44M
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
52.8K
+ 16.91%
$4.95M - $5.36M
365K $47.5M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
51.2K
New
$4.8M - $5.19M
51.2K $6.66M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
50.1K
+ 17.02%
$4.7M - $5.08M
345K $44.8M
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

BUY
 -
47.6K
+ 6.42%
$4.46M - $4.83M
789K $103M
Nov 13, 2023 Q3 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
46.9K
+ 4.12%
$4.39M - $4.75M
1.18M $154M
Nov 14, 2023 Q3 2023
Macquarie Group LTD

Australia, C3
BUY
 -
43.7K
+ 7.48%
$4.1M - $4.43M
628K $81.7M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
42.5K
+ 4.61%
$3.98M - $4.31M
965K $125M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
38.8K
+ 30.94%
$3.64M - $3.93M
164K $21.4M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
38.7K
+ 1.3%
$3.63M - $3.93M
3.03M $394M
Oct 10, 2023 Q3 2023
Cherrydale Wealth Management, LLC

BUY
 -
38.6K
+ 27.73%
$3.61M - $3.91M
178K $23.1M
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
35.9K
+ 4.64%
$3.37M - $3.64M
809K $105M
Nov 01, 2023 Q3 2023
Reliant Wealth Planning

BUY
 -
32.7K
+ 5.62%
$3.07M - $3.32M
616K $80M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
32.5K
+ 29.36%
$3.05M - $3.3M
143K $18.6M

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