Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-228- 1.89% |
$21.4K - $23.1K
|
11.9K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-229- 8.0% |
$21.5K - $23.2K
|
2.63K
$342K
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-231- 0.4% |
$21.6K - $23.4K
|
57.3K
$7.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-233- 8.71% |
$21.8K - $23.6K
|
2.44K
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-238- 1.01% |
$22.3K - $24.1K
|
23.4K
$3.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-245- 8.14% |
$23K - $24.8K
|
2.77K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-249- 5.14% |
$23.3K - $25.2K
|
4.6K
$598K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-252- 18.27% |
$23.6K - $25.6K
|
1.13K
$147K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-255- 6.71% |
$23.9K - $25.9K
|
3.55K
$461K
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-257- 0.89% |
$24.1K - $26.1K
|
28.7K
$3.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-259- 9.52% |
$24.3K - $26.3K
|
2.46K
$320K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-266- 2.07% |
$24.9K - $27K
|
12.6K
$1.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-270- 5.13% |
$25.3K - $27.4K
|
5K
$650K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-283- 3.21% |
$26.5K - $28.7K
|
8.53K
$1.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-283- 0.94% |
$26.5K - $28.7K
|
30K
$3.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-286- 0.53% |
$26.8K - $29K
|
53.2K
$6.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-287- 0.34% |
$26.9K - $29.1K
|
84K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-287- 4.51% |
$26.9K - $29.1K
|
6.08K
$790K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-299- 12.33% |
$28K - $30.3K
|
2.13K
$276K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-303- 1.49% |
$28.4K - $30.7K
|
20.1K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-305- 24.15% |
$28.6K - $30.9K
|
958
$125K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-307- 1.41% |
$28.8K - $31.1K
|
21.5K
$2.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-313- 10.53% |
$29.3K - $31.7K
|
2.66K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-322- 5.14% |
$30.2K - $32.6K
|
5.94K
$773K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-325- 8.85% |
$30.5K - $33K
|
3.35K
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-326- 0.15% |
$30.6K - $33.1K
|
216K
$28M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-328- 0.39% |
$30.7K - $33.3K
|
84.1K
$10.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-329- 0.37% |
$30.8K - $33.4K
|
87.9K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-329- 0.36% |
$30.8K - $33.4K
|
91.3K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-332- 4.7% |
$31.1K - $33.7K
|
6.73K
$875K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-333- 2.74% |
$31.2K - $33.8K
|
11.8K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-333- 0.47% |
$31.2K - $33.8K
|
70.5K
$9.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-336- 1.1% |
$31.5K - $34.1K
|
30.1K
$3.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-339- 5.68% |
$31.8K - $34.4K
|
5.63K
$732K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-340- 10.1% |
$31.9K - $34.5K
|
3.03K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-341- 3.03% |
$32K - $34.6K
|
10.9K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-354- 1.19% |
$33.2K - $35.9K
|
29.4K
$3.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-359- 2.18% |
$33.6K - $36.4K
|
16.1K
$2.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-361- 4.41% |
$33.8K - $36.6K
|
7.82K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-364- 10.25% |
$34.1K - $36.9K
|
3.19K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-400- 1.52% |
$37.5K - $40.6K
|
25.9K
$3.37M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-400- 8.86% |
$37.5K - $40.6K
|
4.12K
$535K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-406- 7.94% |
$38.1K - $41.2K
|
4.71K
$612K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-413- 0.68% |
$38.7K - $41.9K
|
60.7K
$7.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-425- 11.44% |
$39.8K - $43.1K
|
3.29K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-430- 3.93% |
$40.3K - $43.6K
|
10.5K
$1.37M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-436- 5.6% |
$40.9K - $44.2K
|
7.36K
$956K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-437- 4.21% |
$41K - $44.3K
|
9.94K
$1.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-440- 6.41% |
$41.2K - $44.6K
|
6.42K
$835K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-445- 1.94% |
$41.7K - $45.1K
|
22.4K
$2.92M
|