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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-459- 5.59% |
$43K - $46.5K
|
7.75K
$1.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-466- 1.72% |
$43.7K - $47.2K
|
26.6K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-470- 3.25% |
$44K - $47.7K
|
14K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-485- 8.42% |
$45.5K - $49.2K
|
5.27K
$693K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-487- 3.87% |
$45.6K - $49.4K
|
12.1K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-497- 12.05% |
$46.6K - $50.4K
|
3.63K
$477K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-522- 0.82% |
$48.9K - $52.9K
|
63K
$8.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-528- 1.68% |
$49.5K - $53.5K
|
31K
$4.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-530- 5.49% |
$49.7K - $53.7K
|
9.12K
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-530- 36.83% |
$49.7K - $53.7K
|
909
$120K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-531- 8.2% |
$49.8K - $53.8K
|
5.94K
$781K
|
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-532- 0.96% |
$49.9K - $53.9K
|
54.7K
$7.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-535- 1.93% |
$50.1K - $54.2K
|
27.2K
$3.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-538- 6.98% |
$50.4K - $54.5K
|
7.17K
$943K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-595- 2.6% |
$55.8K - $60.3K
|
22.3K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-595- 2.6% |
$55.8K - $60.3K
|
22.3K
$2.93M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-620- 2.03% |
$58.1K - $62.9K
|
29.9K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-622- 14.48% |
$58.3K - $63.1K
|
3.67K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-628- 4.02% |
$58.9K - $63.7K
|
15K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-633- 2.55% |
$59.3K - $64.2K
|
24.2K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-641- 21.29% |
$60.1K - $65K
|
2.37K
$312K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-649- 13.03% |
$60.8K - $65.8K
|
4.33K
$570K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-650- 0.58% |
$60.9K - $65.9K
|
111K
$14.6M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-653- 1.27% |
$61.2K - $66.2K
|
50.7K
$6.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700- 2.29% |
$65.6K - $71K
|
29.9K
$3.94M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-709- 0.74% |
$66.4K - $71.9K
|
95K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-716- 0.66% |
$67.1K - $72.6K
|
107K
$14.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-750- 2.52% |
$70.3K - $76K
|
29K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-758- 3.65% |
$71K - $76.9K
|
20K
$2.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-763- 7.85% |
$71.5K - $77.4K
|
8.95K
$1.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-775- 7.66% |
$72.6K - $78.6K
|
9.35K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-784- 9.55% |
$73.5K - $79.5K
|
7.43K
$977K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-796- 1.1% |
$74.6K - $80.7K
|
71.9K
$9.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-805- 3.97% |
$75.4K - $81.6K
|
19.5K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-808- 4.77% |
$75.7K - $81.9K
|
16.1K
$2.12M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-816- 3.53% |
$76.5K - $82.7K
|
22.3K
$2.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-819- 3.43% |
$76.8K - $83K
|
23.1K
$3.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-870- 7.7% |
$81.5K - $88.2K
|
10.4K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-877- 2.15% |
$82.2K - $88.9K
|
39.8K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-887- 6.99% |
$83.1K - $89.9K
|
11.8K
$1.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-892- 3.89% |
$83.6K - $90.4K
|
22K
$2.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-903- 13.17% |
$84.6K - $91.6K
|
5.95K
$783K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-905- 12.25% |
$84.8K - $91.8K
|
6.49K
$853K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-923- 1.43% |
$86.5K - $93.6K
|
63.7K
$8.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-924- 0.4% |
$86.6K - $93.7K
|
233K
$30.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-933- 2.91% |
$87.4K - $94.6K
|
31.1K
$4.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-942- 0.63% |
$88.3K - $95.5K
|
148K
$19.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-959- 10.62% |
$89.9K - $97.2K
|
8.08K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-979- 0.62% |
$91.8K - $99.3K
|
158K
$20.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-985- 8.06% |
$92.3K - $99.9K
|
11.2K
$1.48M
|