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 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-20.6K
- 13.37%
$1.93M - $2.09M
134K $17.6M
Oct 26, 2023 Q3 2023
Source Financial Advisors LLC

New York, NY
SELL
 -
-20.9K
- 25.08%
$1.96M - $2.12M
62.4K $8.2M
Nov 08, 2023 Q3 2023
Heritage Wealth Advisors

SELL
 -
-24.1K
- 4.22%
$2.26M - $2.45M
548K $72M
Nov 13, 2023 Q3 2023
Scs Capital Management LLC

Boston, MA
SELL
 -
-24.7K
- 35.94%
$2.31M - $2.5M
44K $5.78M
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
SELL
 -
-29.4K
- 22.54%
$2.75M - $2.98M
101K $13.3M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-30.5K
- 7.61%
$2.86M - $3.09M
370K $48.7M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

SELL
 -
-33.4K
- 80.1%
$3.13M - $3.38M
8.29K $1.09M
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

SELL
 -
-35.2K
- 5.2%
$3.3M - $3.57M
643K $84.5M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-36.3K
- 31.48%
$3.4M - $3.68M
79K $10.4M
Nov 08, 2023 Q3 2023
Opus Investment Management Inc

SELL
 -
-37.2K
- 13.22%
$3.48M - $3.77M
244K $32.1M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
SELL
 -
-42.9K
- 2.47%
$4.02M - $4.35M
1.7M $223M
Oct 27, 2023 Q3 2023
Ma Private Wealth

SELL
 -
-43.8K
- 48.82%
$4.1M - $4.44M
45.9K $6.03M
Nov 02, 2023 Q3 2023
Vantage Financial Partners, LLC

Elm Grove, WI
SELL
 -
-44.7K
- 9.02%
$4.19M - $4.53M
450K $59.2M
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

SELL
 -
-48.7K
- 95.56%
$4.56M - $4.93M
2.26K $297K
Nov 14, 2023 Q3 2023
Sentinel Trust CO Lba

Houston, TX
SELL
 -
-58K
- 2.8%
$5.44M - $5.88M
2.01M $264M
Nov 13, 2023 Q3 2023
Forte Capital LLC

SELL
 -
-60.6K
- 92.4%
$5.68M - $6.14M
4.98K $655K
Nov 14, 2023 Q3 2023
Diametric Capital, LP

Boston, MA
SELL
 -
-61.2K
- 79.8%
$5.74M - $6.21M
15.5K $2.04M
Nov 14, 2023 Q3 2023
Texas Capital Bank Wealth Management Services Inc

SELL
 -
-67.3K
- 89.72%
$6.3M - $6.82M
7.7K $1.01M
Nov 01, 2023 Q3 2023
Oikos Holdings LLC

SELL
 -
-71.2K
- 17.17%
$6.67M - $7.22M
343K $45.2M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
SELL
 -
-73.6K
- 83.55%
$6.89M - $7.46M
14.5K $1.9M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
SELL
 -
-73.6K
- 3.23%
$6.9M - $7.47M
2.21M $290M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-76.9K
- 17.92%
$7.21M - $7.8M
352K $46.3M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-77.8K
- 96.0%
$7.3M - $7.89M
3.24K $427K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-79.2K
- 3.28%
$7.43M - $8.03M
2.34M $308M
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-79.7K
- 4.41%
$7.47M - $8.08M
1.73M $227M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-80.4K
- 2.17%
$7.53M - $8.15M
3.62M $477M
Nov 14, 2023 Q3 2023
Partners Capital Investment Group, LLP

Boston, MA
SELL
 -
-86.7K
- 21.01%
$8.13M - $8.79M
326K $42.9M
Nov 13, 2023 Q3 2023
Rock Creek Group, LP

SELL
 -
-88.2K
- 5.52%
$8.26M - $8.94M
1.51M $198M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-88.4K
- 24.1%
$8.28M - $8.96M
278K $36.6M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-95.9K
- 96.1%
$8.98M - $9.72M
3.89K $511K
Oct 24, 2023 Q3 2023
Elm Partners Management LLC

SELL
 -
-107K
- 10.34%
$10M - $10.9M
928K $122M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
SELL
 -
-109K
- 0.82%
$10.2M - $11.1M
13.3M $1.75B
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-112K
- 25.88%
$10.5M - $11.4M
321K $42.2M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-117K
- 10.2%
$10.9M - $11.8M
1.03M $135M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-130K
- 3.64%
$12.2M - $13.2M
3.44M $453M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
SELL
 -
-136K
- 97.58%
$12.8M - $13.8M
3.38K $444K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

SELL
 -
-149K
- 27.79%
$14M - $15.1M
387K $50.9M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-169K
- 12.58%
$15.9M - $17.2M
1.18M $155M
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
SELL
 -
-184K
- 2.14%
$17.3M - $18.7M
8.45M $1.11B
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

SELL
 -
-195K
- 45.75%
$18.3M - $19.8M
232K $30.5M
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

SELL
 -
-233K
- 17.58%
$21.8M - $23.6M
1.09M $144M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-381K
- 62.49%
$35.7M - $38.6M
229K $30.1M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-565K
- 39.75%
$53M - $57.3M
857K $113M
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
SELL
 -
-595K
- 98.62%
$55.8M - $60.3M
8.34K $1.1M
Feb 02, 2024 Q3 2023
Lji Wealth Management, LLC

Indianapolis, IN
SELL
 -
-1.18M
- 59.96%
$111M - $120M
790K $104M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.8M
- 57.76%
$169M - $183M
1.32M $173M
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-14.8M
Closed
$1.39B - $1.5B
0 $0

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