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 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
30.4KNew |
$2.84M - $3.08M
|
30.4K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.4K+ 3.45% |
$2.75M - $2.98M
|
881K
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.4K+ 380.72% |
$2.57M - $2.78M
|
34.6K
$4.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
27.1K+ 24.85% |
$2.54M - $2.75M
|
136K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
26.5K+ 4.8% |
$2.48M - $2.68M
|
578K
$75.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
26.2KNew |
$2.46M - $2.66M
|
26.2K
$3.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
23.8KNew |
$2.23M - $2.41M
|
23.8K
$3.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.5K+ 4.02% |
$2.11M - $2.28M
|
583K
$75.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
22.1K+ 115.0% |
$2.07M - $2.24M
|
41.4K
$5.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
20.5K+ 7.76% |
$1.92M - $2.08M
|
285K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.5K+ 165.32% |
$1.92M - $2.08M
|
32.9K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.4K+ 4.74% |
$1.81M - $1.96M
|
428K
$55.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19.2K+ 7.34% |
$1.8M - $1.95M
|
281K
$36.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.8K+ 194.3% |
$1.76M - $1.9M
|
28.4K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.4K+ 29.14% |
$1.72M - $1.86M
|
81.3K
$10.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.1K+ 3.3% |
$1.6M - $1.73M
|
534K
$69.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.4K+ 29.73% |
$1.54M - $1.67M
|
71.8K
$9.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16.2K+ 6224.23% |
$1.52M - $1.64M
|
16.4K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.1K+ 6.35% |
$1.42M - $1.54M
|
254K
$33M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.9K+ 5.25% |
$1.39M - $1.51M
|
298K
$38.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13KNew |
$1.22M - $1.32M
|
13K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
13K+ 9.76% |
$1.22M - $1.32M
|
146K
$19M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
11.4K+ 4.29% |
$1.06M - $1.15M
|
276K
$35.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 128.87% |
$1.06M - $1.15M
|
20.2K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 2.26% |
$983K - $1.06M
|
474K
$61.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4K+ 50.94% |
$974K - $1.05M
|
30.8K
$4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 4.15% |
$952K - $1.03M
|
255K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
10.1K+ 6.96% |
$944K - $1.02M
|
155K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.92KNew |
$930K - $1.01M
|
9.92K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.53K+ 8.16% |
$893K - $966K
|
126K
$16.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
9.26K+ 20.59% |
$868K - $939K
|
54.3K
$7.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.08K+ 2.61% |
$851K - $921K
|
358K
$46.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
9.03K+ 104.21% |
$846K - $915K
|
17.7K
$2.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9.02K+ 5.93% |
$845K - $915K
|
161K
$20.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.97K+ 3.11% |
$841K - $909K
|
297K
$38.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.91K+ 2.05% |
$835K - $903K
|
442K
$57.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.85KNew |
$829K - $897K
|
8.85K
$1.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.83K+ 7.36% |
$827K - $895K
|
129K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.58K+ 116.75% |
$804K - $870K
|
15.9K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.32K+ 6.82% |
$780K - $844K
|
130K
$16.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.18K+ 3.86% |
$767K - $829K
|
220K
$28.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.05K+ 56.83% |
$754K - $816K
|
22.2K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8.04K+ 1.76% |
$753K - $815K
|
464K
$60.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8.02K+ 2.44% |
$752K - $813K
|
336K
$43.7M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
7.9K+ 20.46% |
$741K - $801K
|
46.5K
$6.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.75K+ 6.49% |
$726K - $786K
|
127K
$16.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
7.4K+ 7.21% |
$693K - $750K
|
110K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.08K+ 191.25% |
$664K - $718K
|
10.8K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.97K+ 28.35% |
$653K - $707K
|
31.6K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.82KNew |
$639K - $692K
|
6.82K
$887K
|