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 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
6.63K
+ 26.18%
$621K - $672K
31.9K $4.15M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
6.35K
+ 158650.0%
$595K - $643K
6.35K $826K
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
6.25K
+ 35.27%
$586K - $634K
24K $3.12M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.08K
+ 5.35%
$570K - $617K
120K $15.6M
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

BUY
 -
5.72K
+ 30.26%
$536K - $580K
24.6K $3.2M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
5.7K
+ 2.14%
$534K - $578K
272K $35.3M
Oct 16, 2023 Q3 2023
Forte Asset Management LLC

BUY
 -
5.52K
+ 20.52%
$517K - $559K
32.4K $4.21M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
5.48K
New
$514K - $556K
5.48K $713K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
5.44K
+ 5.05%
$510K - $552K
113K $14.7M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
5.39K
+ 24.66%
$505K - $546K
27.2K $3.54M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
5.15K
+ 11.71%
$482K - $522K
49.1K $6.39M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
4.9K
New
$460K - $497K
4.9K $637K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
4.87K
New
$457K - $494K
4.87K $634K
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
4.83K
+ 5.46%
$453K - $490K
93.3K $12.1M
Nov 07, 2023 Q3 2023
Awm Capital, LLC

BUY
 -
4.79K
New
$449K - $485K
4.79K $622K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4.66K
+ 90.44%
$436K - $472K
9.8K $1.27M
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
4.64K
New
$435K - $470K
4.64K $603K
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

BUY
 -
4.54K
+ 9.65%
$426K - $461K
51.6K $6.71M
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
4.51K
+ 33.78%
$423K - $457K
17.9K $2.32M
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
4.46K
+ 30.71%
$418K - $452K
19K $2.47M
Oct 31, 2023 Q3 2023
Financial Designs Corp

Claremont, CA
BUY
 -
4.32K
New
$405K - $438K
4.32K $562K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
4.31K
+ 165.16%
$404K - $437K
6.92K $899K
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
4.2K
+ 0.76%
$394K - $426K
557K $72.4M
Nov 08, 2023 Q3 2023
Claris Advisors, LLC

BUY
 -
4.19K
+ 108.36%
$392K - $425K
8.05K $1.05M
Nov 03, 2023 Q3 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
4.09K
+ 2.05%
$383K - $414K
203K $26.4M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.94K
+ 1.7%
$369K - $399K
235K $30.6M
Oct 24, 2023 Q3 2023
Vera Bank, N.A.

BUY
 -
3.83K
+ 52.52%
$359K - $388K
11.1K $1.45M
Nov 08, 2023 Q3 2023
Milestone Advisory Partners

BUY
 -
3.73K
+ 15.38%
$350K - $379K
28K $3.64M
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
3.68K
+ 6.06%
$345K - $374K
64.5K $8.39M
Oct 31, 2023 Q3 2023
Iron Financial, LLC

BUY
 -
3.64K
New
$342K - $369K
3.64K $474K
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
3.56K
+ 17.47%
$333K - $361K
23.9K $3.11M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
3.47K
New
$325K - $352K
3.47K $451K
Nov 14, 2023 Q3 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
3.45K
+ 9.76%
$323K - $349K
38.8K $5.04M
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
3.38K
New
$316K - $342K
3.38K $439K
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
3.36K
+ 4.53%
$315K - $341K
77.6K $10.1M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.35K
+ 31.19%
$314K - $340K
14.1K $1.83M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
3.31K
+ 31.58%
$310K - $336K
13.8K $1.79M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
3.28K
+ 65.98%
$307K - $333K
8.25K $1.07M
Nov 01, 2023 Q3 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
3.23K
+ 1.04%
$303K - $327K
315K $40.9M
Nov 15, 2023 Q3 2023
Mc Donough Capital Management, Inc

Orlando, FL
BUY
 -
3.23K
New
$303K - $327K
3.23K $420K
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
3.18K
+ 6.12%
$298K - $322K
55.1K $7.16M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
3.17K
New
$297K - $322K
3.17K $412K
Nov 02, 2023 Q3 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
3.1K
+ 18.79%
$290K - $314K
19.6K $2.55M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.07K
+ 1.49%
$288K - $311K
209K $27.2M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
2.98K
+ 7.93%
$279K - $302K
40.5K $5.27M
Nov 02, 2023 Q3 2023
Regency Capital Management Inc.\De

BUY
 -
2.91K
+ 27.06%
$273K - $295K
13.7K $1.78M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.87K
+ 10.08%
$269K - $291K
31.3K $4.07M
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
2.86K
New
$268K - $290K
2.86K $372K
Nov 15, 2023 Q3 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
2.85K
+ 17.77%
$267K - $289K
18.9K $2.45M

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