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 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
256+ 1.08% |
$24K - $26K
|
24K
$3.12M
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
255+ 0.36% |
$23.9K - $25.9K
|
71.6K
$9.31M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
239+ 0.88% |
$22.4K - $24.2K
|
27.4K
$3.56M
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
235+ 9.57% |
$22K - $23.8K
|
2.69K
$350K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
233+ 5.45% |
$21.8K - $23.6K
|
4.51K
$586K
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
231+ 14.37% |
$21.6K - $23.4K
|
1.84K
$239K
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
231+ 0.17% |
$21.6K - $23.4K
|
139K
$18M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
227+ 4.01% |
$21.3K - $23K
|
5.88K
$765K
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
226+ 2.12% |
$21.2K - $22.9K
|
10.9K
$1.42M
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
225+ 57.84% |
$21.1K - $22.8K
|
614
$79.8K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
222+ 3.53% |
$20.8K - $22.5K
|
6.5K
$845K
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
222+ 0.83% |
$20.8K - $22.5K
|
26.9K
$3.5M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
219+ 3.48% |
$20.5K - $22.2K
|
6.51K
$846K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
209+ 7.13% |
$19.6K - $21.2K
|
3.14K
$408K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
203+ 193.33% |
$19K - $20.6K
|
308
$40K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
198+ 0.69% |
$18.6K - $20.1K
|
28.9K
$3.76M
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
194+ 60.82% |
$18.2K - $19.7K
|
513
$66.7K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
187+ 0.18% |
$17.5K - $19K
|
106K
$13.8M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
186+ 6.9% |
$17.4K - $18.9K
|
2.88K
$374K
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
181+ 1.29% |
$17K - $18.4K
|
14.3K
$1.85M
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
178+ 7.91% |
$16.7K - $18K
|
2.43K
$316K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
170+ 7.73% |
$15.9K - $17.2K
|
2.37K
$308K
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
162+ 0.56% |
$15.2K - $16.4K
|
28.8K
$3.75M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
161+ 1.48% |
$15.1K - $16.3K
|
11K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
160+ 1.06% |
$15K - $16.2K
|
15.3K
$1.99M
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
159+ 3.82% |
$14.9K - $16.1K
|
4.33K
$562K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
149+ 0.35% |
$14K - $15.1K
|
42.4K
$5.51M
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
148+ 3.21% |
$13.9K - $15K
|
4.76K
$619K
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
145+ 1.53% |
$13.6K - $14.7K
|
9.62K
$1.25M
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
136+ 3.01% |
$12.7K - $13.8K
|
4.66K
$606K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
135New |
$12.7K - $13.7K
|
135
$17.6K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
126+ 0.48% |
$11.8K - $12.8K
|
26.6K
$3.45M
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
126+ 1.69% |
$11.8K - $12.8K
|
7.56K
$983K
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
125+ 135.87% |
$11.7K - $12.7K
|
217
$28.2K
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
124+ 427.59% |
$11.6K - $12.6K
|
153
$19.9K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
119+ 2.16% |
$11.2K - $12.1K
|
5.62K
$731K
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
113+ 3.02% |
$10.6K - $11.5K
|
3.86K
$502K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
110+ 12.32% |
$10.3K - $11.2K
|
1K
$130K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
108+ 1.52% |
$10.1K - $11K
|
7.2K
$936K
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
105+ 0.19% |
$9.84K - $10.6K
|
56.4K
$7.33M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 0.48% |
$9.37K - $10.1K
|
21.1K
$2.75M
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
97+ 1.31% |
$9.09K - $9.83K
|
7.49K
$973K
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
88+ 0.44% |
$8.25K - $8.92K
|
19.9K
$2.59M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
84+ 0.42% |
$7.87K - $8.52K
|
20K
$2.6M
|
|
Nov 03, 2023
Q3 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
82+ 3.3% |
$7.69K - $8.31K
|
2.57K
$333K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
82+ 2.75% |
$7.69K - $8.31K
|
3.06K
$398K
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
75+ 0.63% |
$7.03K - $7.6K
|
11.9K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 3.47% |
$6.84K - $7.4K
|
2.17K
$283K
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
72+ 2.01% |
$6.75K - $7.3K
|
3.65K
$475K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
71+ 2.17% |
$6.65K - $7.2K
|
3.35K
$435K
|