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 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
71New |
$6.65K - $7.2K
|
71
$9.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
71+ 0.08% |
$6.65K - $7.2K
|
85K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
70+ 1.93% |
$6.56K - $7.1K
|
3.7K
$481K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
67+ 2.92% |
$6.28K - $6.79K
|
2.36K
$307K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
67+ 0.56% |
$6.28K - $6.79K
|
12.1K
$1.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
66+ 0.09% |
$6.19K - $6.69K
|
71.8K
$9.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
63+ 1.04% |
$5.9K - $6.39K
|
6.11K
$794K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
60+ 0.21% |
$5.62K - $6.08K
|
28.9K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
60New |
$5.62K - $6.08K
|
60
$7.8K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
57+ 1.13% |
$5.34K - $5.78K
|
5.1K
$663K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
57+ 1.13% |
$5.34K - $5.78K
|
5.1K
$663K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
56+ 0.14% |
$5.25K - $5.68K
|
39K
$5.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
54+ 2.25% |
$5.06K - $5.48K
|
2.45K
$319K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
54+ 1.37% |
$5.06K - $5.48K
|
4K
$520K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53New |
$4.97K - $5.37K
|
53
$6.89K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
47+ 0.47% |
$4.4K - $4.77K
|
10.1K
$1.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
39+ 0.74% |
$3.66K - $3.95K
|
5.29K
$688K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
36+ 0.18% |
$3.37K - $3.65K
|
19.7K
$2.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
35+ 0.68% |
$3.28K - $3.55K
|
5.18K
$673K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
28+ 0.4% |
$2.62K - $2.84K
|
7.08K
$921K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
26+ 1.07% |
$2.44K - $2.64K
|
2.45K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22+ 0.23% |
$2.06K - $2.23K
|
9.41K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
21+ 0.17% |
$1.97K - $2.13K
|
12.2K
$1.59M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19+ 0.68% |
$1.78K - $1.93K
|
2.81K
$366K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
17+ 6.07% |
$1.59K - $1.72K
|
297
$38.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 1.16% |
$1.59K - $1.72K
|
1.48K
$192K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
17+ 0.56% |
$1.59K - $1.72K
|
3.03K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
15New |
$1.41K - $1.52K
|
15
$1.95K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14+ 0.19% |
$1.31K - $1.42K
|
7.28K
$947K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.58% |
$1.22K - $1.32K
|
2.26K
$294K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 38.24% |
$1.22K - $1.32K
|
47
$6.11K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
12+ 0.24% |
$1.12K - $1.22K
|
4.93K
$641K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.53% |
$1.12K - $1.22K
|
2.28K
$297K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 5.19% |
$1.12K - $1.22K
|
243
$31.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11+ 0.37% |
$1.03K - $1.12K
|
3K
$390K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.47% |
$937 - $1.01K
|
2.14K
$278K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
10+ 0.27% |
$937 - $1.01K
|
3.72K
$484K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$937 - $1.01K
|
4.84K
$630K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.01% |
$937 - $1.01K
|
144K
$18.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
8+ 0.18% |
$750 - $811
|
4.42K
$574K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.17% |
$562 - $608
|
3.61K
$469K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
6+ 0.2% |
$562 - $608
|
3.06K
$398K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$562 - $608
|
3.6K
$468K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.07% |
$469 - $507
|
6.85K
$890K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.07% |
$469 - $507
|
7.25K
$942K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$469 - $507
|
49.5K
$6.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4+ 0.13% |
$375 - $406
|
3.01K
$391K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
3+ 0.02% |
$281 - $304
|
14.1K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 1.69% |
$281 - $304
|
181
$23.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$187 - $203
|
2
$260
|