Purchases and Sales Made in Q3 2024 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 2024. 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 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
14+ 0.74% |
$1.59K - $1.76K
|
1.91K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.13% |
$1.47K - $1.63K
|
10.4K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.37% |
$1.47K - $1.63K
|
3.55K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12+ 0.37% |
$1.36K - $1.51K
|
3.23K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12+ 0.15% |
$1.36K - $1.51K
|
7.97K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
11+ 0.15% |
$1.25K - $1.38K
|
7.49K
$974K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10+ 0.25% |
$1.13K - $1.26K
|
4.07K
$529K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.04% |
$1.13K - $1.26K
|
22.4K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.13K - $1.26K
|
2.69K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10+ 0.22% |
$1.13K - $1.26K
|
4.64K
$603K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$1.02K - $1.13K
|
2.41K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.02K - $1.13K
|
4.82K
$627K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.16% |
$1.02K - $1.13K
|
5.52K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
9+ 0.36% |
$1.02K - $1.13K
|
2.5K
$325K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.05% |
$1.02K - $1.13K
|
16.8K
$2.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 2.73% |
$907 - $1K
|
301
$39.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.37% |
$907 - $1K
|
2.18K
$283K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
7+ 0.38% |
$794 - $879
|
1.83K
$238K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7+ 0.3% |
$794 - $879
|
2.32K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7+ 0.09% |
$794 - $879
|
7.95K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$794 - $879
|
7
$910
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6+ 0.16% |
$680 - $754
|
3.7K
$481K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.17% |
$680 - $754
|
3.57K
$464K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.24% |
$680 - $754
|
2.51K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6+ 0.05% |
$680 - $754
|
12.2K
$1.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.05% |
$680 - $754
|
12K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.29% |
$567 - $628
|
1.71K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5+ 0.12% |
$567 - $628
|
4.07K
$529K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5+ 0.06% |
$567 - $628
|
8.38K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5+ 0.27% |
$567 - $628
|
1.88K
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$567 - $628
|
3.53K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5+ 0.02% |
$567 - $628
|
24.6K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
4New |
$454 - $502
|
4
$520
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.12% |
$454 - $502
|
3.46K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.06% |
$454 - $502
|
6.85K
$890K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$454 - $502
|
4
$520
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4+ 0.07% |
$454 - $502
|
6.11K
$794K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$340 - $377
|
3.65K
$474K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.18% |
$340 - $377
|
1.69K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.12% |
$340 - $377
|
2.5K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.17% |
$340 - $377
|
1.74K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.05% |
$340 - $377
|
6.28K
$816K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.11% |
$227 - $251
|
1.85K
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$227 - $251
|
1.05K
$137K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.64K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2+ 0.02% |
$227 - $251
|
9.77K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$227 - $251
|
1.51K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.11% |
$227 - $251
|
1.77K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 0.0% |
$227 - $251
|
107K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.08% |
$227 - $251
|
2.63K
$342K
|