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 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 0.53% |
$3.63K - $4.02K
|
6.06K
$797K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-36- 1.82% |
$4.08K - $4.52K
|
1.94K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-36- 1.11% |
$4.08K - $4.52K
|
3.2K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-37- 0.45% |
$4.2K - $4.65K
|
8.24K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-37- 0.8% |
$4.2K - $4.65K
|
4.61K
$606K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-38- 0.66% |
$4.31K - $4.77K
|
5.72K
$752K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-38- 0.18% |
$4.31K - $4.77K
|
20.9K
$2.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-39- 0.57% |
$4.42K - $4.9K
|
6.81K
$896K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-40- 0.2% |
$4.54K - $5.02K
|
19.9K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-40- 0.48% |
$4.54K - $5.02K
|
8.22K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-40- 1.57% |
$4.54K - $5.02K
|
2.5K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.36% |
$4.54K - $5.02K
|
11.2K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-42- 1.33% |
$4.76K - $5.28K
|
3.12K
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-43- 0.42% |
$4.88K - $5.4K
|
10.2K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-45- 1.24% |
$5.1K - $5.65K
|
3.59K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 1.21% |
$5.22K - $5.78K
|
3.76K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-48- 0.18% |
$5.44K - $6.03K
|
26.4K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-50- 3.85% |
$5.67K - $6.28K
|
1.25K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-50- 0.45% |
$5.67K - $6.28K
|
11.1K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-54- 1.11% |
$6.12K - $6.78K
|
4.81K
$633K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-56- 0.87% |
$6.35K - $7.03K
|
6.39K
$841K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-57- 1.64% |
$6.46K - $7.16K
|
3.43K
$451K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-58- 2.02% |
$6.58K - $7.29K
|
2.82K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-59- 2.79% |
$6.69K - $7.41K
|
2.05K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-60- 0.06% |
$6.8K - $7.54K
|
106K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-61- 1.95% |
$6.92K - $7.66K
|
3.07K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-62- 1.53% |
$7.03K - $7.79K
|
4K
$526K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-65- 1.22% |
$7.37K - $8.17K
|
5.28K
$694K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-73- 0.35% |
$8.28K - $9.17K
|
20.7K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-73- 0.13% |
$8.28K - $9.17K
|
58.1K
$7.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-74- 0.47% |
$8.39K - $9.3K
|
15.7K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-75- 0.26% |
$8.51K - $9.42K
|
29.3K
$3.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-75- 3.81% |
$8.51K - $9.42K
|
1.89K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-76- 3.21% |
$8.62K - $9.55K
|
2.29K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-80- 0.57% |
$9.07K - $10K
|
14K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 1.52% |
$9.3K - $10.3K
|
5.31K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-82- 0.39% |
$9.3K - $10.3K
|
20.7K
$2.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-83- 0.54% |
$9.41K - $10.4K
|
15.2K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-83- 0.93% |
$9.41K - $10.4K
|
8.83K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-85- 2.82% |
$9.64K - $10.7K
|
2.93K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-85- 0.15% |
$9.64K - $10.7K
|
58.2K
$7.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 0.78% |
$9.75K - $10.8K
|
10.9K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-90- 0.91% |
$10.2K - $11.3K
|
9.84K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-92- 1.45% |
$10.4K - $11.6K
|
6.27K
$824K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-96- 1.01% |
$10.9K - $12.1K
|
9.43K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-96- 7.95% |
$10.9K - $12.1K
|
1.11K
$146K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-99- 2.19% |
$11.2K - $12.4K
|
4.42K
$581K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.39% |
$11.3K - $12.6K
|
25.6K
$3.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-102- 0.73% |
$11.6K - $12.8K
|
13.9K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-102- 5.44% |
$11.6K - $12.8K
|
1.77K
$233K
|