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
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-183- 1.06% |
$20.8K - $23K
|
17.1K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-187- 8.14% |
$21.2K - $23.5K
|
2.11K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-188- 1.38% |
$21.3K - $23.6K
|
13.5K
$1.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-194- 0.31% |
$22K - $24.4K
|
62.4K
$8.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-195- 0.91% |
$22.1K - $24.5K
|
21.1K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-195- 0.38% |
$22.1K - $24.5K
|
50.9K
$6.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-197- 0.88% |
$22.3K - $24.7K
|
22.2K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-197- 2.08% |
$22.3K - $24.7K
|
9.28K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-197- 4.25% |
$22.3K - $24.7K
|
4.44K
$571K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-200- 0.16% |
$22.7K - $25.1K
|
122K
$15.8M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-203- 0.16% |
$23K - $25.5K
|
124K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-206- 3.34% |
$23.4K - $25.9K
|
5.95K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-213- 9.62% |
$24.2K - $26.8K
|
2K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-222- 3.78% |
$25.2K - $27.9K
|
5.65K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-228- 2.98% |
$25.9K - $28.6K
|
7.43K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-231- 1.55% |
$26.2K - $29K
|
14.6K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-232- 1.13% |
$26.3K - $29.1K
|
20.3K
$2.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-235- 0.93% |
$26.7K - $29.5K
|
25.2K
$3.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-236- 0.03% |
$26.8K - $29.6K
|
833K
$107M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-236- 1.44% |
$26.8K - $29.6K
|
16.2K
$2.08M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-240- 1.54% |
$27.2K - $30.1K
|
15.3K
$1.98M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-243- 5.0% |
$27.6K - $30.5K
|
4.62K
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-249- 11.69% |
$28.2K - $31.3K
|
1.88K
$242K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-249- 0.31% |
$28.2K - $31.3K
|
80.8K
$10.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-250- 0.54% |
$28.4K - $31.4K
|
46.3K
$5.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-250- 12.12% |
$28.4K - $31.4K
|
1.81K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-252- 3.38% |
$28.6K - $31.7K
|
7.21K
$928K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-260- 8.75% |
$29.5K - $32.7K
|
2.71K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-264- 1.76% |
$29.9K - $33.2K
|
14.7K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-278- 9.96% |
$31.5K - $34.9K
|
2.51K
$323K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-284- 11.59% |
$32.2K - $35.7K
|
2.17K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-300- 13.64% |
$34K - $37.7K
|
1.9K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-304- 3.22% |
$34.5K - $38.2K
|
9.13K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-304- 3.22% |
$34.5K - $38.2K
|
9.13K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-311- 1.16% |
$35.3K - $39.1K
|
26.4K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-316- 25.65% |
$35.8K - $39.7K
|
916
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-317- 1.0% |
$36K - $39.8K
|
31.2K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-320- 9.17% |
$36.3K - $40.2K
|
3.17K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-323- 1.69% |
$36.6K - $40.6K
|
18.8K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-328- 2.79% |
$37.2K - $41.2K
|
11.4K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-330- 11.62% |
$37.4K - $41.5K
|
2.51K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-331- 1.92% |
$37.5K - $41.6K
|
16.9K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-334- 0.51% |
$37.9K - $42K
|
65.1K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-334- 0.26% |
$37.9K - $42K
|
127K
$16.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-342- 1.26% |
$38.8K - $43K
|
26.8K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-344- 2.45% |
$39K - $43.2K
|
13.7K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-347- 15.62% |
$39.4K - $43.6K
|
1.87K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-351- 4.35% |
$39.8K - $44.1K
|
7.71K
$992K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-358- 1.56% |
$40.6K - $45K
|
22.5K
$2.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-369- 0.41% |
$41.8K - $46.4K
|
88.6K
$11.4M
|