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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-441- 17.75% |
$50K - $55.4K
|
2.04K
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-446- 1.37% |
$50.6K - $56K
|
32.1K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-451- 5.02% |
$51.1K - $56.7K
|
8.54K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-455- 7.31% |
$51.6K - $57.2K
|
5.77K
$773K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-467- 11.01% |
$53K - $58.7K
|
3.78K
$506K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-472- 1.03% |
$53.5K - $59.3K
|
45.3K
$6.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-472- 72.95% |
$53.5K - $59.3K
|
175
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-482- 9.15% |
$54.7K - $60.5K
|
4.78K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-487- 2.84% |
$55.2K - $61.2K
|
16.7K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-490- 0.71% |
$55.6K - $61.6K
|
68.7K
$9.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-516- 9.48% |
$58.5K - $64.8K
|
4.93K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-516- 1.08% |
$58.5K - $64.8K
|
47.4K
$6.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-517- 16.77% |
$58.6K - $64.9K
|
2.57K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-517- 0.49% |
$58.6K - $64.9K
|
105K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-522- 1.54% |
$59.2K - $65.6K
|
33.3K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-534- 0.25% |
$60.6K - $67.1K
|
210K
$28.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-535- 4.99% |
$60.7K - $67.2K
|
10.2K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-536- 0.97% |
$60.8K - $67.3K
|
54.7K
$7.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-538- 3.28% |
$61K - $67.6K
|
15.9K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-539- 6.75% |
$61.1K - $67.7K
|
7.44K
$997K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-549- 4.54% |
$62.3K - $69K
|
11.5K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-555- 1.39% |
$62.9K - $69.7K
|
39.4K
$5.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-574- 1.32% |
$65.1K - $72.1K
|
42.9K
$5.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-584- 42.29% |
$66.2K - $73.4K
|
797
$107K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-585- 0.29% |
$66.3K - $73.5K
|
201K
$26.9M
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-585- 26.28% |
$66.3K - $73.5K
|
1.64K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-597- 4.22% |
$67.7K - $75K
|
13.6K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-600- 1.68% |
$68K - $75.4K
|
35.2K
$4.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-613- 12.01% |
$69.5K - $77K
|
4.49K
$602K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-620- 18.45% |
$70.3K - $77.9K
|
2.74K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-620- 21.89% |
$70.3K - $77.9K
|
2.21K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-622- 4.25% |
$70.5K - $78.1K
|
14K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-635- 0.47% |
$72K - $79.8K
|
135K
$18.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-637- 9.33% |
$72.2K - $80K
|
6.19K
$830K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-649- 0.99% |
$73.6K - $81.5K
|
64.7K
$8.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-653- 8.7% |
$74.1K - $82K
|
6.85K
$918K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-654- 1.75% |
$74.2K - $82.2K
|
36.8K
$4.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-655- 4.16% |
$74.3K - $82.3K
|
15.1K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-673- 0.81% |
$76.3K - $84.5K
|
82.9K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-676- 18.27% |
$76.7K - $84.9K
|
3.02K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-677- 0.67% |
$76.8K - $85K
|
101K
$13.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-730- 12.97% |
$82.8K - $91.7K
|
4.9K
$656K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-733- 24.43% |
$83.1K - $92.1K
|
2.27K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-738- 10.75% |
$83.7K - $92.7K
|
6.13K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-748- 18.67% |
$84.8K - $94K
|
3.26K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-751- 0.14% |
$85.2K - $94.3K
|
533K
$71.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-755- 1.11% |
$85.6K - $94.8K
|
67.3K
$9.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-783- 13.13% |
$88.8K - $98.4K
|
5.18K
$694K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-790- 3.38% |
$89.6K - $99.2K
|
22.6K
$3.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-792- 1.37% |
$89.8K - $99.5K
|
56.9K
$7.62M
|