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 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.54K+ 7.36% |
$175K - $194K
|
22.5K
$2.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.52K+ 11.04% |
$172K - $191K
|
15.3K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.51K+ 6.45% |
$172K - $190K
|
25K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.48K+ 48.62% |
$168K - $186K
|
4.52K
$587K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.44K+ 4.33% |
$164K - $181K
|
34.8K
$4.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.43K+ 28.59% |
$162K - $180K
|
6.44K
$837K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.43K+ 2.11% |
$162K - $179K
|
69.1K
$8.98M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.41K+ 1.22% |
$160K - $177K
|
117K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 8.2% |
$156K - $173K
|
18.2K
$2.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.31K+ 3.98% |
$149K - $165K
|
34.3K
$4.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.27K+ 3.08% |
$144K - $159K
|
42.4K
$5.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.26K+ 0.36% |
$143K - $158K
|
348K
$45.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.25K+ 96.01% |
$142K - $157K
|
2.55K
$332K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25K+ 10.98% |
$142K - $157K
|
12.6K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 3.53% |
$140K - $156K
|
36.3K
$4.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.23K+ 0.19% |
$139K - $154K
|
652K
$84.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 1.35% |
$138K - $153K
|
91.4K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.21K+ 9.48% |
$137K - $152K
|
14K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.2K+ 62.38% |
$136K - $151K
|
3.13K
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$133K - $148K
|
1.18K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.18K+ 25.85% |
$133K - $148K
|
5.72K
$744K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.12K+ 130.12% |
$127K - $141K
|
1.98K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.11K+ 3.5% |
$126K - $140K
|
32.9K
$4.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 1.81% |
$124K - $138K
|
61.7K
$8.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.09K+ 21.76% |
$124K - $137K
|
6.12K
$795K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.08K+ 31.98% |
$122K - $135K
|
4.44K
$577K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.07K+ 4.33% |
$121K - $134K
|
25.6K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.05K+ 6.55% |
$119K - $132K
|
17.1K
$2.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 16.3% |
$117K - $130K
|
7.39K
$961K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 73.07% |
$116K - $129K
|
2.42K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.02K+ 16.96% |
$115K - $128K
|
7.01K
$912K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.01K+ 4.13% |
$115K - $127K
|
25.5K
$3.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
992+ 0.96% |
$113K - $125K
|
104K
$13.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
990+ 4.98% |
$112K - $124K
|
20.9K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
971+ 6.53% |
$110K - $122K
|
15.8K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
953+ 17.09% |
$108K - $120K
|
6.53K
$849K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
949+ 25.58% |
$108K - $119K
|
4.66K
$606K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
919+ 3.0% |
$104K - $115K
|
31.6K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
908+ 2.66% |
$103K - $114K
|
35.1K
$4.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
900New |
$102K - $113K
|
900
$117K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
876+ 6.3% |
$99.3K - $110K
|
14.8K
$1.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
875+ 0.37% |
$99.2K - $110K
|
238K
$30.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
863+ 1.45% |
$97.9K - $108K
|
60.4K
$7.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
861+ 5.3% |
$97.6K - $108K
|
17.1K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
846+ 7.93% |
$95.9K - $106K
|
11.5K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
833New |
$94.5K - $105K
|
833
$108K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
827+ 38.84% |
$93.8K - $104K
|
2.96K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
827+ 4.13% |
$93.8K - $104K
|
20.8K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
817+ 9.98% |
$92.7K - $103K
|
9.01K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
808+ 24.26% |
$91.6K - $102K
|
4.14K
$538K
|