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 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
846+ 7.93% |
$95.9K - $106K
|
11.5K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
833New |
$94.5K - $105K
|
833
$101K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
827+ 38.84% |
$93.8K - $104K
|
2.96K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
827+ 4.13% |
$93.8K - $104K
|
20.8K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
817+ 9.98% |
$92.7K - $103K
|
9.01K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
808+ 24.26% |
$91.6K - $102K
|
4.14K
$502K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
806+ 114.0% |
$91.4K - $101K
|
1.51K
$184K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
800+ 2.28% |
$90.7K - $100K
|
35.9K
$4.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
780+ 21.78% |
$88.5K - $98K
|
4.36K
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
764+ 2.46% |
$86.6K - $96K
|
31.8K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
749+ 1.65% |
$84.9K - $94.1K
|
46.1K
$5.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
745+ 20.35% |
$84.5K - $93.6K
|
4.41K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
724+ 1.67% |
$82.1K - $90.9K
|
44K
$5.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
718New |
$81.4K - $90.2K
|
718
$87.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
700+ 13.85% |
$79.4K - $87.9K
|
5.75K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
699+ 9.46% |
$79.3K - $87.8K
|
8.09K
$982K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
686+ 37.96% |
$77.8K - $86.2K
|
2.49K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
656+ 4.56% |
$74.4K - $82.4K
|
15.1K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
646+ 6.12% |
$73.3K - $81.2K
|
11.2K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
644+ 7.04% |
$73K - $80.9K
|
9.79K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
641+ 11.64% |
$72.7K - $80.5K
|
6.15K
$746K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
632+ 32.29% |
$71.7K - $79.4K
|
2.59K
$314K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
627+ 1.11% |
$71.1K - $78.8K
|
57.3K
$6.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
623+ 24.2% |
$70.7K - $78.3K
|
3.2K
$388K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
622+ 24.37% |
$70.5K - $78.1K
|
3.17K
$385K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
617+ 8.25% |
$70K - $77.5K
|
8.1K
$983K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
608+ 1.19% |
$69K - $76.4K
|
51.8K
$6.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
607+ 2.91% |
$68.8K - $76.3K
|
21.4K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
602+ 7.53% |
$68.3K - $75.6K
|
8.6K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
590+ 0.22% |
$66.9K - $74.1K
|
274K
$33.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
571+ 0.63% |
$64.8K - $71.7K
|
91.6K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
564+ 6.5% |
$64K - $70.8K
|
9.24K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
561+ 20.53% |
$63.6K - $70.5K
|
3.29K
$400K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
551+ 5.13% |
$62.5K - $69.2K
|
11.3K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
544+ 3.66% |
$61.7K - $68.3K
|
15.4K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
538+ 27.7% |
$61K - $67.6K
|
2.48K
$301K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
532+ 8.79% |
$60.3K - $66.8K
|
6.58K
$799K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
523+ 11.16% |
$59.3K - $65.7K
|
5.21K
$632K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
523+ 23.96% |
$59.3K - $65.7K
|
2.71K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
518+ 26.92% |
$58.7K - $65.1K
|
2.44K
$296K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
511New |
$58K - $64.2K
|
511
$62K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
510+ 15.66% |
$57.8K - $64.1K
|
3.77K
$457K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
507+ 2.69% |
$57.5K - $63.7K
|
19.4K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
499New |
$56.6K - $62.7K
|
499
$60.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
498+ 16.76% |
$56.5K - $62.6K
|
3.47K
$421K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
493+ 2.92% |
$55.9K - $61.9K
|
17.4K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
491+ 1.74% |
$55.7K - $61.7K
|
28.6K
$3.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
482+ 2.61% |
$54.7K - $60.5K
|
19K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
451+ 8.78% |
$51.1K - $56.7K
|
5.59K
$678K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
445+ 1.28% |
$50.5K - $55.9K
|
35.1K
$4.26M
|