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 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
401+ 2.46% |
$45.5K - $50.4K
|
16.7K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
401+ 19.47% |
$45.5K - $50.4K
|
2.46K
$320K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
399New |
$45.3K - $50.1K
|
399
$51.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
396+ 1.9% |
$44.9K - $49.7K
|
21.2K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
381+ 2.79% |
$43.2K - $47.9K
|
14K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
378+ 3.97% |
$42.9K - $47.5K
|
9.9K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
366+ 11.07% |
$41.5K - $46K
|
3.67K
$477K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
362+ 1.56% |
$41.1K - $45.5K
|
23.6K
$3.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
361+ 0.31% |
$40.9K - $45.3K
|
118K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
360+ 21.38% |
$40.8K - $45.2K
|
2.04K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
357+ 4.23% |
$40.5K - $44.8K
|
8.79K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
350+ 5.89% |
$39.7K - $44K
|
6.29K
$818K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
340+ 13.77% |
$38.6K - $42.7K
|
2.81K
$365K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
330+ 2.14% |
$37.4K - $41.5K
|
15.8K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
330+ 0.36% |
$37.4K - $41.5K
|
92.4K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
328+ 6.1% |
$37.2K - $41.2K
|
5.71K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
324New |
$36.7K - $40.7K
|
324
$42.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
321+ 14.87% |
$36.4K - $40.3K
|
2.48K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
320+ 0.94% |
$36.3K - $40.2K
|
34.5K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
319New |
$36.2K - $40.1K
|
319
$41.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
316+ 29.26% |
$35.8K - $39.7K
|
1.4K
$181K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
315New |
$35.7K - $39.6K
|
315
$41K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
309+ 15.97% |
$35K - $38.8K
|
2.24K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
290+ 0.36% |
$32.9K - $36.4K
|
81.6K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
284+ 4.99% |
$32.2K - $35.7K
|
5.98K
$777K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
278+ 5.5% |
$31.5K - $34.9K
|
5.34K
$694K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
276+ 3.7% |
$31.3K - $34.7K
|
7.74K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267+ 5.32% |
$30.3K - $33.5K
|
5.29K
$687K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
262+ 0.21% |
$29.7K - $32.9K
|
124K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
260+ 2.36% |
$29.5K - $32.7K
|
11.3K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
259+ 1.65% |
$29.4K - $32.5K
|
16K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
257+ 22.31% |
$29.1K - $32.3K
|
1.41K
$183K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
250+ 0.59% |
$28.4K - $31.4K
|
42.6K
$5.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
247+ 6.35% |
$28K - $31K
|
4.13K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
246+ 10.27% |
$27.9K - $30.9K
|
2.64K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
243New |
$27.6K - $30.5K
|
243
$31.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
242+ 0.94% |
$27.4K - $30.4K
|
26.1K
$3.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
235+ 0.32% |
$26.7K - $29.5K
|
74.6K
$9.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
234+ 0.54% |
$26.5K - $29.4K
|
43.9K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
229+ 3.66% |
$26K - $28.8K
|
6.49K
$844K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
225+ 1.55% |
$25.5K - $28.3K
|
14.7K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
225+ 0.73% |
$25.5K - $28.3K
|
31.2K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
220+ 10.83% |
$25K - $27.6K
|
2.25K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
218+ 0.37% |
$24.7K - $27.4K
|
58.7K
$7.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
215+ 10.74% |
$24.4K - $27K
|
2.22K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
214+ 9.94% |
$24.3K - $26.9K
|
2.37K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
206+ 2.56% |
$23.4K - $25.9K
|
8.26K
$1.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
201+ 0.77% |
$22.8K - $25.2K
|
26.4K
$3.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
194+ 8.65% |
$22K - $24.4K
|
2.44K
$317K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
185+ 0.23% |
$21K - $23.2K
|
80.7K
$10.5M
|