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 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
184+ 16.93% |
$20.9K - $23.1K
|
1.27K
$165K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
182+ 9.41% |
$20.6K - $22.9K
|
2.12K
$275K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
181+ 60.74% |
$20.5K - $22.7K
|
479
$62.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
177+ 2.3% |
$20.1K - $22.2K
|
7.87K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
172+ 32.51% |
$19.5K - $21.6K
|
701
$91.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
171+ 0.59% |
$19.4K - $21.5K
|
29.2K
$3.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
165+ 1.14% |
$18.7K - $20.7K
|
14.7K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
164+ 19.69% |
$18.6K - $20.6K
|
997
$130K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
163+ 1.21% |
$18.5K - $20.5K
|
13.6K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
162+ 8.83% |
$18.4K - $20.4K
|
2K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
160+ 0.87% |
$18.1K - $20.1K
|
18.6K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
159+ 2.12% |
$18K - $20K
|
7.66K
$996K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
156+ 5.35% |
$17.7K - $19.6K
|
3.07K
$399K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
155+ 2.67% |
$17.6K - $19.5K
|
5.96K
$775K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
155+ 6.4% |
$17.6K - $19.5K
|
2.58K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
154New |
$17.5K - $19.3K
|
154
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
154+ 0.93% |
$17.5K - $19.3K
|
16.6K
$2.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
151+ 0.67% |
$17.1K - $19K
|
22.8K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
146+ 2.03% |
$16.6K - $18.3K
|
7.35K
$955K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
143+ 23.79% |
$16.2K - $18K
|
744
$96.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
139+ 1.73% |
$15.8K - $17.5K
|
8.17K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
134+ 0.09% |
$15.2K - $16.8K
|
150K
$19.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
133+ 1.78% |
$15.1K - $16.7K
|
7.6K
$988K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
130+ 0.29% |
$14.7K - $16.3K
|
44.7K
$5.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
127+ 9.79% |
$14.4K - $16K
|
1.42K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
126+ 0.13% |
$14.3K - $15.8K
|
94K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
124+ 2.23% |
$14.1K - $15.6K
|
5.67K
$738K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
124+ 7.35% |
$14.1K - $15.6K
|
1.81K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
118New |
$13.4K - $14.8K
|
118
$15.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
118+ 4.03% |
$13.4K - $14.8K
|
3.04K
$396K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
116+ 2.4% |
$13.2K - $14.6K
|
4.96K
$644K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
116+ 0.2% |
$13.2K - $14.6K
|
59.4K
$7.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
115+ 1.16% |
$13K - $14.4K
|
10K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
112New |
$12.7K - $14.1K
|
112
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
110New |
$12.5K - $13.8K
|
110
$14.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
110New |
$12.5K - $13.8K
|
110
$14.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
109+ 63.37% |
$12.4K - $13.7K
|
281
$36.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
108+ 0.17% |
$12.2K - $13.6K
|
62.4K
$8.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
107+ 0.39% |
$12.1K - $13.4K
|
27.5K
$3.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
102+ 0.2% |
$11.6K - $12.8K
|
50K
$6.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
101+ 1.28% |
$11.5K - $12.7K
|
7.97K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
100+ 2.39% |
$11.3K - $12.6K
|
4.28K
$556K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
100+ 4.26% |
$11.3K - $12.6K
|
2.45K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
98+ 2.36% |
$11.1K - $12.3K
|
4.25K
$552K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
96+ 1.77% |
$10.9K - $12.1K
|
5.52K
$718K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
90+ 4.59% |
$10.2K - $11.3K
|
2.05K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.04% |
$9.98K - $11.1K
|
222K
$28.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
81+ 0.47% |
$9.19K - $10.2K
|
17.2K
$2.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
75+ 0.44% |
$8.51K - $9.42K
|
17.3K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 1.26% |
$8.51K - $9.42K
|
6.03K
$784K
|