Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
52+ 2.16% |
$4.68K - $5.5K
|
2.46K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
51+ 1.0% |
$4.59K - $5.39K
|
5.15K
$683K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
51+ 1.0% |
$4.59K - $5.39K
|
5.15K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
50+ 1.38% |
$4.5K - $5.28K
|
3.67K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
50New |
$4.5K - $5.28K
|
50
$6.62K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
48+ 1.34% |
$4.32K - $5.07K
|
3.63K
$481K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
48+ 0.05% |
$4.32K - $5.07K
|
95.7K
$12.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
46+ 1.12% |
$4.14K - $4.86K
|
4.14K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
46+ 21.2% |
$4.14K - $4.86K
|
263
$34.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
42+ 0.2% |
$3.78K - $4.44K
|
21.3K
$2.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
41+ 1.57% |
$3.69K - $4.33K
|
2.65K
$351K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
41+ 1.4% |
$3.69K - $4.33K
|
2.96K
$393K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
38+ 253.33% |
$3.42K - $4.02K
|
53
$7.02K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
36+ 0.5% |
$3.24K - $3.8K
|
7.21K
$955K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36+ 0.15% |
$3.24K - $3.8K
|
23.5K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
35+ 1.62% |
$3.15K - $3.7K
|
2.2K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
35+ 0.46% |
$3.15K - $3.7K
|
7.71K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
31New |
$2.79K - $3.28K
|
31
$4.11K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
31New |
$2.79K - $3.28K
|
31
$4.11K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.86% |
$2.7K - $3.17K
|
3.52K
$466K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
29+ 0.91% |
$2.61K - $3.07K
|
3.2K
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
26+ 0.94% |
$2.34K - $2.75K
|
2.8K
$371K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.42% |
$2.25K - $2.64K
|
5.97K
$790K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
23+ 0.94% |
$2.07K - $2.43K
|
2.47K
$328K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
23+ 0.49% |
$2.07K - $2.43K
|
4.69K
$622K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
22+ 0.46% |
$1.98K - $2.33K
|
4.8K
$636K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
21+ 0.69% |
$1.89K - $2.22K
|
3.08K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
21+ 1050.0% |
$1.89K - $2.22K
|
23
$3.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
21New |
$1.89K - $2.22K
|
21
$2.78K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
20+ 0.32% |
$1.8K - $2.11K
|
6.35K
$841K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19+ 0.44% |
$1.71K - $2.01K
|
4.35K
$576K
|
|
|
Jan 29, 2024
Q4 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
18+ 0.03% |
$1.62K - $1.9K
|
54.7K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18+ 0.26% |
$1.62K - $1.9K
|
7.04K
$932K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16New |
$1.44K - $1.69K
|
16
$2.12K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
16+ 0.25% |
$1.44K - $1.69K
|
6.47K
$857K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$1.44K - $1.69K
|
5.12K
$679K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14New |
$1.26K - $1.48K
|
14
$1.85K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 1.4% |
$1.26K - $1.48K
|
1.02K
$135K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.56% |
$1.26K - $1.48K
|
2.49K
$330K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14+ 0.49% |
$1.26K - $1.48K
|
2.86K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13+ 0.11% |
$1.17K - $1.37K
|
12.3K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.34% |
$1.08K - $1.27K
|
3.56K
$471K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
12+ 0.73% |
$1.08K - $1.27K
|
1.65K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 4.94% |
$1.08K - $1.27K
|
255
$33.8K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
11+ 6.83% |
$990 - $1.16K
|
172
$22.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 0.46% |
$990 - $1.16K
|
2.38K
$315K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
11+ 0.36% |
$990 - $1.16K
|
3.05K
$404K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11+ 0.14% |
$990 - $1.16K
|
7.74K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.48% |
$990 - $1.16K
|
2.3K
$305K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$900 - $1.06K
|
3.36K
$445K
|