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 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-183K- 83.13% |
$16.5M - $19.4M
|
37.2K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-264K- 98.9% |
$23.8M - $28M
|
2.95K
$380K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-285K- 99.05% |
$25.7M - $30.1M
|
2.74K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-408K- 63.52% |
$36.8M - $43.1M
|
234K
$30.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-472K- 55.13% |
$42.5M - $49.9M
|
385K
$49.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-475K- 17.97% |
$42.8M - $50.3M
|
2.17M
$279M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-600K- 27.01% |
$54.1M - $63.5M
|
1.62M
$209M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-878K- 9.33% |
$79.1M - $92.8M
|
8.54M
$1.1B
|
|
|
Feb 21, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
SELL
|
- |
-969KClosed |
$87.3M - $102M
|
0
$0
|