Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-143- 0.94% |
$15.6K - $17K
|
15K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-143- 6.88% |
$15.6K - $17K
|
1.94K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-144- 0.46% |
$15.7K - $17.2K
|
31K
$4.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-146- 2.43% |
$15.9K - $17.4K
|
5.87K
$787K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-149- 2.97% |
$16.2K - $17.8K
|
4.87K
$652K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-150- 6.38% |
$16.3K - $17.9K
|
2.2K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-157- 15.44% |
$17.1K - $18.7K
|
860
$115K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-158- 3.03% |
$17.2K - $18.8K
|
5.06K
$678K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-160- 20.78% |
$17.4K - $19.1K
|
610
$81.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-161- 7.66% |
$17.5K - $19.2K
|
1.94K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-166- 1.33% |
$18.1K - $19.8K
|
12.3K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-167- 0.46% |
$18.2K - $19.9K
|
35.8K
$4.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-169- 2.82% |
$18.4K - $20.1K
|
5.82K
$779K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-169- 4.41% |
$18.4K - $20.1K
|
3.66K
$490K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-172- 2.25% |
$18.7K - $20.5K
|
7.47K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-185- 2.24% |
$20.1K - $22.1K
|
8.06K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-188- 1.01% |
$20.5K - $22.4K
|
18.4K
$2.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-189- 1.94% |
$20.6K - $22.5K
|
9.53K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-189- 0.4% |
$20.6K - $22.5K
|
47.5K
$6.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-201- 7.76% |
$21.9K - $24K
|
2.39K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-204- 4.31% |
$22.2K - $24.3K
|
4.53K
$607K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-209- 10.34% |
$22.7K - $24.9K
|
1.81K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-213- 5.61% |
$23.2K - $25.4K
|
3.58K
$480K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-213- 2.04% |
$23.2K - $25.4K
|
10.2K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 0.58% |
$23.9K - $26.2K
|
37.6K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-220- 10.24% |
$23.9K - $26.2K
|
1.93K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-225- 32.19% |
$24.5K - $26.8K
|
474
$63.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-227- 4.67% |
$24.7K - $27.1K
|
4.63K
$621K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-228- 0.37% |
$24.8K - $27.2K
|
61.2K
$8.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-229- 0.77% |
$24.9K - $27.3K
|
29.4K
$3.93M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-230- 0.18% |
$25K - $27.4K
|
128K
$17.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-230- 1.02% |
$25K - $27.4K
|
22.4K
$3M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-231- 2.86% |
$25.1K - $27.5K
|
7.85K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-231- 2.86% |
$25.1K - $27.5K
|
7.85K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-240- 8.91% |
$26.1K - $28.6K
|
2.45K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-245- 0.38% |
$26.7K - $29.2K
|
63.8K
$8.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-250- 9.56% |
$27.2K - $29.8K
|
2.37K
$317K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-259- 12.83% |
$28.2K - $30.9K
|
1.76K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-266- 0.08% |
$28.9K - $31.7K
|
347K
$46.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-268- 12.21% |
$29.2K - $32K
|
1.93K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-268- 1.17% |
$29.2K - $32K
|
22.7K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-273- 2.27% |
$29.7K - $32.5K
|
11.7K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-279- 0.1% |
$30.3K - $33.3K
|
284K
$38.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-285- 3.29% |
$31K - $34K
|
8.37K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-289- 0.17% |
$31.4K - $34.5K
|
168K
$22.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-291- 0.51% |
$31.7K - $34.7K
|
56.3K
$7.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-299- 0.26% |
$32.5K - $35.6K
|
117K
$15.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-303- 1.73% |
$33K - $36.1K
|
17.2K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-305- 0.44% |
$33.2K - $36.4K
|
69.1K
$9.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-309- 66.59% |
$33.6K - $36.8K
|
155
$20.8K
|