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 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-2.73K- 1.56% |
$297K - $325K
|
172K
$23.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.75K- 12.13% |
$299K - $327K
|
19.9K
$2.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.82K- 8.88% |
$306K - $336K
|
28.9K
$3.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.82K- 36.79% |
$307K - $337K
|
4.85K
$650K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.83K- 6.09% |
$308K - $338K
|
43.7K
$5.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.84K- 2.68% |
$309K - $339K
|
103K
$13.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-2.88KClosed |
$313K - $343K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.91K- 0.87% |
$317K - $347K
|
332K
$44.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.98K- 4.16% |
$325K - $356K
|
68.8K
$9.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-3.14K- 5.78% |
$341K - $374K
|
51.1K
$6.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.18K- 5.24% |
$345K - $379K
|
57.4K
$7.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.21K- 2.35% |
$349K - $383K
|
133K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.23K- 1.45% |
$352K - $385K
|
220K
$29.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.28K- 11.64% |
$357K - $391K
|
24.9K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-3.38K- 1.02% |
$367K - $403K
|
328K
$44M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.53K- 12.81% |
$384K - $420K
|
24K
$3.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.59K- 2.81% |
$390K - $428K
|
124K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.6K- 7.01% |
$391K - $429K
|
47.7K
$6.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.6K- 17.97% |
$392K - $429K
|
16.4K
$2.2M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.92K- 15.81% |
$427K - $468K
|
20.9K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4K- 2.73% |
$435K - $477K
|
143K
$19.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.01K- 6.61% |
$436K - $478K
|
56.6K
$7.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-4.07K- 30.15% |
$443K - $486K
|
9.43K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.1K- 83.11% |
$446K - $489K
|
833
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.19K- 3.16% |
$456K - $500K
|
128K
$17.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.35K- 3.32% |
$473K - $519K
|
127K
$17M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.38K- 2.58% |
$477K - $523K
|
166K
$22.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.47K- 4.54% |
$486K - $533K
|
93.9K
$12.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-4.5K- 11.83% |
$490K - $537K
|
33.6K
$4.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-4.69K- 71.08% |
$511K - $560K
|
1.91K
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.8K- 0.73% |
$522K - $572K
|
651K
$87.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.97K- 21.24% |
$540K - $592K
|
18.4K
$2.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-5K- 2.65% |
$543K - $596K
|
183K
$24.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.05K- 9.27% |
$549K - $602K
|
49.4K
$6.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5.07K- 27.49% |
$552K - $604K
|
13.4K
$1.79M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.25K- 9.61% |
$572K - $626K
|
49.4K
$6.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.32K- 2.37% |
$579K - $635K
|
219K
$29.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-5.53K- 5.84% |
$602K - $659K
|
89.2K
$11.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.54K- 3.58% |
$602K - $660K
|
149K
$20M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.56K- 47.71% |
$604K - $663K
|
6.09K
$816K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5.58K- 28.28% |
$607K - $666K
|
14.2K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.59K- 4.89% |
$608K - $667K
|
109K
$14.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-5.59K- 7.4% |
$608K - $667K
|
70K
$9.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.74K- 2.49% |
$625K - $685K
|
224K
$30.1M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.95K- 4.89% |
$648K - $710K
|
116K
$15.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.22K- 98.7% |
$676K - $741K
|
82
$11K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.25K- 94.61% |
$680K - $745K
|
356
$47.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.31K- 6.55% |
$686K - $752K
|
89.9K
$12M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.47K- 8.91% |
$704K - $772K
|
66.2K
$8.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.56K- 71.4% |
$713K - $782K
|
2.63K
$352K
|