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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.63K+ 5.0% |
$177K - $194K
|
34.2K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.6KNew |
$174K - $190K
|
1.6K
$214K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.59K+ 4.04% |
$172K - $189K
|
40.9K
$5.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.57K+ 8.12% |
$171K - $188K
|
21K
$2.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56K+ 9.02% |
$170K - $186K
|
18.8K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.56K+ 6.0% |
$170K - $186K
|
27.6K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.55K+ 4.14% |
$169K - $185K
|
39.1K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.55K+ 1.02% |
$169K - $185K
|
154K
$20.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.55K+ 34.47% |
$169K - $185K
|
6.05K
$810K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.55K+ 38.14% |
$169K - $185K
|
5.61K
$752K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.54K+ 0.98% |
$168K - $184K
|
158K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.54K+ 5.97% |
$167K - $183K
|
27.3K
$3.65M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
1.49K+ 73.35% |
$162K - $178K
|
3.53K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.45K+ 70.93% |
$158K - $173K
|
3.5K
$469K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.45K+ 24.41% |
$158K - $173K
|
7.39K
$990K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.42K+ 2.22% |
$155K - $169K
|
65.4K
$8.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.42K+ 32.3% |
$154K - $169K
|
5.81K
$779K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 4.65% |
$153K - $168K
|
31.7K
$4.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.41K+ 73.26% |
$153K - $168K
|
3.33K
$446K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
1.39K+ 0.3% |
$151K - $165K
|
457K
$61.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.38KNew |
$150K - $165K
|
1.38K
$185K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.33KNew |
$144K - $158K
|
1.33K
$178K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.32K+ 17.01% |
$143K - $157K
|
9.07K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 5.87% |
$140K - $154K
|
23.3K
$3.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.28K+ 6.4% |
$140K - $153K
|
21.3K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.27K+ 5.72% |
$138K - $151K
|
23.5K
$3.14M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.27K+ 0.26% |
$138K - $151K
|
483K
$64.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.26K+ 0.99% |
$137K - $150K
|
128K
$17.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.25K+ 0.46% |
$136K - $149K
|
274K
$36.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.23K+ 23.46% |
$134K - $147K
|
6.5K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.21K+ 0.91% |
$132K - $145K
|
135K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.2K+ 5.39% |
$131K - $143K
|
23.5K
$3.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.18K+ 46.87% |
$129K - $141K
|
3.71K
$497K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.18K+ 7.74% |
$128K - $140K
|
16.4K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.17K+ 10.42% |
$127K - $140K
|
12.4K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.17K+ 2.4% |
$127K - $139K
|
49.9K
$6.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 1.59% |
$127K - $139K
|
74.3K
$9.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.16K+ 14.48% |
$126K - $138K
|
9.15K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.1K+ 7.39% |
$120K - $131K
|
16K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.1K+ 3.24% |
$120K - $131K
|
35.1K
$4.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.09K+ 1.17% |
$118K - $130K
|
94K
$12.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.06K+ 5.37% |
$116K - $127K
|
20.8K
$2.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.03K+ 27.91% |
$112K - $123K
|
4.73K
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.03K+ 4.35% |
$111K - $122K
|
24.6K
$3.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1K+ 18.93% |
$109K - $119K
|
6.3K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
995+ 16.39% |
$108K - $119K
|
7.07K
$946K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
985+ 3.15% |
$107K - $117K
|
32.3K
$4.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
979+ 20.2% |
$106K - $117K
|
5.83K
$780K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
963+ 1.09% |
$105K - $115K
|
89K
$11.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
903+ 7.21% |
$98.2K - $108K
|
13.4K
$1.8M
|