Purchases and Sales Made in Q2 2024 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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 25, 2024 Q2 2024
Kanawha Capital Management LLC

BUY
 -
900
+ 43.0%
$97.9K - $107K
2.99K $401K
Jul 15, 2024 Q2 2024
Morgan Rosel Wealth Management, LLC

BUY
 -
898
+ 1.48%
$97.7K - $107K
61.4K $8.23M
Aug 09, 2024 Q2 2024
Madison Wealth Partners, Inc

BUY
 -
898
+ 12.89%
$97.7K - $107K
7.87K $1.05M
Jul 23, 2024 Q2 2024
Godsey & Gibb Associates

BUY
 -
897
New
$97.6K - $107K
897 $120K
Jul 31, 2024 Q2 2024
Waldron Private Wealth LLC

BUY
 -
897
+ 20.05%
$97.6K - $107K
5.37K $719K
Jul 30, 2024 Q2 2024
Centerpoint Advisors, LLC

BUY
 -
895
+ 6.23%
$97.4K - $107K
15.3K $2.04M
Jul 22, 2024 Q2 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
895
+ 3.69%
$97.4K - $107K
25.1K $3.37M
Jul 19, 2024 Q2 2024
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
887
+ 13.49%
$96.5K - $106K
7.46K $999K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
887
+ 7.53%
$96.5K - $106K
12.7K $1.7M
Jul 17, 2024 Q2 2024
Symphony Financial, Ltd. Co.

BUY
 -
832
+ 14.45%
$90.5K - $99.2K
6.59K $883K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
815
New
$88.7K - $97.2K
815 $109K
Jul 12, 2024 Q2 2024
Maltin Wealth Management, Inc.

BUY
 -
791
+ 3.96%
$86K - $94.3K
20.8K $2.78M
Jul 17, 2024 Q2 2024
Montecito Bank & Trust

BUY
 -
769
+ 2.49%
$83.7K - $91.7K
31.6K $4.23M
Aug 02, 2024 Q2 2024
Sage Financial Group Inc

BUY
 -
766
+ 4.37%
$83.3K - $91.3K
18.3K $2.45M
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
760
+ 3.18%
$82.7K - $90.6K
24.7K $3.3M
Aug 09, 2024 Q2 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
754
+ 5.73%
$82K - $89.9K
13.9K $1.86M
Jul 31, 2024 Q2 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
747
+ 31.99%
$81.3K - $89.1K
3.08K $413K
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
732
New
$79.6K - $87.3K
732 $98.1K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
731
+ 25.91%
$79.5K - $87.2K
3.55K $476K
Jul 26, 2024 Q2 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
714
+ 195.62%
$77.7K - $85.1K
1.08K $145K
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
686
+ 14.43%
$74.6K - $81.8K
5.44K $729K
Jul 12, 2024 Q2 2024
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
672
+ 0.28%
$73.1K - $80.1K
237K $31.7M
Aug 02, 2024 Q2 2024
Hudock, Inc.

BUY
 -
669
+ 1.48%
$72.8K - $79.8K
45.8K $6.14M
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

BUY
 -
660
+ 8.49%
$71.8K - $78.7K
8.43K $1.13M
Aug 14, 2024 Q2 2024
Jackson Thornton Asset Management, LLC

BUY
 -
653
+ 9.46%
$71K - $77.9K
7.56K $1.01M
Nov 12, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
651
+ 26.78%
$70.8K - $77.6K
3.08K $413K
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
644
+ 6.49%
$70.1K - $76.8K
10.6K $1.41M
Jul 10, 2024 Q2 2024
Trinity Financial Advisors LLC

BUY
 -
640
+ 10.09%
$69.6K - $76.3K
6.98K $935K
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
639
+ 4.35%
$69.5K - $76.2K
15.3K $2.05M
Jul 25, 2024 Q2 2024
Patten Group, Inc.

BUY
 -
627
+ 4.28%
$68.2K - $74.8K
15.3K $2.05M
Jan 28, 2025 Q2 2024
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
625
+ 5.93%
$68K - $74.5K
11.2K $1.5M
Jul 22, 2024 Q2 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
625
+ 16.08%
$68K - $74.5K
4.51K $604K
Aug 09, 2024 Q2 2024
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
621
+ 1.23%
$67.6K - $74K
51.2K $6.86M
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
606
+ 79.22%
$65.9K - $72.3K
1.37K $184K
Aug 14, 2024 Q2 2024
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
606
+ 0.17%
$65.9K - $72.3K
348K $46.6M
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
603
+ 13.55%
$65.6K - $71.9K
5.05K $677K
Aug 14, 2024 Q2 2024
1922 Investment CO LLC

Houston, TX
BUY
 -
600
New
$65.3K - $71.5K
600 $80.4K
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
593
+ 3.79%
$64.5K - $70.7K
16.2K $2.18M
Aug 12, 2024 Q2 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
587
+ 67.16%
$63.9K - $70K
1.46K $196K
Jul 23, 2024 Q2 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
580
+ 14.44%
$63.1K - $69.2K
4.6K $616K
Jul 31, 2024 Q2 2024
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
569
+ 29.95%
$61.9K - $67.8K
2.47K $331K
Jul 25, 2024 Q2 2024
Institute For Wealth Management, Llc.

BUY
 -
552
+ 7.45%
$60K - $65.8K
7.96K $1.07M
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
542
+ 4.19%
$59K - $64.6K
13.5K $1.8M
Jul 10, 2024 Q2 2024
Sweeney & Michel, LLC

Chico, CA
BUY
 -
535
+ 0.32%
$58.2K - $63.8K
170K $22.8M
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
521
+ 6.39%
$56.7K - $62.1K
8.68K $1.16M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
513
+ 14.14%
$55.8K - $61.2K
4.14K $555K
Aug 01, 2024 Q2 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
509
+ 2.36%
$55.4K - $60.7K
22.1K $2.96M
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
507
+ 4225.0%
$55.2K - $60.4K
519 $69.5K
Jul 25, 2024 Q2 2024
Pettinga Financial Advisors, LLC

BUY
 -
506
+ 0.99%
$55K - $60.3K
51.7K $6.93M

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