Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
96+ 1.77% |
$10.9K - $12.1K
|
5.52K
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
90+ 4.59% |
$10.2K - $11.3K
|
2.05K
$272K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
90+ 1.25% |
$10.2K - $11.3K
|
7.26K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.04% |
$9.98K - $11.1K
|
222K
$29.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
81+ 0.47% |
$9.19K - $10.2K
|
17.2K
$2.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
75+ 0.44% |
$8.51K - $9.42K
|
17.3K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 1.26% |
$8.51K - $9.42K
|
6.03K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
75+ 0.75% |
$8.51K - $9.42K
|
10.1K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
70+ 1.84% |
$7.94K - $8.79K
|
3.88K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
70+ 2.73% |
$7.94K - $8.79K
|
2.63K
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
62+ 0.1% |
$7.03K - $7.79K
|
62.6K
$8.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
62+ 10.67% |
$7.03K - $7.79K
|
643
$85.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
61+ 1.07% |
$6.92K - $7.66K
|
5.78K
$766K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
58+ 0.71% |
$6.58K - $7.29K
|
8.25K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
56New |
$6.35K - $7.03K
|
56
$7.42K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
54New |
$6.12K - $6.78K
|
54
$7.15K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
53New |
$6.01K - $6.66K
|
53
$7.02K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
50+ 0.76% |
$5.67K - $6.28K
|
6.64K
$880K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50+ 5.89% |
$5.67K - $6.28K
|
899
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 3.5% |
$5.1K - $5.65K
|
1.33K
$176K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 10.45% |
$4.99K - $5.53K
|
465
$61.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
43+ 0.65% |
$4.88K - $5.4K
|
6.68K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
41+ 0.38% |
$4.65K - $5.15K
|
10.9K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
38+ 1.09% |
$4.31K - $4.77K
|
3.53K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
37+ 0.24% |
$4.2K - $4.65K
|
15.6K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
36+ 1.28% |
$4.08K - $4.52K
|
2.84K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
36+ 0.37% |
$4.08K - $4.52K
|
9.72K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
35+ 0.35% |
$3.97K - $4.4K
|
10.1K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
30+ 1.12% |
$3.4K - $3.77K
|
2.72K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.37% |
$3.29K - $3.64K
|
7.96K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
27+ 0.48% |
$3.06K - $3.39K
|
5.69K
$754K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.45% |
$2.84K - $3.14K
|
5.58K
$740K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25+ 3.12% |
$2.84K - $3.14K
|
827
$110K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
24+ 1.05% |
$2.72K - $3.01K
|
2.31K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.27% |
$2.72K - $3.01K
|
9K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
23+ 0.37% |
$2.61K - $2.89K
|
6.19K
$820K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
22New |
$2.5K - $2.76K
|
22
$2.91K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
21+ 0.46% |
$2.38K - $2.64K
|
4.61K
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
21+ 0.98% |
$2.38K - $2.64K
|
2.16K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 0.06% |
$2.38K - $2.64K
|
37.1K
$4.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
21+ 0.18% |
$2.38K - $2.64K
|
11.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
21+ 0.1% |
$2.38K - $2.64K
|
20.2K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
20+ 8.13% |
$2.27K - $2.51K
|
266
$35.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
20+ 0.02% |
$2.27K - $2.51K
|
90K
$11.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
19+ 0.29% |
$2.15K - $2.39K
|
6.51K
$863K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
19+ 1.05% |
$2.15K - $2.39K
|
1.83K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18New |
$2.04K - $2.26K
|
18
$2.38K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
18+ 0.67% |
$2.04K - $2.26K
|
2.69K
$357K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 1.34% |
$2.04K - $2.26K
|
1.36K
$180K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
17+ 0.88% |
$1.93K - $2.14K
|
1.95K
$258K
|