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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.78K- 4.08% |
$201K - $223K
|
41.7K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.78K- 13.07% |
$202K - $224K
|
11.8K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.79K- 7.25% |
$203K - $225K
|
22.9K
$3.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.8K- 1.29% |
$204K - $226K
|
137K
$18.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.81K- 18.44% |
$205K - $227K
|
8K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 2.02% |
$210K - $233K
|
90K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.87K- 12.3% |
$212K - $234K
|
13.3K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.87K- 17.98% |
$212K - $235K
|
8.52K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.96K- 13.12% |
$222K - $246K
|
13K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.98K- 1.99% |
$225K - $249K
|
97.9K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.98K- 9.87% |
$225K - $249K
|
18.1K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.04K- 1.11% |
$231K - $256K
|
182K
$24.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.05K- 26.35% |
$232K - $258K
|
5.73K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.07K- 1.31% |
$234K - $260K
|
156K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.09K- 0.57% |
$237K - $263K
|
363K
$48.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.09K- 36.03% |
$237K - $263K
|
3.72K
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.19K- 18.91% |
$248K - $275K
|
9.39K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.22K- 1.74% |
$252K - $279K
|
126K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.26K- 15.14% |
$257K - $284K
|
12.7K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.28K- 33.93% |
$258K - $286K
|
4.43K
$587K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-2.3K- 1.97% |
$261K - $289K
|
114K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.3K- 14.11% |
$261K - $289K
|
14K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.31K- 6.72% |
$262K - $290K
|
32K
$4.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.38K- 1.78% |
$269K - $298K
|
131K
$17.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.48K- 4.76% |
$281K - $312K
|
49.7K
$6.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.54K- 0.15% |
$288K - $319K
|
1.67M
$221M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.58K- 0.76% |
$292K - $324K
|
338K
$44.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.6K- 11.4% |
$295K - $326K
|
20.2K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.62K- 2.24% |
$297K - $329K
|
114K
$15.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 1.76% |
$298K - $330K
|
147K
$19.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 2.57% |
$307K - $340K
|
103K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 0.75% |
$310K - $343K
|
360K
$47.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.73K- 19.16% |
$310K - $343K
|
11.5K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.73K- 20.54% |
$310K - $343K
|
10.6K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.77K- 5.36% |
$314K - $347K
|
48.8K
$6.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3K- 2.66% |
$341K - $377K
|
110K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.01K- 11.02% |
$341K - $378K
|
24.3K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.03K- 0.54% |
$344K - $381K
|
564K
$74.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.05K- 19.4% |
$346K - $383K
|
12.7K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-3.07K- 1.8% |
$348K - $385K
|
167K
$22.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 5.04% |
$359K - $398K
|
59.7K
$7.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.2K- 2.72% |
$363K - $402K
|
115K
$15.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.28K- 46.91% |
$372K - $412K
|
3.71K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.28K- 1.71% |
$372K - $412K
|
189K
$25M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.3K- 7.92% |
$374K - $414K
|
38.4K
$5.08M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.33K- 2.02% |
$377K - $418K
|
162K
$21.4M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.33K- 3.44% |
$378K - $419K
|
93.6K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.37K- 1.21% |
$382K - $423K
|
276K
$36.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.53K- 20.48% |
$401K - $444K
|
13.7K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.54K- 1.58% |
$401K - $444K
|
220K
$29.2M
|