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 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
27.8K+ 10.92% |
$3.15M - $3.49M
|
282K
$37.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.6K+ 6.61% |
$3.13M - $3.47M
|
445K
$59.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
26.7K+ 1.87% |
$3.03M - $3.35M
|
1.45M
$194M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
24.8K+ 16.06% |
$2.81M - $3.11M
|
179K
$24M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
24.7K+ 3.26% |
$2.81M - $3.11M
|
784K
$105M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24.5K+ 96.33% |
$2.78M - $3.08M
|
49.9K
$6.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
24.2K+ 12.88% |
$2.74M - $3.04M
|
212K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
23.3K+ 777.77% |
$2.65M - $2.93M
|
26.3K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
22.8K+ 21.12% |
$2.59M - $2.87M
|
131K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.5K+ 5.16% |
$2.55M - $2.83M
|
459K
$61.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 39.85% |
$2.43M - $2.69M
|
75.1K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
21K+ 2.6% |
$2.38M - $2.64M
|
830K
$111M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20.8K+ 36.19% |
$2.36M - $2.61M
|
78.2K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
19.7K+ 45.09% |
$2.23M - $2.47M
|
63.3K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 1.88% |
$2.22M - $2.46M
|
1.06M
$142M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.3K+ 27.98% |
$2.19M - $2.43M
|
88.4K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 1.17% |
$2.07M - $2.29M
|
1.57M
$210M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18.2KNew |
$2.06M - $2.29M
|
18.2K
$2.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17.9K+ 2.0% |
$2.03M - $2.25M
|
913K
$122M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.2K+ 1.74% |
$1.95M - $2.15M
|
1.01M
$134M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 2.76% |
$1.9M - $2.11M
|
625K
$83.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
15.6K+ 177.05% |
$1.77M - $1.96M
|
24.4K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 8.45% |
$1.74M - $1.93M
|
197K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
15.1KNew |
$1.72M - $1.9M
|
15.1K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 1.35% |
$1.67M - $1.85M
|
1.11M
$148M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.5K+ 30.08% |
$1.64M - $1.82M
|
62.7K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13.6K+ 4984.25% |
$1.54M - $1.71M
|
13.9K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
13.5K+ 9.51% |
$1.53M - $1.69M
|
155K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13.3K+ 1.99% |
$1.51M - $1.68M
|
684K
$91.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$1.51M - $1.67M
|
13.3K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13K+ 8.18% |
$1.47M - $1.63M
|
171K
$22.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.9K+ 278.87% |
$1.46M - $1.62M
|
17.5K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
12.6KNew |
$1.42M - $1.58M
|
12.6K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.3KNew |
$1.4M - $1.55M
|
12.3K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 2.3% |
$1.39M - $1.54M
|
546K
$73M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
11.6K+ 9.61% |
$1.32M - $1.46M
|
133K
$17.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.3M - $1.44M
|
11.4K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.2KNew |
$1.27M - $1.41M
|
11.2K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11.1K+ 173.52% |
$1.26M - $1.39M
|
17.4K
$2.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11K+ 0.93% |
$1.25M - $1.39M
|
1.2M
$160M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10.6KNew |
$1.2M - $1.33M
|
10.6K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10.4K+ 13.92% |
$1.18M - $1.31M
|
85.3K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 42.16% |
$1.17M - $1.3M
|
34.8K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$1.15M - $1.27M
|
10.1K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9.33KNew |
$1.06M - $1.17M
|
9.33K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9.29K+ 20.21% |
$1.05M - $1.17M
|
55.3K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.22K+ 3.12% |
$1.05M - $1.16M
|
305K
$40.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
9.22K+ 4.21% |
$1.05M - $1.16M
|
228K
$30.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
8.88K+ 1.27% |
$1.01M - $1.12M
|
711K
$95.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.75K+ 60.07% |
$992K - $1.1M
|
23.3K
$3.12M
|