Purchases and Sales Made in Q3 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 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 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
827
+ 4.13%
$93.8K - $104K
20.8K $2.76M
Nov 14, 2024 Q3 2024
Cooper Financial Group

BUY
 -
817
+ 9.98%
$92.7K - $103K
9.01K $1.19M
Oct 31, 2024 Q3 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
808
+ 24.26%
$91.6K - $102K
4.14K $548K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
806
+ 114.0%
$91.4K - $101K
1.51K $200K
Nov 06, 2024 Q3 2024
Nyl Investors LLC

New York, NY
BUY
 -
800
+ 2.28%
$90.7K - $100K
35.9K $4.76M
Nov 08, 2024 Q3 2024
Commerce Bank

Kansas City, MO
BUY
 -
780
+ 21.78%
$88.5K - $98K
4.36K $578K
Oct 15, 2024 Q3 2024
Legacy Financial Group LLC

BUY
 -
764
+ 2.46%
$86.6K - $96K
31.8K $4.21M
Oct 15, 2024 Q3 2024
Tsfg, LLC

BUY
 -
749
+ 1.65%
$84.9K - $94.1K
46.1K $6.11M
Oct 16, 2024 Q3 2024
Cordant, Inc.

Portland, OR
BUY
 -
745
+ 20.35%
$84.5K - $93.6K
4.41K $584K
Nov 14, 2024 Q3 2024
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
724
+ 1.67%
$82.1K - $90.9K
44K $5.83M
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
700
+ 13.85%
$79.4K - $87.9K
5.75K $762K
Nov 13, 2024 Q3 2024
Csenge Advisory Group

BUY
 -
699
+ 9.46%
$79.3K - $87.8K
8.09K $1.07M
Oct 31, 2024 Q3 2024
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
686
+ 37.96%
$77.8K - $86.2K
2.49K $330K
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
656
+ 4.56%
$74.4K - $82.4K
15.1K $1.99M
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
646
+ 6.12%
$73.3K - $81.2K
11.2K $1.48M
Nov 12, 2024 Q3 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
644
+ 7.04%
$73K - $80.9K
9.79K $1.3M
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
641
+ 11.64%
$72.7K - $80.5K
6.15K $815K
Nov 13, 2024 Q3 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
632
+ 32.29%
$71.7K - $79.4K
2.59K $343K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
627
+ 1.11%
$71.1K - $78.8K
57.3K $7.59M
Oct 25, 2024 Q3 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
623
+ 24.2%
$70.7K - $78.3K
3.2K $424K
Nov 07, 2024 Q3 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
622
+ 24.37%
$70.5K - $78.1K
3.17K $421K
Nov 01, 2024 Q3 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
617
+ 8.25%
$70K - $77.5K
8.1K $1.07M
Nov 05, 2024 Q3 2024
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
608
+ 1.19%
$69K - $76.4K
51.8K $6.86M
Oct 11, 2024 Q3 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
607
+ 2.91%
$68.8K - $76.3K
21.4K $2.84M
Nov 01, 2024 Q3 2024
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
602
+ 7.53%
$68.3K - $75.6K
8.6K $1.14M
Nov 07, 2024 Q3 2024
Caprock Group, Inc.

BUY
 -
590
+ 0.22%
$66.9K - $74.1K
274K $36.3M
Nov 08, 2024 Q3 2024
Roger Wittlin Investment Advisory, LLC

BUY
 -
571
+ 0.63%
$64.8K - $71.7K
91.6K $12.1M
Oct 23, 2024 Q3 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
564
+ 6.5%
$64K - $70.8K
9.24K $1.22M
Nov 14, 2024 Q3 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
561
+ 20.53%
$63.6K - $70.5K
3.29K $436K
Oct 09, 2024 Q3 2024
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
551
+ 5.13%
$62.5K - $69.2K
11.3K $1.5M
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
544
+ 3.66%
$61.7K - $68.3K
15.4K $2.04M
Nov 14, 2024 Q3 2024
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
538
+ 27.7%
$61K - $67.6K
2.48K $329K
Jan 08, 2025 Q3 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
532
+ 8.79%
$60.3K - $66.8K
6.58K $872K
Oct 24, 2024 Q3 2024
Salomon & Ludwin, LLC

BUY
 -
523
+ 11.16%
$59.3K - $65.7K
5.21K $690K
Nov 08, 2024 Q3 2024
Tradewinds, Llc.

Raleigh, NC
BUY
 -
523
+ 23.96%
$59.3K - $65.7K
2.71K $359K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
518
+ 26.92%
$58.7K - $65.1K
2.44K $324K
Nov 15, 2024 Q3 2024
Urban Financial Advisory Corp

Chicago, IL
BUY
 -
511
New
$58K - $64.2K
511 $67.7K
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
510
+ 15.66%
$57.8K - $64.1K
3.77K $499K
Oct 25, 2024 Q3 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
507
+ 2.69%
$57.5K - $63.7K
19.4K $2.56M
Nov 07, 2024 Q3 2024
Colony Family Offices, LLC

BUY
 -
499
New
$56.6K - $62.7K
499 $66.1K
Oct 15, 2024 Q3 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
498
+ 16.76%
$56.5K - $62.6K
3.47K $460K
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
493
+ 2.92%
$55.9K - $61.9K
17.4K $2.3M
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
491
+ 1.74%
$55.7K - $61.7K
28.6K $3.79M
Nov 04, 2024 Q3 2024
Mayflower Financial Advisors, LLC

BUY
 -
482
+ 2.61%
$54.7K - $60.5K
19K $2.51M
Oct 08, 2024 Q3 2024
True North Advisors, LLC

BUY
 -
451
+ 8.78%
$51.1K - $56.7K
5.59K $740K
Nov 08, 2024 Q3 2024
Allie Family Office LLC

BUY
 -
445
+ 1.28%
$50.5K - $55.9K
35.1K $4.65M
Jan 03, 2025 Q3 2024
Allie Family Office LLC

BUY
 -
445
+ 1.28%
$50.5K - $55.9K
35.1K $4.65M
Nov 06, 2024 Q3 2024
Paragon Advisors, LLC

BUY
 -
433
+ 17.33%
$49.1K - $54.4K
2.93K $388K
Oct 07, 2024 Q3 2024
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
420
+ 10.0%
$47.6K - $52.8K
4.62K $612K

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