Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-111- 1.94% |
$9.99K - $11.7K
|
5.61K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-116- 1.81% |
$10.4K - $12.3K
|
6.31K
$836K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-123- 2.75% |
$11.1K - $13K
|
4.35K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-125- 0.32% |
$11.3K - $13.2K
|
38.6K
$5.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-126- 0.42% |
$11.3K - $13.3K
|
29.8K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-127- 11.97% |
$11.4K - $13.4K
|
934
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-128- 1.25% |
$11.5K - $13.5K
|
10.1K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-129- 0.22% |
$11.6K - $13.6K
|
57.2K
$7.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-129- 1.92% |
$11.6K - $13.6K
|
6.6K
$874K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-132- 2.56% |
$11.9K - $14K
|
5.02K
$664K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-136- 0.24% |
$12.2K - $14.4K
|
56.3K
$7.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-139- 27.1% |
$12.5K - $14.7K
|
374
$49.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-140- 0.36% |
$12.6K - $14.8K
|
38.9K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-148- 3.11% |
$13.3K - $15.6K
|
4.61K
$611K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-150- 16.3% |
$13.5K - $15.9K
|
770
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-150- 1.19% |
$13.5K - $15.9K
|
12.4K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 6.8% |
$13.5K - $15.9K
|
2.06K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-154- 4.06% |
$13.9K - $16.3K
|
3.64K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-154- 2.36% |
$13.9K - $16.3K
|
6.38K
$846K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-155- 0.41% |
$14K - $16.4K
|
37.5K
$4.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-158- 0.1% |
$14.2K - $16.7K
|
165K
$21.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-160- 0.9% |
$14.4K - $16.9K
|
17.5K
$2.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-169- 2.64% |
$15.2K - $17.9K
|
6.22K
$824K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-177- 3.7% |
$15.9K - $18.7K
|
4.61K
$611K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-187- 0.32% |
$16.8K - $19.8K
|
58.9K
$7.81M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-187- 2.32% |
$16.8K - $19.8K
|
7.87K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-191- 3.62% |
$17.2K - $20.2K
|
5.08K
$673K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-193- 5.46% |
$17.4K - $20.4K
|
3.34K
$443K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-199- 65.89% |
$17.9K - $21K
|
103
$13.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-200- 7.97% |
$18K - $21.1K
|
2.31K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-207- 7.48% |
$18.6K - $21.9K
|
2.56K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-209- 2.04% |
$18.8K - $22.1K
|
10K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-214- 2.43% |
$19.3K - $22.6K
|
8.61K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-217- 7.74% |
$19.5K - $22.9K
|
2.59K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-221- 2.32% |
$19.9K - $23.4K
|
9.32K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-221- 0.26% |
$19.9K - $23.4K
|
83.9K
$11.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-224- 1.45% |
$20.2K - $23.7K
|
15.2K
$2.01M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-232- 1.04% |
$20.9K - $24.5K
|
22.1K
$2.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-234- 5.02% |
$21.1K - $24.7K
|
4.43K
$586K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-234- 1.47% |
$21.1K - $24.7K
|
15.6K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-240- 1.6% |
$21.6K - $25.4K
|
14.8K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-243- 4.0% |
$21.9K - $25.7K
|
5.84K
$773K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-247- 0.39% |
$22.2K - $26.1K
|
63.4K
$8.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-252- 3.43% |
$22.7K - $26.6K
|
7.1K
$940K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-255- 19.38% |
$23K - $27K
|
1.06K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-269- 5.72% |
$24.2K - $28.4K
|
4.44K
$588K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-278- 4.38% |
$25K - $29.4K
|
6.07K
$804K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-279- 1.6% |
$25.1K - $29.5K
|
17.2K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-280- 9.35% |
$25.2K - $29.6K
|
2.72K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-285- 0.09% |
$25.7K - $30.1K
|
307K
$40.6M
|