Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 0.25% |
$2.58K - $2.88K
|
10K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
25+ 0.26% |
$2.58K - $2.88K
|
9.66K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24+ 0.42% |
$2.48K - $2.77K
|
5.8K
$749K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.23% |
$2.48K - $2.77K
|
10.5K
$1.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
22+ 0.67% |
$2.27K - $2.54K
|
3.28K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.27% |
$2.17K - $2.42K
|
7.9K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$2.06K - $2.31K
|
20
$2.59K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
19+ 0.11% |
$1.96K - $2.19K
|
17K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
17+ 5.25% |
$1.75K - $1.96K
|
341
$44.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
15+ 0.05% |
$1.55K - $1.73K
|
28K
$3.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13+ 0.55% |
$1.34K - $1.5K
|
2.39K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.27% |
$1.34K - $1.5K
|
4.92K
$635K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
12+ 0.28% |
$1.24K - $1.38K
|
4.32K
$558K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
11+ 0.05% |
$1.13K - $1.27K
|
21.4K
$2.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11+ 0.04% |
$1.13K - $1.27K
|
25.4K
$3.28M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11+ 0.24% |
$1.13K - $1.27K
|
4.62K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11+ 0.16% |
$1.13K - $1.27K
|
6.84K
$885K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 0.32% |
$1.03K - $1.15K
|
3.09K
$400K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.28% |
$1.03K - $1.15K
|
3.53K
$456K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
10+ 0.27% |
$1.03K - $1.15K
|
3.76K
$487K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
9+ 0.15% |
$928 - $1.04K
|
6K
$775K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9+ 0.25% |
$928 - $1.04K
|
3.68K
$475K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.28% |
$825 - $922
|
2.88K
$372K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.25% |
$825 - $922
|
3.21K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.25% |
$825 - $922
|
3.16K
$408K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.02% |
$825 - $922
|
43.8K
$5.66M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
8+ 3.49% |
$825 - $922
|
237
$30.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.12% |
$722 - $807
|
5.97K
$772K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$722 - $807
|
4.81K
$621K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7+ 0.26% |
$722 - $807
|
2.72K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 0.09% |
$722 - $807
|
7.58K
$980K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
7+ 0.25% |
$722 - $807
|
2.81K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7+ 0.19% |
$722 - $807
|
3.62K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7+ 0.28% |
$722 - $807
|
2.48K
$321K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6+ 1.01% |
$619 - $692
|
602
$77.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$619 - $692
|
3.31K
$428K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.09% |
$619 - $692
|
6.35K
$821K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
6+ 0.13% |
$619 - $692
|
4.7K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6+ 0.09% |
$619 - $692
|
6.64K
$859K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.15% |
$516 - $577
|
3.3K
$427K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.2% |
$516 - $577
|
2.5K
$323K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.23% |
$516 - $577
|
2.14K
$276K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$516 - $577
|
2.09K
$270K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
4+ 0.07% |
$413 - $461
|
5.51K
$713K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$413 - $461
|
3.52K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$413 - $461
|
2.04K
$264K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.04% |
$309 - $346
|
6.84K
$884K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3+ 0.05% |
$309 - $346
|
6.11K
$789K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3+ 0.01% |
$309 - $346
|
24.6K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.65% |
$309 - $346
|
464
$60K
|