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 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-121- 0.35% |
$12.5K - $14K
|
34.1K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-121- 0.84% |
$12.5K - $14K
|
14.4K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-122- 0.18% |
$12.6K - $14.1K
|
69.5K
$8.98M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-122- 2.63% |
$12.6K - $14.1K
|
4.52K
$584K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-124- 1.41% |
$12.8K - $14.3K
|
8.66K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-124- 0.26% |
$12.8K - $14.3K
|
48.3K
$6.24M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-125- 4.0% |
$12.9K - $14.4K
|
3K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-127- 4.98% |
$13.1K - $14.6K
|
2.42K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-128- 3.0% |
$13.2K - $14.8K
|
4.15K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-128- 50.2% |
$13.2K - $14.8K
|
127
$16.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-129- 0.94% |
$13.3K - $14.9K
|
13.6K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-131- 0.12% |
$13.5K - $15.1K
|
107K
$13.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-132- 0.67% |
$13.6K - $15.2K
|
19.5K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-133- 1.31% |
$13.7K - $15.3K
|
10K
$1.3M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-133- 0.56% |
$13.7K - $15.3K
|
23.8K
$3.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-134- 0.48% |
$13.8K - $15.5K
|
27.7K
$3.57M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-135- 42.59% |
$13.9K - $15.6K
|
182
$23.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-138- 2.26% |
$14.2K - $15.9K
|
5.96K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-142- 1.47% |
$14.6K - $16.4K
|
9.49K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-144- 0.58% |
$14.9K - $16.6K
|
24.5K
$3.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-146- 5.29% |
$15.1K - $16.8K
|
2.61K
$338K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-147- 1.78% |
$15.2K - $16.9K
|
8.11K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-149- 0.16% |
$15.4K - $17.2K
|
94.7K
$12.2M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-150- 3.78% |
$15.5K - $17.3K
|
3.82K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-150- 2.75% |
$15.5K - $17.3K
|
5.3K
$685K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-155- 4.22% |
$16K - $17.9K
|
3.52K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-168- 3.35% |
$17.3K - $19.4K
|
4.85K
$627K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-170- 6.26% |
$17.5K - $19.6K
|
2.55K
$329K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-171- 3.86% |
$17.6K - $19.7K
|
4.25K
$550K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-177- 1.15% |
$18.3K - $20.4K
|
15.2K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-177- 7.46% |
$18.3K - $20.4K
|
2.2K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-177- 2.16% |
$18.3K - $20.4K
|
8.02K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-178- 7.33% |
$18.4K - $20.5K
|
2.25K
$291K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-190- 54.29% |
$19.6K - $21.9K
|
160
$20.7K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-196- 3.02% |
$20.2K - $22.6K
|
6.29K
$813K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-198- 0.9% |
$20.4K - $22.8K
|
21.9K
$2.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-200- 1.24% |
$20.6K - $23.1K
|
15.9K
$2.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-202- 0.76% |
$20.8K - $23.3K
|
26.3K
$3.41M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-205- 0.36% |
$21.1K - $23.6K
|
56.1K
$7.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-206- 1.51% |
$21.3K - $23.8K
|
13.5K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-206- 9.39% |
$21.3K - $23.8K
|
1.99K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-209- 8.17% |
$21.6K - $24.1K
|
2.35K
$304K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-218- 1.39% |
$22.5K - $25.1K
|
15.5K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-219- 7.18% |
$22.6K - $25.3K
|
2.83K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-220- 0.25% |
$22.7K - $25.4K
|
87.3K
$11.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-222- 3.34% |
$22.9K - $25.6K
|
6.43K
$831K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-224- 4.26% |
$23.1K - $25.8K
|
5.03K
$650K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-226- 1.97% |
$23.3K - $26.1K
|
11.2K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-233- 0.43% |
$24K - $26.9K
|
54.4K
$7.04M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-233- 10.96% |
$24K - $26.9K
|
1.89K
$245K
|