Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1- 0.05% |
$109 - $119
|
2.04K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1- 0.02% |
$109 - $119
|
6.1K
$789K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.02% |
$109 - $119
|
4.41K
$570K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$109 - $119
|
3.56K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.05% |
$109 - $119
|
2.06K
$266K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2- 0.03% |
$218 - $238
|
7.5K
$970K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2- 0.06% |
$218 - $238
|
3.51K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2- 0.11% |
$218 - $238
|
1.87K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$326 - $358
|
15.7K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.05% |
$435 - $477
|
8.31K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5- 0.25% |
$544 - $596
|
1.97K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.04% |
$544 - $596
|
12.2K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-7- 0.07% |
$761 - $835
|
9.37K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 2.95% |
$761 - $835
|
230
$29.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7- 0.04% |
$761 - $835
|
16.9K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10- 3.91% |
$1.09K - $1.19K
|
246
$31.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 0.04% |
$1.41K - $1.55K
|
37.1K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-13- 0.18% |
$1.41K - $1.55K
|
7.17K
$927K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-15- 0.69% |
$1.63K - $1.79K
|
2.17K
$281K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-15- 0.8% |
$1.63K - $1.79K
|
1.85K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-15- 0.08% |
$1.63K - $1.79K
|
19.1K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-16- 0.03% |
$1.74K - $1.91K
|
55.3K
$7.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-18- 0.35% |
$1.96K - $2.15K
|
5.1K
$660K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-20- 0.1% |
$2.18K - $2.38K
|
19.4K
$2.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 0.77% |
$2.18K - $2.38K
|
2.59K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-20- 0.22% |
$2.18K - $2.38K
|
8.92K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-21- 3.49% |
$2.28K - $2.5K
|
581
$75.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-23- 0.19% |
$2.5K - $2.74K
|
12.2K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-23- 0.47% |
$2.5K - $2.74K
|
4.89K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-23- 0.15% |
$2.5K - $2.74K
|
14.9K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 3.75% |
$2.72K - $2.98K
|
641
$82.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-28- 1.03% |
$3.05K - $3.34K
|
2.69K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-28- 1.32% |
$3.05K - $3.34K
|
2.09K
$270K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-32- 2.41% |
$3.48K - $3.82K
|
1.3K
$168K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-34- 1.08% |
$3.7K - $4.05K
|
3.12K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-34- 1.34% |
$3.7K - $4.05K
|
2.5K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-37- 0.66% |
$4.02K - $4.41K
|
5.58K
$721K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-40- 3.55% |
$4.35K - $4.77K
|
1.09K
$141K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-40- 0.73% |
$4.35K - $4.77K
|
5.43K
$702K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-41- 1.95% |
$4.46K - $4.89K
|
2.06K
$266K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-42- 1.13% |
$4.57K - $5.01K
|
3.66K
$473K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-43- 4.27% |
$4.68K - $5.13K
|
965
$125K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-43- 0.07% |
$4.68K - $5.13K
|
58.1K
$7.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-43- 1.84% |
$4.68K - $5.13K
|
2.3K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-44- 0.18% |
$4.79K - $5.25K
|
24.5K
$3.16M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.51% |
$4.79K - $5.25K
|
2.88K
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-44- 0.67% |
$4.79K - $5.25K
|
6.57K
$849K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-44- 0.55% |
$4.79K - $5.25K
|
7.98K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-46- 0.44% |
$5K - $5.48K
|
10.4K
$1.34M
|