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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$573K - $628K
|
5.27K
$685K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.19K+ 0.16% |
$565K - $619K
|
3.26M
$424M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.08KNew |
$553K - $606K
|
5.08K
$661K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.02KNew |
$546K - $599K
|
5.02K
$653K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.95K+ 19.23% |
$538K - $590K
|
30.7K
$3.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.91K+ 11.78% |
$534K - $585K
|
46.6K
$6.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.81K+ 1.92% |
$523K - $573K
|
255K
$33.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.39K+ 11.94% |
$478K - $524K
|
41.2K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.33K+ 2.89% |
$471K - $516K
|
154K
$20.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.32KNew |
$470K - $515K
|
4.32K
$561K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$457K - $501K
|
4.2K
$546K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.13K+ 10.3% |
$449K - $492K
|
44.2K
$5.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.99K+ 2.17% |
$434K - $475K
|
188K
$24.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.97K+ 5.72% |
$432K - $474K
|
73.5K
$9.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.97K+ 52.22% |
$432K - $474K
|
11.6K
$1.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.87K+ 245.06% |
$421K - $461K
|
5.45K
$708K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.81KNew |
$414K - $454K
|
3.81K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
3.8K+ 9.56% |
$413K - $453K
|
43.5K
$5.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.7KNew |
$402K - $441K
|
3.7K
$481K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.64KNew |
$396K - $434K
|
3.64K
$474K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.59K+ 194.9% |
$391K - $428K
|
5.44K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.58K+ 15.25% |
$390K - $427K
|
27.1K
$3.52M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56K+ 12.62% |
$388K - $425K
|
31.8K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.54KNew |
$385K - $422K
|
3.54K
$461K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.53K+ 47.55% |
$383K - $420K
|
10.9K
$1.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.45K+ 0.74% |
$375K - $411K
|
469K
$61M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.43KNew |
$373K - $409K
|
3.43K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.38K+ 18.43% |
$368K - $403K
|
21.7K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3.38K+ 208.19% |
$368K - $403K
|
5.01K
$651K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.36KNew |
$366K - $401K
|
3.36K
$437K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.2K+ 14.17% |
$348K - $381K
|
25.7K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.17K+ 33.05% |
$345K - $378K
|
12.8K
$1.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.11K+ 7.69% |
$338K - $370K
|
43.5K
$5.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.04K+ 3.08% |
$331K - $363K
|
102K
$13.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.91K+ 10.36% |
$317K - $347K
|
31K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.87K+ 6.36% |
$312K - $342K
|
47.9K
$6.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.87K+ 22.73% |
$312K - $342K
|
15.5K
$2.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.85K+ 12.19% |
$310K - $340K
|
26.3K
$3.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
2.85KNew |
$310K - $340K
|
2.85K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.82KNew |
$307K - $336K
|
2.82K
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.81KNew |
$305K - $335K
|
2.81K
$365K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
2.75K+ 5.76% |
$299K - $328K
|
50.5K
$6.56M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.74KNew |
$298K - $327K
|
2.74K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.72K+ 34.55% |
$296K - $325K
|
10.6K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.62K+ 25.87% |
$284K - $312K
|
12.7K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.58KNew |
$281K - $308K
|
2.58K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.57KNew |
$280K - $307K
|
2.57K
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.51KNew |
$273K - $300K
|
2.51K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.48KNew |
$270K - $296K
|
2.48K
$323K
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
2.48KNew |
$270K - $296K
|
2.48K
$323K
|