Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-790- 3.38% |
$89.6K - $99.2K
|
22.6K
$2.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-792- 1.37% |
$89.8K - $99.5K
|
56.9K
$7.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-796- 13.66% |
$90.3K - $100K
|
5.03K
$650K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-800- 0.6% |
$90.7K - $100K
|
132K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-809- 26.22% |
$91.7K - $102K
|
2.28K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-813- 1.59% |
$92.2K - $102K
|
50.3K
$6.5M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-815- 3.93% |
$92.4K - $102K
|
19.9K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-822- 14.41% |
$93.2K - $103K
|
4.88K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-830- 1.16% |
$94.1K - $104K
|
70.6K
$9.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-850- 2.39% |
$96.4K - $107K
|
34.7K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-890- 6.09% |
$101K - $112K
|
13.7K
$1.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-897- 4.87% |
$102K - $113K
|
17.5K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-904- 22.98% |
$103K - $114K
|
3.03K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-923- 13.06% |
$105K - $116K
|
6.14K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-927- 4.45% |
$105K - $116K
|
19.9K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-939- 1.7% |
$106K - $118K
|
54.3K
$7.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-947- 30.32% |
$107K - $119K
|
2.18K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-952- 24.42% |
$108K - $120K
|
2.95K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-978- 1.66% |
$111K - $123K
|
58K
$7.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-990- 23.58% |
$112K - $124K
|
3.21K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-996- 15.82% |
$113K - $125K
|
5.3K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.02K- 0.54% |
$115K - $128K
|
187K
$24.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.02K- 0.35% |
$116K - $129K
|
296K
$38.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.03K- 11.98% |
$116K - $129K
|
7.55K
$976K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.04K- 7.77% |
$118K - $131K
|
12.3K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.04K- 12.75% |
$118K - $131K
|
7.11K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.04K- 11.37% |
$118K - $131K
|
8.1K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.06K- 39.8% |
$120K - $133K
|
1.6K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.07K- 7.57% |
$121K - $134K
|
13K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.09K- 7.11% |
$123K - $136K
|
14.2K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.13K- 1.87% |
$128K - $142K
|
59.2K
$7.66M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.14K- 4.34% |
$129K - $143K
|
25.1K
$3.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.14K- 0.7% |
$130K - $144K
|
161K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.19K- 1.26% |
$135K - $149K
|
93.1K
$12M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.2K- 3.8% |
$136K - $151K
|
30.4K
$3.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.25K- 2.54% |
$142K - $158K
|
48.1K
$6.22M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.28K- 36.39% |
$146K - $161K
|
2.24K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.35K- 0.87% |
$153K - $169K
|
153K
$19.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.35K- 16.88% |
$153K - $169K
|
6.63K
$857K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.36K- 7.2% |
$154K - $170K
|
17.5K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.37K- 3.5% |
$155K - $172K
|
37.7K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.47K- 39.62% |
$167K - $185K
|
2.24K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.49K- 1.79% |
$169K - $187K
|
81.7K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.5K- 42.86% |
$170K - $188K
|
2K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.52K- 7.83% |
$173K - $191K
|
17.9K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.54K- 8.96% |
$174K - $193K
|
15.6K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.56K- 0.31% |
$177K - $196K
|
501K
$64.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.59K- 20.72% |
$180K - $199K
|
6.08K
$785K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.62K- 13.74% |
$184K - $204K
|
10.2K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.66K- 2.5% |
$188K - $208K
|
64.7K
$8.37M
|