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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.73K+ 0.8% |
$990K - $1.1M
|
1.1M
$143M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.39K+ 2.95% |
$952K - $1.05M
|
293K
$37.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8.13K+ 19.89% |
$922K - $1.02M
|
49K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
7.94K+ 3.68% |
$900K - $997K
|
224K
$28.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.88K+ 2.13% |
$894K - $990K
|
379K
$48.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7.76K+ 9.95% |
$880K - $974K
|
85.7K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
7.55K+ 2.17% |
$856K - $949K
|
355K
$45.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.52K+ 14.68% |
$853K - $945K
|
58.7K
$7.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.52KNew |
$852K - $944K
|
7.52K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.49K+ 9.82% |
$850K - $941K
|
83.8K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.33K+ 9.66% |
$831K - $921K
|
83.2K
$10.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.11K+ 74.55% |
$806K - $893K
|
16.6K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.9K+ 2.02% |
$783K - $867K
|
349K
$45.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.62KNew |
$750K - $831K
|
6.62K
$855K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.6K+ 3.83% |
$749K - $829K
|
179K
$23.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.52KNew |
$740K - $819K
|
6.52K
$843K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.46K+ 1.29% |
$733K - $812K
|
508K
$65.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.44K+ 1.02% |
$731K - $809K
|
637K
$82.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.43K+ 155.44% |
$729K - $808K
|
10.6K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
6.22KNew |
$706K - $782K
|
6.22K
$804K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.13KNew |
$695K - $770K
|
6.13K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
6.04K+ 79.9% |
$685K - $758K
|
13.6K
$1.76M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.95K+ 4.64% |
$675K - $748K
|
134K
$17.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.8KNew |
$658K - $728K
|
5.8K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.69K+ 207.36% |
$645K - $715K
|
8.43K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.66KNew |
$641K - $711K
|
5.66K
$731K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.58K+ 15.41% |
$632K - $700K
|
41.8K
$5.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.57K+ 9.07% |
$632K - $700K
|
67K
$8.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.51K+ 3.16% |
$625K - $693K
|
180K
$23.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.45KNew |
$618K - $685K
|
5.45K
$704K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.38K+ 1512.08% |
$610K - $676K
|
5.74K
$742K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.24K+ 16.24% |
$594K - $658K
|
37.5K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
5.2K+ 16.43% |
$590K - $654K
|
36.9K
$4.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.2K+ 33.15% |
$589K - $653K
|
20.9K
$2.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.17K+ 2.62% |
$586K - $649K
|
203K
$26.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.15K+ 59.03% |
$585K - $647K
|
13.9K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.11K+ 41.14% |
$580K - $642K
|
17.5K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.05K+ 3.48% |
$573K - $635K
|
150K
$19.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.01K+ 2.66% |
$568K - $630K
|
193K
$25M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.94K+ 105.42% |
$560K - $620K
|
9.62K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.73K+ 81.35% |
$537K - $594K
|
10.5K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.73K+ 39.9% |
$537K - $594K
|
16.6K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.73KNew |
$536K - $594K
|
4.73K
$611K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.69K+ 245.76% |
$532K - $590K
|
6.6K
$854K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.65KNew |
$527K - $584K
|
4.65K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.59KNew |
$521K - $577K
|
4.59K
$593K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.57KNew |
$519K - $574K
|
4.57K
$591K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.43K+ 2.11% |
$502K - $556K
|
215K
$27.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.42K+ 26.34% |
$502K - $556K
|
21.2K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.41K+ 18.34% |
$500K - $554K
|
28.5K
$3.68M
|