Who owns iShares S&P 1500 Index Fund?
- Ticker: ITOT
- CUSIP Number: 464287150
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 1500 Index Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P 1500 Index Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wells Fargo & Company | 49M | $5.6B | -1% | Mar 2024 |
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BlackRock | 44M | $5.0B | 8% | Mar 2024 |
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Betterment | 13M | $1.5B | -4% | Mar 2024 |
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Morgan Stanley | 11M | $1.2B | 2% | Mar 2024 |
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Alliancebernstein | 8.6M | $900M | 1% | Dec 2023 |
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Charles Schwab Investment Management | 7.8M | $901M | -8% | Mar 2024 |
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Bank of America Corporation | 5.7M | $656M | -4% | Mar 2024 |
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Wealthfront Advisers | 5.1M | $590M | 8% | Mar 2024 |
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LPL Financial | 4.5M | $516M | 32% | Mar 2024 |
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SigFig Wealth Management | 3.6M | $418M | 0% | Mar 2024 |
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Ronald Blue Trust | 3.6M | $410M | -1% | Mar 2024 |
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Ballentine Partners | 3.3M | $375M | 0% | Mar 2024 |
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Buckingham Asset Management | 3.2M | $368M | 23% | Mar 2024 |
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Cisco Systems | 3.1M | $359M | -12% | Mar 2024 |
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Parallel Advisors | 3.0M | $350M | -12% | Mar 2024 |
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Stifel Financial | 2.9M | $332M | -2% | Mar 2024 |
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Auto-Owners Insurance | 2.8M | $319M | 6% | Mar 2024 |
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Buckingham Strategic Partners | 2.3M | $268M | 29% | Mar 2024 |
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Envestnet Asset Management | 2.3M | $266M | -33% | Mar 2024 |
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AlTi Global | 2.2M | $256M | 2% | Mar 2024 |
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HPM Partners | 2.2M | $254M | -2% | Mar 2024 |
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Creative Planning | 2.2M | $250M | -3% | Mar 2024 |
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_Sentinel Trust Company, LBA______________ | 1.9M | $221M | -5% | Mar 2024 |
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Ameriprise Financial | 1.8M | $213M | -3% | Mar 2024 |
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Hanson McClain Advisors | 1.7M | $198M | -6% | Mar 2024 |
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Commonwealth Equity Services | 1.7M | $194M | -3% | Mar 2024 |
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Rock Creek Group | 1.6M | $186M | 7% | Mar 2024 |
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TD Capital Management | 1.6M | $182M | -5% | Mar 2024 |
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Advisor Group Holdings | 1.6M | $181M | -3% | Mar 2024 |
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Royal Bank of Canada | 1.4M | $161M | 41% | Mar 2024 |
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UBS Group | 1.3M | $152M | 0% | Mar 2024 |
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Pegasus Partners | 1.3M | $151M | 3% | Mar 2024 |
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Prime Capital Investment Advisors | 1.3M | $135M | 33% | Dec 2023 |
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Raymond James Financial Services Advisors | 1.2M | $143M | 4% | Mar 2024 |
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Evensky & Katz | 1.2M | $139M | 5% | Mar 2024 |
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Jpmorgan Chase & Co | 1.2M | $134M | -15% | Mar 2024 |
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Cobblestone Capital Advisors | 1.1M | $129M | 4% | Mar 2024 |
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Mariner Wealth Advisors | 1.1M | $126M | 4% | Mar 2024 |
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Elm Partners Management | 1.1M | $124M | 5% | Mar 2024 |
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HighTower Advisors | 1.1M | $123M | -7% | Mar 2024 |
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Disciplina Capital Management | 1.0M | $107M | 100% | Dec 2023 |
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Mesirow Financial Investment Management International Equity | 975k | $112M | 100% | Mar 2024 |
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Klaas Financial Asset Advisors | 958k | $111M | -1% | Mar 2024 |
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O'Brien Wealth Partners | 943k | $109M | -3% | Mar 2024 |
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FMR | 920k | $106M | 25% | Mar 2024 |
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Kingsview Wealth Management | 891k | $103M | 12% | Mar 2024 |
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True Link Financial Advisors | 851k | $98M | 1% | Mar 2024 |
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LJI Wealth Management | 846k | $98M | 7% | Mar 2024 |
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Goldstein Advisors | 830k | $96M | 1% | Mar 2024 |
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HB Wealth Management | 823k | $95M | 0% | Mar 2024 |
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Johnson Bixby & Associates | 818k | $94M | 1% | Mar 2024 |
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Duff & Phelps Investment Management | 758k | $80M | 0% | Dec 2023 |
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Claar Advisors | 753k | $87M | 42% | Mar 2024 |
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Winthrop Advisory Group | 716k | $83M | 5% | Mar 2024 |
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Zhang Financial | 689k | $80M | -1% | Mar 2024 |
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Reliant Wealth Planning | 687k | $72M | 12% | Dec 2023 |
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Jaffetilchin Investment Partners | 677k | $78M | 12% | Mar 2024 |
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Ullmann Financial | 656k | $76M | -2% | Mar 2024 |
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Raymond James & Associates | 622k | $72M | -4% | Mar 2024 |
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Cambridge Investment Research Advisors | 610k | $70M | 4% | Mar 2024 |
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Ancora Advisors | 583k | $67M | 5% | Mar 2024 |
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Executive Wealth Management | 581k | $67M | 9% | Mar 2024 |
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Massey, Quick & Co | 555k | $64M | 0% | Mar 2024 |
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Independent Order of Foresters | 536k | $62M | -8% | Mar 2024 |
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Heritage Wealth Advisors | 535k | $62M | 0% | Mar 2024 |
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Facet Wealth | 535k | $61M | 6% | Mar 2024 |
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Allen Investment Management | 531k | $61M | 7% | Mar 2024 |
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Orion Portfolio Solutions | 494k | $57M | 47% | Mar 2024 |
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Branch Banking & Trust Company | 482k | $56M | 2% | Mar 2024 |
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Spectrum Strategic Capital Management | 467k | $54M | -1% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 466k | $54M | 9% | Mar 2024 |
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Fundamentun | 464k | $54M | 0% | Mar 2024 |
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Bp Wealth Management | 464k | $53M | 21% | Mar 2024 |
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Hsbc Holdings | 456k | $48M | -1% | Dec 2023 |
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jvl associates | 456k | $53M | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 446k | $52M | -2% | Mar 2024 |
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TRUE Private Wealth Advisors | 442k | $51M | 5% | Mar 2024 |
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William Blair $ Company | 422k | $49M | 9% | Mar 2024 |
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Vantage Financial Partners | 419k | $48M | 1% | Mar 2024 |
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BKD Wealth Advisors | 413k | $48M | -29% | Mar 2024 |
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Mercer Global Advisors | 412k | $48M | 3% | Mar 2024 |
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Rehmann Capital Advisory | 393k | $45M | 5% | Mar 2024 |
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Mission Wealth Management | 380k | $44M | -1% | Mar 2024 |
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Pure Financial Advisors | 368k | $42M | -6% | Mar 2024 |
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Twin Tree Management | 368k | $42M | 100% | Mar 2024 |
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Capital Analysts | 361k | $42M | 18% | Mar 2024 |
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Truepoint | 358k | $41M | 2% | Mar 2024 |
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Kestra Advisory Services | 352k | $37M | 2% | Dec 2023 |
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Geneos Wealth Management | 351k | $41M | -4% | Mar 2024 |
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Crestwood Advisors | 351k | $40M | -2% | Mar 2024 |
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Tolleson Wealth Management | 347k | $40M | 9% | Mar 2024 |
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Smallwood Wealth Investment Management | 342k | $39M | -1% | Mar 2024 |
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Partners Capital Investment Group | 339k | $39M | -30% | Mar 2024 |
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Apex Investment Services | 335k | $39M | -2% | Mar 2024 |
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Vatera Holdings | 332k | $38M | -1% | Mar 2024 |
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BLB^B Advisors | 327k | $38M | 3% | Mar 2024 |
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Pathstone Holdings | 323k | $37M | 4% | Mar 2024 |
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Private Advisor | 323k | $37M | -1% | Mar 2024 |
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Strategic Point Investment Advisors | 312k | $33M | -1% | Dec 2023 |
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CWM | 312k | $36M | 51% | Mar 2024 |
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Financial Designs Corp | 303k | $35M | -3% | Mar 2024 |
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ValMark Advisers | 301k | $35M | -2% | Mar 2024 |
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Us Bancorp | 298k | $34M | -8% | Mar 2024 |
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Ironsides Asset Advisors | 297k | $34M | 58% | Mar 2024 |
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Captrust Financial Advisors | 290k | $33M | -3% | Mar 2024 |
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Nicolet Advisory Services | 289k | $33M | -8% | Mar 2024 |
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Eldridge Investment Advisors | 285k | $33M | -3% | Mar 2024 |
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Lido Advisors | 280k | $32M | 4% | Mar 2024 |
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CI Private Wealth | 277k | $32M | -1% | Mar 2024 |
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Regatta Capital Group | 277k | $32M | 79% | Mar 2024 |
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Cigna Investments Inc /new | 273k | $32M | -6% | Mar 2024 |
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Caprock | 273k | $31M | 0% | Mar 2024 |
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Susquehanna International | 259k | $30M | 170% | Mar 2024 |
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Thrivent Financial for Lutherans | 253k | $29M | 8% | Mar 2024 |
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KM Capital Management | 250k | $29M | 39% | Mar 2024 |
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The Allstate Corporation | 245k | $28M | 58% | Mar 2024 |
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Delap Wealth Advisory | 238k | $25M | 103% | Dec 2023 |
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Sendero Wealth Management | 236k | $27M | 0% | Mar 2024 |
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Kovitz Investment Group Partners | 236k | $27M | -13% | Mar 2024 |
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BCGM Wealth Management | 236k | $27M | -16% | Mar 2024 |
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Colony | 233k | $27M | 2% | Mar 2024 |
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Patton Albertson & Miller | 232k | $27M | -5% | Mar 2024 |
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Beacon Pointe Advisors | 231k | $24M | -22% | Dec 2023 |
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Integrated Wealth Concepts | 230k | $27M | -15% | Mar 2024 |
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Legacy Private Trust | 226k | $26M | -3% | Mar 2024 |
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Alaska Permanent Capital Management | 224k | $26M | 6% | Mar 2024 |
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Legacy Financial Advisors | 224k | $26M | -5% | Mar 2024 |
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Northeast Financial Consultants | 219k | $25M | 56% | Mar 2024 |
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Goldman Sachs Group | 219k | $25M | -64% | Mar 2024 |
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Monticello Wealth Management | 219k | $25M | 0% | Mar 2024 |
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United Capital Financial Advisers | 219k | $25M | -9% | Mar 2024 |
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Monashee Investment Management | 211k | $24M | -3% | Mar 2024 |
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Empower Advisory Group | 204k | $24M | -91% | Mar 2024 |
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Regal Investment Advisors | 203k | $23M | -13% | Mar 2024 |
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Whitney & Company | 202k | $23M | -3% | Mar 2024 |
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Benchmark Financial Wealth Advisors | 198k | $23M | 1% | Mar 2024 |
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Monument Capital Management | 198k | $23M | 135% | Mar 2024 |
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Astoria Strategic Wealth | 195k | $23M | -2% | Mar 2024 |
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Cynosure Management | 194k | $22M | 8% | Mar 2024 |
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Heritage Financial Services | 193k | $20M | -6% | Dec 2023 |
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Durante & Waters | 188k | $22M | -1% | Mar 2024 |
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Financial Partners Group | 186k | $21M | 3% | Mar 2024 |
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Family Wealth Partners | 185k | $21M | 59% | Mar 2024 |
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Dohj | 184k | $21M | -16% | Mar 2024 |
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JGP Wealth Management | 183k | $21M | -3% | Mar 2024 |
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Atria Wealth Solutions | 182k | $21M | 1% | Mar 2024 |
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IFP Advisors | 179k | $19M | 13% | Dec 2023 |
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Cherrydale Wealth Management | 175k | $20M | -3% | Mar 2024 |
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Capstone Financial Advisors | 171k | $20M | -4% | Mar 2024 |
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UMA Financial Services | 170k | $19M | -7% | Mar 2024 |
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Stokes Family Office | 166k | $19M | -4% | Mar 2024 |
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Brookstone Capital Management | 156k | $18M | -45% | Mar 2024 |
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Regent Peak Wealth Advisors | 121k | $14M | -30% | Mar 2024 |
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Who sold out of iShares S&P 1500 Index Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wick Capital Partners | Sep 2023 | 578k | $54M |
Advocacy Wealth Management Services | Dec 2023 | 564k | $59M |