Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.81M+ 112465.17% |
$236M - $262M
|
2.81M
$366M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.73M+ 2921.19% |
$146M - $162M
|
1.79M
$233M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.12M+ 61.41% |
$94.4M - $105M
|
2.95M
$383M
|
|
|
Apr 11, 2023
Q1 2023
|
Cisco Systems, Inc.
San Jose, CA |
BUY
|
- |
725K+ 25.87% |
$61M - $67.5M
|
3.53M
$459M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
443K+ 6097.23% |
$37.3M - $41.3M
|
450K
$58.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
383K+ 42.01% |
$32.2M - $35.6M
|
1.29M
$168M
|
|
|
Apr 27, 2023
Q1 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
331KNew |
$27.8M - $30.8M
|
331K
$43M
|
|
|
Apr 27, 2023
Q1 2023
|
Oikos Holdings LLC
|
BUY
|
- |
306K+ 280.2% |
$25.7M - $28.5M
|
415K
$53.9M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
256K+ 3.14% |
$21.5M - $23.9M
|
8.41M
$1.09B
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
229KNew |
$19.3M - $21.4M
|
229K
$29.8M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
227K+ 1.67% |
$19.1M - $21.2M
|
13.8M
$1.8B
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
191K+ 6.3% |
$16.1M - $17.8M
|
3.23M
$419M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
169KNew |
$14.2M - $15.8M
|
169K
$22M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
162KNew |
$13.6M - $15.1M
|
162K
$21M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
157K+ 24.46% |
$13.2M - $14.6M
|
800K
$104M
|
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
156KNew |
$13.1M - $14.5M
|
156K
$20.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
148K+ 30.33% |
$12.5M - $13.8M
|
637K
$82.8M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
141KNew |
$11.9M - $13.2M
|
141K
$18.4M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$11.8M - $13.1M
|
140K
$18.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128K+ 3.58% |
$10.7M - $11.9M
|
3.69M
$480M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
120K+ 117.45% |
$10.1M - $11.2M
|
222K
$28.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
106K+ 17.37% |
$8.88M - $9.84M
|
713K
$92.8M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
86.3K+ 8.81% |
$7.26M - $8.04M
|
1.07M
$139M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.2K+ 14.52% |
$7.17M - $7.94M
|
672K
$87.4M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
76.1K+ 18.76% |
$6.4M - $7.09M
|
482K
$62.6M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
74.6KNew |
$6.27M - $6.95M
|
74.6K
$9.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
64.2K+ 39645.68% |
$5.4M - $5.98M
|
64.4K
$8.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58.1K+ 7838.46% |
$4.89M - $5.41M
|
58.8K
$7.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
55.8KNew |
$4.69M - $5.19M
|
55.8K
$7.25M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54.6K+ 10.85% |
$4.59M - $5.09M
|
558K
$72.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
51.4K+ 115.74% |
$4.32M - $4.79M
|
95.8K
$12.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
50.7KNew |
$4.26M - $4.72M
|
50.7K
$6.59M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
49.4K+ 114.54% |
$4.15M - $4.6M
|
92.5K
$12M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
47.1K+ 6.9% |
$3.96M - $4.39M
|
730K
$94.9M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
46.9KNew |
$3.94M - $4.36M
|
46.9K
$6.09M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
46.9K+ 1171300.0% |
$3.94M - $4.36M
|
46.9K
$6.09M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.1KNew |
$3.88M - $4.29M
|
46.1K
$5.99M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.5K+ 2.99% |
$3.74M - $4.14M
|
1.53M
$199M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
44.1K+ 48438.46% |
$3.71M - $4.11M
|
44.2K
$5.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
40.6KNew |
$3.41M - $3.78M
|
40.6K
$5.27M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
39.4K+ 10.32% |
$3.31M - $3.67M
|
421K
$54.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
38.7K+ 1.24% |
$3.26M - $3.61M
|
3.17M
$412M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.8K+ 2.95% |
$3.18M - $3.52M
|
1.32M
$171M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
36.6KNew |
$3.08M - $3.41M
|
36.6K
$4.75M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
36.6K+ 203061.11% |
$3.07M - $3.4M
|
36.6K
$4.75M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
35.4K+ 80.93% |
$2.98M - $3.29M
|
79.1K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34.2K+ 25.22% |
$2.88M - $3.19M
|
170K
$22.1M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
33K+ 9.04% |
$2.78M - $3.08M
|
399K
$51.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
32.2K+ 226.85% |
$2.7M - $2.99M
|
46.3K
$6.02M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6KNew |
$2.66M - $2.95M
|
31.6K
$4.11M
|