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 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-180- 1.77% |
$15.1K - $16.8K
|
10K
$1.21M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-181Closed |
$15.2K - $16.9K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-183- 2.13% |
$15.4K - $17K
|
8.42K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-186- 6.85% |
$15.6K - $17.3K
|
2.53K
$307K
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-192- 0.71% |
$16.2K - $17.9K
|
26.7K
$3.25M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-198- 37.15% |
$16.7K - $18.4K
|
335
$40.7K
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-198- 5.47% |
$16.7K - $18.4K
|
3.42K
$416K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-200- 3.36% |
$16.8K - $18.6K
|
5.75K
$698K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 3.21% |
$16.8K - $18.6K
|
6.03K
$731K
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-205- 0.9% |
$17.2K - $19.1K
|
22.5K
$2.73M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-209- 13.27% |
$17.6K - $19.5K
|
1.37K
$166K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-213- 1.16% |
$17.9K - $19.8K
|
18.2K
$2.21M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-217- 1.66% |
$18.3K - $20.2K
|
12.8K
$1.56M
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-219- 4.79% |
$18.4K - $20.4K
|
4.35K
$528K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-220- 8.27% |
$18.5K - $20.5K
|
2.44K
$296K
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-222- 0.2% |
$18.7K - $20.7K
|
112K
$13.6M
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-225- 0.15% |
$18.9K - $21K
|
147K
$17.8M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-225- 5.01% |
$18.9K - $21K
|
4.26K
$517K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-231- 90.94% |
$19.4K - $21.5K
|
23
$2.79K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-233- 9.35% |
$19.6K - $21.7K
|
2.26K
$274K
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-242- 0.27% |
$20.4K - $22.5K
|
91.1K
$11.1M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-242- 2.81% |
$20.4K - $22.5K
|
8.38K
$1.02M
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-245- 1.31% |
$20.6K - $22.8K
|
18.5K
$2.25M
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-253- 7.04% |
$21.3K - $23.6K
|
3.34K
$406K
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-263- 2.11% |
$22.1K - $24.5K
|
12.2K
$1.48M
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-265- 2.4% |
$22.3K - $24.7K
|
10.8K
$1.31M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-268- 2.97% |
$22.5K - $25K
|
8.75K
$1.06M
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-275- 1.61% |
$23.1K - $25.6K
|
16.8K
$2.05M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-279- 1.89% |
$23.5K - $26K
|
14.5K
$1.76M
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-283- 10.6% |
$23.8K - $26.4K
|
2.39K
$290K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-284- 23.07% |
$23.9K - $26.5K
|
947
$115K
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-287- 3.91% |
$24.1K - $26.7K
|
7.06K
$857K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-292- 0.24% |
$24.6K - $27.2K
|
122K
$14.9M
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-309- 39.82% |
$26K - $28.8K
|
467
$56.7K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-316- 4.51% |
$26.6K - $29.4K
|
6.69K
$812K
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-321- 1.11% |
$27K - $29.9K
|
28.7K
$3.48M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-328- 1.31% |
$27.6K - $30.6K
|
24.8K
$3.01M
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-332- 0.33% |
$27.9K - $30.9K
|
101K
$12.3M
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-334- 4.39% |
$28.1K - $31.1K
|
7.27K
$882K
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-334- 9.22% |
$28.1K - $31.1K
|
3.29K
$399K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-335- 4.58% |
$28.2K - $31.2K
|
6.98K
$848K
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-357- 8.66% |
$30K - $33.3K
|
3.77K
$457K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-358- 0.32% |
$30.1K - $33.3K
|
110K
$13.4M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-359- 0.9% |
$30.2K - $33.4K
|
39.7K
$4.82M
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-366- 0.44% |
$30.8K - $34.1K
|
83.2K
$10.1M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-367- 1.63% |
$30.9K - $34.2K
|
22.1K
$2.69M
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-369- 5.34% |
$31K - $34.4K
|
6.54K
$793K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-380- 2.19% |
$32K - $35.4K
|
17K
$2.06M
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-382- 2.88% |
$32.1K - $35.6K
|
12.9K
$1.56M
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-385- 2.14% |
$32.4K - $35.9K
|
17.6K
$2.14M
|