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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-382- 2.88% |
$32.1K - $35.6K
|
12.9K
$1.66M
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-385- 2.14% |
$32.4K - $35.9K
|
17.6K
$2.27M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-387- 1.24% |
$32.6K - $36K
|
30.8K
$3.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-394- 97.52% |
$33.1K - $36.7K
|
10
$1.29K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-399- 9.49% |
$33.6K - $37.2K
|
3.81K
$490K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-415- 31.68% |
$34.9K - $38.7K
|
895
$115K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-428- 59.12% |
$36K - $39.9K
|
296
$38.1K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-430- 1.06% |
$36.2K - $40.1K
|
40.1K
$5.16M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-431- 1.18% |
$36.3K - $40.1K
|
36.2K
$4.65M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-436- 7.58% |
$36.7K - $40.6K
|
5.32K
$684K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-441- 0.73% |
$37.1K - $41.1K
|
59.6K
$7.67M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-450- 5.48% |
$37.9K - $41.9K
|
7.76K
$998K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-452- 0.61% |
$38K - $42.1K
|
73.2K
$9.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-493- 1.5% |
$41.5K - $45.9K
|
32.4K
$4.17M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 8.25% |
$42.1K - $46.6K
|
5.56K
$715K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 8.25% |
$42.1K - $46.6K
|
5.56K
$715K
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-517- 8.55% |
$43.5K - $48.2K
|
5.53K
$712K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-528- 2.82% |
$44.4K - $49.2K
|
18.2K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-550- 5.77% |
$46.3K - $51.2K
|
8.99K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-555- 31.82% |
$46.7K - $51.7K
|
1.19K
$153K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-558- 9.97% |
$46.9K - $52K
|
5.04K
$648K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-570- 10.33% |
$47.9K - $53.1K
|
4.95K
$637K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-572- 19.16% |
$48.1K - $53.3K
|
2.41K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-591- 5.91% |
$49.7K - $55.1K
|
9.41K
$1.21M
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-595- 21.02% |
$50.1K - $55.4K
|
2.24K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-600- 16.67% |
$50.5K - $55.9K
|
3K
$386K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-625- 13.4% |
$52.6K - $58.2K
|
4.04K
$520K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-635- 16.31% |
$53.4K - $59.2K
|
3.26K
$419K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-651- 13.57% |
$54.8K - $60.6K
|
4.15K
$533K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-680- 2.03% |
$57.2K - $63.3K
|
32.8K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-691- 10.12% |
$58.1K - $64.4K
|
6.13K
$789K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-712- 0.99% |
$59.9K - $66.3K
|
71.3K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-716- 1.2% |
$60.2K - $66.7K
|
59.1K
$7.6M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-723- 9.48% |
$60.8K - $67.3K
|
6.91K
$889K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-739- 2.66% |
$62.2K - $68.8K
|
27K
$3.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-746- 3.89% |
$62.8K - $69.5K
|
18.4K
$2.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-754- 7.64% |
$63.4K - $70.2K
|
9.11K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-754- 19.88% |
$63.4K - $70.2K
|
3.04K
$391K
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-761- 1.9% |
$64K - $70.9K
|
39.3K
$5.05M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-762- 1.51% |
$64.1K - $71K
|
49.8K
$6.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-776- 17.98% |
$65.3K - $72.3K
|
3.54K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-791- 6.89% |
$66.5K - $73.7K
|
10.7K
$1.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-806- 8.77% |
$67.8K - $75.1K
|
8.39K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-818- 3.06% |
$68.8K - $76.2K
|
25.9K
$3.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-822- 7.69% |
$69.1K - $76.6K
|
9.86K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-845- 3.63% |
$71.1K - $78.7K
|
22.5K
$2.89M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-849- 28.01% |
$71.4K - $79.1K
|
2.18K
$281K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-867- 12.64% |
$72.9K - $80.8K
|
5.99K
$771K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-874- 16.41% |
$73.5K - $81.4K
|
4.45K
$573K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-880- 0.95% |
$74K - $82K
|
91.6K
$11.8M
|