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 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.03K- 3.8% |
$86.6K - $95.9K
|
26.1K
$3.46M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.03K- 2.95% |
$86.8K - $96.1K
|
34K
$4.5M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.1K- 5.22% |
$92.5K - $102K
|
20K
$2.64M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.11K- 1.53% |
$93.6K - $104K
|
71.8K
$9.51M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.12K- 24.14% |
$93.8K - $104K
|
3.5K
$464K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 13.22% |
$94.6K - $105K
|
7.38K
$977K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.13K- 3.55% |
$95.1K - $105K
|
30.7K
$4.06M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.13K- 21.84% |
$95.4K - $106K
|
4.06K
$538K
|
|
|
May 08, 2023
Q1 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.14K- 9.08% |
$95.6K - $106K
|
11.4K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.15K- 5.47% |
$96.6K - $107K
|
19.9K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.15K- 0.94% |
$97K - $107K
|
121K
$16.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.16K- 12.91% |
$97.3K - $108K
|
7.81K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.18K- 12.35% |
$99K - $110K
|
8.36K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.18K- 5.22% |
$99.2K - $110K
|
21.4K
$2.84M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.18K- 21.65% |
$99.3K - $110K
|
4.27K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 2.35% |
$109K - $120K
|
53.7K
$7.11M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-1.29K- 3.94% |
$109K - $120K
|
31.5K
$4.17M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.32K- 18.29% |
$111K - $122K
|
5.87K
$778K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.34K- 0.3% |
$113K - $125K
|
450K
$59.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 5.51% |
$119K - $132K
|
24.3K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.42K- 2.14% |
$120K - $133K
|
65K
$8.62M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.52K- 11.47% |
$128K - $142K
|
11.7K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.53K- 5.36% |
$129K - $143K
|
27K
$3.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.56K- 40.27% |
$131K - $145K
|
2.31K
$306K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.57K- 8.87% |
$132K - $146K
|
16.1K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.64K- 0.33% |
$138K - $153K
|
494K
$65.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.65K- 44.91% |
$139K - $153K
|
2.02K
$268K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.65K- 35.47% |
$139K - $154K
|
3K
$398K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 13.15% |
$140K - $155K
|
11K
$1.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.7K- 13.99% |
$143K - $158K
|
10.5K
$1.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.77K- 21.25% |
$149K - $165K
|
6.56K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.78K- 10.66% |
$150K - $166K
|
14.9K
$1.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.93K- 4.23% |
$163K - $180K
|
43.7K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.95K- 0.93% |
$164K - $182K
|
209K
$27.6M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.08K- 10.22% |
$175K - $193K
|
18.2K
$2.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.09K- 9.89% |
$176K - $195K
|
19K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.15K- 95.89% |
$181K - $200K
|
92
$12.2K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.19K- 2.5% |
$184K - $204K
|
85.5K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.27K- 3.72% |
$191K - $211K
|
58.7K
$7.78M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.29K- 23.26% |
$193K - $214K
|
7.57K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.3K- 5.12% |
$193K - $214K
|
42.5K
$5.63M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.37K- 9.38% |
$200K - $221K
|
22.9K
$3.04M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.4K- 22.69% |
$202K - $224K
|
8.19K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.43K- 5.94% |
$205K - $227K
|
38.6K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.45K- 35.01% |
$206K - $228K
|
4.55K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.54K- 43.33% |
$213K - $236K
|
3.32K
$439K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.58K- 1.72% |
$217K - $240K
|
147K
$19.5M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.58K- 7.71% |
$217K - $240K
|
30.9K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.59K- 28.16% |
$218K - $241K
|
6.6K
$874K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.6K- 28.29% |
$219K - $242K
|
6.58K
$872K
|