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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
31.4K+ 2.7% |
$2.64M - $2.92M
|
1.19M
$157M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31.3K+ 5.7% |
$2.64M - $2.92M
|
581K
$76.4M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
29.5K+ 6.51% |
$2.49M - $2.75M
|
483K
$63.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
28.6K+ 3.04% |
$2.4M - $2.66M
|
969K
$127M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.5K+ 12.33% |
$2.4M - $2.66M
|
260K
$34.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
28.3K+ 0.89% |
$2.38M - $2.64M
|
3.23M
$424M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.3K+ 7.56% |
$2.38M - $2.64M
|
403K
$53M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28.3K+ 1140.76% |
$2.38M - $2.63M
|
30.7K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
27.9K+ 6.25% |
$2.34M - $2.59M
|
474K
$62.3M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25.8K+ 6.21% |
$2.17M - $2.4M
|
441K
$58M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.7K+ 44.5% |
$2.16M - $2.4M
|
83.6K
$11M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
24.7K+ 104.09% |
$2.08M - $2.3M
|
48.5K
$6.38M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22K+ 38.78% |
$1.85M - $2.05M
|
78.6K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
21.4K+ 158.86% |
$1.8M - $1.99M
|
34.8K
$4.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
21.2K+ 4.24% |
$1.78M - $1.98M
|
521K
$68.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21K+ 4.88% |
$1.76M - $1.95M
|
450K
$59.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 36.36% |
$1.68M - $1.86M
|
75K
$9.86M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20K+ 18140.0% |
$1.68M - $1.86M
|
20.1K
$2.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
19.6K+ 250.25% |
$1.65M - $1.83M
|
27.5K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
19K+ 15.73% |
$1.6M - $1.77M
|
140K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.8K+ 8.67% |
$1.5M - $1.66M
|
223K
$29.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.5K+ 0.3% |
$1.47M - $1.63M
|
5.81M
$764M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.2K+ 127.61% |
$1.45M - $1.6M
|
30.7K
$4.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17K+ 0.55% |
$1.43M - $1.58M
|
3.12M
$410M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
16.9K+ 1.51% |
$1.42M - $1.57M
|
1.13M
$149M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.1K+ 7.38% |
$1.35M - $1.5M
|
234K
$30.8M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
15.8K+ 17.87% |
$1.33M - $1.47M
|
104K
$13.7M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
15K+ 1.73% |
$1.26M - $1.39M
|
878K
$116M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
14.8K+ 8.05% |
$1.24M - $1.38M
|
198K
$26.1M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
14.5K+ 5.27% |
$1.22M - $1.35M
|
290K
$38.2M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13.4K+ 5.36% |
$1.12M - $1.24M
|
263K
$34.5M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.9K+ 5.73% |
$1.09M - $1.2M
|
238K
$31.3M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.5KNew |
$1.05M - $1.16M
|
12.5K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.1K+ 115.14% |
$1.02M - $1.13M
|
22.7K
$2.98M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
12.1KNew |
$1.02M - $1.13M
|
12.1K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.9KNew |
$1M - $1.11M
|
11.9K
$1.57M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11.8KNew |
$988K - $1.09M
|
11.8K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.6K+ 112.29% |
$973K - $1.08M
|
21.9K
$2.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2KNew |
$946K - $1.05M
|
11.2K
$1.48M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
11.2K+ 9.82% |
$944K - $1.05M
|
126K
$16.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
11.2K+ 31.47% |
$939K - $1.04M
|
46.6K
$6.13M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
11.1KNew |
$935K - $1.04M
|
11.1K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
11.1KNew |
$934K - $1.03M
|
11.1K
$1.46M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
10.2K+ 4.29% |
$860K - $953K
|
249K
$32.7M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10.2K+ 20364.0% |
$857K - $948K
|
10.2K
$1.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.91K+ 4.93% |
$834K - $923K
|
211K
$27.7M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.62K+ 2.28% |
$809K - $896K
|
431K
$56.6M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.29K+ 12.23% |
$781K - $865K
|
85.2K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
9.27K+ 7.34% |
$780K - $864K
|
136K
$17.8M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.03K+ 21.18% |
$760K - $842K
|
51.7K
$6.8M
|