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
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.25KNew |
$189K - $209K
|
2.25K
$292K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.22K+ 1.67% |
$187K - $207K
|
136K
$17.6M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.22K+ 3.91% |
$186K - $206K
|
58.9K
$7.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.21KNew |
$186K - $206K
|
2.21K
$288K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.2K+ 8.34% |
$185K - $205K
|
28.6K
$3.72M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 27.45% |
$175K - $193K
|
9.64K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 1.07% |
$174K - $193K
|
195K
$25.4M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.06KNew |
$174K - $192K
|
2.06K
$268K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.04K+ 1672.95% |
$172K - $190K
|
2.16K
$281K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.02K+ 0.61% |
$170K - $189K
|
334K
$43.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.99K+ 25.33% |
$167K - $185K
|
9.83K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.97K+ 16.27% |
$166K - $184K
|
14.1K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.95K+ 70.24% |
$164K - $182K
|
4.73K
$614K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.95K+ 55.94% |
$164K - $181K
|
5.43K
$706K
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.91K+ 61.81% |
$161K - $178K
|
5K
$650K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.9KNew |
$160K - $177K
|
1.9K
$247K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.89K+ 13.74% |
$159K - $176K
|
15.6K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.84K+ 6.17% |
$155K - $172K
|
31.7K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.74K+ 4565.79% |
$146K - $162K
|
1.77K
$231K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.72K+ 2.38% |
$145K - $160K
|
74K
$9.62M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.72K+ 70.41% |
$145K - $160K
|
4.16K
$541K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.66K+ 8.7% |
$139K - $154K
|
20.7K
$2.69M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.65K+ 21.62% |
$138K - $153K
|
9.26K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.62K+ 22.23% |
$136K - $151K
|
8.9K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.58K+ 2.82% |
$133K - $148K
|
57.8K
$7.52M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.57K+ 11.35% |
$132K - $146K
|
15.4K
$2M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.55K+ 17.7% |
$131K - $145K
|
10.3K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.53K+ 1.72% |
$128K - $142K
|
90.3K
$11.7M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.52K+ 16.04% |
$128K - $142K
|
11K
$1.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.5K+ 0.6% |
$126K - $140K
|
253K
$32.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.47K+ 0.44% |
$124K - $137K
|
335K
$43.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.46K+ 2.87% |
$123K - $136K
|
52.2K
$6.79M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 1.38% |
$122K - $135K
|
106K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.38K+ 35.57% |
$116K - $128K
|
5.26K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.37K+ 7.43% |
$116K - $128K
|
19.9K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 0.18% |
$115K - $127K
|
741K
$96.3M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.32K+ 55.64% |
$111K - $123K
|
3.69K
$479K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.31K+ 25.1% |
$110K - $122K
|
6.51K
$846K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.3K+ 1.1% |
$110K - $121K
|
120K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.3K+ 9.96% |
$110K - $121K
|
14.4K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.27K+ 1.59% |
$107K - $118K
|
81.1K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.21K+ 32.02% |
$101K - $112K
|
4.97K
$646K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.2KNew |
$101K - $111K
|
1.2K
$155K
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.15K+ 1.3% |
$97.1K - $107K
|
89.8K
$11.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.15K+ 12.51% |
$96.8K - $107K
|
10.4K
$1.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.08K+ 3.66% |
$91.2K - $101K
|
30.7K
$3.99M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.08K+ 1.69% |
$90.6K - $100K
|
64.8K
$8.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
1.07K+ 20.33% |
$90.2K - $99.9K
|
6.35K
$825K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.07K+ 1.93% |
$89.9K - $99.6K
|
56.6K
$7.35M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.07K+ 10.46% |
$89.7K - $99.3K
|
11.3K
$1.46M
|