Purchases and Sales Made in Q1 2023 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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
Continuum Advisory, LLC

Eagle, ID
BUY
 -
152
+ 4.89%
$12.8K - $14.2K
3.26K $424K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
152
+ 4.89%
$12.8K - $14.2K
3.26K $424K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
151
+ 4.71%
$12.7K - $14.1K
3.36K $437K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
136
+ 4.09%
$11.4K - $12.7K
3.46K $450K
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
134
+ 3.62%
$11.3K - $12.5K
3.84K $499K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
131
+ 0.43%
$11K - $12.2K
30.5K $3.97M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
130
New
$10.9K - $12.1K
130 $16.9K
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
123
+ 2.34%
$10.3K - $11.5K
5.38K $700K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
119
+ 1.23%
$10K - $11.1K
9.81K $1.28M
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

BUY
 -
111
+ 0.54%
$9.34K - $10.3K
20.5K $2.66M
May 05, 2023 Q1 2023
Verus Financial Partners, Inc.

BUY
 -
105
+ 0.4%
$8.83K - $9.78K
26.4K $3.43M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
104
+ 2.56%
$8.75K - $9.69K
4.17K $542K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
98
+ 0.54%
$8.24K - $9.13K
18.3K $2.38M
Apr 21, 2023 Q1 2023
Legacy Financial Group LLC

BUY
 -
96
+ 0.38%
$8.08K - $8.94K
25.2K $3.27M
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
96
+ 0.4%
$8.08K - $8.94K
24.4K $3.17M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
96
+ 1.08%
$8.08K - $8.94K
9.01K $1.17M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
94
+ 132.39%
$7.91K - $8.76K
165 $21.5K
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
92
+ 3.0%
$7.74K - $8.57K
3.16K $410K
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
91
+ 3.99%
$7.65K - $8.48K
2.37K $308K
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
88
+ 3.06%
$7.4K - $8.2K
2.97K $385K
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
81
New
$6.81K - $7.55K
81 $10.5K
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
74
+ 0.11%
$6.22K - $6.89K
68K $8.84M
Apr 27, 2023 Q1 2023
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
73
+ 0.16%
$6.14K - $6.8K
46.6K $6.05M
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
71
+ 0.13%
$5.97K - $6.61K
55.3K $7.19M
Apr 27, 2023 Q1 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
64
+ 0.17%
$5.38K - $5.96K
37.3K $4.85M
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
62
+ 0.35%
$5.22K - $5.78K
18K $2.34M
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
61
+ 6.8%
$5.13K - $5.68K
958 $125K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
59
+ 1.11%
$4.96K - $5.5K
5.36K $696K
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
59
+ 14.53%
$4.96K - $5.5K
465 $60.5K
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
55
+ 8.18%
$4.63K - $5.12K
727 $94.5K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
50
+ 0.69%
$4.21K - $4.66K
7.32K $952K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
49
New
$4.12K - $4.56K
49 $6.37K
May 03, 2023 Q1 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
48
+ 11.88%
$4.04K - $4.47K
452 $58.8K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
44
+ 1.24%
$3.7K - $4.1K
3.6K $469K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
43
+ 12.57%
$3.62K - $4.01K
385 $50.1K
May 12, 2023 Q1 2023
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
42
+ 1.34%
$3.53K - $3.91K
3.18K $413K
May 15, 2023 Q1 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
41
+ 1.72%
$3.45K - $3.82K
2.43K $316K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
40
+ 0.03%
$3.36K - $3.73K
116K $15.1M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
38
+ 0.09%
$3.2K - $3.54K
40.4K $5.26M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
38
+ 0.15%
$3.2K - $3.54K
24.9K $3.24M
May 12, 2023 Q1 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
37
+ 0.61%
$3.11K - $3.45K
6.08K $790K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
34
+ 0.23%
$2.86K - $3.17K
14.9K $1.93M
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
32
+ 0.34%
$2.69K - $2.98K
9.55K $1.24M
Apr 18, 2023 Q1 2023
Greenhouse Wealth Management, LLC

BUY
 -
30
+ 0.39%
$2.52K - $2.79K
7.79K $1.01M
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
29
New
$2.44K - $2.7K
29 $3.77K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
26
New
$2.19K - $2.42K
26 $3.38K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
25
New
$2.1K - $2.33K
25 $3.25K
May 05, 2023 Q1 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
23
+ 0.39%
$1.93K - $2.14K
5.95K $774K
May 11, 2023 Q1 2023
Planning Directions Inc

BUY
 -
21
+ 0.4%
$1.77K - $1.96K
5.29K $688K

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