Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5M+ 399.91% |
$1.25B - $1.58B
|
19.4M
$2.57B
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.01M+ 422.42% |
$648M - $818M
|
9.9M
$1.31B
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.37MNew |
$515M - $651M
|
6.37M
$844M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.39MNew |
$274M - $346M
|
3.39M
$449M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.65M+ 35.09% |
$215M - $271M
|
10.2M
$1.35B
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.65M+ 35.09% |
$215M - $271M
|
10.2M
$1.35B
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.62M+ 6.09% |
$212M - $268M
|
45.7M
$6.06B
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.1M+ 49526.42% |
$170M - $215M
|
2.1M
$279M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83M+ 163.91% |
$148M - $187M
|
2.95M
$390M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.77M+ 129.25% |
$143M - $181M
|
3.13M
$415M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.6MNew |
$130M - $164M
|
1.6M
$212M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
695K+ 3.78% |
$56.3M - $71M
|
19.1M
$2.53B
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
678KNew |
$54.9M - $69.3M
|
678K
$89.8M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
444KNew |
$36M - $45.4M
|
444K
$58.9M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
419K+ 3.55% |
$33.9M - $42.8M
|
12.2M
$1.62B
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418K+ 27.3% |
$33.8M - $42.7M
|
1.95M
$258M
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
409K+ 31.43% |
$33.1M - $41.8M
|
1.71M
$227M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
387K+ 85.26% |
$31.3M - $39.6M
|
841K
$111M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
341K+ 4.25% |
$27.6M - $34.8M
|
8.36M
$1.11B
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
325K+ 6.0% |
$26.3M - $33.2M
|
5.74M
$761M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
317K+ 9.03% |
$25.7M - $32.4M
|
3.83M
$508M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
300K+ 93.39% |
$24.3M - $30.7M
|
622K
$82.4M
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
255KNew |
$20.6M - $26.1M
|
255K
$33.8M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
205K+ 238.16% |
$16.6M - $20.9M
|
291K
$38.5M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
189K+ 53.67% |
$15.3M - $19.4M
|
542K
$71.9M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
183K+ 313.87% |
$14.8M - $18.7M
|
241K
$31.9M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
177K+ 7334.8% |
$14.3M - $18.1M
|
179K
$23.8M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
176K+ 11.0% |
$14.3M - $18M
|
1.78M
$236M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
176K+ 25.93% |
$14.2M - $18M
|
855K
$113M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
164KNew |
$13.3M - $16.7M
|
164K
$21.7M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156K+ 42.5% |
$12.6M - $15.9M
|
523K
$69.3M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
144K+ 161.01% |
$11.7M - $14.8M
|
234K
$31M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
136K+ 170.16% |
$11M - $13.9M
|
216K
$28.7M
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
125K+ 7.48% |
$10.2M - $12.8M
|
1.8M
$239M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
117K+ 55.0% |
$9.44M - $11.9M
|
328K
$43.5M
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
112K+ 69.49% |
$9.09M - $11.5M
|
274K
$36.3M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
111K+ 48.84% |
$8.95M - $11.3M
|
337K
$44.7M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
104KNew |
$8.38M - $10.6M
|
104K
$13.7M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
103KNew |
$8.34M - $10.5M
|
103K
$13.6M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
103KNew |
$8.31M - $10.5M
|
103K
$13.6M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
102K+ 18.14% |
$8.29M - $10.5M
|
666K
$88.3M
|
|
Jul 28, 2022
Q2 2022
|
Oikos Holdings LLC
|
BUY
|
- |
97.4K+ 31.98% |
$7.88M - $9.95M
|
402K
$53.2M
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
91.6K+ 23.94% |
$7.42M - $9.36M
|
474K
$62.9M
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
81.3K+ 53.44% |
$6.58M - $8.31M
|
233K
$30.9M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
79K+ 11.67% |
$6.39M - $8.07M
|
755K
$100M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
77.2K+ 558.56% |
$6.25M - $7.89M
|
91K
$12.1M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
76.5K+ 44.83% |
$6.2M - $7.82M
|
247K
$32.8M
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
75.6KNew |
$6.12M - $7.73M
|
75.6K
$10M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
74.5K+ 31.84% |
$6.03M - $7.61M
|
308K
$40.9M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
74K+ 55.03% |
$5.99M - $7.56M
|
208K
$27.6M
|