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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-82- 2.2% |
$6.64K - $8.38K
|
3.65K
$483K
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-84- 1.51% |
$6.8K - $8.58K
|
5.47K
$724K
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-86- 14.45% |
$6.96K - $8.79K
|
509
$67.5K
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-87Closed |
$7.04K - $8.89K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-94- 2.92% |
$7.61K - $9.61K
|
3.12K
$414K
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-99- 2.24% |
$8.02K - $10.1K
|
4.31K
$572K
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-100- 0.28% |
$8.1K - $10.2K
|
36.3K
$4.81M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-101- 15.49% |
$8.18K - $10.3K
|
551
$73K
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-103- 0.27% |
$8.34K - $10.5K
|
38.2K
$5.06M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-104- 0.44% |
$8.42K - $10.6K
|
23.6K
$3.13M
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-104- 0.14% |
$8.42K - $10.6K
|
73.6K
$9.75M
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-107- 2.1% |
$8.66K - $10.9K
|
4.98K
$660K
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-109- 1.53% |
$8.82K - $11.1K
|
7.01K
$930K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-110- 1.02% |
$8.91K - $11.2K
|
10.7K
$1.42M
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-111- 38.81% |
$8.99K - $11.3K
|
175
$23.2K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-111- 0.91% |
$8.99K - $11.3K
|
12.1K
$1.6M
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-120- 2.01% |
$9.72K - $12.3K
|
5.86K
$776K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-122- 21.98% |
$9.88K - $12.5K
|
433
$57.4K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-132- 61.97% |
$10.7K - $13.5K
|
81
$10.7K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-134- 0.86% |
$10.8K - $13.7K
|
15.5K
$2.06M
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-136- 1.83% |
$11K - $13.9K
|
7.29K
$966K
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-140- 0.23% |
$11.3K - $14.3K
|
60.8K
$8.05M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-146- 4.71% |
$11.8K - $14.9K
|
2.95K
$391K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-147- 1.58% |
$11.9K - $15K
|
9.18K
$1.22M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-151- 1.05% |
$12.2K - $15.4K
|
14.3K
$1.89M
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-152- 3.89% |
$12.3K - $15.5K
|
3.76K
$498K
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-153- 0.7% |
$12.4K - $15.6K
|
21.6K
$2.86M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-160- 0.42% |
$13K - $16.4K
|
37.7K
$4.99M
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-161- 3.32% |
$13K - $16.5K
|
4.69K
$622K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-169- 5.73% |
$13.7K - $17.3K
|
2.78K
$368K
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-180- 3.75% |
$14.6K - $18.4K
|
4.62K
$612K
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-180- 5.68% |
$14.6K - $18.4K
|
2.99K
$396K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-190- 3.25% |
$15.4K - $19.4K
|
5.66K
$750K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-191- 2.05% |
$15.5K - $19.5K
|
9.13K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-192- 10.26% |
$15.5K - $19.6K
|
1.68K
$223K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-194Closed |
$15.7K - $19.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 4.89% |
$16.2K - $20.4K
|
3.89K
$515K
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-200- 2.02% |
$16.2K - $20.4K
|
9.7K
$1.29M
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-201- 1.02% |
$16.3K - $20.5K
|
19.5K
$2.58M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-201- 5.5% |
$16.3K - $20.5K
|
3.45K
$458K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-203Closed |
$16.4K - $20.7K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-213- 0.96% |
$17.2K - $21.8K
|
21.9K
$2.9M
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-213- 0.48% |
$17.2K - $21.8K
|
44.2K
$5.86M
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-223- 1.79% |
$18.1K - $22.8K
|
12.3K
$1.62M
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-236- 1.39% |
$19.1K - $24.1K
|
16.7K
$2.22M
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-249- 6.33% |
$20.2K - $25.4K
|
3.69K
$488K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-252- 7.86% |
$20.4K - $25.8K
|
2.96K
$392K
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-254- 0.41% |
$20.6K - $26K
|
62K
$8.22M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-255Closed |
$20.6K - $26.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-256- 2.39% |
$20.7K - $26.2K
|
10.5K
$1.39M
|