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 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-256- 2.39% |
$20.7K - $26.2K
|
10.5K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-264- 1.13% |
$21.4K - $27K
|
23.2K
$3.08M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-265- 79.34% |
$21.5K - $27.1K
|
69
$9.17K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-278- 7.71% |
$22.5K - $28.4K
|
3.33K
$443K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-283- 0.97% |
$22.9K - $28.9K
|
28.8K
$3.83M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-283- 94.65% |
$22.9K - $28.9K
|
16
$2.13K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-283- 1.73% |
$22.9K - $28.9K
|
16.1K
$2.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.93% |
$23.1K - $29.1K
|
9.45K
$1.26M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-290- 5.43% |
$23.5K - $29.6K
|
5.05K
$672K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-300- 10.27% |
$24.3K - $30.7K
|
2.62K
$348K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-300- 0.76% |
$24.3K - $30.7K
|
38.9K
$5.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-300- 4.15% |
$24.3K - $30.7K
|
6.92K
$920K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-307- 11.14% |
$24.9K - $31.4K
|
2.45K
$326K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-311- 0.87% |
$25.2K - $31.8K
|
35.6K
$4.74M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-314- 4.3% |
$25.4K - $32.1K
|
6.99K
$930K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-314- 0.48% |
$25.4K - $32.1K
|
64.6K
$8.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-317- 1.58% |
$25.7K - $32.4K
|
19.8K
$2.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-340- 11.18% |
$27.5K - $34.7K
|
2.7K
$359K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-352- 1.33% |
$28.5K - $36K
|
26.1K
$3.48M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-357- 0.68% |
$28.9K - $36.5K
|
52.4K
$6.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-361- 1.2% |
$29.2K - $36.9K
|
29.6K
$3.94M
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-375- 2.23% |
$30.4K - $38.3K
|
16.4K
$2.19M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-376- 12.84% |
$30.4K - $38.4K
|
2.55K
$339K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-396- 1.55% |
$32.1K - $40.5K
|
25.1K
$3.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-400- 10.73% |
$32.4K - $40.9K
|
3.33K
$443K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-400- 1.78% |
$32.4K - $40.9K
|
22.1K
$2.94M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-402- 4.55% |
$32.5K - $41.1K
|
8.43K
$1.12M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-404- 12.99% |
$32.7K - $41.3K
|
2.71K
$360K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-406- 1.21% |
$32.9K - $41.5K
|
33.2K
$4.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-414- 9.93% |
$33.5K - $42.3K
|
3.76K
$500K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-426- 8.17% |
$34.5K - $43.5K
|
4.79K
$636K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-435- 0.91% |
$35.2K - $44.5K
|
47.6K
$6.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-440- 5.3% |
$35.6K - $45K
|
7.86K
$1.04M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-441- 12.53% |
$35.7K - $45.1K
|
3.08K
$409K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-444- 6.9% |
$35.9K - $45.4K
|
5.99K
$796K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-460- 29.87% |
$37.2K - $47K
|
1.08K
$144K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-461- 3.24% |
$37.3K - $47.1K
|
13.8K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-470- 1.35% |
$38.1K - $48K
|
34.3K
$4.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-481- 96.01% |
$38.9K - $49.2K
|
20
$2.66K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-495- 10.8% |
$40.1K - $50.6K
|
4.09K
$544K
|
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-525- 5.25% |
$42.5K - $53.6K
|
9.48K
$1.26M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-533- 12.53% |
$43.2K - $54.5K
|
3.72K
$495K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-533- 8.95% |
$43.2K - $54.5K
|
5.42K
$721K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-558- 1.86% |
$45.2K - $57K
|
29.5K
$3.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-567- 10.64% |
$45.9K - $57.9K
|
4.76K
$633K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-568- 0.08% |
$46K - $58K
|
691K
$91.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-570- 20.29% |
$46.1K - $58.2K
|
2.24K
$298K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-602- 19.34% |
$48.7K - $61.5K
|
2.51K
$334K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-608- 10.39% |
$49.2K - $62.1K
|
5.25K
$697K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-608- 7.47% |
$49.2K - $62.1K
|
7.53K
$1M
|