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 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.49K- 64.99% |
$120K - $152K
|
800
$106K
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.52K- 18.03% |
$123K - $155K
|
6.9K
$915K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.53K- 54.47% |
$124K - $156K
|
1.28K
$170K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.65K- 5.41% |
$134K - $169K
|
28.9K
$3.82M
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1.68K- 1.08% |
$136K - $171K
|
154K
$20.4M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.73K- 26.57% |
$140K - $176K
|
4.77K
$632K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.73K- 25.14% |
$140K - $176K
|
5.14K
$681K
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.73K- 20.69% |
$140K - $177K
|
6.63K
$879K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.76K- 1.52% |
$142K - $180K
|
114K
$15.1M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 9.59% |
$143K - $181K
|
16.7K
$2.21M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.8K- 26.32% |
$146K - $184K
|
5.03K
$667K
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.8K- 5.69% |
$146K - $184K
|
29.8K
$3.95M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.82K- 27.75% |
$148K - $186K
|
4.75K
$629K
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.85K- 13.59% |
$149K - $189K
|
11.7K
$1.55M
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.85K- 2.65% |
$150K - $189K
|
67.9K
$9M
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.86K- 1.41% |
$151K - $190K
|
130K
$17.3M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-1.88K- 9.48% |
$152K - $192K
|
17.9K
$2.38M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.88K- 3.11% |
$152K - $192K
|
58.7K
$7.78M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.88K- 3.11% |
$152K - $192K
|
58.7K
$7.78M
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-1.9K- 1.63% |
$154K - $194K
|
115K
$15.2M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.92K- 1.04% |
$155K - $196K
|
183K
$24.2M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.96K- 11.03% |
$159K - $200K
|
15.8K
$2.1M
|
|
Jul 08, 2022
Q2 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.99KClosed |
$161K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.99KClosed |
$161K - $203K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.01KClosed |
$163K - $206K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.02K- 1.58% |
$163K - $206K
|
126K
$16.6M
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.05KClosed |
$166K - $209K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.05KClosed |
$166K - $210K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-2.06KClosed |
$166K - $210K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.06KClosed |
$167K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.06KClosed |
$167K - $211K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.06KClosed |
$167K - $211K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-2.08KClosed |
$168K - $212K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.09KClosed |
$169K - $213K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.1K- 9.01% |
$170K - $214K
|
21.2K
$2.81M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.1K- 5.9% |
$170K - $214K
|
33.5K
$4.44M
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.1K- 8.46% |
$170K - $215K
|
22.7K
$3.01M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.11KClosed |
$171K - $215K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.12KClosed |
$171K - $216K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.12KClosed |
$172K - $217K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.12KClosed |
$172K - $217K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.13K- 2.05% |
$172K - $217K
|
102K
$13.5M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.14K- 14.7% |
$173K - $218K
|
12.4K
$1.64M
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-2.15KClosed |
$174K - $220K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.15KClosed |
$174K - $220K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.16KClosed |
$174K - $220K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.16KClosed |
$175K - $221K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.16K- 4.48% |
$175K - $221K
|
46.1K
$6.1M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-2.16K- 6.19% |
$175K - $221K
|
32.8K
$4.34M
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-2.18KClosed |
$176K - $222K
|
0
$0
|