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
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.6K- 11.17% |
$453K - $572K
|
44.5K
$5.9M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-5.91KClosed |
$479K - $604K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6K- 64.99% |
$486K - $613K
|
3.23K
$428K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.01K- 1.98% |
$487K - $614K
|
298K
$39.5M
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-6.23KClosed |
$504K - $637K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.55K- 6.99% |
$530K - $669K
|
87.1K
$11.5M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.63K- 14.21% |
$537K - $678K
|
40.1K
$5.31M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6.66K- 15.14% |
$539K - $680K
|
37.3K
$4.95M
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 14.69% |
$540K - $681K
|
38.7K
$5.13M
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-6.84KClosed |
$554K - $699K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.95K- 1.38% |
$562K - $710K
|
496K
$65.8M
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-6.96KClosed |
$563K - $711K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-7.13K- 69.11% |
$577K - $728K
|
3.19K
$422K
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
SELL
|
- |
-7.21K- 1.23% |
$584K - $737K
|
578K
$76.6M
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-7.34K- 7.55% |
$594K - $750K
|
89.8K
$11.9M
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-7.57KClosed |
$613K - $774K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-7.66K- 5.89% |
$620K - $783K
|
122K
$16.2M
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-7.79K- 2.77% |
$630K - $796K
|
274K
$36.3M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.14K- 5.58% |
$659K - $832K
|
138K
$18.2M
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-8.4K- 12.11% |
$680K - $858K
|
61K
$8.08M
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-8.45K- 42.6% |
$684K - $863K
|
11.4K
$1.51M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.82K- 6.78% |
$714K - $901K
|
121K
$16.1M
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-8.89KClosed |
$719K - $908K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.19K- 3.53% |
$744K - $939K
|
251K
$33.3M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9.27K- 8.04% |
$750K - $947K
|
106K
$14M
|
|
Jul 20, 2022
Q2 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-9.46K- 3.83% |
$766K - $967K
|
238K
$31.5M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.47K- 61.88% |
$767K - $968K
|
5.84K
$773K
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-9.79K- 9.18% |
$793K - $1M
|
96.8K
$12.8M
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-10K- 11.33% |
$813K - $1.03M
|
78.6K
$10.4M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.5K- 26.18% |
$846K - $1.07M
|
29.5K
$3.91M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-10.6K- 2.68% |
$861K - $1.09M
|
387K
$51.2M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.2K- 65.73% |
$907K - $1.14M
|
5.84K
$774K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.3K- 2.63% |
$917K - $1.16M
|
419K
$55.6M
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.2KClosed |
$988K - $1.25M
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-12.2KClosed |
$990K - $1.25M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.4K- 18.62% |
$1.01M - $1.27M
|
54.3K
$7.19M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.6K- 38.98% |
$1.02M - $1.29M
|
19.7K
$2.62M
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-13.2K- 5.53% |
$1.07M - $1.35M
|
225K
$29.8M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-14.8K- 2.37% |
$1.2M - $1.52M
|
612K
$81M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.9K- 42.49% |
$1.2M - $1.52M
|
20.1K
$2.67M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-15.1K- 99.92% |
$1.22M - $1.54M
|
12
$1.59K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15.8K- 10.89% |
$1.28M - $1.62M
|
129K
$17.2M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.2K- 5.58% |
$1.31M - $1.66M
|
275K
$36.4M
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 7.17% |
$1.34M - $1.69M
|
214K
$28.3M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16.9K- 78.81% |
$1.37M - $1.73M
|
4.55K
$602K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-18.6K- 3.05% |
$1.5M - $1.9M
|
589K
$78.1M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 12.25% |
$1.6M - $2.02M
|
142K
$18.8M
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-21.1K- 9.7% |
$1.71M - $2.16M
|
197K
$26.1M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.3KClosed |
$1.8M - $2.28M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-23K- 5.03% |
$1.86M - $2.35M
|
435K
$57.6M
|