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 15, 2022
Q2 2022
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
73.8K+ 246.0% |
$5.97M - $7.54M
|
104K
$13.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
71.7K+ 8.56% |
$5.81M - $7.33M
|
909K
$121M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.4K+ 4.48% |
$5.7M - $7.19M
|
1.64M
$217M
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
BUY
|
- |
69.8KNew |
$5.65M - $7.13M
|
69.8K
$9.25M
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
68.6K+ 10.81% |
$5.55M - $7.01M
|
703K
$93.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
68.3K+ 11.83% |
$5.53M - $6.98M
|
646K
$85.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
67K+ 41.91% |
$5.43M - $6.85M
|
227K
$30.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
66.6KNew |
$5.39M - $6.81M
|
66.6K
$8.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63K+ 70.74% |
$5.1M - $6.44M
|
152K
$20.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
62.4K+ 10.49% |
$5.05M - $6.38M
|
657K
$87.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
59.6K+ 1662.38% |
$4.82M - $6.09M
|
63.1K
$8.37M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
59.4K+ 19.09% |
$4.81M - $6.07M
|
371K
$49.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59K+ 11.08% |
$4.78M - $6.03M
|
591K
$78.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
58.6K+ 1854.52% |
$4.75M - $5.99M
|
61.8K
$8.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57K+ 11.35% |
$4.61M - $5.82M
|
559K
$74M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.6K+ 3.07% |
$4.58M - $5.78M
|
1.9M
$252M
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
54.5KNew |
$4.41M - $5.57M
|
54.5K
$7.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.4K+ 5.82% |
$4.32M - $5.46M
|
970K
$129M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.9K+ 5.84% |
$4.04M - $5.1M
|
905K
$120M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
49.7K+ 36.45% |
$4.02M - $5.08M
|
186K
$24.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
45.8K+ 30.14% |
$3.71M - $4.69M
|
198K
$26.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
44.6K+ 11.46% |
$3.61M - $4.55M
|
433K
$57.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44.3K+ 2.49% |
$3.59M - $4.53M
|
1.82M
$242M
|
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
43.5K+ 29.95% |
$3.52M - $4.45M
|
189K
$25M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
42.6K+ 4.26% |
$3.45M - $4.35M
|
1.04M
$138M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
41.6K+ 116.57% |
$3.37M - $4.25M
|
77.3K
$10.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.6K+ 50.33% |
$3.28M - $4.15M
|
121K
$16.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
40.2K+ 1591.33% |
$3.25M - $4.11M
|
42.7K
$5.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
39.4K+ 19684.0% |
$3.19M - $4.02M
|
39.6K
$5.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
39.4K+ 35.33% |
$3.19M - $4.02M
|
151K
$20M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
38.9K+ 845.31% |
$3.15M - $3.98M
|
43.5K
$5.77M
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
38.6K+ 13.76% |
$3.12M - $3.94M
|
319K
$42.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38.2K+ 4.79% |
$3.09M - $3.9M
|
834K
$111M
|
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
37.5KNew |
$3.04M - $3.83M
|
37.5K
$4.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.1K+ 55.34% |
$2.84M - $3.58M
|
98.4K
$13M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
33.4K+ 141.03% |
$2.7M - $3.41M
|
57.1K
$7.56M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
33.1K+ 9.62% |
$2.68M - $3.38M
|
377K
$50M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30.9KNew |
$2.5M - $3.16M
|
30.9K
$4.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
30.8K+ 145.31% |
$2.49M - $3.14M
|
51.9K
$6.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
29.8K+ 112.04% |
$2.41M - $3.04M
|
56.4K
$7.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
29.7K+ 4.24% |
$2.4M - $3.03M
|
730K
$96.7M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 3.17% |
$2.39M - $3.02M
|
962K
$127M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.5K+ 124.24% |
$2.39M - $3.02M
|
53.3K
$7.07M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
29.2K+ 13.92% |
$2.36M - $2.98M
|
239K
$31.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
28.7K+ 940.22% |
$2.32M - $2.93M
|
31.7K
$4.2M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28.4K+ 213.57% |
$2.3M - $2.9M
|
41.7K
$5.53M
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
27K+ 31.31% |
$2.19M - $2.76M
|
113K
$15M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25.9K+ 1110.85% |
$2.1M - $2.65M
|
28.2K
$3.74M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25.9K+ 1110.85% |
$2.1M - $2.65M
|
28.2K
$3.74M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.5KNew |
$2.06M - $2.61M
|
25.5K
$3.38M
|