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 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.1K+ 4235.56% |
$820K - $1.03M
|
10.4K
$1.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
10K+ 55.5% |
$813K - $1.03M
|
28.2K
$3.73M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9.83K+ 57.39% |
$796K - $1M
|
27K
$3.57M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.83K+ 56.57% |
$796K - $1M
|
27.2K
$3.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.24KNew |
$748K - $944K
|
9.24K
$1.22M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.16KNew |
$742K - $936K
|
9.16K
$1.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
9.14K+ 6.41% |
$740K - $934K
|
152K
$20.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
BUY
|
- |
8.56K+ 27.18% |
$693K - $874K
|
40K
$5.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.2K+ 197.4% |
$664K - $838K
|
12.4K
$1.64M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.1K+ 5.74% |
$656K - $828K
|
149K
$19.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.99K+ 8.67% |
$647K - $817K
|
100K
$13.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.97K+ 87.68% |
$645K - $815K
|
17.1K
$2.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.93K+ 2.39% |
$642K - $811K
|
340K
$45M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
7.92KNew |
$641K - $809K
|
7.92K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.87K+ 10.0% |
$637K - $804K
|
86.5K
$11.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.69K+ 8.01% |
$622K - $786K
|
104K
$13.7M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
7.49K+ 3.85% |
$607K - $766K
|
202K
$26.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.48K+ 85.09% |
$605K - $764K
|
16.3K
$2.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.33K+ 327.23% |
$593K - $749K
|
9.57K
$1.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.28K+ 2.14% |
$589K - $744K
|
347K
$45.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.22K+ 2.25% |
$585K - $738K
|
328K
$43.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.1KNew |
$575K - $726K
|
7.1K
$941K
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
7.1KNew |
$574K - $725K
|
7.1K
$940K
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.07K+ 7.38% |
$573K - $723K
|
103K
$13.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.02KNew |
$568K - $717K
|
7.02K
$930K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7K+ 4.8% |
$567K - $716K
|
153K
$20.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
6.89KNew |
$558K - $704K
|
6.89K
$913K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.66KNew |
$539K - $680K
|
6.66K
$883K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.63K+ 16.85% |
$537K - $678K
|
46K
$6.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.57KNew |
$532K - $672K
|
6.57K
$871K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
6.55K+ 5.07% |
$530K - $669K
|
136K
$18M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
6.46K+ 3.41% |
$523K - $660K
|
196K
$26M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.27K+ 201.87% |
$507K - $641K
|
9.37K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.27K+ 7.36% |
$507K - $640K
|
91.4K
$12.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.26K+ 5.57% |
$507K - $640K
|
119K
$15.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.23KNew |
$504K - $636K
|
6.23K
$825K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
6.2K+ 4.05% |
$502K - $633K
|
159K
$21.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.17K+ 2.5% |
$500K - $631K
|
253K
$33.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.11K+ 3.21% |
$495K - $625K
|
197K
$26.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.96K+ 3.81% |
$483K - $609K
|
162K
$21.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.84K+ 99.76% |
$473K - $597K
|
11.7K
$1.55M
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.83K+ 83.15% |
$472K - $596K
|
12.8K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.82K+ 13.76% |
$471K - $595K
|
48.1K
$6.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.81K+ 36.64% |
$471K - $594K
|
21.7K
$2.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
5.76KNew |
$467K - $589K
|
5.76K
$764K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.76K+ 768.4% |
$467K - $589K
|
6.51K
$863K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.6KNew |
$453K - $572K
|
5.6K
$742K
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5.37K+ 2.82% |
$435K - $549K
|
196K
$26M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.32K+ 1.26% |
$431K - $544K
|
429K
$56.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
5.32K+ 15.19% |
$431K - $543K
|
40.3K
$5.34M
|