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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.28K+ 5.1% |
$427K - $539K
|
109K
$14.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.1KNew |
$413K - $521K
|
5.1K
$676K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
5.09K+ 64.47% |
$412K - $520K
|
13K
$1.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.07K+ 32.16% |
$410K - $518K
|
20.8K
$2.76M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5K+ 23.75% |
$405K - $511K
|
26K
$3.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.98KNew |
$403K - $509K
|
4.98K
$660K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.95K+ 25.34% |
$401K - $506K
|
24.5K
$3.25M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
4.86K+ 117.81% |
$394K - $497K
|
8.99K
$1.19M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.82K+ 24.43% |
$390K - $492K
|
24.5K
$3.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.82K+ 14.35% |
$390K - $492K
|
38.4K
$5.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.78K+ 452.13% |
$387K - $488K
|
5.84K
$773K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.75K+ 1.08% |
$385K - $485K
|
445K
$59M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
4.68KNew |
$379K - $478K
|
4.68K
$620K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
4.6K+ 18.55% |
$372K - $470K
|
29.4K
$3.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.54K+ 5.12% |
$368K - $464K
|
93.3K
$12.4M
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4.44K+ 0.47% |
$359K - $454K
|
949K
$126M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.43KNew |
$358K - $452K
|
4.43K
$587K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.38KNew |
$354K - $447K
|
4.38K
$580K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.37KNew |
$354K - $446K
|
4.37K
$579K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.37K+ 15.67% |
$354K - $446K
|
32.2K
$4.27M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.36K+ 10.16% |
$353K - $446K
|
47.3K
$6.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
4.24K+ 25.84% |
$343K - $433K
|
20.6K
$2.74M
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4.21KNew |
$341K - $430K
|
4.21K
$558K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.2KNew |
$340K - $429K
|
4.2K
$556K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.17K+ 2.1% |
$338K - $426K
|
203K
$26.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.16K+ 13.15% |
$337K - $425K
|
35.8K
$4.74M
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.13K+ 190.94% |
$335K - $422K
|
6.3K
$834K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.1KNew |
$332K - $419K
|
4.1K
$543K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.05KNew |
$328K - $413K
|
4.05K
$536K
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.03K+ 20.49% |
$327K - $412K
|
23.7K
$3.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.84K+ 31.64% |
$311K - $393K
|
16K
$2.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
3.81KNew |
$309K - $390K
|
3.81K
$505K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.75K+ 4.9% |
$303K - $383K
|
80.3K
$10.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.73KNew |
$302K - $381K
|
3.73K
$494K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.7K+ 9.82% |
$300K - $378K
|
41.4K
$5.49M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.66KNew |
$296K - $374K
|
3.66K
$485K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.65K+ 4.69% |
$296K - $373K
|
81.5K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.58KNew |
$289K - $365K
|
3.58K
$474K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.53KNew |
$286K - $361K
|
3.53K
$468K
|
|
|
Aug 15, 2022
Q2 2022
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
BUY
|
- |
3.52KNew |
$285K - $360K
|
3.52K
$466K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.5K+ 112.7% |
$283K - $357K
|
6.6K
$874K
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.31KNew |
$268K - $338K
|
3.31K
$438K
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.27K+ 2.53% |
$265K - $335K
|
133K
$17.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.23KNew |
$262K - $330K
|
3.23K
$428K
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.23K+ 50.76% |
$262K - $330K
|
9.59K
$1.27M
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 6.74% |
$260K - $329K
|
50.9K
$6.75M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.19K+ 51.05% |
$258K - $326K
|
9.44K
$1.25M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.18KNew |
$257K - $325K
|
3.18K
$421K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.18KNew |
$257K - $324K
|
3.18K
$421K
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
3.15KNew |
$255K - $322K
|
3.15K
$417K
|