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 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.1K+ 5.01% |
$251K - $316K
|
64.9K
$8.61M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.99K+ 0.91% |
$242K - $305K
|
333K
$44.1M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.89K+ 4.37% |
$234K - $295K
|
69K
$9.14M
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
2.78K+ 7.85% |
$225K - $284K
|
38.2K
$5.06M
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.78K+ 4.8% |
$225K - $284K
|
60.7K
$8.05M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.73K+ 83.1% |
$221K - $278K
|
6K
$796K
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
2.7K+ 14.53% |
$219K - $276K
|
21.3K
$2.82M
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.68K+ 29.24% |
$217K - $273K
|
11.8K
$1.57M
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.64KNew |
$214K - $270K
|
2.64K
$350K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.59KNew |
$210K - $265K
|
2.59K
$343K
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.58KNew |
$209K - $264K
|
2.58K
$342K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.55K+ 90.81% |
$206K - $260K
|
5.36K
$710K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.54K+ 24.8% |
$206K - $260K
|
12.8K
$1.7M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.44K+ 36.35% |
$198K - $250K
|
9.16K
$1.21M
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.43K+ 2.38% |
$197K - $248K
|
104K
$13.8M
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.43KNew |
$196K - $248K
|
2.43K
$322K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.42K+ 26.9% |
$196K - $247K
|
11.4K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.35K+ 4.53% |
$190K - $240K
|
54.2K
$7.19M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.35KNew |
$190K - $240K
|
2.35K
$311K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.32K+ 103.25% |
$188K - $237K
|
4.57K
$606K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.27K+ 5.86% |
$184K - $232K
|
41K
$5.43M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.24K+ 20.1% |
$181K - $229K
|
13.4K
$1.77M
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
2.18K+ 3.55% |
$177K - $223K
|
63.7K
$8.44M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.16K+ 41.35% |
$175K - $221K
|
7.39K
$979K
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.14K+ 10.87% |
$173K - $219K
|
21.8K
$2.89M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.13K+ 216.38% |
$172K - $217K
|
3.11K
$412K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.13K+ 16.39% |
$172K - $217K
|
15.1K
$2M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.05K+ 69.98% |
$166K - $210K
|
4.99K
$661K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.94K+ 40.76% |
$157K - $198K
|
6.7K
$887K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 60.55% |
$149K - $188K
|
4.87K
$646K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.8K+ 30.25% |
$146K - $184K
|
7.76K
$1.03M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.79K+ 11.09% |
$145K - $182K
|
17.9K
$2.37M
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
1.76K+ 44.43% |
$142K - $180K
|
5.72K
$757K
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.73KNew |
$140K - $177K
|
1.73K
$229K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.72K+ 5.42% |
$140K - $176K
|
33.5K
$4.45M
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
1.71K+ 22.27% |
$139K - $175K
|
9.4K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 112.26% |
$139K - $175K
|
3.24K
$429K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
1.7K+ 850.5% |
$138K - $174K
|
1.9K
$252K
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
1.64KNew |
$133K - $167K
|
1.64K
$217K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.58K+ 11.87% |
$128K - $161K
|
14.9K
$1.97M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.57K+ 23.86% |
$127K - $161K
|
8.15K
$1.08M
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.54K+ 26.78% |
$125K - $157K
|
7.3K
$967K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.53K+ 72.46% |
$124K - $156K
|
3.64K
$482K
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
1.51K+ 518.97% |
$122K - $154K
|
1.8K
$238K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.45K+ 49.2% |
$118K - $148K
|
4.41K
$584K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.44K+ 138.65% |
$117K - $147K
|
2.48K
$329K
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
1.41K+ 9.54% |
$114K - $144K
|
16.2K
$2.14M
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
1.4K+ 5.22% |
$114K - $143K
|
28.3K
$3.75M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.4K+ 9.83% |
$113K - $143K
|
15.6K
$2.07M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
1.4K+ 30.53% |
$113K - $143K
|
5.97K
$791K
|