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 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
507+ 0.35% |
$41K - $51.8K
|
146K
$19.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
503+ 1.11% |
$40.7K - $51.4K
|
45.7K
$6.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
501+ 8.89% |
$40.6K - $51.2K
|
6.14K
$813K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
486+ 6.1% |
$39.3K - $49.7K
|
8.45K
$1.12M
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
484New |
$39.2K - $49.5K
|
484
$64.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
449+ 6.7% |
$36.4K - $45.9K
|
7.15K
$948K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
441+ 4.54% |
$35.7K - $45.1K
|
10.2K
$1.35M
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
436+ 11.03% |
$35.3K - $44.6K
|
4.39K
$582K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
436+ 2.74% |
$35.3K - $44.6K
|
16.4K
$2.17M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
428+ 9.16% |
$34.7K - $43.7K
|
5.1K
$676K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
426+ 1.25% |
$34.5K - $43.5K
|
34.5K
$4.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
419+ 41.86% |
$33.9K - $42.8K
|
1.42K
$188K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
415+ 30.01% |
$33.6K - $42.4K
|
1.8K
$238K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
405+ 87.85% |
$32.8K - $41.4K
|
866
$115K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
402+ 9.91% |
$32.5K - $41.1K
|
4.46K
$591K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
385+ 11.61% |
$31.2K - $39.3K
|
3.7K
$490K
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
377+ 6.05% |
$30.5K - $38.5K
|
6.61K
$876K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
365+ 0.56% |
$29.6K - $37.3K
|
65.4K
$8.67M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
362New |
$29.3K - $37K
|
362
$48K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
354+ 1.1% |
$28.7K - $36.2K
|
32.6K
$4.32M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
353+ 26.11% |
$28.6K - $36.1K
|
1.71K
$226K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
338+ 3.99% |
$27.4K - $34.5K
|
8.8K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
335+ 2.27% |
$27.1K - $34.2K
|
15.1K
$2M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
330+ 0.52% |
$26.7K - $33.7K
|
63.5K
$8.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
324+ 2.9% |
$26.2K - $33.1K
|
11.5K
$1.52M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
322+ 7.53% |
$26.1K - $32.9K
|
4.6K
$609K
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
314+ 3.4% |
$25.4K - $32.1K
|
9.54K
$1.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
308+ 7.95% |
$24.9K - $31.5K
|
4.18K
$554K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
308+ 4.62% |
$24.9K - $31.5K
|
6.98K
$925K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
308+ 0.7% |
$24.9K - $31.5K
|
44K
$5.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
306+ 0.83% |
$24.8K - $31.3K
|
37.2K
$4.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
300+ 1.06% |
$24.3K - $30.7K
|
28.7K
$3.8M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
297+ 2475.0% |
$24K - $30.4K
|
309
$41K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
295+ 1.58% |
$23.9K - $30.1K
|
18.9K
$2.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
294+ 2.21% |
$23.8K - $30K
|
13.6K
$1.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
292+ 10.47% |
$23.6K - $29.8K
|
3.08K
$408K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
284+ 3.79% |
$23K - $29K
|
7.79K
$1.03M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
268+ 0.84% |
$21.7K - $27.4K
|
32K
$4.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
BUY
|
- |
265+ 4.17% |
$21.5K - $27.1K
|
6.62K
$877K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
260+ 25.87% |
$21K - $26.6K
|
1.27K
$168K
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
257+ 6.55% |
$20.8K - $26.3K
|
4.18K
$554K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
256+ 1.01% |
$20.7K - $26.2K
|
25.6K
$3.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
249+ 3.64% |
$20.2K - $25.4K
|
7.09K
$940K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
244+ 2.44% |
$19.8K - $24.9K
|
10.2K
$1.36M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
242+ 6.28% |
$19.6K - $24.7K
|
4.1K
$543K
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
237+ 1.64% |
$19.2K - $24.2K
|
14.7K
$1.94M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
233+ 2.16% |
$18.9K - $23.8K
|
11K
$1.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
231+ 20.05% |
$18.7K - $23.6K
|
1.38K
$183K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
224+ 7.79% |
$18.1K - $22.9K
|
3.1K
$411K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
214New |
$17.3K - $21.9K
|
214
$28.4K
|