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 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
212+ 2.66% |
$17.2K - $21.7K
|
8.19K
$1.09M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
198+ 1.91% |
$16K - $20.2K
|
10.6K
$1.4M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
192+ 0.8% |
$15.5K - $19.6K
|
24.1K
$3.19M
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
190+ 4.96% |
$15.4K - $19.4K
|
4.02K
$533K
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
184+ 2.86% |
$14.9K - $18.8K
|
6.62K
$877K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
176New |
$14.2K - $18K
|
176
$23.3K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
176+ 6.11% |
$14.2K - $18K
|
3.06K
$405K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
175New |
$14.2K - $17.9K
|
175
$23.2K
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
175+ 2.51% |
$14.2K - $17.9K
|
7.15K
$947K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
170+ 6.46% |
$13.8K - $17.4K
|
2.8K
$371K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
169+ 1.99% |
$13.7K - $17.3K
|
8.66K
$1.15M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
168+ 2.63% |
$13.6K - $17.2K
|
6.56K
$870K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
164+ 1.32% |
$13.3K - $16.8K
|
12.6K
$1.67M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
163+ 0.31% |
$13.2K - $16.7K
|
53.5K
$7.09M
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
159+ 2.66% |
$12.9K - $16.2K
|
6.14K
$813K
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
158+ 3.74% |
$12.8K - $16.1K
|
4.39K
$581K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
157+ 0.51% |
$12.7K - $16K
|
30.8K
$4.08M
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
155+ 5.79% |
$12.5K - $15.8K
|
2.83K
$375K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
155+ 1.34% |
$12.5K - $15.8K
|
11.8K
$1.56M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
155+ 1.5% |
$12.5K - $15.8K
|
10.5K
$1.39M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
151+ 3.73% |
$12.2K - $15.4K
|
4.2K
$557K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
147+ 0.09% |
$11.9K - $15K
|
166K
$22M
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
145+ 0.21% |
$11.7K - $14.8K
|
69.9K
$9.26M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
142+ 3.83% |
$11.5K - $14.5K
|
3.85K
$510K
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
136+ 0.46% |
$11K - $13.9K
|
29.6K
$3.92M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133+ 1.6% |
$10.8K - $13.6K
|
8.45K
$1.12M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
130New |
$10.5K - $13.3K
|
130
$17.2K
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
125+ 0.08% |
$10.1K - $12.8K
|
159K
$21.1M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
125+ 3.48% |
$10.1K - $12.8K
|
3.71K
$492K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
123+ 2.82% |
$9.96K - $12.6K
|
4.48K
$594K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
122+ 24.02% |
$9.88K - $12.5K
|
630
$83.5K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
120+ 2.52% |
$9.72K - $12.3K
|
4.88K
$646K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
112New |
$9.07K - $11.4K
|
112
$14.8K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
111+ 3.53% |
$8.99K - $11.3K
|
3.26K
$432K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$8.5K - $10.7K
|
105
$13.9K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
105+ 2.25% |
$8.5K - $10.7K
|
4.78K
$633K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
97+ 0.96% |
$7.85K - $9.91K
|
10.2K
$1.35M
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
96+ 0.3% |
$7.77K - $9.81K
|
31.8K
$4.21M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
96+ 4.36% |
$7.77K - $9.81K
|
2.3K
$304K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
93+ 0.45% |
$7.53K - $9.5K
|
20.8K
$2.76M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
92+ 7.49% |
$7.45K - $9.4K
|
1.32K
$175K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
81+ 0.49% |
$6.56K - $8.28K
|
16.5K
$2.18M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
77+ 15.1% |
$6.23K - $7.87K
|
587
$77.8K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
76+ 2.36% |
$6.15K - $7.77K
|
3.3K
$437K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 1.75% |
$5.91K - $7.46K
|
4.24K
$561K
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
64+ 12.88% |
$5.18K - $6.54K
|
561
$74.3K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
64+ 34.04% |
$5.18K - $6.54K
|
252
$33.4K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 2.26% |
$4.86K - $6.13K
|
2.72K
$360K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54+ 8.74% |
$4.37K - $5.52K
|
672
$89.1K
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
49+ 1.84% |
$3.97K - $5.01K
|
2.71K
$359K
|