Purchases and Sales Made in Q2 2023 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 2023. 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 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.7MNew |
$330M - $362M
|
3.7M
$482M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.24M+ 170.2% |
$111M - $122M
|
1.97M
$256M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
695K+ 77.09% |
$61.9M - $68M
|
1.6M
$208M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
683K+ 3304.63% |
$60.9M - $66.9M
|
704K
$91.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
616K+ 20.85% |
$54.9M - $60.3M
|
3.57M
$464M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
497K+ 44.69% |
$44.2M - $48.6M
|
1.61M
$209M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
485K+ 27.01% |
$43.1M - $47.4M
|
2.28M
$296M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
419K+ 39.28% |
$37.3M - $41M
|
1.49M
$193M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
398K+ 62.53% |
$35.4M - $39M
|
1.03M
$135M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
366K+ 65.71% |
$32.6M - $35.8M
|
922K
$120M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
263K+ 54.62% |
$23.4M - $25.7M
|
745K
$96.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
233KNew |
$20.7M - $22.8M
|
233K
$30.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
223K+ 2.65% |
$19.8M - $21.8M
|
8.63M
$1.12B
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
216KNew |
$19.2M - $21.1M
|
216K
$28.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
203K+ 60.9% |
$18.1M - $19.8M
|
536K
$69.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
182K+ 98.28% |
$16.2M - $17.8M
|
367K
$47.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
181KNew |
$16.1M - $17.7M
|
181K
$23.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
180K+ 77.05% |
$16M - $17.6M
|
413K
$53.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
179K+ 26.64% |
$15.9M - $17.5M
|
851K
$111M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
173K+ 50.38% |
$15.4M - $17M
|
517K
$67.2M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
171K+ 19.07% |
$15.2M - $16.7M
|
1.06M
$138M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
156K+ 493.97% |
$13.9M - $15.3M
|
188K
$24.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
146KNew |
$13M - $14.3M
|
146K
$19M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
146K+ 0.37% |
$13M - $14.3M
|
40M
$5.2B
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
145KNew |
$12.9M - $14.2M
|
145K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
143K+ 49.43% |
$12.8M - $14M
|
433K
$56.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
133KNew |
$11.8M - $13M
|
133K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
118K+ 6.54% |
$10.5M - $11.5M
|
1.92M
$250M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
104K+ 214.09% |
$9.23M - $10.1M
|
152K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
98K+ 5526.51% |
$8.72M - $9.59M
|
99.8K
$13M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90.7K+ 5.91% |
$8.07M - $8.87M
|
1.62M
$211M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90.5K+ 8.58% |
$8.05M - $8.85M
|
1.15M
$149M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
89.6KNew |
$7.98M - $8.77M
|
89.6K
$11.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
86K+ 32.76% |
$7.66M - $8.41M
|
349K
$45.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
84K+ 2.99% |
$7.48M - $8.22M
|
2.9M
$376M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
80.3K+ 89.46% |
$7.15M - $7.86M
|
170K
$22.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
79.5K+ 16.79% |
$7.08M - $7.78M
|
553K
$71.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.3K+ 2.45% |
$6.88M - $7.57M
|
3.23M
$420M
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
76.7KNew |
$6.83M - $7.51M
|
76.7K
$9.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
74K+ 85.15% |
$6.59M - $7.24M
|
161K
$20.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
72K+ 58.91% |
$6.41M - $7.04M
|
194K
$25.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65.3K+ 28.48% |
$5.81M - $6.39M
|
295K
$38.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
61.9KNew |
$5.51M - $6.06M
|
61.9K
$8.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
54.5K+ 10.46% |
$4.85M - $5.33M
|
576K
$74.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
50K+ 77.64% |
$4.45M - $4.89M
|
114K
$14.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
46K+ 313.65% |
$4.09M - $4.5M
|
60.6K
$7.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
45.6K+ 65.57% |
$4.06M - $4.47M
|
115K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
44.9K+ 18.83% |
$3.99M - $4.39M
|
283K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.3KNew |
$3.85M - $4.23M
|
43.3K
$5.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
41.9K+ 90.94% |
$3.73M - $4.1M
|
88K
$11.4M
|