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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-179- 0.84% |
$15.9K - $17.5K
|
21K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-181- 3.32% |
$16.1K - $17.7K
|
5.27K
$685K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-184- 0.9% |
$16.4K - $18K
|
20.3K
$2.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-185- 0.86% |
$16.5K - $18.1K
|
21.2K
$2.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-185- 99.46% |
$16.5K - $18.1K
|
1
$130
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-190- 1.04% |
$16.9K - $18.6K
|
18.1K
$2.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-190- 2.61% |
$16.9K - $18.6K
|
7.08K
$920K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-192- 3.0% |
$17.1K - $18.8K
|
6.21K
$807K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 3.6% |
$17.8K - $19.6K
|
5.36K
$696K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 3.6% |
$17.8K - $19.6K
|
5.36K
$696K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-202- 7.19% |
$18K - $19.8K
|
2.61K
$339K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-205- 5.57% |
$18.3K - $20.1K
|
3.47K
$452K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-207- 0.53% |
$18.4K - $20.3K
|
39K
$5.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-207- 2.47% |
$18.4K - $20.3K
|
8.18K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-211- 0.65% |
$18.8K - $20.6K
|
32K
$4.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-213- 6.87% |
$19K - $20.8K
|
2.89K
$375K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-215- 9.02% |
$19.1K - $21K
|
2.17K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-217- 2.4% |
$19.3K - $21.2K
|
8.81K
$1.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-223- 5.9% |
$19.9K - $21.8K
|
3.55K
$462K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-224- 5.38% |
$19.9K - $21.9K
|
3.94K
$512K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-226- 0.04% |
$20.1K - $22.1K
|
572K
$74.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-233- 2.51% |
$20.7K - $22.8K
|
9.03K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-235- 7.9% |
$20.9K - $23K
|
2.74K
$356K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-240- 5.79% |
$21.4K - $23.5K
|
3.91K
$508K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-243- 0.49% |
$21.6K - $23.8K
|
49.5K
$6.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-245- 0.85% |
$21.8K - $24K
|
28.7K
$3.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-248- 2.72% |
$22.1K - $24.3K
|
8.86K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-251- 7.69% |
$22.3K - $24.6K
|
3.01K
$391K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-251- 7.69% |
$22.3K - $24.6K
|
3.01K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-255- 0.3% |
$22.7K - $24.9K
|
85K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-266- 98.52% |
$23.7K - $26K
|
4
$520
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-269- 6.79% |
$23.9K - $26.3K
|
3.69K
$480K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-270- 0.89% |
$24K - $26.4K
|
30.2K
$3.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-271- 96.79% |
$24.1K - $26.5K
|
9
$1.17K
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-276- 3.09% |
$24.6K - $27K
|
8.67K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-277- 44.18% |
$24.7K - $27.1K
|
350
$45.5K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-281- 0.91% |
$25K - $27.5K
|
30.5K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-281- 20.57% |
$25K - $27.5K
|
1.09K
$141K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-282- 7.42% |
$25.1K - $27.6K
|
3.52K
$458K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-288- 1.27% |
$25.6K - $28.2K
|
22.4K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-297- 4.89% |
$26.4K - $29.1K
|
5.78K
$751K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-299- 23.94% |
$26.6K - $29.3K
|
950
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 0.5% |
$26.7K - $29.4K
|
59.5K
$7.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-300- 0.2% |
$26.7K - $29.4K
|
147K
$19.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-304- 5.52% |
$27.1K - $29.7K
|
5.21K
$677K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-306- 5.21% |
$27.2K - $29.9K
|
5.57K
$724K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-323- 96.42% |
$28.8K - $31.6K
|
12
$1.56K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-335- 16.5% |
$29.8K - $32.8K
|
1.7K
$220K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-336- 2.76% |
$29.9K - $32.9K
|
11.8K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-338- 3.0% |
$30.1K - $33.1K
|
10.9K
$1.42M
|