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 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-769- 0.67% |
$68.5K - $75.2K
|
115K
$14.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-785- 18.37% |
$69.9K - $76.8K
|
3.49K
$453K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-820- 5.5% |
$73K - $80.2K
|
14.1K
$1.83M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-849- 16.56% |
$75.6K - $83.1K
|
4.28K
$556K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-851- 0.76% |
$75.8K - $83.3K
|
112K
$14.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-857- 0.94% |
$76.3K - $83.8K
|
90.2K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-863- 2.79% |
$76.8K - $84.4K
|
30K
$3.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-863- 25.21% |
$76.8K - $84.4K
|
2.56K
$333K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-863- 3.48% |
$76.8K - $84.4K
|
23.9K
$3.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-868- 5.15% |
$77.3K - $84.9K
|
16K
$2.08M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-868- 1.52% |
$77.3K - $84.9K
|
56.3K
$7.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-877- 28.45% |
$78.1K - $85.8K
|
2.21K
$287K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-878- 53.44% |
$78.2K - $85.9K
|
765
$99.5K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-901- 11.35% |
$80.2K - $88.2K
|
7.04K
$915K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-914- 6.09% |
$81.4K - $89.4K
|
14.1K
$1.83M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-920- 3.14% |
$81.9K - $90K
|
28.4K
$3.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-923- 7.68% |
$82.2K - $90.3K
|
11.1K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-925- 25.47% |
$82.4K - $90.5K
|
2.71K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-932- 1.78% |
$83K - $91.2K
|
51.3K
$6.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-938- 14.31% |
$83.5K - $91.8K
|
5.62K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-940- 3.93% |
$83.7K - $92K
|
23K
$2.98M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-977- 1.87% |
$87K - $95.6K
|
51.3K
$6.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-985- 13.35% |
$87.7K - $96.4K
|
6.39K
$831K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-985- 1.68% |
$87.7K - $96.4K
|
57.6K
$7.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-990- 2.49% |
$88.1K - $96.9K
|
38.7K
$5.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.01K- 12.05% |
$89.7K - $98.5K
|
7.35K
$955K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.01K- 8.23% |
$90.3K - $99.2K
|
11.3K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.03K- 13.01% |
$91.3K - $100K
|
6.86K
$891K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.03K- 1.02% |
$91.7K - $101K
|
100K
$13M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 9.47% |
$92.7K - $102K
|
9.95K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.04K- 3.64% |
$92.8K - $102K
|
27.6K
$3.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.06K- 5.87% |
$94K - $103K
|
16.9K
$2.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.06K- 0.15% |
$94.1K - $103K
|
684K
$88.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.07K- 4.12% |
$95.1K - $104K
|
24.9K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.08K- 1.67% |
$96.5K - $106K
|
63.7K
$8.28M
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.16K- 6.32% |
$104K - $114K
|
17.3K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.19K- 1.99% |
$106K - $116K
|
58.3K
$7.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 34.29% |
$107K - $117K
|
2.3K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.21K- 3.34% |
$108K - $118K
|
35K
$4.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.25K- 3.82% |
$111K - $122K
|
31.5K
$4.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.26K- 3.28% |
$112K - $124K
|
37.3K
$4.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.28K- 33.96% |
$114K - $125K
|
2.48K
$323K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.31K- 0.87% |
$117K - $128K
|
149K
$19.4M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.33K- 14.88% |
$118K - $130K
|
7.6K
$987K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.34K- 33.28% |
$120K - $131K
|
2.69K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.36K- 5.59% |
$121K - $133K
|
22.9K
$2.98M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 5.1% |
$123K - $136K
|
25.8K
$3.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-1.39K- 33.3% |
$124K - $136K
|
2.78K
$361K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.46K- 35.12% |
$130K - $143K
|
2.7K
$351K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 15.85% |
$131K - $144K
|
7.79K
$1.01M
|