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 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-87.1K- 24.52% |
$7.76M - $8.53M
|
268K
$34.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-96.4K- 6.83% |
$8.58M - $9.43M
|
1.31M
$171M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-111K- 21.55% |
$9.92M - $10.9M
|
406K
$52.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-126K- 20.37% |
$11.2M - $12.3M
|
493K
$64.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-139K- 2.4% |
$12.4M - $13.6M
|
5.67M
$737M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-149K- 7.17% |
$13.2M - $14.5M
|
1.92M
$250M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-158K- 8.05% |
$14.1M - $15.5M
|
1.81M
$235M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-193K- 53.27% |
$17.2M - $18.9M
|
169K
$22M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-201K- 22.85% |
$17.9M - $19.6M
|
678K
$88.1M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-206K- 6.4% |
$18.4M - $20.2M
|
3.02M
$393M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-206K- 6.4% |
$18.4M - $20.2M
|
3.02M
$393M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-277K- 37.43% |
$24.7M - $27.1M
|
463K
$60.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-433K- 3.13% |
$38.6M - $42.4M
|
13.4M
$1.74B
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-631K- 35.52% |
$56.2M - $61.7M
|
1.15M
$149M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-684K- 97.1% |
$60.9M - $66.9M
|
20.4K
$2.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-854K- 1.75% |
$76M - $83.6M
|
48M
$6.23B
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-872K- 5.55% |
$77.6M - $85.3M
|
14.8M
$1.93B
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.73M- 54.91% |
$154M - $169M
|
1.42M
$185M
|