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 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 1.37% |
$3.6M - $3.95M
|
2.99M
$389M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
38.3K+ 59.54% |
$3.41M - $3.75M
|
103K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.2K+ 7.31% |
$3.31M - $3.64M
|
546K
$71M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
36.7K+ 44.8% |
$3.27M - $3.59M
|
119K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
34.4K+ 6.67% |
$3.07M - $3.37M
|
551K
$71.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
31.2K+ 2.41% |
$2.78M - $3.05M
|
1.32M
$172M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30K+ 8.86% |
$2.67M - $2.93M
|
368K
$47.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
29.3K+ 52.53% |
$2.61M - $2.87M
|
85.1K
$11.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
29.3KNew |
$2.61M - $2.87M
|
29.3K
$3.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.9K+ 13.75% |
$2.57M - $2.82M
|
239K
$31M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 2.18% |
$2.55M - $2.81M
|
1.35M
$175M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
28.3K+ 3.96% |
$2.52M - $2.77M
|
742K
$96.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.4KNew |
$2.27M - $2.49M
|
25.4K
$3.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23.6K+ 16.71% |
$2.1M - $2.31M
|
165K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
23.4KNew |
$2.08M - $2.29M
|
23.4K
$3.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
22.2K+ 2706.22% |
$1.98M - $2.17M
|
23K
$2.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
22.2K+ 32.11% |
$1.97M - $2.17M
|
91.2K
$11.9M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
22.1K+ 7.6% |
$1.96M - $2.16M
|
312K
$40.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
21.9K+ 5.41% |
$1.95M - $2.15M
|
427K
$55.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.8K+ 9.78% |
$1.94M - $2.14M
|
245K
$31.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.6K+ 107.58% |
$1.92M - $2.11M
|
41.6K
$5.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
21.4K+ 45.35% |
$1.91M - $2.09M
|
68.6K
$8.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
21.2K+ 3567.62% |
$1.88M - $2.07M
|
21.7K
$2.83M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
20.5K+ 2.11% |
$1.83M - $2.01M
|
994K
$129M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.1K+ 3.46% |
$1.79M - $1.97M
|
601K
$78.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19K+ 35.42% |
$1.69M - $1.86M
|
72.7K
$9.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
18.9KNew |
$1.68M - $1.85M
|
18.9K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.5K+ 440.44% |
$1.65M - $1.81M
|
22.7K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
18.5K+ 70.99% |
$1.65M - $1.81M
|
44.6K
$5.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$1.62M - $1.78M
|
18.2K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.5K+ 810.49% |
$1.56M - $1.72M
|
19.7K
$2.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
17K+ 8.48% |
$1.51M - $1.66M
|
218K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.5K+ 20.92% |
$1.47M - $1.62M
|
95.6K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16.5KNew |
$1.47M - $1.62M
|
16.5K
$2.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
16.4K+ 6.61% |
$1.46M - $1.61M
|
265K
$34.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
15.7K+ 15.06% |
$1.4M - $1.54M
|
120K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.2K+ 276.34% |
$1.36M - $1.49M
|
20.7K
$2.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.9K+ 17.79% |
$1.32M - $1.45M
|
98.4K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
14.8K+ 10.59% |
$1.32M - $1.45M
|
155K
$20.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.28M - $1.41M
|
14.4K
$1.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 9.54% |
$1.25M - $1.37M
|
161K
$21M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14K+ 17.93% |
$1.24M - $1.37M
|
91.9K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
13.1K+ 27.01% |
$1.17M - $1.28M
|
61.6K
$8.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 2.21% |
$1.1M - $1.2M
|
570K
$74.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.2K+ 2.89% |
$1.08M - $1.19M
|
433K
$56.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 29.37% |
$1.08M - $1.19M
|
53.5K
$6.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
12K+ 2.48% |
$1.07M - $1.17M
|
495K
$64.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$1.06M - $1.17M
|
11.9K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11.6K+ 4.65% |
$1.03M - $1.14M
|
262K
$34M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.6K+ 42.95% |
$1.03M - $1.14M
|
38.6K
$5.02M
|