Purchases and Sales Made in Q2 2023 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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 02, 2023 Q2 2023
Jackson Thornton Asset Management, LLC

BUY
 -
517
+ 9.35%
$46K - $50.6K
6.05K $795K
Aug 08, 2023 Q2 2023
Mc Naughton Wealth Management, LLC

BUY
 -
501
+ 16.21%
$44.6K - $49K
3.59K $472K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
500
+ 20.22%
$44.5K - $48.9K
2.97K $391K
Aug 14, 2023 Q2 2023
Claar Advisors LLC

New York, NY
BUY
 -
500
+ 0.13%
$44.5K - $48.9K
380K $49.9M
Jul 17, 2023 Q2 2023
Geometric Wealth Advisors

BUY
 -
498
+ 20.84%
$44.3K - $48.7K
2.89K $380K
Jul 18, 2023 Q2 2023
Marietta Wealth Management, LLC

BUY
 -
479
+ 12.99%
$42.6K - $46.9K
4.17K $548K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
468
+ 1.79%
$41.7K - $45.8K
26.7K $3.51M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
460
New
$41K - $45K
460 $60.5K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
448
+ 5.77%
$39.9K - $43.8K
8.21K $1.08M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
444
+ 26.8%
$39.5K - $43.4K
2.1K $276K
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
429
+ 0.92%
$38.2K - $42K
47.3K $6.22M
Sep 21, 2023 Q2 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
425
New
$37.8K - $41.6K
425 $55.9K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
425
+ 36.89%
$37.8K - $41.6K
1.58K $207K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
424
+ 0.5%
$37.7K - $41.5K
85.9K $11.3M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
409
+ 13.79%
$36.4K - $40K
3.37K $444K
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
400
+ 15.81%
$35.6K - $39.1K
2.93K $385K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
392
+ 2.16%
$34.9K - $38.4K
18.6K $2.44M
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
391
+ 10.47%
$34.8K - $38.3K
4.13K $542K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
383
+ 1.93%
$34.1K - $37.5K
20.2K $2.66M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
381
+ 1.53%
$33.9K - $37.3K
25.3K $3.33M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
378
+ 1.42%
$33.7K - $37K
27K $3.55M
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
357
+ 2.75%
$31.8K - $34.9K
13.4K $1.76M
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
351
+ 243.75%
$31.2K - $34.3K
495 $65.1K
Aug 09, 2023 Q2 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
349
+ 12.89%
$31.1K - $34.1K
3.06K $402K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
339
+ 7.54%
$30.2K - $33.2K
4.83K $636K
Aug 04, 2023 Q2 2023
West Branch Capital LLC

BUY
 -
321
+ 11.81%
$28.6K - $31.4K
3.04K $399K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
316
+ 0.16%
$28.1K - $30.9K
196K $25.8M
Jul 20, 2023 Q2 2023
Alpha Cubed Investments, LLC

BUY
 -
315
+ 3.21%
$28K - $30.8K
10.1K $1.33M
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
310
New
$27.6K - $30.3K
310 $40.8K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
300
New
$26.7K - $29.4K
300 $39.5K
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
294
+ 1.47%
$26.2K - $28.8K
20.3K $2.66M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
288
+ 29.54%
$25.6K - $28.2K
1.26K $166K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
278
+ 4.27%
$24.8K - $27.2K
6.79K $892K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
277
+ 24.05%
$24.7K - $27.1K
1.43K $188K
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
274
+ 1.05%
$24.4K - $26.8K
26.3K $3.46M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
274
+ 2.33%
$24.4K - $26.8K
12K $1.58M
Aug 08, 2023 Q2 2023
Efficient Advisors, LLC

BUY
 -
267
+ 4.86%
$23.8K - $26.1K
5.76K $757K
Jul 25, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
266
+ 6650.0%
$23.7K - $26K
270 $35.5K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
256
+ 7.22%
$22.8K - $25K
3.8K $500K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
229
+ 8.69%
$20.4K - $22.4K
2.86K $376K
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
228
+ 9.95%
$20.3K - $22.3K
2.52K $331K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
228
+ 0.8%
$20.3K - $22.3K
28.8K $3.79M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
217
+ 5.72%
$19.3K - $21.2K
4.01K $527K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
205
+ 34.92%
$18.3K - $20.1K
792 $104K
Aug 07, 2023 Q2 2023
J. W. Coons Advisors, LLC

BUY
 -
205
+ 4.75%
$18.3K - $20.1K
4.52K $594K
Aug 02, 2023 Q2 2023
Sym Financial Corp

BUY
 -
204
+ 18.89%
$18.2K - $20K
1.28K $169K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
199
+ 0.06%
$17.7K - $19.5K
313K $41.2M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
196
+ 7.81%
$17.4K - $19.2K
2.71K $356K
Jul 17, 2023 Q2 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
189
+ 5.31%
$16.8K - $18.5K
3.75K $493K

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