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 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
188
+ 2.72%
$16.7K - $18.4K
7.09K $933K
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
186
+ 5.41%
$16.6K - $18.2K
3.63K $477K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
178
+ 8.81%
$15.8K - $17.4K
2.2K $289K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
176
+ 0.3%
$15.7K - $17.2K
59.1K $7.77M
Jul 24, 2023 Q2 2023
Carlson Capital Management

BUY
 -
175
+ 0.38%
$15.6K - $17.1K
46.8K $6.15M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
171
+ 1.62%
$15.2K - $16.7K
10.7K $1.41M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
170
+ 0.55%
$15.1K - $16.6K
30.9K $4.06M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
167
+ 5.19%
$14.9K - $16.3K
3.39K $445K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
164
New
$14.6K - $16K
164 $21.6K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
161
+ 2.27%
$14.3K - $15.8K
7.27K $956K
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
151
+ 0.12%
$13.4K - $14.8K
122K $16M
Aug 03, 2023 Q2 2023
Forbes J M & CO LLP

BUY
 -
149
+ 0.25%
$13.3K - $14.6K
59.2K $7.79M
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
145
+ 2.16%
$12.9K - $14.2K
6.85K $901K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
145
+ 83.33%
$12.9K - $14.2K
319 $41.9K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
144
+ 2.98%
$12.8K - $14.1K
4.98K $655K
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
144
+ 0.99%
$12.8K - $14.1K
14.6K $1.93M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
138
+ 0.84%
$12.3K - $13.5K
16.5K $2.17M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
131
+ 1.11%
$11.7K - $12.8K
12K $1.57M
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
131
+ 0.58%
$11.7K - $12.8K
22.6K $2.98M
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
131
+ 9.42%
$11.7K - $12.8K
1.52K $200K
Jul 19, 2023 Q2 2023
Planning Directions Inc

BUY
 -
126
+ 2.38%
$11.2K - $12.3K
5.42K $713K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
125
+ 15.3%
$11.1K - $12.2K
942 $124K
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
122
+ 0.55%
$10.9K - $11.9K
22.3K $2.93M
Aug 07, 2023 Q2 2023
Reston Wealth Management LLC

BUY
 -
117
+ 4.67%
$10.4K - $11.4K
2.62K $345K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
116
+ 1.11%
$10.3K - $11.3K
10.6K $1.39M
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
112
+ 2.06%
$9.97K - $11K
5.54K $729K
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
111
+ 1.77%
$9.88K - $10.9K
6.37K $837K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
109
+ 34.71%
$9.7K - $10.7K
423 $55.6K
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
108
+ 2.86%
$9.62K - $10.6K
3.89K $511K
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
107
+ 0.36%
$9.53K - $10.5K
29.9K $3.93M
Jul 24, 2023 Q2 2023
Schrum Private Wealth Management LLC

BUY
 -
106
+ 1.45%
$9.44K - $10.4K
7.44K $978K
Jul 14, 2023 Q2 2023
Pacifica Partners Inc.

BUY
 -
103
+ 51.76%
$9.17K - $10.1K
302 $39.7K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
97
+ 1.92%
$8.64K - $9.49K
5.14K $676K
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
96
+ 2.17%
$8.55K - $9.39K
4.52K $595K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
89
+ 0.15%
$7.92K - $8.71K
58.8K $7.73M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
82
+ 1.17%
$7.3K - $8.02K
7.06K $929K
Jul 27, 2023 Q2 2023
Verus Financial Partners, Inc.

BUY
 -
77
+ 0.29%
$6.86K - $7.53K
26.4K $3.48M
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
72
+ 0.3%
$6.41K - $7.04K
24.4K $3.21M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
65
New
$5.79K - $6.36K
65 $8.55K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
64
+ 1.96%
$5.7K - $6.26K
3.32K $437K
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
64
+ 1.23%
$5.7K - $6.26K
5.25K $691K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
62
+ 1.77%
$5.52K - $6.07K
3.57K $469K
Aug 14, 2023 Q2 2023
Tfo Tdc, LLC

BUY
 -
54
+ 0.15%
$4.81K - $5.28K
36.6K $4.82M
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
48
New
$4.27K - $4.7K
48 $6.31K
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
48
+ 0.22%
$4.27K - $4.7K
22K $2.9M
Aug 11, 2023 Q2 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
45
+ 0.75%
$4.01K - $4.4K
6.02K $791K
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
43
+ 0.38%
$3.83K - $4.21K
11.4K $1.5M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
38
+ 1.55%
$3.38K - $3.72K
2.49K $327K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
36
+ 0.85%
$3.21K - $3.52K
4.3K $565K

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