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 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
34+ 0.03% |
$3.03K - $3.33K
|
136K
$17.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
33+ 1.49% |
$2.94K - $3.23K
|
2.25K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
33+ 0.31% |
$2.94K - $3.23K
|
10.7K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
31New |
$2.76K - $3.03K
|
31
$4.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
30+ 2.09% |
$2.67K - $2.94K
|
1.46K
$190K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 0.28% |
$2.4K - $2.64K
|
9.69K
$1.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
26+ 0.78% |
$2.31K - $2.54K
|
3.37K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
24+ 0.28% |
$2.14K - $2.35K
|
8.58K
$1.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
23+ 0.37% |
$2.05K - $2.25K
|
6.24K
$811K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
23+ 0.3% |
$2.05K - $2.25K
|
7.81K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21+ 0.54% |
$1.87K - $2.05K
|
3.92K
$510K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20+ 2000.0% |
$1.78K - $1.96K
|
21
$2.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20+ 0.52% |
$1.78K - $1.96K
|
3.86K
$501K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 0.14% |
$1.78K - $1.96K
|
14.5K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 0.3% |
$1.6K - $1.76K
|
5.97K
$776K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
15+ 0.24% |
$1.34K - $1.47K
|
6.32K
$822K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
14+ 0.26% |
$1.25K - $1.37K
|
5.34K
$695K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
13+ 0.3% |
$1.16K - $1.27K
|
4.28K
$556K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 0.11% |
$1.16K - $1.27K
|
12.2K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13+ 7.88% |
$1.16K - $1.27K
|
178
$23.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
12New |
$1.07K - $1.17K
|
12
$1.56K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
12+ 0.43% |
$1.07K - $1.17K
|
2.8K
$364K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.31% |
$979 - $1.08K
|
3.62K
$470K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
11+ 0.29% |
$979 - $1.08K
|
3.87K
$502K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$979 - $1.08K
|
15.3K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.29% |
$890 - $978
|
3.49K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.03% |
$890 - $978
|
34.8K
$4.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10+ 0.32% |
$890 - $978
|
3.17K
$413K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
9+ 0.07% |
$801 - $881
|
12.2K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.02% |
$712 - $783
|
44.2K
$5.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.08% |
$712 - $783
|
10.3K
$1.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8+ 0.27% |
$712 - $783
|
2.99K
$388K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
8+ 0.2% |
$712 - $783
|
4.09K
$532K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$623 - $685
|
4.78K
$621K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
7+ 0.15% |
$623 - $685
|
4.81K
$625K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
6+ 0.24% |
$534 - $587
|
2.53K
$328K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$534 - $587
|
3.35K
$435K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$445 - $489
|
7.46K
$970K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.2% |
$445 - $489
|
2.48K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 0.03% |
$356 - $391
|
12.2K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$267 - $294
|
4.12K
$536K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3+ 0.0% |
$267 - $294
|
91.6K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
3+ 0.09% |
$267 - $294
|
3.19K
$414K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.18% |
$267 - $294
|
1.64K
$213K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3+ 0.06% |
$267 - $294
|
4.97K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.02% |
$178 - $196
|
8.19K
$1.07M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.21% |
$178 - $196
|
960
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2+ 0.51% |
$178 - $196
|
397
$51.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.01% |
$178 - $196
|
16.4K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$89 - $97.8
|
20.5K
$2.66M
|