Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Nov 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
4.07M
New
$324M - $391M
4.07M $530M
Oct 28, 2022 Q3 2022
Tiedemann Advisors, LLC

BUY
 -
2.17M
New
$172M - $208M
2.17M $282M
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
1.84M
+ 4.02%
$146M - $176M
47.6M $6.18B
Nov 16, 2023 Q3 2022
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
992K
+ 126.37%
$78.9M - $95.1M
1.78M $231M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
905K
+ 8.85%
$72M - $86.8M
11.1M $1.45B
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
429K
New
$34.1M - $41.2M
429K $55.8M
Nov 03, 2022 Q3 2022
Avidian Wealth Solutions, LLC

BUY
 -
391K
+ 2433.53%
$31.1M - $37.5M
407K $52.9M
Oct 31, 2022 Q3 2022
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
390K
+ 4111.39%
$31M - $37.4M
399K $51.9M
Oct 26, 2022 Q3 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
316K
+ 16.23%
$25.1M - $30.3M
2.26M $294M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
294K
+ 68.42%
$23.4M - $28.2M
723K $94M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
273K
+ 16.65%
$21.7M - $26.2M
1.91M $249M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
234K
+ 24.11%
$18.6M - $22.4M
1.2M $157M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
230K
+ 7.8%
$18.3M - $22M
3.18M $413M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
229K
+ 7.31%
$18.2M - $22M
3.37M $438M
Nov 10, 2022 Q3 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
195K
+ 25.84%
$15.5M - $18.7M
951K $124M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
186K
+ 79.53%
$14.8M - $17.8M
419K $54.5M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
182K
+ 6.08%
$14.4M - $17.4M
3.17M $412M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
179K
+ 20.94%
$14.2M - $17.2M
1.03M $134M
Oct 11, 2022 Q3 2022
Cisco Systems, Inc.

San Jose, CA
BUY
 -
170K
+ 8.05%
$13.5M - $16.3M
2.28M $297M
Nov 14, 2022 Q3 2022
Claar Advisors LLC

New York, NY
BUY
 -
160K
+ 154.34%
$12.7M - $15.4M
264K $34.3M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
151K
+ 16.71%
$12M - $14.5M
1.06M $137M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
141K
+ 60.31%
$11.2M - $13.5M
375K $48.8M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
138K
+ 20.42%
$11M - $13.2M
814K $106M
Oct 18, 2022 Q3 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
138K
New
$11M - $13.2M
138K $17.9M
Nov 09, 2022 Q3 2022
Legacy Financial Advisors, Inc.

BUY
 -
135K
+ 18.44%
$10.7M - $12.9M
864K $112M
Nov 14, 2022 Q3 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
130K
+ 134.29%
$10.3M - $12.5M
227K $29.5M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
124K
+ 6.54%
$9.88M - $11.9M
2.02M $263M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
114K
+ 21.06%
$9.08M - $11M
656K $85.4M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
112K
New
$8.92M - $10.8M
112K $14.6M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
104K
+ 12.36%
$8.27M - $9.97M
945K $123M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
101K
+ 60.61%
$8.04M - $9.69M
268K $34.8M
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
99.2K
+ 775.73%
$7.89M - $9.52M
112K $14.6M
Dec 12, 2024 Q3 2022
Heritage Wealth Advisors

BUY
 -
88.5K
+ 16.61%
$7.04M - $8.49M
621K $80.8M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
86K
New
$6.84M - $8.24M
86K $11.2M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
80.4K
+ 29.07%
$6.4M - $7.71M
357K $46.4M
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
78K
+ 126.18%
$6.2M - $7.48M
140K $18.2M
Nov 10, 2022 Q3 2022
Jsf Financial, LLC

BUY
 -
71.9K
+ 444.67%
$5.72M - $6.89M
88K $11.4M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
71.4K
+ 23.15%
$5.68M - $6.84M
380K $49.4M
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
68.2K
+ 45.76%
$5.43M - $6.54M
217K $28.3M
Oct 19, 2022 Q3 2022
Evensky & Katz LLC

BUY
 -
66.6K
+ 8.59%
$5.29M - $6.38M
841K $109M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
65.9K
+ 27.32%
$5.24M - $6.32M
307K $39.9M
Nov 09, 2022 Q3 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
65.4K
New
$5.2M - $6.27M
65.4K $8.5M
Oct 11, 2022 Q3 2022
Jvl Associates LLC

BUY
 -
63.2K
+ 16.25%
$5.03M - $6.06M
452K $58.8M
Oct 27, 2022 Q3 2022
Oakwell Private Wealth Management, LLC

BUY
 -
61.7K
+ 155.46%
$4.91M - $5.92M
101K $13.2M
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
59.7K
+ 233.15%
$4.75M - $5.73M
85.3K $11.1M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
58.1K
+ 102.13%
$4.62M - $5.58M
115K $15M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
54.2K
+ 16.51%
$4.31M - $5.2M
382K $49.7M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
54.1K
New
$4.3M - $5.19M
54.1K $7.04M
Nov 14, 2022 Q3 2022
Allstate Corp

Northbrook, IL
BUY
 -
53.6K
+ 6.43%
$4.26M - $5.14M
888K $115M

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