Purchases and Sales Made in Q3 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-10- 0.16% |
$795 - $959
|
6.06K
$784K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.26% |
$875 - $1.05K
|
4.22K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 2.59% |
$1.43K - $1.73K
|
678
$87.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-19- 0.03% |
$1.51K - $1.82K
|
64.9K
$8.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-20- 0.49% |
$1.59K - $1.92K
|
4.07K
$526K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-21- 0.32% |
$1.67K - $2.01K
|
6.54K
$846K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-25Closed |
$1.99K - $2.4K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-28- 0.61% |
$2.23K - $2.69K
|
4.57K
$591K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-30- 1.76% |
$2.39K - $2.88K
|
1.68K
$217K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-30- 0.15% |
$2.39K - $2.88K
|
19.7K
$2.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-34- 5.23% |
$2.7K - $3.26K
|
616
$79.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-36- 0.15% |
$2.86K - $3.45K
|
23.9K
$3.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-40- 1.36% |
$3.18K - $3.84K
|
2.91K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-40- 0.79% |
$3.18K - $3.84K
|
5.01K
$649K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-40- 48.78% |
$3.18K - $3.84K
|
42
$5.43K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-41- 0.03% |
$3.26K - $3.93K
|
118K
$15.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-41- 1.02% |
$3.26K - $3.93K
|
3.98K
$515K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-42- 0.96% |
$3.34K - $4.03K
|
4.34K
$562K
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-48- 1.04% |
$3.82K - $4.6K
|
4.57K
$591K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-50- 0.83% |
$3.98K - $4.8K
|
5.94K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-51- 0.56% |
$4.06K - $4.89K
|
9.08K
$1.17M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-53- 1.95% |
$4.22K - $5.08K
|
2.67K
$345K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-56- 1.49% |
$4.45K - $5.37K
|
3.7K
$479K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58- 4.58% |
$4.61K - $5.56K
|
1.21K
$156K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-62- 1.64% |
$4.93K - $5.95K
|
3.72K
$481K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-63- 2.24% |
$5.01K - $6.04K
|
2.75K
$356K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-65- 0.29% |
$5.17K - $6.23K
|
22.2K
$2.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 1.64% |
$5.17K - $6.23K
|
3.9K
$504K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-65- 2.52% |
$5.17K - $6.23K
|
2.52K
$326K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-65- 2.14% |
$5.17K - $6.23K
|
2.97K
$384K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-73- 0.11% |
$5.81K - $7K
|
68.9K
$8.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-84- 1.07% |
$6.68K - $8.06K
|
7.8K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-87- 5.76% |
$6.92K - $8.34K
|
1.42K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-90- 5.36% |
$7.16K - $8.63K
|
1.59K
$206K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-90- 1.83% |
$7.16K - $8.63K
|
4.82K
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-90- 2.92% |
$7.16K - $8.63K
|
2.99K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-91- 7.8% |
$7.24K - $8.73K
|
1.08K
$139K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-91- 1.17% |
$7.24K - $8.73K
|
7.67K
$992K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-92- 1.19% |
$7.32K - $8.82K
|
7.67K
$992K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-96- 10.33% |
$7.64K - $9.21K
|
833
$108K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-98- 0.79% |
$7.79K - $9.4K
|
12.2K
$1.58M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-100- 2.57% |
$7.95K - $9.59K
|
3.79K
$490K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-102- 1.74% |
$8.11K - $9.78K
|
5.76K
$745K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-106- 1.05% |
$8.43K - $10.2K
|
9.95K
$1.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-110- 0.25% |
$8.75K - $10.5K
|
44K
$5.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-112- 0.58% |
$8.91K - $10.7K
|
19.4K
$2.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-119- 3.32% |
$9.47K - $11.4K
|
3.46K
$448K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-121- 4.47% |
$9.62K - $11.6K
|
2.58K
$334K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-128- 4.34% |
$10.2K - $12.3K
|
2.82K
$365K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-131- 4.42% |
$10.4K - $12.6K
|
2.84K
$367K
|