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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-135- 1.41% |
$10.7K - $12.9K
|
9.44K
$1.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-135- 1.4% |
$10.7K - $12.9K
|
9.49K
$1.23M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-139- 0.13% |
$11.1K - $13.3K
|
103K
$13.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-145- 3.03% |
$11.5K - $13.9K
|
4.64K
$600K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-154- 0.41% |
$12.2K - $14.8K
|
37K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-161- 4.46% |
$12.8K - $15.4K
|
3.45K
$446K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-167- 4.37% |
$13.3K - $16K
|
3.66K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-173- 0.22% |
$13.8K - $16.6K
|
80.2K
$10.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-174- 1.36% |
$13.8K - $16.7K
|
12.6K
$1.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-176- 3.02% |
$14K - $16.9K
|
5.66K
$732K
|
|
|
Nov 10, 2022
Q3 2022
|
Louis Dreyfus Family Office LLC
Wilton, CT |
SELL
|
- |
-190- 0.05% |
$15.1K - $18.2K
|
387K
$50.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-190- 3.67% |
$15.1K - $18.2K
|
4.98K
$645K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-191- 2.74% |
$15.2K - $18.3K
|
6.79K
$878K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-191- 2.65% |
$15.2K - $18.3K
|
7K
$906K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
SELL
|
- |
-194- 10.81% |
$15.4K - $18.6K
|
1.6K
$207K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-195- 23.9% |
$15.5K - $18.7K
|
621
$80.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-204- 0.69% |
$16.2K - $19.6K
|
29.2K
$3.77M
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-205- 0.94% |
$16.3K - $19.7K
|
21.6K
$2.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-210- 2.65% |
$16.7K - $20.1K
|
7.72K
$998K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-217- 6.89% |
$17.3K - $20.8K
|
2.93K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-218- 18.57% |
$17.3K - $20.9K
|
956
$124K
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-219- 0.06% |
$17.4K - $21K
|
346K
$44.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-220- 2.6% |
$17.5K - $21.1K
|
8.23K
$1.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-230- 1.93% |
$18.3K - $22.1K
|
11.7K
$1.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-232- 2.83% |
$18.5K - $22.2K
|
7.96K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-232- 2.24% |
$18.5K - $22.2K
|
10.1K
$1.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-235- 1.24% |
$18.7K - $22.5K
|
18.7K
$2.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-243- 2.37% |
$19.3K - $23.3K
|
9.99K
$1.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-245- 77.29% |
$19.5K - $23.5K
|
72
$9.32K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-250- 8.92% |
$19.9K - $24K
|
2.55K
$330K
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-256- 2.09% |
$20.4K - $24.6K
|
12K
$1.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-256- 2.03% |
$20.4K - $24.6K
|
12.3K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-259- 0.68% |
$20.6K - $24.8K
|
37.9K
$4.91M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-267- 20.23% |
$21.2K - $25.6K
|
1.05K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-269- 3.89% |
$21.4K - $25.8K
|
6.65K
$861K
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-274- 5.84% |
$21.8K - $26.3K
|
4.42K
$572K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-278- 3.21% |
$22.1K - $26.7K
|
8.38K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-288- 4.83% |
$22.9K - $27.6K
|
5.68K
$735K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-297- 96.12% |
$23.6K - $28.5K
|
12
$1.55K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-301- 0.96% |
$23.9K - $28.9K
|
30.9K
$4M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-314- 0.84% |
$25K - $30.1K
|
37K
$4.79M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-318- 60.8% |
$25.3K - $30.5K
|
205
$26.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-335- 1.57% |
$26.6K - $32.1K
|
20.9K
$2.71M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-341- 2.33% |
$27.1K - $32.7K
|
14.3K
$1.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-354- 1.09% |
$28.2K - $33.9K
|
32.2K
$4.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-356- 74.48% |
$28.3K - $34.1K
|
122
$15.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-366- 3.03% |
$29.1K - $35.1K
|
11.7K
$1.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-377- 4.47% |
$30K - $36.2K
|
8.06K
$1.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-378- 2.3% |
$30.1K - $36.3K
|
16.1K
$2.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-388- 54.11% |
$30.9K - $37.2K
|
329
$42.6K
|