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 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-391- 6.84% |
$31.1K - $37.5K
|
5.32K
$689K
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-400- 2.23% |
$31.8K - $38.4K
|
17.5K
$2.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-420- 13.85% |
$33.4K - $40.3K
|
2.61K
$338K
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-421- 2.53% |
$33.5K - $40.4K
|
16.2K
$2.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-421- 4.65% |
$33.5K - $40.4K
|
8.64K
$1.12M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-436- 5.6% |
$34.7K - $41.8K
|
7.36K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-449- 81.49% |
$35.7K - $43.1K
|
102
$13.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-483- 5.37% |
$38.4K - $46.3K
|
8.51K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-495- 8.29% |
$39.4K - $47.5K
|
5.48K
$709K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-495- 26.04% |
$39.4K - $47.5K
|
1.41K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-498- 3.62% |
$39.6K - $47.8K
|
13.3K
$1.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-500- 1.74% |
$39.8K - $48K
|
28.2K
$3.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-536- 0.68% |
$42.6K - $51.4K
|
78.5K
$10.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-545- 0.13% |
$43.3K - $52.3K
|
419K
$54.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-565- 51.36% |
$44.9K - $54.2K
|
535
$69.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-565- 13.63% |
$44.9K - $54.2K
|
3.58K
$463K
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-571- 0.17% |
$45.4K - $54.8K
|
332K
$43M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-579- 0.47% |
$46.1K - $55.5K
|
123K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-583- 8.45% |
$46.4K - $55.9K
|
6.32K
$817K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-585- 1.43% |
$46.5K - $56.1K
|
40.4K
$5.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-586- 11.74% |
$46.6K - $56.2K
|
4.41K
$570K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-593- 5.38% |
$47.2K - $56.9K
|
10.4K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-600- 18.02% |
$47.7K - $57.5K
|
2.73K
$353K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-611- 7.5% |
$48.6K - $58.6K
|
7.54K
$976K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-612- 25.81% |
$48.7K - $58.7K
|
1.76K
$228K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-622- 7.04% |
$49.5K - $59.6K
|
8.21K
$1.06M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-626- 1.94% |
$49.8K - $60K
|
31.6K
$4.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-641- 5.42% |
$51K - $61.5K
|
11.2K
$1.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-666- 9.31% |
$53K - $63.9K
|
6.49K
$839K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-668- 4.29% |
$53.1K - $64.1K
|
14.9K
$1.93M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-673- 68.81% |
$53.5K - $64.5K
|
305
$39.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-673- 68.81% |
$53.5K - $64.5K
|
305
$39.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-673- 8.64% |
$53.5K - $64.5K
|
7.11K
$920K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-676- 1.79% |
$53.8K - $64.8K
|
37K
$4.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-681- 11.1% |
$54.2K - $65.3K
|
5.45K
$706K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-683- 43.59% |
$54.3K - $65.5K
|
884
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-683- 3.63% |
$54.3K - $65.5K
|
18.1K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-685- 15.82% |
$54.5K - $65.7K
|
3.65K
$472K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-688- 13.38% |
$54.7K - $66K
|
4.45K
$576K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-695- 18.86% |
$55.3K - $66.7K
|
2.99K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-700- 19.24% |
$55.7K - $67.1K
|
2.94K
$380K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-715- 14.21% |
$56.9K - $68.6K
|
4.32K
$559K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-730- 6.13% |
$58.1K - $70K
|
11.2K
$1.45M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-812- 17.77% |
$64.6K - $77.9K
|
3.76K
$486K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-833- 1.6% |
$66.3K - $79.9K
|
51.1K
$6.61M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-836- 3.78% |
$66.5K - $80.2K
|
21.3K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-851- 10.96% |
$67.7K - $81.6K
|
6.91K
$894K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-870- 23.51% |
$69.2K - $83.4K
|
2.83K
$366K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-905- 2.05% |
$72K - $86.8K
|
43.3K
$5.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-905- 2.41% |
$72K - $86.8K
|
36.6K
$4.74M
|