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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-944- 1.61% |
$75.1K - $90.5K
|
57.7K
$7.47M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-944- 1.61% |
$75.1K - $90.5K
|
57.7K
$7.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-955- 29.97% |
$76K - $91.6K
|
2.23K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-972- 3.72% |
$77.3K - $93.2K
|
25.2K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-982- 7.42% |
$78.1K - $94.2K
|
12.3K
$1.59M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1K- 7.02% |
$79.6K - $96K
|
13.3K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.03K- 20.67% |
$82K - $98.9K
|
3.96K
$512K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.04K- 1.64% |
$82.9K - $99.9K
|
62.6K
$8.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 49.22% |
$87.7K - $106K
|
1.14K
$147K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.11K- 8.64% |
$88.2K - $106K
|
11.7K
$1.52M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.12K- 1.8% |
$88.7K - $107K
|
60.9K
$7.88M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.12K- 10.44% |
$88.8K - $107K
|
9.59K
$1.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.12K- 15.3% |
$89.3K - $108K
|
6.22K
$805K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.14K- 3.29% |
$90.3K - $109K
|
33.3K
$4.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 5.43% |
$91K - $110K
|
19.9K
$2.58M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.15K- 26.08% |
$91.1K - $110K
|
3.25K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.16K- 2.43% |
$92K - $111K
|
46.4K
$6.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 28.04% |
$93.7K - $113K
|
3.02K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 0.43% |
$93.9K - $113K
|
270K
$35M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.2K- 7.36% |
$95.3K - $115K
|
15.1K
$1.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.23K- 17.29% |
$97.6K - $118K
|
5.87K
$759K
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.24K- 5.85% |
$98.5K - $119K
|
19.9K
$2.58M
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.25K- 15.95% |
$99.7K - $120K
|
6.6K
$854K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.25K- 14.84% |
$99.7K - $120K
|
7.2K
$931K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.27K- 41.06% |
$101K - $122K
|
1.83K
$236K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.28KClosed |
$102K - $123K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.28K- 10.33% |
$102K - $123K
|
11.1K
$1.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
SELL
|
- |
-1.3K- 15.95% |
$104K - $125K
|
6.87K
$889K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.34K- 9.25% |
$107K - $129K
|
13.2K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.34K- 11.68% |
$107K - $129K
|
10.2K
$1.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.36K- 17.42% |
$108K - $130K
|
6.44K
$833K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.36K- 63.44% |
$108K - $131K
|
786
$102K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.48K- 7.79% |
$117K - $142K
|
17.5K
$2.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.53K- 2.34% |
$122K - $147K
|
63.8K
$8.26M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.53K- 61.72% |
$122K - $147K
|
950
$123K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
SELL
|
- |
-1.67K- 5.89% |
$132K - $160K
|
26.6K
$3.44M
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-1.67K- 4.64% |
$133K - $160K
|
34.4K
$4.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.69K- 5.04% |
$134K - $162K
|
31.8K
$4.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.7K- 9.06% |
$135K - $163K
|
17.1K
$2.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.7K- 14.96% |
$135K - $163K
|
9.68K
$1.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.79K- 1.23% |
$142K - $172K
|
144K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 18.66% |
$143K - $172K
|
7.83K
$1.01M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 10.82% |
$144K - $173K
|
14.9K
$1.93M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.82K- 1.58% |
$145K - $175K
|
113K
$14.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.83K- 3.01% |
$145K - $175K
|
58.9K
$7.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.91K- 0.83% |
$152K - $183K
|
229K
$29.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.97K- 38.7% |
$157K - $189K
|
3.13K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.98K- 86.69% |
$157K - $190K
|
304
$39.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.02K- 31.01% |
$161K - $194K
|
4.49K
$581K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.03K- 18.59% |
$161K - $194K
|
8.87K
$1.15M
|