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 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.1KClosed |
$167K - $202K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.17K- 1.2% |
$173K - $208K
|
178K
$23.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.27K- 10.38% |
$181K - $218K
|
19.6K
$2.54M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.28K- 8.36% |
$181K - $218K
|
24.9K
$3.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.29K- 14.46% |
$182K - $219K
|
13.5K
$1.75M
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.31K- 5.01% |
$184K - $222K
|
43.8K
$5.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.33K- 14.29% |
$185K - $224K
|
14K
$1.81M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.42K- 42.78% |
$193K - $232K
|
3.24K
$419K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.43K- 1.87% |
$193K - $233K
|
127K
$16.5M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.56K- 10.51% |
$204K - $246K
|
21.8K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.64K- 43.89% |
$210K - $253K
|
3.37K
$436K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.73K- 2.58% |
$217K - $262K
|
103K
$13.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.78K- 4.09% |
$221K - $266K
|
65.1K
$8.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.79K- 58.56% |
$222K - $267K
|
1.97K
$255K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.81K- 2.56% |
$224K - $270K
|
107K
$13.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.83K- 85.4% |
$225K - $271K
|
483
$62.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.84K- 21.39% |
$226K - $272K
|
10.4K
$1.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.87K- 8.55% |
$228K - $275K
|
30.7K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.93K- 65.33% |
$233K - $281K
|
1.55K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.95K- 29.72% |
$234K - $283K
|
6.97K
$901K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.95K- 32.23% |
$235K - $283K
|
6.21K
$803K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.14K- 87.75% |
$250K - $301K
|
438
$56.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-3.14K- 2.42% |
$250K - $302K
|
127K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.24KClosed |
$257K - $310K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.34K- 11.31% |
$266K - $321K
|
26.2K
$3.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.35K- 8.73% |
$267K - $321K
|
35.1K
$4.54M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.44K- 5.1% |
$274K - $330K
|
64.1K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.59K- 21.62% |
$286K - $345K
|
13K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.69K- 32.38% |
$294K - $354K
|
7.71K
$998K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-3.87K- 2.71% |
$307K - $371K
|
139K
$18M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.88K- 2.98% |
$309K - $372K
|
127K
$16.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.95K- 36.33% |
$314K - $379K
|
6.93K
$896K
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4.13K- 13.85% |
$329K - $396K
|
25.7K
$3.33M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.18K- 5.13% |
$332K - $401K
|
77.3K
$10M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-4.21K- 2.15% |
$335K - $404K
|
192K
$24.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.21K- 1.97% |
$335K - $404K
|
209K
$27.1M
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-4.26K- 2.18% |
$339K - $409K
|
192K
$24.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-4.31KClosed |
$343K - $413K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-4.42K- 1.14% |
$352K - $424K
|
382K
$49.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.42K- 10.89% |
$352K - $424K
|
36.2K
$4.69M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.67K- 1.08% |
$371K - $448K
|
429K
$55.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.76K- 99.48% |
$379K - $457K
|
25
$3.23K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-4.77K- 2.14% |
$379K - $458K
|
218K
$28.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.84K- 7.2% |
$385K - $464K
|
62.4K
$8.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.89K- 19.95% |
$389K - $469K
|
19.6K
$2.54M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.36K- 4.93% |
$427K - $514K
|
103K
$13.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.43K- 2.14% |
$432K - $521K
|
248K
$32.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.46K- 8.35% |
$435K - $524K
|
59.9K
$7.75M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.48K- 14.68% |
$436K - $526K
|
31.8K
$4.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.52K- 5.55% |
$439K - $529K
|
94K
$12.2M
|