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 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.77K- 4.75% |
$459K - $553K
|
116K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.78K- 7.12% |
$460K - $554K
|
75.4K
$9.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.78K- 24.93% |
$460K - $554K
|
17.4K
$2.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.93K- 24.64% |
$472K - $569K
|
18.1K
$2.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.31K- 3.89% |
$502K - $605K
|
156K
$20.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6.39KClosed |
$508K - $613K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.59K- 1.33% |
$524K - $632K
|
490K
$63.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-6.63K- 5.77% |
$527K - $636K
|
108K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.7K- 19.53% |
$533K - $643K
|
27.6K
$3.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.79K- 79.88% |
$540K - $652K
|
1.71K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.26K- 1.19% |
$578K - $696K
|
604K
$78.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.27K- 15.32% |
$578K - $697K
|
40.2K
$5.2M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-7.38K- 55.01% |
$587K - $708K
|
6.04K
$781K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.48K- 16.26% |
$595K - $717K
|
38.5K
$4.98M
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-7.54K- 14.8% |
$599K - $723K
|
43.4K
$5.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.83K- 18.91% |
$623K - $751K
|
33.6K
$4.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-8.35K- 2.46% |
$664K - $801K
|
331K
$42.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8.44K- 31.29% |
$671K - $809K
|
18.5K
$2.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.96K- 2.06% |
$713K - $859K
|
426K
$55.1M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.98K- 11.93% |
$714K - $861K
|
66.3K
$8.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.98K- 11.93% |
$714K - $861K
|
66.3K
$8.57M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.19K- 16.93% |
$731K - $882K
|
45.1K
$5.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-9.24K- 3.38% |
$735K - $886K
|
264K
$34.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.62K- 2.91% |
$765K - $923K
|
321K
$41.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10K- 9.76% |
$797K - $961K
|
92.6K
$12M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10K- 2.66% |
$799K - $964K
|
368K
$47.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.1K- 99.03% |
$800K - $964K
|
98
$12.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.2K- 1.73% |
$812K - $980K
|
579K
$74.9M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.9K- 8.39% |
$864K - $1.04M
|
119K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-11K- 6.92% |
$876K - $1.06M
|
148K
$19.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11.4K- 12.5% |
$909K - $1.1M
|
79.9K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.4K- 14.48% |
$909K - $1.1M
|
67.5K
$8.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11.8K- 24.86% |
$936K - $1.13M
|
35.6K
$4.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.8K- 7.83% |
$938K - $1.13M
|
139K
$18M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.1K- 9.95% |
$959K - $1.16M
|
109K
$14.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.4K- 82.07% |
$985K - $1.19M
|
2.71K
$350K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-12.7K- 1.8% |
$1.01M - $1.21M
|
690K
$89.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-12.9K- 0.57% |
$1.02M - $1.23M
|
2.25M
$292M
|
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-13.6K- 18.45% |
$1.08M - $1.3M
|
60K
$7.76M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.1K- 3.24% |
$1.12M - $1.35M
|
421K
$54.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16K- 5.82% |
$1.27M - $1.53M
|
259K
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.1K- 8.14% |
$1.28M - $1.55M
|
182K
$23.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-16.3K- 21.38% |
$1.3M - $1.56M
|
60K
$7.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16.3K- 65.84% |
$1.3M - $1.57M
|
8.47K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16.9K- 84.4% |
$1.34M - $1.62M
|
3.12K
$404K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17K- 0.5% |
$1.35M - $1.63M
|
3.37M
$436M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.6K- 0.31% |
$1.4M - $1.68M
|
5.72M
$740M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.6K- 10.18% |
$1.48M - $1.78M
|
164K
$21.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.7K- 7.44% |
$1.49M - $1.79M
|
233K
$30.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-21.3K- 1.2% |
$1.69M - $2.04M
|
1.76M
$228M
|