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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-21.5K- 76.05% |
$1.71M - $2.06M
|
6.76K
$874K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-21.5K- 76.05% |
$1.71M - $2.06M
|
6.76K
$874K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-21.5K- 9.94% |
$1.71M - $2.06M
|
195K
$25.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.8K- 78.29% |
$1.97M - $2.38M
|
6.88K
$890K
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-24.9K- 3.97% |
$1.98M - $2.39M
|
603K
$77.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26.3K- 30.18% |
$2.09M - $2.52M
|
60.8K
$7.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-26.7K- 86.19% |
$2.12M - $2.56M
|
4.27K
$552K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27.5K- 21.92% |
$2.19M - $2.64M
|
98K
$12.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-28.2K- 46.33% |
$2.25M - $2.71M
|
32.7K
$4.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-28.7K- 7.48% |
$2.29M - $2.76M
|
356K
$46M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-30.1K- 12.88% |
$2.39M - $2.88M
|
203K
$26.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32K- 32.55% |
$2.55M - $3.07M
|
66.4K
$8.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.8K- 13.25% |
$2.61M - $3.14M
|
214K
$27.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.9K- 7.73% |
$2.7M - $3.26M
|
405K
$52.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-36.1K- 82.83% |
$2.87M - $3.46M
|
7.48K
$967K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-38.5K- 27.14% |
$3.06M - $3.69M
|
103K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-39.7K- 92.91% |
$3.16M - $3.81M
|
3.03K
$391K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-42.3K- 6.55% |
$3.36M - $4.05M
|
603K
$78M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-48.3K- 7.81% |
$3.85M - $4.64M
|
570K
$73.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-48.9K- 77.38% |
$3.89M - $4.69M
|
14.3K
$1.85M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-56.2K- 61.71% |
$4.47M - $5.39M
|
34.9K
$4.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-61.6K- 9.37% |
$4.9M - $5.91M
|
596K
$77M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65.3K- 30.45% |
$5.19M - $6.26M
|
149K
$19.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-69.5K- 10.06% |
$5.53M - $6.67M
|
621K
$80.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-70.6K- 78.65% |
$5.62M - $6.77M
|
19.2K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-72.6K- 7.55% |
$5.78M - $6.97M
|
889K
$115M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-73.1K- 26.68% |
$5.81M - $7.01M
|
201K
$26M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-74.5K- 58.86% |
$5.93M - $7.15M
|
52.1K
$6.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-82.5K- 67.34% |
$6.56M - $7.91M
|
40K
$5.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-89.2K- 13.38% |
$7.09M - $8.55M
|
577K
$74.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-97K- 40.81% |
$7.71M - $9.3M
|
141K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-98K- 16.11% |
$7.79M - $9.4M
|
510K
$66M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-105K- 31.15% |
$8.35M - $10.1M
|
232K
$30M
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-128K- 2.94% |
$10.2M - $12.2M
|
4.21M
$544M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-141K- 86.39% |
$11.3M - $13.6M
|
22.3K
$2.88M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-164K- 26.42% |
$13.1M - $15.8M
|
458K
$59.2M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-167K- 69.24% |
$13.3M - $16M
|
74.1K
$9.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-173K- 88.26% |
$13.8M - $16.6M
|
23.1K
$2.98M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-179K- 96.12% |
$14.2M - $17.1M
|
7.22K
$933K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-196K- 35.06% |
$15.6M - $18.8M
|
363K
$46.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-206K- 39.38% |
$16.4M - $19.7M
|
317K
$41M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-225K- 88.21% |
$17.9M - $21.6M
|
30.1K
$3.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-237K- 6.19% |
$18.9M - $22.7M
|
3.6M
$465M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-250K- 56.14% |
$19.9M - $24M
|
195K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-264K- 8.8% |
$21M - $25.3M
|
2.74M
$354M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-285K- 3.41% |
$22.7M - $27.3M
|
8.08M
$1.04B
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-363K- 15.7% |
$28.9M - $34.8M
|
1.95M
$252M
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-615K- 90.71% |
$48.9M - $59M
|
63K
$8.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-894K- 4.69% |
$71.1M - $85.7M
|
18.2M
$2.35B
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.28M- 2.54% |
$102M - $123M
|
49.3M
$6.37B
|