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 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
53.2K+ 27.03% |
$4.23M - $5.1M
|
250K
$32.5M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
52.1KNew |
$4.15M - $5M
|
52.1K
$6.78M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
51.2K+ 28.55% |
$4.07M - $4.91M
|
230K
$30M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
50K+ 3.53% |
$3.98M - $4.8M
|
1.47M
$191M
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
47.5KNew |
$3.78M - $4.56M
|
47.5K
$6.18M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.1K+ 8.51% |
$3.67M - $4.42M
|
588K
$76.5M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
44.2K+ 13.87% |
$3.52M - $4.24M
|
363K
$47.2M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42.2KNew |
$3.35M - $4.04M
|
42.2K
$5.48M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
42K+ 11.32% |
$3.34M - $4.02M
|
413K
$53.7M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
40.9K+ 308.79% |
$3.25M - $3.92M
|
54.1K
$7.04M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
38.2K+ 2.09% |
$3.04M - $3.66M
|
1.86M
$242M
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
37.4K+ 4.33% |
$2.97M - $3.58M
|
901K
$117M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$2.91M - $3.51M
|
36.6K
$4.77M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36K+ 16.38% |
$2.86M - $3.45M
|
256K
$33.3M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
34.3K+ 3.77% |
$2.73M - $3.29M
|
944K
$123M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.6K+ 716.96% |
$2.59M - $3.13M
|
37.1K
$4.83M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31.2K+ 92.97% |
$2.48M - $2.99M
|
64.7K
$8.41M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.6K+ 4.32% |
$2.43M - $2.93M
|
738K
$95.9M
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
27.7K+ 36.68% |
$2.21M - $2.66M
|
103K
$13.4M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
27.7KNew |
$2.2M - $2.66M
|
27.7K
$3.6M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
26K+ 64.12% |
$2.06M - $2.49M
|
66.4K
$8.64M
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
25.2K+ 11.1% |
$2.01M - $2.42M
|
252K
$32.8M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
24.6KNew |
$1.95M - $2.36M
|
24.6K
$3.2M
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
24K+ 37.78% |
$1.91M - $2.3M
|
87.5K
$11.4M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
23.8K+ 96.98% |
$1.89M - $2.28M
|
48.3K
$6.29M
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
23K+ 129.52% |
$1.83M - $2.21M
|
40.8K
$5.3M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.6K+ 27.83% |
$1.8M - $2.17M
|
104K
$13.5M
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
21.9K+ 38.32% |
$1.74M - $2.1M
|
78.9K
$10.3M
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
21.2K+ 34.21% |
$1.69M - $2.03M
|
83.3K
$10.8M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.8K+ 9.99% |
$1.66M - $2M
|
229K
$29.8M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
19.8K+ 6.18% |
$1.58M - $1.9M
|
341K
$44.3M
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
19.5K+ 10.31% |
$1.55M - $1.87M
|
208K
$27.1M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.3K+ 11.63% |
$1.54M - $1.85M
|
185K
$24.1M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.5K+ 0.48% |
$1.47M - $1.77M
|
3.88M
$505M
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
18.4K+ 1.94% |
$1.47M - $1.77M
|
968K
$126M
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
17.9K+ 1.72% |
$1.42M - $1.72M
|
1.06M
$138M
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
17.3K+ 1.01% |
$1.38M - $1.66M
|
1.73M
$225M
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.3K+ 146.99% |
$1.37M - $1.66M
|
29K
$3.77M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 541.7% |
$1.35M - $1.62M
|
20K
$2.61M
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16.9K+ 457.89% |
$1.35M - $1.62M
|
20.6K
$2.68M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.8K+ 5.65% |
$1.34M - $1.61M
|
315K
$41M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.5K+ 224.03% |
$1.32M - $1.59M
|
23.9K
$3.11M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.1K+ 100.0% |
$1.2M - $1.45M
|
30.2K
$3.93M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14K+ 70.7% |
$1.11M - $1.34M
|
33.7K
$4.38M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13.8KNew |
$1.1M - $1.32M
|
13.8K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13.7K+ 138.43% |
$1.09M - $1.31M
|
23.6K
$3.07M
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.5K+ 3.57% |
$1.07M - $1.29M
|
391K
$50.8M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.8K+ 2.71% |
$1.02M - $1.23M
|
487K
$63.4M
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
12.6K+ 6.34% |
$1M - $1.21M
|
211K
$27.5M
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.3KNew |
$982K - $1.18M
|
12.3K
$1.61M
|