Purchases and Sales Made in Q3 2022 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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 03, 2022 Q3 2022
Smith Shellnut Wilson LLC

BUY
 -
11.6K
+ 11.12%
$924K - $1.11M
116K $15M
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
11.6K
+ 19.8%
$919K - $1.11M
69.9K $9.04M
Nov 09, 2022 Q3 2022
Legacy Advisors, LLC

BUY
 -
11.5K
New
$917K - $1.11M
11.5K $1.49M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
11.2K
+ 1.9%
$892K - $1.08M
603K $77.9M
Nov 14, 2022 Q3 2022
Carlson Capital Management

BUY
 -
11K
+ 53.64%
$875K - $1.06M
31.5K $4.08M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
10.9K
+ 271.21%
$867K - $1.05M
14.9K $1.93M
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
10.2K
New
$809K - $975K
10.2K $1.32M
Nov 14, 2022 Q3 2022
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
10K
+ 1.99%
$799K - $964K
514K $66.5M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
9.96K
+ 56.82%
$792K - $955K
27.5K $3.55M
Nov 14, 2022 Q3 2022
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
9.93K
+ 6.47%
$790K - $952K
164K $21.1M
Oct 31, 2022 Q3 2022
Prairie View Partners, LLC

BUY
 -
9.83K
+ 10.36%
$782K - $943K
105K $13.5M
Oct 21, 2022 Q3 2022
Alaska Permanent Capital Management

BUY
 -
8.99K
+ 3.99%
$715K - $862K
234K $30.3M
Feb 08, 2023 Q3 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
8.67K
New
$690K - $832K
8.67K $1.12M
Nov 10, 2022 Q3 2022
Avalon Advisory Group

Wexford, PA
BUY
 -
8.64K
+ 15.34%
$688K - $829K
65K $8.41M
Nov 14, 2022 Q3 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
8.61K
New
$685K - $826K
8.61K $1.11M
Nov 14, 2022 Q3 2022
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
8.33K
+ 63.34%
$663K - $799K
21.5K $2.78M
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
8.19K
+ 248.53%
$651K - $785K
11.5K $1.49M
Oct 20, 2022 Q3 2022
Planned Solutions, Inc.

BUY
 -
8.19K
+ 6.04%
$651K - $785K
144K $18.6M
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
8.16K
+ 8.16%
$649K - $782K
108K $14M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
8.12K
New
$646K - $779K
8.12K $1.05M
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
8.02K
New
$638K - $770K
8.02K $1.04M
Nov 14, 2022 Q3 2022
Marshall Wace, LLP

London, X0
BUY
 -
7.9K
New
$628K - $758K
7.9K $1.02M
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
7.79K
New
$619K - $747K
7.79K $1.01M
Oct 13, 2022 Q3 2022
Retirement Planning Group

BUY
 -
7.73K
+ 47.34%
$615K - $741K
24K $3.11M
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
7.55K
+ 12.68%
$601K - $724K
67.1K $8.68M
Nov 14, 2022 Q3 2022
Baker Avenue Asset Management, LP

BUY
 -
7.4K
New
$588K - $709K
7.4K $957K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
7.33K
+ 4.59%
$583K - $703K
167K $21.6M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.3K
+ 2.3%
$580K - $700K
325K $42M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
7.2K
+ 15.36%
$573K - $690K
54.1K $6.99M
Oct 19, 2022 Q3 2022
Sinecera Capital, LLC

BUY
 -
6.97K
+ 45.66%
$554K - $668K
22.2K $2.88M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.77K
+ 25.99%
$538K - $649K
32.8K $4.24M
Oct 28, 2022 Q3 2022
Reliant Wealth Planning

BUY
 -
6.61K
+ 1.14%
$526K - $634K
584K $75.6M
Nov 09, 2022 Q3 2022
Cwa Asset Management Group, LLC

BUY
 -
6.45K
New
$513K - $618K
6.45K $834K
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

BUY
 -
6.34K
New
$505K - $608K
6.34K $820K
Nov 14, 2022 Q3 2022
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
6.32K
+ 3.97%
$503K - $606K
166K $21.4M
Nov 14, 2022 Q3 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
6.32K
New
$503K - $606K
6.32K $817K
Oct 31, 2022 Q3 2022
1900 Wealth Management LLC

BUY
 -
6.25K
+ 3.09%
$497K - $599K
208K $27M
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
6.22K
+ 5.23%
$494K - $596K
125K $16.2M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
6.2K
+ 12.06%
$493K - $594K
57.6K $7.45M
Oct 24, 2022 Q3 2022
Sigma Investment Counselors Inc

BUY
 -
6.11K
+ 64.72%
$486K - $586K
15.5K $2.01M
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
6.05K
+ 51.5%
$481K - $580K
17.8K $2.3M
Nov 14, 2022 Q3 2022
Lcnb Corp

Lebanon, OH
BUY
 -
5.95K
+ 22.19%
$473K - $571K
32.8K $4.24M
Oct 14, 2022 Q3 2022
Jgp Wealth Management, LLC

BUY
 -
5.84K
+ 5.83%
$465K - $560K
106K $13.7M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
5.81K
+ 16.3%
$462K - $557K
41.4K $5.36M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5.75K
New
$457K - $551K
5.75K $743K
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
5.7K
+ 13.46%
$453K - $546K
48K $6.21M
Oct 28, 2022 Q3 2022
Canvas Wealth Advisors, LLC

BUY
 -
5.69K
+ 14.69%
$452K - $545K
44.4K $5.74M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
5.53K
+ 3.66%
$440K - $530K
157K $20.3M
Nov 10, 2022 Q3 2022
Amplius Wealth Advisors, LLC

BUY
 -
5.47K
+ 12.28%
$435K - $524K
50K $6.47M

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