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 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.39K+ 6.97% |
$429K - $517K
|
82.7K
$10.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.35K+ 11.69% |
$425K - $513K
|
51K
$6.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.29K+ 25.42% |
$421K - $508K
|
26.1K
$3.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.28K+ 6.1% |
$420K - $507K
|
91.8K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.19KNew |
$413K - $498K
|
5.19K
$675K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.1KNew |
$406K - $489K
|
5.1K
$663K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 13.82% |
$393K - $474K
|
40.7K
$5.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
4.9K+ 84.4% |
$390K - $470K
|
10.7K
$1.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.87K+ 192.07% |
$387K - $467K
|
7.41K
$963K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.79K+ 116.84% |
$381K - $459K
|
8.89K
$1.16M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.79K+ 2.46% |
$381K - $459K
|
200K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.73KNew |
$376K - $454K
|
4.73K
$615K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.72K+ 79.17% |
$375K - $452K
|
10.7K
$1.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.4KNew |
$350K - $422K
|
4.4K
$573K
|
|
|
Oct 14, 2022
Q3 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.35K+ 75.54% |
$346K - $418K
|
10.1K
$1.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.13K+ 5.92% |
$329K - $396K
|
73.9K
$9.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.93K+ 4.22% |
$313K - $377K
|
97.3K
$12.6M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.93K+ 55.93% |
$312K - $376K
|
10.9K
$1.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
3.91KNew |
$311K - $375K
|
3.91K
$509K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.85KNew |
$306K - $369K
|
3.85K
$501K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.84KNew |
$305K - $368K
|
3.84K
$499K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
3.82K+ 51.55% |
$304K - $366K
|
11.2K
$1.46M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.73K+ 12.94% |
$297K - $358K
|
32.6K
$4.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
3.61KNew |
$287K - $346K
|
3.61K
$470K
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.57KNew |
$284K - $342K
|
3.57K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.57K+ 7.41% |
$284K - $342K
|
51.7K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.52K+ 8.79% |
$280K - $338K
|
43.6K
$5.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.51K+ 53.24% |
$279K - $337K
|
10.1K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.5KNew |
$278K - $335K
|
3.5K
$455K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.38K+ 2.23% |
$269K - $324K
|
155K
$20.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.36K+ 129.78% |
$267K - $322K
|
5.95K
$774K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.28K+ 4.71% |
$261K - $315K
|
73.1K
$9.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.24KNew |
$257K - $310K
|
3.24K
$421K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.22KNew |
$256K - $309K
|
3.22K
$419K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.11KNew |
$247K - $298K
|
3.11K
$404K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.06K+ 8.51% |
$243K - $293K
|
39K
$5.07M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.01KNew |
$239K - $288K
|
3.01K
$391K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.99K+ 3.04% |
$238K - $287K
|
102K
$13.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
2.97K+ 34.3% |
$236K - $285K
|
11.6K
$1.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.92K+ 42.67% |
$232K - $280K
|
9.76K
$1.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2.81KNew |
$223K - $269K
|
2.81K
$365K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$352K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.69KNew |
$214K - $258K
|
2.69K
$350K
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
2.69KNew |
$214K - $258K
|
2.69K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.64KNew |
$210K - $253K
|
2.64K
$344K
|
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.55K+ 63.6% |
$203K - $244K
|
6.56K
$853K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.52KNew |
$200K - $242K
|
2.52K
$328K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.52K+ 52.72% |
$200K - $241K
|
7.29K
$948K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.45K+ 11.86% |
$195K - $235K
|
23.1K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$194K - $233K
|
2.43K
$317K
|