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 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.42K+ 1.27% |
$192K - $232K
|
193K
$25.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.41K+ 2.34% |
$192K - $231K
|
105K
$13.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.35K+ 11.08% |
$187K - $225K
|
23.5K
$3.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.33K+ 1.15% |
$185K - $224K
|
206K
$26.7M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.26K+ 105.36% |
$180K - $217K
|
4.41K
$573K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.23K+ 13.09% |
$178K - $214K
|
19.3K
$2.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.23KNew |
$177K - $214K
|
2.23K
$290K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.19K+ 80.4% |
$174K - $210K
|
4.91K
$638K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
2.19K+ 7.77% |
$174K - $210K
|
30.3K
$3.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.14K+ 63.5% |
$170K - $205K
|
5.51K
$717K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.09K+ 6.29% |
$166K - $201K
|
35.3K
$4.6M
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
2.08K+ 3.8% |
$166K - $200K
|
56.9K
$7.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.07K+ 2.39% |
$165K - $199K
|
89K
$11.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
2.06K+ 49.27% |
$164K - $198K
|
6.24K
$812K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.04K+ 3.83% |
$162K - $196K
|
55.4K
$7.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.99K+ 6.45% |
$158K - $190K
|
32.8K
$4.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
1.96K+ 14.68% |
$156K - $188K
|
15.3K
$2M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.92K+ 14.74% |
$152K - $184K
|
14.9K
$1.94M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.88K+ 13.24% |
$149K - $180K
|
16.1K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.85K+ 1.63% |
$147K - $178K
|
115K
$15M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.85K+ 11.86% |
$147K - $178K
|
17.5K
$2.27M
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.79K+ 1.58% |
$142K - $172K
|
115K
$15M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1.75K+ 4.59% |
$140K - $168K
|
40K
$5.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.75K+ 8.69% |
$139K - $168K
|
21.9K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.75K+ 0.51% |
$139K - $167K
|
341K
$44.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.71K+ 23.45% |
$136K - $164K
|
9.01K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.68K+ 2.7% |
$134K - $161K
|
64K
$8.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.67K+ 60.27% |
$133K - $160K
|
4.43K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.65K+ 8.35% |
$131K - $158K
|
21.4K
$2.78M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
1.65K+ 17.53% |
$131K - $158K
|
11K
$1.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.63K+ 5.33% |
$129K - $156K
|
32.1K
$4.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.62K+ 9.5% |
$129K - $156K
|
18.7K
$2.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.6K+ 35.94% |
$127K - $154K
|
6.06K
$788K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.59K+ 16.24% |
$126K - $152K
|
11.4K
$1.48M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.56K+ 6.61% |
$124K - $150K
|
25.2K
$3.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.55K+ 0.65% |
$123K - $149K
|
240K
$31.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.55K+ 25.34% |
$123K - $149K
|
7.67K
$997K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.46K+ 400.55% |
$116K - $140K
|
1.82K
$237K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.46KNew |
$116K - $140K
|
1.46K
$190K
|
|
|
Nov 04, 2022
Q3 2022
|
Opus Investment Management Inc
|
BUY
|
- |
1.44K+ 3.6% |
$115K - $138K
|
41.5K
$5.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.43K+ 34.1% |
$114K - $137K
|
5.63K
$732K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.43K+ 6.01% |
$113K - $137K
|
25.1K
$3.27M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.39K+ 2167.19% |
$110K - $133K
|
1.45K
$189K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 26.79% |
$110K - $133K
|
6.54K
$851K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.37K+ 1.33% |
$109K - $131K
|
105K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.37K+ 0.42% |
$109K - $131K
|
330K
$42.9M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.37K+ 0.42% |
$109K - $131K
|
330K
$42.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.35K+ 4.56% |
$107K - $129K
|
30.8K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.3K+ 200.0% |
$103K - $125K
|
1.95K
$254K
|