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 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
1.29K+ 19.52% |
$103K - $124K
|
7.91K
$1.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.23K+ 8.23% |
$97.4K - $117K
|
16.1K
$2.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.22K+ 27.6% |
$96.7K - $117K
|
5.62K
$731K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.11% |
$96.7K - $117K
|
58.9K
$7.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 7.65% |
$94.5K - $114K
|
16.7K
$2.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.19K+ 1.15% |
$94.5K - $114K
|
105K
$13.6M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
1.18K+ 209.22% |
$93.9K - $113K
|
1.74K
$227K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.15K+ 11.29% |
$91.8K - $111K
|
11.4K
$1.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.15K+ 18.67% |
$91.2K - $110K
|
7.28K
$947K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14KNew |
$90.4K - $109K
|
1.14K
$148K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.06K+ 3.69% |
$84.6K - $102K
|
29.9K
$3.89M
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.06K+ 6.46% |
$84.5K - $102K
|
17.5K
$2.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.06K+ 31.77% |
$84.3K - $102K
|
4.4K
$572K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.03K+ 0.41% |
$81.9K - $98.8K
|
250K
$32.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.02K+ 1.94% |
$80.9K - $97.5K
|
53.4K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1K+ 8.92% |
$79.6K - $96K
|
12.2K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1K+ 2.57% |
$79.5K - $95.9K
|
39.9K
$5.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
984+ 1.14% |
$78.3K - $94.4K
|
87.3K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
961+ 0.63% |
$76.4K - $92.2K
|
154K
$20M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
955+ 4.16% |
$76K - $91.6K
|
23.9K
$3.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
953+ 8.12% |
$75.8K - $91.4K
|
12.7K
$1.65M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
933+ 21.47% |
$74.2K - $89.5K
|
5.28K
$687K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
931+ 8.8% |
$74.1K - $89.3K
|
11.5K
$1.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
922+ 0.7% |
$73.3K - $88.4K
|
134K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
900+ 3.86% |
$71.6K - $86.3K
|
24.2K
$3.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
900New |
$71.6K - $86.3K
|
900
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
880+ 0.87% |
$70K - $84.4K
|
103K
$13.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
878+ 114.77% |
$69.8K - $84.2K
|
1.64K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
843New |
$67.1K - $80.8K
|
843
$110K
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
840+ 32.75% |
$66.8K - $80.6K
|
3.41K
$443K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
806+ 2.73% |
$64.1K - $77.3K
|
30.3K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
786+ 24.32% |
$62.5K - $75.4K
|
4.02K
$523K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
773+ 24.86% |
$61.5K - $74.1K
|
3.88K
$505K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
754+ 9.25% |
$60K - $72.3K
|
8.91K
$1.16M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
753+ 1.87% |
$59.9K - $72.2K
|
41.1K
$5.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
738New |
$58.7K - $70.8K
|
738
$96K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
721+ 10.17% |
$57.3K - $69.1K
|
7.81K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
717+ 0.75% |
$57K - $68.8K
|
96K
$12.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
706+ 24.35% |
$56.2K - $67.7K
|
3.61K
$469K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
698+ 2.52% |
$55.5K - $66.9K
|
28.4K
$3.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
695+ 23.24% |
$55.3K - $66.7K
|
3.69K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
682+ 21.62% |
$54.2K - $65.4K
|
3.84K
$499K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
672+ 7.32% |
$53.5K - $64.4K
|
9.85K
$1.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
658+ 12.55% |
$52.3K - $63.1K
|
5.9K
$768K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
650+ 103.17% |
$51.7K - $62.3K
|
1.28K
$166K
|
|
|
Nov 04, 2022
Q3 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
637+ 9.64% |
$50.7K - $61.1K
|
7.25K
$942K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
629+ 10.77% |
$50K - $60.3K
|
6.47K
$841K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
597+ 1.86% |
$47.5K - $57.3K
|
32.6K
$4.24M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
585+ 0.64% |
$46.5K - $56.1K
|
91.4K
$11.9M
|
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
560+ 19.68% |
$44.5K - $53.7K
|
3.41K
$443K
|