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 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
555+ 0.86% |
$44.1K - $53.2K
|
65.2K
$8.43M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
548New |
$43.6K - $52.6K
|
548
$70.9K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
534+ 6.07% |
$42.5K - $51.2K
|
9.34K
$1.21M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
529+ 4.87% |
$42.1K - $50.7K
|
11.4K
$1.47M
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
517+ 7.76% |
$41.1K - $49.6K
|
7.18K
$928K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
515+ 1.55% |
$41K - $49.4K
|
33.7K
$4.36M
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
502+ 3.07% |
$39.9K - $48.1K
|
16.9K
$2.18M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
491+ 18.1% |
$39.1K - $47.1K
|
3.2K
$414K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
467+ 14.83% |
$37.1K - $44.8K
|
3.62K
$467K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
446+ 13.39% |
$35.5K - $42.8K
|
3.78K
$488K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
444+ 6.35% |
$35.3K - $42.6K
|
7.44K
$962K
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
415+ 1.62% |
$33K - $39.8K
|
26.1K
$3.37M
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
410+ 0.67% |
$32.6K - $39.3K
|
61.2K
$7.91M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
400+ 44.44% |
$31.8K - $38.4K
|
1.3K
$168K
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
400+ 9.27% |
$31.8K - $38.4K
|
4.71K
$610K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
387New |
$30.8K - $37.1K
|
387
$50K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
386+ 153.17% |
$30.7K - $37K
|
638
$82.5K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
375+ 3.97% |
$29.8K - $36K
|
9.83K
$1.27M
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
373+ 0.95% |
$29.7K - $35.8K
|
39.6K
$5.12M
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
365+ 42.15% |
$29K - $35K
|
1.23K
$159K
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
361+ 8.86% |
$28.7K - $34.6K
|
4.44K
$574K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
351+ 30.47% |
$27.9K - $33.7K
|
1.5K
$194K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
350+ 1.3% |
$27.8K - $33.6K
|
27.2K
$3.52M
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
335+ 4.69% |
$26.6K - $32.1K
|
7.48K
$967K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
333+ 0.84% |
$26.5K - $31.9K
|
39.9K
$5.16M
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
312+ 12.7% |
$24.8K - $29.9K
|
2.77K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
308+ 2.68% |
$24.5K - $29.5K
|
11.8K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
305+ 0.39% |
$24.3K - $29.2K
|
78.9K
$10.2M
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
303+ 0.83% |
$24.1K - $29.1K
|
36.7K
$4.75M
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
296+ 1.89% |
$23.5K - $28.4K
|
15.9K
$2.06M
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
290+ 0.21% |
$23.1K - $27.8K
|
138K
$17.9M
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
284+ 1.06% |
$22.6K - $27.2K
|
27.1K
$3.5M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
284+ 14.2% |
$22.6K - $27.2K
|
2.28K
$295K
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
273+ 3.61% |
$21.7K - $26.2K
|
7.84K
$1.01M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
265+ 73.2% |
$21.1K - $25.4K
|
627
$81.1K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
254+ 3.85% |
$20.2K - $24.4K
|
6.85K
$886K
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
249+ 4.16% |
$19.8K - $23.9K
|
6.23K
$806K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
241+ 3.29% |
$19.2K - $23.1K
|
7.56K
$978K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
239+ 0.42% |
$19K - $22.9K
|
56.6K
$7.32M
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
235New |
$18.7K - $22.5K
|
235
$30.4K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
228+ 183.87% |
$18.1K - $21.9K
|
352
$45.5K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
226+ 3.1% |
$18K - $21.7K
|
7.51K
$972K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
220+ 5.71% |
$17.5K - $21.1K
|
4.07K
$526K
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
218+ 1.86% |
$17.3K - $20.9K
|
11.9K
$1.54M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
217+ 7.34% |
$17.3K - $20.8K
|
3.17K
$410K
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
210+ 1.69% |
$16.7K - $20.1K
|
12.7K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
209+ 3.93% |
$16.6K - $20K
|
5.53K
$715K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
205+ 7.82% |
$16.3K - $19.7K
|
2.83K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
204+ 2.81% |
$16.2K - $19.6K
|
7.47K
$965K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
190+ 89.62% |
$15.1K - $18.2K
|
402
$52K
|