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 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
179+ 6.82% |
$14.2K - $17.2K
|
2.81K
$365K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
179+ 3.63% |
$14.2K - $17.2K
|
5.11K
$665K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
172New |
$13.7K - $16.5K
|
172
$22.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
161+ 3.85% |
$12.8K - $15.4K
|
4.34K
$565K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
155+ 0.74% |
$12.3K - $14.9K
|
21K
$2.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
142+ 1.51% |
$11.3K - $13.6K
|
9.52K
$1.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
140New |
$11.1K - $13.4K
|
140
$18.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
124+ 19.56% |
$9.86K - $11.9K
|
758
$98.6K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
121+ 0.19% |
$9.62K - $11.6K
|
62.8K
$8.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
121+ 281.4% |
$9.62K - $11.6K
|
164
$21.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
120+ 3.88% |
$9.54K - $11.5K
|
3.21K
$417K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
118+ 3.48% |
$9.39K - $11.3K
|
3.51K
$457K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
117+ 8.24% |
$9.31K - $11.2K
|
1.54K
$200K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 0.02% |
$8.67K - $10.5K
|
444K
$57.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
100+ 1.03% |
$7.95K - $9.59K
|
9.8K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
99+ 0.82% |
$7.87K - $9.49K
|
12.2K
$1.59M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
94+ 0.12% |
$7.48K - $9.01K
|
80.4K
$10.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
91+ 86.67% |
$7.24K - $8.73K
|
196
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
89+ 0.5% |
$7.08K - $8.54K
|
18K
$2.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
89+ 1.72% |
$7.08K - $8.54K
|
5.26K
$684K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
88+ 3.33% |
$7K - $8.44K
|
2.73K
$355K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
85+ 3.47% |
$6.76K - $8.15K
|
2.54K
$330K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
84+ 0.69% |
$6.68K - $8.06K
|
12.3K
$1.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
83+ 2.34% |
$6.6K - $7.96K
|
3.63K
$472K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$6.36K - $7.67K
|
80
$10.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
75+ 2.2% |
$5.97K - $7.19K
|
3.49K
$453K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70+ 63.64% |
$5.57K - $6.71K
|
180
$23.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
64+ 0.56% |
$5.09K - $6.14K
|
11.5K
$1.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
61+ 0.45% |
$4.85K - $5.85K
|
13.6K
$1.77M
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
54+ 1.86% |
$4.3K - $5.18K
|
2.96K
$384K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
54+ 0.24% |
$4.3K - $5.18K
|
22.8K
$2.96M
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.28% |
$4.22K - $5.08K
|
4.2K
$546K
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
50+ 1.21% |
$3.98K - $4.8K
|
4.19K
$545K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
50+ 0.52% |
$3.98K - $4.8K
|
9.64K
$1.25M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
50+ 9.82% |
$3.98K - $4.8K
|
559
$72.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
49+ 0.07% |
$3.9K - $4.7K
|
65.5K
$8.51M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
46+ 0.21% |
$3.66K - $4.41K
|
22.5K
$2.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
45+ 0.66% |
$3.58K - $4.32K
|
6.84K
$890K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
40New |
$3.18K - $3.84K
|
40
$5.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
38+ 0.05% |
$3.02K - $3.64K
|
69.2K
$9M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
37New |
$2.94K - $3.55K
|
37
$4.81K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
33+ 0.1% |
$2.62K - $3.16K
|
32.8K
$4.26M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33+ 0.11% |
$2.62K - $3.16K
|
29.5K
$3.84M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
31New |
$2.47K - $2.97K
|
31
$4.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27+ 4.81% |
$2.15K - $2.59K
|
588
$76.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
26+ 0.48% |
$2.07K - $2.49K
|
5.49K
$714K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
23+ 0.75% |
$1.83K - $2.21K
|
3.11K
$404K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
23+ 0.08% |
$1.83K - $2.21K
|
27.9K
$3.63M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
22+ 1.34% |
$1.75K - $2.11K
|
1.66K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20+ 0.71% |
$1.59K - $1.92K
|
2.82K
$367K
|