Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.53M+ 66807.73% |
$280M - $319M
|
3.53M
$459M
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.19M+ 94794.78% |
$254M - $289M
|
3.2M
$416M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
2.6MNew |
$207M - $236M
|
2.6M
$339M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.06M+ 140.13% |
$164M - $187M
|
3.53M
$459M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.39M+ 11.36% |
$110M - $126M
|
13.6M
$1.77B
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
888KNew |
$70.5M - $80.3M
|
888K
$115M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
864K+ 38.2% |
$68.7M - $78.2M
|
3.13M
$407M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
706KNew |
$56.1M - $63.9M
|
706K
$91.8M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
683KNew |
$54.3M - $61.8M
|
683K
$88.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
643KNew |
$51M - $58.1M
|
643K
$83.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
579K+ 1460.44% |
$46M - $52.4M
|
618K
$80.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Cisco Systems, Inc.
San Jose, CA |
BUY
|
- |
520K+ 22.78% |
$41.3M - $47M
|
2.8M
$364M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
511K+ 678.4% |
$40.6M - $46.3M
|
587K
$76.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
503K+ 34.28% |
$40M - $45.5M
|
1.97M
$256M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
429K+ 15.69% |
$34.1M - $38.8M
|
3.17M
$412M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
332K+ 1439.95% |
$26.4M - $30.1M
|
355K
$46.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
328K+ 200.19% |
$26.1M - $29.7M
|
492K
$64M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
291KNew |
$23.1M - $26.3M
|
291K
$37.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
259K+ 203.29% |
$20.6M - $23.4M
|
386K
$50.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
BUY
|
- |
236K+ 568.25% |
$18.7M - $21.3M
|
277K
$36M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
223K+ 21.1% |
$17.7M - $20.2M
|
1.28M
$166M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
209K+ 314.72% |
$16.6M - $18.9M
|
275K
$35.7M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
209K+ 314.72% |
$16.6M - $18.9M
|
275K
$35.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
205KNew |
$16.3M - $18.6M
|
205K
$26.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
197KNew |
$15.7M - $17.8M
|
197K
$25.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
196K+ 5.81% |
$15.6M - $17.7M
|
3.57M
$464M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
175KNew |
$13.9M - $15.8M
|
175K
$22.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
174KNew |
$13.8M - $15.7M
|
174K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
166K+ 27.54% |
$13.2M - $15M
|
769K
$99.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
164K+ 17.3% |
$13.1M - $14.9M
|
1.12M
$145M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
151K+ 65.48% |
$12M - $13.7M
|
381K
$49.6M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
147K+ 54.99% |
$11.7M - $13.3M
|
415K
$53.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
131K+ 80.3% |
$10.4M - $11.9M
|
295K
$38.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127K+ 17.24% |
$10.1M - $11.5M
|
865K
$112M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
127KNew |
$10.1M - $11.5M
|
127K
$16.5M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
123KNew |
$9.74M - $11.1M
|
123K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
121KNew |
$9.63M - $11M
|
121K
$15.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
118K+ 1857.93% |
$9.36M - $10.7M
|
124K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
114K+ 43.2% |
$9.06M - $10.3M
|
378K
$49.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
102K+ 3356.74% |
$8.07M - $9.19M
|
105K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
100K+ 86.58% |
$7.94M - $9.05M
|
215K
$28M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
98.7K+ 78.95% |
$7.84M - $8.93M
|
224K
$29.1M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
92.5KNew |
$7.35M - $8.37M
|
92.5K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
89.5K+ 173.24% |
$7.11M - $8.1M
|
141K
$18.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
81.6K+ 2.27% |
$6.49M - $7.39M
|
3.68M
$478M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
81.5K+ 150.21% |
$6.47M - $7.37M
|
136K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
78K+ 7.55% |
$6.19M - $7.06M
|
1.11M
$144M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
77.4KNew |
$6.15M - $7.01M
|
77.4K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
76.1KNew |
$6.05M - $6.89M
|
76.1K
$9.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
74.5K+ 19.62% |
$5.92M - $6.74M
|
454K
$59M
|