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 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
133+ 1.67% |
$10.6K - $12K
|
8.1K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
129+ 1.73% |
$10.2K - $11.7K
|
7.57K
$995K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
125+ 0.48% |
$9.93K - $11.3K
|
26.3K
$3.45M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
125+ 0.28% |
$9.93K - $11.3K
|
44.2K
$5.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
124+ 21.09% |
$9.85K - $11.2K
|
712
$93.6K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
114+ 0.21% |
$9.06K - $10.3K
|
54.2K
$7.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
113+ 0.92% |
$8.98K - $10.2K
|
12.3K
$1.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
111New |
$8.82K - $10K
|
111
$14.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
108+ 12.81% |
$8.58K - $9.77K
|
951
$125K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
80+ 0.24% |
$6.36K - $7.24K
|
32.9K
$4.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
77+ 1.46% |
$6.12K - $6.97K
|
5.34K
$702K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
76+ 0.99% |
$6.04K - $6.88K
|
7.76K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
71New |
$5.64K - $6.42K
|
71
$9.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 0.59% |
$5.56K - $6.33K
|
11.9K
$1.56M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
66+ 0.2% |
$5.24K - $5.97K
|
32.8K
$4.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
66+ 2.03% |
$5.24K - $5.97K
|
3.33K
$437K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.19% |
$5.16K - $5.88K
|
3.04K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
61+ 1.74% |
$4.85K - $5.52K
|
3.57K
$470K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
59+ 1.08% |
$4.69K - $5.34K
|
5.54K
$728K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
59+ 0.1% |
$4.69K - $5.34K
|
56.9K
$7.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
58+ 1.13% |
$4.61K - $5.25K
|
5.17K
$680K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
58+ 0.1% |
$4.61K - $5.25K
|
56.7K
$7.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
52+ 0.77% |
$4.13K - $4.7K
|
6.84K
$899K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
48New |
$3.81K - $4.34K
|
48
$6.31K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
46+ 2.77% |
$3.65K - $4.16K
|
1.71K
$224K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.21% |
$3.57K - $4.07K
|
21.8K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
41+ 0.97% |
$3.26K - $3.71K
|
4.25K
$559K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
39+ 0.57% |
$3.1K - $3.53K
|
6.86K
$902K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38+ 1.2% |
$3.02K - $3.44K
|
3.2K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
34New |
$2.7K - $3.08K
|
34
$4.47K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
33+ 0.75% |
$2.62K - $2.99K
|
4.44K
$583K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32+ 0.99% |
$2.54K - $2.9K
|
3.27K
$430K
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
30+ 1.09% |
$2.38K - $2.71K
|
2.78K
$366K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
28+ 0.47% |
$2.22K - $2.53K
|
5.93K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28+ 27.45% |
$2.22K - $2.53K
|
130
$17.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
25+ 0.98% |
$1.99K - $2.26K
|
2.58K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
25+ 0.52% |
$1.99K - $2.26K
|
4.84K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
25+ 0.45% |
$1.99K - $2.26K
|
5.55K
$730K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
24+ 1.99% |
$1.91K - $2.17K
|
1.23K
$162K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
23+ 4.58% |
$1.83K - $2.08K
|
525
$69K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22+ 0.29% |
$1.75K - $1.99K
|
7.74K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
20+ 0.67% |
$1.59K - $1.81K
|
3.01K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$1.59K - $1.81K
|
40
$5.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
18+ 2.37% |
$1.43K - $1.63K
|
776
$102K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.48% |
$1.43K - $1.63K
|
3.76K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
17+ 0.19% |
$1.35K - $1.54K
|
9.1K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.35K - $1.54K
|
3.52K
$463K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
17+ 0.48% |
$1.35K - $1.54K
|
3.59K
$472K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
16New |
$1.27K - $1.45K
|
16
$2.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
15+ 0.52% |
$1.19K - $1.36K
|
2.93K
$385K
|