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 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12- 0.13% |
$953 - $1.09K
|
9.58K
$1.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12- 4.51% |
$953 - $1.09K
|
254
$33K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.88% |
$1.11K - $1.27K
|
1.58K
$205K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-16- 0.22% |
$1.27K - $1.45K
|
7.1K
$923K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-16- 0.56% |
$1.27K - $1.45K
|
2.85K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-18- 0.6% |
$1.43K - $1.63K
|
2.97K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 4.9% |
$1.43K - $1.63K
|
349
$45.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19- 0.29% |
$1.51K - $1.72K
|
6.52K
$848K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$1.59K - $1.81K
|
4.18K
$543K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-22- 0.18% |
$1.75K - $1.99K
|
12.2K
$1.59M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-22- 0.11% |
$1.75K - $1.99K
|
19.3K
$2.51M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-24- 0.89% |
$1.91K - $2.17K
|
2.67K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 0.77% |
$2.38K - $2.71K
|
3.87K
$503K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-34- 0.9% |
$2.7K - $3.08K
|
3.76K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-35- 5.16% |
$2.78K - $3.17K
|
643
$83.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-35- 0.93% |
$2.78K - $3.17K
|
3.74K
$486K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-36- 0.83% |
$2.86K - $3.26K
|
4.32K
$561K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-37- 0.21% |
$2.94K - $3.35K
|
17.9K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-39- 0.26% |
$3.1K - $3.53K
|
14.8K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-40- 0.52% |
$3.18K - $3.62K
|
7.63K
$992K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-40- 1.29% |
$3.18K - $3.62K
|
3.07K
$399K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-41- 20.92% |
$3.26K - $3.71K
|
155
$20.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42- 25.61% |
$3.34K - $3.8K
|
122
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-45- 2.46% |
$3.57K - $4.07K
|
1.78K
$232K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-50- 1.19% |
$3.97K - $4.52K
|
4.14K
$539K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-53- 2.05% |
$4.21K - $4.8K
|
2.53K
$329K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-54- 1.91% |
$4.29K - $4.89K
|
2.78K
$361K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-58- 0.04% |
$4.61K - $5.25K
|
138K
$17.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-59- 0.99% |
$4.69K - $5.34K
|
5.88K
$765K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-60- 1.56% |
$4.77K - $5.43K
|
3.79K
$493K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-70- 0.4% |
$5.56K - $6.33K
|
17.3K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-70- 38.89% |
$5.56K - $6.33K
|
110
$14.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-77- 1.66% |
$6.12K - $6.97K
|
4.56K
$593K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-81- 34.47% |
$6.43K - $7.33K
|
154
$20K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82- 0.1% |
$6.51K - $7.42K
|
79.9K
$10.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-82- 62.12% |
$6.51K - $7.42K
|
50
$6.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-86- 1.98% |
$6.83K - $7.78K
|
4.26K
$553K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-89- 0.39% |
$7.07K - $8.05K
|
22.7K
$2.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-89- 7.15% |
$7.07K - $8.05K
|
1.16K
$150K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-90- 2.44% |
$7.15K - $8.14K
|
3.6K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-96- 0.3% |
$7.63K - $8.69K
|
31.7K
$4.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-97- 1.59% |
$7.71K - $8.78K
|
6.02K
$782K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-101- 1.6% |
$8.02K - $9.14K
|
6.2K
$805K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-109- 15.37% |
$8.66K - $9.86K
|
600
$78K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-117- 0.26% |
$9.29K - $10.6K
|
45K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-117- 1.09% |
$9.29K - $10.6K
|
10.6K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-119- 0.19% |
$9.45K - $10.8K
|
61.1K
$7.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-119- 0.1% |
$9.45K - $10.8K
|
116K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-124- 0.31% |
$9.85K - $11.2K
|
40.1K
$5.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-125- 4.78% |
$9.93K - $11.3K
|
2.49K
$323K
|