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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-377- 0.64% |
$29.9K - $34.1K
|
58.5K
$7.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-391- 13.81% |
$31.1K - $35.4K
|
2.44K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-393- 1.16% |
$31.2K - $35.6K
|
33.3K
$4.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-398- 1.79% |
$31.6K - $36K
|
21.8K
$2.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-398- 7.03% |
$31.6K - $36K
|
5.26K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-399- 0.9% |
$31.7K - $36.1K
|
43.7K
$5.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-408- 0.36% |
$32.4K - $36.9K
|
112K
$14.7M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-412- 10.61% |
$32.7K - $37.3K
|
3.47K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-421- 2.19% |
$33.4K - $38.1K
|
18.8K
$2.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-428- 6.23% |
$34K - $38.7K
|
6.45K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-446- 12.45% |
$35.4K - $40.4K
|
3.14K
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-448- 1.72% |
$35.6K - $40.5K
|
25.7K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-450- 12.74% |
$35.7K - $40.7K
|
3.08K
$405K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-463- 27.64% |
$36.8K - $41.9K
|
1.21K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-467- 6.26% |
$37.1K - $42.3K
|
7K
$920K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-475- 4.67% |
$37.7K - $43K
|
9.69K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-476- 2.14% |
$37.8K - $43.1K
|
21.7K
$2.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-480- 13.77% |
$38.1K - $43.4K
|
3.01K
$395K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-480- 14.94% |
$38.1K - $43.4K
|
2.73K
$359K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-482- 1.52% |
$38.3K - $43.6K
|
31.1K
$4.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-483- 4.52% |
$38.4K - $43.7K
|
10.2K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-484- 5.1% |
$38.4K - $43.8K
|
9.01K
$1.18M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-488- 27.14% |
$38.8K - $44.2K
|
1.31K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-494- 6.32% |
$39.2K - $44.7K
|
7.32K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-502- 1.82% |
$39.9K - $45.4K
|
27.1K
$3.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-546- 3.66% |
$43.4K - $49.4K
|
14.4K
$1.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-551- 9.7% |
$43.8K - $49.9K
|
5.13K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-555- 0.87% |
$44.1K - $50.2K
|
63.5K
$8.35M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-595- 3.03% |
$47.3K - $53.8K
|
19K
$2.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-600- 6.12% |
$47.7K - $54.3K
|
9.2K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-609- 7.07% |
$48.4K - $55.1K
|
8K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-614- 16.84% |
$48.8K - $55.6K
|
3.03K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-634- 9.6% |
$50.4K - $57.4K
|
5.97K
$785K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-644- 5.5% |
$51.2K - $58.3K
|
11.1K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-660- 0.72% |
$52.4K - $59.7K
|
90.8K
$11.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-673- 15.5% |
$53.5K - $60.9K
|
3.67K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-698- 10.49% |
$55.4K - $63.2K
|
5.95K
$783K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-709- 2.97% |
$56.3K - $64.2K
|
23.1K
$3.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-737- 22.89% |
$58.5K - $66.7K
|
2.48K
$327K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-757- 2.33% |
$60.1K - $68.5K
|
31.8K
$4.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-763- 3.83% |
$60.6K - $69K
|
19.2K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-783- 22.39% |
$62.2K - $70.8K
|
2.71K
$357K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-792- 21.29% |
$62.9K - $71.7K
|
2.93K
$385K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-800- 2.0% |
$63.6K - $72.4K
|
39.2K
$5.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-813- 13.85% |
$64.6K - $73.6K
|
5.06K
$665K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-840- 24.67% |
$66.7K - $76K
|
2.57K
$337K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-840- 0.1% |
$66.7K - $76K
|
864K
$114M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-848- 1.39% |
$67.4K - $76.7K
|
60.1K
$7.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-851- 22.18% |
$67.6K - $77K
|
2.99K
$393K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-894- 17.94% |
$71K - $80.9K
|
4.09K
$538K
|