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 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-908- 1.78% |
$72.1K - $82.2K
|
50.1K
$6.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-933- 6.89% |
$74.1K - $84.4K
|
12.6K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-960- 2.02% |
$76.3K - $86.9K
|
46.6K
$6.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-966- 14.89% |
$76.7K - $87.4K
|
5.52K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-993- 15.71% |
$78.9K - $89.8K
|
5.33K
$692K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1K- 2.5% |
$79.4K - $90.5K
|
38.9K
$5.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 24.49% |
$85.7K - $97.6K
|
3.33K
$433K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.11K- 1.7% |
$88.1K - $100K
|
64K
$8.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.12K- 76.95% |
$89.1K - $102K
|
336
$43.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.13K- 5.24% |
$90.1K - $103K
|
20.5K
$2.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.16K- 13.04% |
$91.8K - $105K
|
7.71K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-1.18K- 4.22% |
$93.4K - $106K
|
26.7K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.18K- 52.89% |
$93.7K - $107K
|
1.05K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.18K- 29.86% |
$93.9K - $107K
|
2.78K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.18K- 4.7% |
$94.1K - $107K
|
24K
$3.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.23K- 19.13% |
$97.9K - $111K
|
5.21K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-1.23K- 1.78% |
$98K - $112K
|
67.9K
$8.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.24K- 4.77% |
$98.7K - $112K
|
24.8K
$3.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.27K- 4.59% |
$101K - $115K
|
26.4K
$3.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.34K- 33.81% |
$106K - $121K
|
2.61K
$340K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.36K- 13.04% |
$108K - $123K
|
9.07K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.4K- 12.67% |
$111K - $127K
|
9.65K
$1.25M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.4K- 21.21% |
$111K - $127K
|
5.2K
$676K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.42K- 2.27% |
$113K - $128K
|
61K
$7.93M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.48K- 10.85% |
$117K - $134K
|
12.2K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.53K- 22.1% |
$121K - $138K
|
5.39K
$700K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.6K- 1.43% |
$127K - $145K
|
111K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.6K- 3.46% |
$127K - $145K
|
44.8K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.62K- 1.08% |
$129K - $146K
|
148K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.62K- 6.69% |
$129K - $147K
|
22.6K
$2.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.63K- 0.48% |
$129K - $147K
|
340K
$44.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.63K- 82.67% |
$130K - $148K
|
342
$44.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.69K- 69.56% |
$134K - $153K
|
741
$96.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.73K- 2.65% |
$138K - $157K
|
63.7K
$8.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.73K- 2.51% |
$138K - $157K
|
67.2K
$8.74M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.74K- 15.49% |
$138K - $157K
|
9.48K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.8K- 25.35% |
$143K - $163K
|
5.3K
$689K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.81K- 15.49% |
$144K - $164K
|
9.89K
$1.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.83K- 23.31% |
$145K - $165K
|
6.01K
$782K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.85K- 31.08% |
$147K - $167K
|
4.1K
$533K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.85K- 27.62% |
$147K - $168K
|
4.85K
$631K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.86K- 6.22% |
$148K - $168K
|
28.1K
$3.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.9K- 21.33% |
$151K - $171K
|
6.99K
$909K
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.9K- 3.01% |
$151K - $171K
|
61.1K
$7.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.96K- 11.7% |
$156K - $177K
|
14.8K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.99K- 17.81% |
$158K - $180K
|
9.18K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.01K- 5.43% |
$160K - $182K
|
35K
$4.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.03K- 11.61% |
$161K - $183K
|
15.4K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.06K- 0.9% |
$164K - $186K
|
227K
$29.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.18K- 12.46% |
$173K - $197K
|
15.3K
$1.99M
|