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 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.18K- 6.86% |
$173K - $197K
|
29.6K
$3.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.19K- 44.55% |
$174K - $198K
|
2.72K
$354K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.28K- 15.32% |
$181K - $207K
|
12.6K
$1.64M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.31K- 3.68% |
$183K - $209K
|
60.5K
$7.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.33K- 8.22% |
$185K - $211K
|
26.1K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.34K- 7.28% |
$186K - $212K
|
29.8K
$3.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.36K- 7.0% |
$187K - $214K
|
31.3K
$4.07M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.41K- 6.88% |
$192K - $218K
|
32.6K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.45K- 4.8% |
$195K - $222K
|
48.6K
$6.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-2.5K- 1.62% |
$199K - $226K
|
151K
$19.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.52K- 21.53% |
$200K - $228K
|
9.18K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.54K- 44.87% |
$202K - $230K
|
3.12K
$406K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 1.42% |
$202K - $230K
|
176K
$22.9M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.55K- 8.01% |
$203K - $231K
|
29.3K
$3.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.62K- 1.28% |
$208K - $237K
|
203K
$26.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.64K- 2.28% |
$209K - $239K
|
113K
$14.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.68K- 30.86% |
$213K - $242K
|
6K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.72K- 36.71% |
$216K - $246K
|
4.69K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.73K- 48.54% |
$217K - $247K
|
2.89K
$376K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.77K- 6.32% |
$220K - $250K
|
41K
$5.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.77K- 0.29% |
$220K - $251K
|
941K
$122M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.83K- 2.38% |
$224K - $256K
|
116K
$15.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.84K- 28.08% |
$226K - $257K
|
7.27K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.86K- 38.71% |
$228K - $259K
|
4.53K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.93K- 8.92% |
$232K - $265K
|
29.9K
$3.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3K- 4.94% |
$239K - $272K
|
57.8K
$7.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.13K- 5.22% |
$248K - $283K
|
56.8K
$7.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.13K- 55.64% |
$249K - $283K
|
2.5K
$325K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.18K- 12.63% |
$252K - $287K
|
22K
$2.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-3.21K- 31.76% |
$255K - $291K
|
6.91K
$898K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-3.26K- 33.79% |
$259K - $295K
|
6.39K
$830K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.26K- 7.53% |
$259K - $295K
|
40K
$5.21M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.35K- 5.22% |
$266K - $303K
|
60.7K
$7.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.4K- 1.87% |
$270K - $308K
|
178K
$23.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.4K- 29.01% |
$270K - $308K
|
8.33K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.41K- 1.32% |
$271K - $308K
|
255K
$33.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-3.47K- 52.87% |
$275K - $314K
|
3.09K
$402K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.49K- 20.71% |
$277K - $316K
|
13.4K
$1.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.59K- 9.69% |
$285K - $325K
|
33.4K
$4.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.59K- 49.81% |
$286K - $325K
|
3.62K
$471K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.65K- 53.99% |
$290K - $330K
|
3.11K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.65K- 53.99% |
$290K - $330K
|
3.11K
$404K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.69K- 17.92% |
$293K - $334K
|
16.9K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.71K- 39.34% |
$295K - $336K
|
5.72K
$744K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.73K- 3.45% |
$297K - $338K
|
104K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.75K- 54.73% |
$298K - $339K
|
3.1K
$403K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.82K- 3.02% |
$303K - $345K
|
123K
$16M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.14K- 7.17% |
$329K - $375K
|
53.6K
$6.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4.15K- 3.94% |
$330K - $376K
|
101K
$13.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.19K- 16.61% |
$332K - $379K
|
21K
$2.73M
|