Purchases and Sales Made in Q4 2022 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.14K
- 7.17%
$329K - $375K
53.6K $7.18M
Jan 31, 2023 Q4 2022
Kfa Private Wealth Group, LLC

SELL
 -
-4.15K
- 3.94%
$330K - $376K
101K $13.6M
Jan 12, 2023 Q4 2022
Tiaa, Fsb

St. Louis, MO
SELL
 -
-4.19K
- 16.61%
$332K - $379K
21K $2.81M
Jan 10, 2023 Q4 2022
Single Point Partners, LLC

SELL
 -
-4.51K
- 4.44%
$358K - $408K
97K $13M
Feb 07, 2023 Q4 2022
Great Point Wealth Advisors, LLC

Boston, MA
SELL
 -
-4.79K
- 6.11%
$381K - $434K
73.7K $9.87M
Feb 02, 2023 Q4 2022
Northwest Capital Management Inc

SELL
 -
-5.03K
- 16.59%
$400K - $455K
25.3K $3.39M
Jan 25, 2023 Q4 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-5.19K
- 8.65%
$412K - $469K
54.8K $7.34M
Feb 06, 2023 Q4 2022
Rollins Financial

SELL
 -
-5.26K
- 4.46%
$418K - $476K
113K $15.1M
Feb 01, 2023 Q4 2022
Alaska Permanent Capital Management

SELL
 -
-5.37K
- 2.29%
$426K - $486K
229K $30.6M
Feb 10, 2023 Q4 2022
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-5.51K
- 14.12%
$437K - $498K
33.5K $4.49M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-5.64K
- 5.43%
$448K - $511K
98.2K $13.2M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-5.84K
- 2.52%
$464K - $528K
226K $30.3M
Jan 26, 2023 Q4 2022
Monument Capital Management

SELL
 -
-5.87K
- 5.42%
$467K - $531K
102K $13.7M
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

SELL
 -
-6.19K
- 6.68%
$491K - $560K
86.5K $11.6M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-6.33K
- 1.51%
$503K - $573K
413K $55.3M
Jan 23, 2023 Q4 2022
Jb Capital LLC

SELL
 -
-6.34K
- 44.39%
$504K - $574K
7.94K $1.06M
Jan 11, 2023 Q4 2022
Financial Consulate, Inc

SELL
 -
-6.4K
- 32.7%
$508K - $579K
13.2K $1.76M
Feb 06, 2023 Q4 2022
First Ascent Asset Management, LLC

SELL
 -
-6.63K
- 19.26%
$526K - $599K
27.8K $3.72M
Feb 09, 2023 Q4 2022
Atlantic Union Bankshares Corp

SELL
 -
-6.97K
- 73.21%
$553K - $630K
2.55K $342K
Feb 08, 2023 Q4 2022
Pioneer Trust Bank N A

Salem, OR
SELL
 -
-7K
- 28.0%
$556K - $633K
18K $2.41M
Jan 31, 2023 Q4 2022
Avalon Advisory Group

Wexford, PA
SELL
 -
-7.01K
- 10.78%
$556K - $634K
58K $7.77M
Dec 12, 2024 Q4 2022
Heritage Wealth Advisors

SELL
 -
-7.3K
- 1.18%
$580K - $661K
614K $82.3M
Feb 06, 2023 Q4 2022
Heritage Wealth Advisors

SELL
 -
-7.3K
- 1.18%
$580K - $661K
614K $82.3M
Feb 14, 2023 Q4 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-7.73K
- 3.96%
$614K - $699K
187K $25.1M
Feb 07, 2023 Q4 2022
Amg National Trust Bank

SELL
 -
-7.79K
- 67.84%
$619K - $705K
3.69K $495K
Mar 06, 2023 Q4 2022
Great Lakes Retirement, Inc.

Sandusky, OH
SELL
 -
-8.06K
Closed
$640K - $729K
0 $0
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

SELL
 -
-8.1K
- 10.09%
$644K - $733K
72.3K $9.68M
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-8.17K
- 26.64%
$649K - $739K
22.5K $3.02M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-8.42K
- 21.85%
$668K - $761K
30.1K $4.03M
Jan 31, 2023 Q4 2022
Sfg Wealth Management, Llc.

SELL
 -
-8.58K
- 33.39%
$682K - $776K
17.1K $2.29M
May 17, 2023 Q4 2022
Zhang Financial LLC

SELL
 -
-8.64K
- 1.26%
$686K - $782K
677K $90.7M
Jan 19, 2023 Q4 2022
Fundamentun, LLC

Beachwood, OH
SELL
 -
-9.03K
- 2.31%
$718K - $817K
382K $51.2M
Jan 26, 2023 Q4 2022
Comerica Bank

SELL
 -
-9.44K
- 31.13%
$750K - $854K
20.9K $2.8M
Feb 13, 2023 Q4 2022
Truepoint, Inc.

SELL
 -
-9.62K
- 2.52%
$764K - $871K
373K $49.9M
Feb 14, 2023 Q4 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-10.9K
Closed
$869K - $990K
0 $0
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-11K
- 12.91%
$875K - $997K
74.3K $9.96M
Feb 13, 2023 Q4 2022
Independent Advisor Alliance

SELL
 -
-12.7K
- 19.59%
$1.01M - $1.15M
52.2K $6.99M
Jan 30, 2023 Q4 2022
Private Capital Management LLC

SELL
 -
-13.6K
- 25.09%
$1.08M - $1.23M
40.5K $5.43M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-13.7K
- 25.29%
$1.09M - $1.24M
40.4K $5.41M
Feb 14, 2023 Q4 2022
Family Management Corp

New York, NY
SELL
 -
-13.7K
- 9.23%
$1.09M - $1.24M
135K $18M
Feb 14, 2023 Q4 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-13.7K
- 58.06%
$1.09M - $1.24M
9.89K $1.33M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

SELL
 -
-13.7K
- 3.74%
$1.09M - $1.24M
354K $47.4M
Feb 09, 2023 Q4 2022
Briggs Advisory Group, Inc.

SELL
 -
-13.8K
- 5.46%
$1.09M - $1.25M
238K $32M
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-13.9K
- 81.46%
$1.11M - $1.26M
3.17K $425K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-14.1K
- 8.71%
$1.12M - $1.27M
147K $19.7M
Jan 23, 2023 Q4 2022
Patton Albertson Miller Group, LLC

SELL
 -
-14.1K
- 3.31%
$1.12M - $1.28M
412K $55.2M
Jan 27, 2023 Q4 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-14.3K
- 33.79%
$1.13M - $1.29M
27.9K $3.74M
Feb 03, 2023 Q4 2022
Spire Wealth Management

SELL
 -
-14.4K
- 27.67%
$1.14M - $1.3M
37.7K $5.05M
Feb 14, 2023 Q4 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-14.7K
- 2.88%
$1.17M - $1.33M
496K $66.4M

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