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 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-16.2K- 7.75% |
$1.29M - $1.47M
|
193K
$25.4M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17.6K- 60.56% |
$1.4M - $1.59M
|
11.4K
$1.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-18.4K- 9.53% |
$1.46M - $1.67M
|
175K
$23M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-18.6K- 82.66% |
$1.47M - $1.68M
|
3.89K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-19.4K- 9.93% |
$1.54M - $1.75M
|
176K
$23.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20K- 3.46% |
$1.59M - $1.81M
|
559K
$73.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20.3K- 50.25% |
$1.61M - $1.84M
|
20.1K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-20.4K- 74.91% |
$1.62M - $1.84M
|
6.83K
$897K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-21.4K- 53.63% |
$1.7M - $1.94M
|
18.5K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-23.3K- 20.29% |
$1.85M - $2.11M
|
91.7K
$12.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-24.2K- 1.12% |
$1.92M - $2.19M
|
2.14M
$282M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.3K- 9.5% |
$1.93M - $2.2M
|
231K
$30.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25K- 9.99% |
$1.99M - $2.26M
|
225K
$29.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-25.3K- 0.65% |
$2.01M - $2.29M
|
3.86M
$507M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26K- 35.17% |
$2.07M - $2.36M
|
48K
$6.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-28K- 33.67% |
$2.23M - $2.54M
|
55.2K
$7.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-29.5K- 50.12% |
$2.34M - $2.67M
|
29.4K
$3.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-33.6K- 69.54% |
$2.67M - $3.04M
|
14.7K
$1.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-36.7K- 99.95% |
$2.91M - $3.32M
|
18
$2.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37.1K- 99.9% |
$2.95M - $3.36M
|
38
$5K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-37.4K- 26.93% |
$2.97M - $3.39M
|
102K
$13.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-38.9K- 10.94% |
$3.09M - $3.52M
|
317K
$41.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-38.9K- 2.09% |
$3.09M - $3.52M
|
1.82M
$240M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40.5K- 10.24% |
$3.22M - $3.66M
|
355K
$46.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.6K- 17.71% |
$3.22M - $3.67M
|
189K
$24.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-44.6K- 11.68% |
$3.55M - $4.04M
|
338K
$44.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-50.2K- 20.08% |
$3.99M - $4.54M
|
200K
$26.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.1K- 9.38% |
$4.3M - $4.9M
|
523K
$68.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-54.5K- 9.02% |
$4.33M - $4.93M
|
550K
$72.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-57.7K- 55.81% |
$4.58M - $5.22M
|
45.7K
$6.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-61.7K- 18.12% |
$4.9M - $5.58M
|
279K
$36.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-63.3K- 29.04% |
$5.02M - $5.72M
|
155K
$20.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-65.4K- 2.06% |
$5.19M - $5.92M
|
3.1M
$408M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-69.6K- 2.19% |
$5.53M - $6.3M
|
3.11M
$408M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-75.7K- 13.15% |
$6.02M - $6.85M
|
500K
$65.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85.1K- 14.46% |
$6.76M - $7.7M
|
503K
$66.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-90.6K- 87.74% |
$7.2M - $8.2M
|
12.7K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-95.8K- 4.25% |
$7.61M - $8.67M
|
2.16M
$284M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-98K- 43.2% |
$7.79M - $8.87M
|
129K
$16.9M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-108K- 32.66% |
$8.56M - $9.74M
|
222K
$29.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-108K- 32.66% |
$8.56M - $9.74M
|
222K
$29.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-114K- 18.93% |
$9.06M - $10.3M
|
489K
$64.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-114K- 34.49% |
$9.07M - $10.3M
|
217K
$28.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-123K- 6.29% |
$9.74M - $11.1M
|
1.83M
$240M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 10.44% |
$9.99M - $11.4M
|
1.08M
$142M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-131K- 32.35% |
$10.4M - $11.9M
|
274K
$36M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-167K- 36.55% |
$13.3M - $15.1M
|
290K
$38.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-169K- 5.01% |
$13.4M - $15.3M
|
3.2M
$421M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-174K- 0.35% |
$13.8M - $15.7M
|
49.1M
$6.45B
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-183K- 10.38% |
$14.5M - $16.5M
|
1.58M
$207M
|