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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
73.8K+ 0.91% |
$5.86M - $6.68M
|
8.15M
$1.06B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70K+ 1.22% |
$5.56M - $6.33M
|
5.79M
$753M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
69.5K+ 8.26% |
$5.52M - $6.29M
|
911K
$118M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
67.4K+ 32.32% |
$5.35M - $6.09M
|
276K
$35.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67.1K+ 15.94% |
$5.33M - $6.07M
|
488K
$63.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
66.6K+ 28.62% |
$5.29M - $6.02M
|
299K
$38.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
58.6K+ 7.2% |
$4.65M - $5.3M
|
872K
$113M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
56.6KNew |
$4.5M - $5.12M
|
56.6K
$7.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55.7K+ 232.78% |
$4.43M - $5.04M
|
79.7K
$10.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
55KNew |
$4.37M - $4.98M
|
55K
$7.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
54.4K+ 13.62% |
$4.32M - $4.92M
|
454K
$59M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
54.2K+ 149.37% |
$4.3M - $4.9M
|
90.4K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
51.4KNew |
$4.08M - $4.65M
|
51.4K
$6.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
50.5K+ 124.0% |
$4.01M - $4.57M
|
91.2K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9K+ 15.37% |
$3.96M - $4.51M
|
374K
$48.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
49KNew |
$3.89M - $4.43M
|
49K
$6.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
47.9K+ 117.34% |
$3.8M - $4.33M
|
88.7K
$11.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
46.5KNew |
$3.69M - $4.21M
|
46.5K
$6.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
BUY
|
- |
45.4K+ 10.04% |
$3.6M - $4.1M
|
497K
$64.7M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
42.5K+ 11.72% |
$3.38M - $3.85M
|
406K
$52.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
40.6K+ 5.89% |
$3.23M - $3.68M
|
731K
$95M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3K+ 4.53% |
$3.2M - $3.64M
|
930K
$121M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
38.6KNew |
$3.07M - $3.49M
|
38.6K
$5.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38.5K+ 37.26% |
$3.06M - $3.48M
|
142K
$18.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
36.4K+ 8.76% |
$2.89M - $3.29M
|
452K
$58.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
36.1K+ 206.31% |
$2.87M - $3.27M
|
53.6K
$6.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
35.8K+ 53.92% |
$2.85M - $3.24M
|
102K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
35.7K+ 184.74% |
$2.83M - $3.23M
|
54.9K
$7.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.9K+ 3.69% |
$2.77M - $3.16M
|
980K
$127M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
34K+ 393.52% |
$2.7M - $3.08M
|
42.6K
$5.54M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
32.4K+ 104.48% |
$2.57M - $2.93M
|
63.4K
$8.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
31.9K+ 31.43% |
$2.53M - $2.88M
|
133K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
31.3K+ 211.5% |
$2.49M - $2.83M
|
46.1K
$5.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
31KNew |
$2.46M - $2.81M
|
31K
$4.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
30.2KNew |
$2.4M - $2.74M
|
30.2K
$3.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
28KNew |
$2.22M - $2.53M
|
28K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 7.43% |
$2.14M - $2.44M
|
390K
$50.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.4K+ 8.61% |
$2.1M - $2.39M
|
333K
$43.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
26.2K+ 4.59% |
$2.08M - $2.37M
|
597K
$77.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25.7KNew |
$2.04M - $2.32M
|
25.7K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
25K+ 2.58% |
$1.98M - $2.26M
|
993K
$129M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
24.8KNew |
$1.97M - $2.24M
|
24.8K
$3.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
24.7K+ 649.72% |
$1.96M - $2.24M
|
28.5K
$3.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
24.2KNew |
$1.93M - $2.19M
|
24.2K
$3.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
23.8KNew |
$1.89M - $2.15M
|
23.8K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23.3KNew |
$1.85M - $2.11M
|
23.3K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
22.9KNew |
$1.82M - $2.07M
|
22.9K
$2.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22.9KNew |
$1.82M - $2.07M
|
22.9K
$2.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21.8KNew |
$1.73M - $1.97M
|
21.8K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
21.6K+ 100.67% |
$1.72M - $1.96M
|
43.1K
$5.61M
|