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 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21.3KNew |
$1.69M - $1.93M
|
21.3K
$2.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 1.03% |
$1.65M - $1.88M
|
2.04M
$274M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
20.6K+ 59.24% |
$1.64M - $1.87M
|
55.5K
$7.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
20.4KNew |
$1.62M - $1.84M
|
20.4K
$2.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
20.3KNew |
$1.61M - $1.84M
|
20.3K
$2.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
20.1K+ 3.06% |
$1.6M - $1.82M
|
677K
$90.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.1KNew |
$1.6M - $1.82M
|
20.1K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20K+ 1.05% |
$1.59M - $1.81M
|
1.93M
$259M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19.9KNew |
$1.58M - $1.8M
|
19.9K
$2.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
19.9KNew |
$1.58M - $1.8M
|
19.9K
$2.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
19.9K+ 14.86% |
$1.58M - $1.8M
|
153K
$20.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18.2KNew |
$1.44M - $1.65M
|
18.2K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
17.9K+ 10.8% |
$1.42M - $1.62M
|
183K
$24.6M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
17.7KNew |
$1.4M - $1.6M
|
17.7K
$2.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
17.4K+ 23.58% |
$1.38M - $1.58M
|
91.3K
$12.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.4K+ 19.87% |
$1.38M - $1.57M
|
105K
$14M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16.7KNew |
$1.33M - $1.51M
|
16.7K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 2.27% |
$1.31M - $1.49M
|
739K
$99.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
16.2K+ 15.5% |
$1.29M - $1.47M
|
121K
$16.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2K+ 5.11% |
$1.29M - $1.46M
|
333K
$44.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
16KNew |
$1.27M - $1.45M
|
16K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 2.57% |
$1.23M - $1.4M
|
619K
$82.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.5K+ 8.34% |
$1.23M - $1.4M
|
201K
$26.9M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.3KNew |
$1.22M - $1.39M
|
15.3K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.2K+ 36.58% |
$1.2M - $1.37M
|
56.6K
$7.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.6KNew |
$1.16M - $1.32M
|
14.6K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14KNew |
$1.12M - $1.27M
|
14K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
13.8KNew |
$1.1M - $1.25M
|
13.8K
$1.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.8K+ 1.3% |
$1.1M - $1.25M
|
1.08M
$144M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13.2KNew |
$1.05M - $1.2M
|
13.2K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 12.32% |
$1.05M - $1.2M
|
120K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
13.2K+ 203.74% |
$1.05M - $1.19M
|
19.6K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
12.5K+ 4698.13% |
$996K - $1.13M
|
12.8K
$1.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12.4K+ 2.07% |
$982K - $1.12M
|
608K
$81.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.3K+ 11.85% |
$974K - $1.11M
|
116K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.1K+ 18.98% |
$962K - $1.1M
|
75.9K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 34.87% |
$904K - $1.03M
|
44K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
BUY
|
- |
11.4KNew |
$903K - $1.03M
|
11.4K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4K+ 3.18% |
$903K - $1.03M
|
368K
$49.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
11.3K+ 3.52% |
$896K - $1.02M
|
332K
$44.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.1KNew |
$880K - $1M
|
11.1K
$1.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.7K+ 425.87% |
$853K - $971K
|
13.3K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.6KNew |
$844K - $961K
|
10.6K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10.4K+ 56.35% |
$829K - $945K
|
29K
$3.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
10.4K+ 2.13% |
$829K - $944K
|
500K
$67M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10.3K+ 4.87% |
$816K - $930K
|
221K
$29.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$810K - $923K
|
10.2K
$1.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 20.15% |
$801K - $912K
|
60.1K
$8.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
9.88K+ 206.39% |
$785K - $894K
|
14.7K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.86KNew |
$783K - $892K
|
9.86K
$1.32M
|