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 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6K+ 17.88% |
$477K - $543K
|
39.6K
$5.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
6K+ 10.41% |
$476K - $543K
|
63.6K
$8.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.96K+ 5.63% |
$474K - $540K
|
112K
$14.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.96K+ 141.55% |
$473K - $539K
|
10.2K
$1.32M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.85KNew |
$465K - $529K
|
5.85K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.5KNew |
$437K - $498K
|
5.5K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.35KNew |
$425K - $484K
|
5.35K
$696K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
5.28KNew |
$419K - $478K
|
5.28K
$686K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
5.28K+ 72.83% |
$419K - $477K
|
12.5K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.23K+ 184.3% |
$415K - $473K
|
8.06K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.09K+ 116.1% |
$404K - $461K
|
9.48K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.87KNew |
$387K - $441K
|
4.87K
$634K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
4.81K+ 56.56% |
$382K - $435K
|
13.3K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.79KNew |
$380K - $433K
|
4.79K
$623K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.71K+ 7.21% |
$374K - $426K
|
70.1K
$9.11M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.66KNew |
$370K - $422K
|
4.66K
$606K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.66K+ 23.78% |
$370K - $422K
|
24.3K
$3.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.64K+ 5.88% |
$369K - $420K
|
83.6K
$10.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.61KNew |
$366K - $417K
|
4.61K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.57KNew |
$363K - $414K
|
4.57K
$595K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.56KNew |
$362K - $412K
|
4.56K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.54KNew |
$360K - $410K
|
4.54K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.52K+ 12.7% |
$359K - $409K
|
40.1K
$5.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.48KNew |
$356K - $406K
|
4.48K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.44KNew |
$352K - $401K
|
4.44K
$577K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.31KNew |
$342K - $390K
|
4.31K
$560K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.31KNew |
$342K - $390K
|
4.31K
$560K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.3KNew |
$342K - $389K
|
4.3K
$559K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
4.29K+ 16.37% |
$341K - $388K
|
30.5K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.25KNew |
$338K - $384K
|
4.25K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.18KNew |
$332K - $378K
|
4.18K
$543K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$330K - $376K
|
4.16K
$540K
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
4.12K+ 19.67% |
$327K - $373K
|
25.1K
$3.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.1K+ 1.65% |
$325K - $371K
|
252K
$32.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
4.06KNew |
$323K - $367K
|
4.06K
$528K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.03K+ 7.27% |
$320K - $364K
|
59.4K
$7.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
4.02K+ 5.98% |
$319K - $363K
|
71.1K
$9.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.97KNew |
$316K - $359K
|
3.97K
$517K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
3.94K+ 12.51% |
$313K - $357K
|
35.5K
$4.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.9KNew |
$310K - $353K
|
3.9K
$507K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.82K+ 24.58% |
$304K - $346K
|
19.4K
$2.52M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
3.82K+ 32.84% |
$303K - $346K
|
15.5K
$2.01M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.79K+ 3.29% |
$301K - $343K
|
119K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.75KNew |
$298K - $340K
|
3.75K
$488K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.62K+ 36.84% |
$288K - $328K
|
13.4K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 407.69% |
$286K - $326K
|
4.49K
$583K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
3.55K+ 451.91% |
$282K - $321K
|
4.34K
$564K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.53K+ 31.74% |
$280K - $319K
|
14.6K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.43K+ 76.41% |
$273K - $311K
|
7.93K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
3.38KNew |
$268K - $306K
|
3.38K
$439K
|