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 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.38KNew |
$268K - $306K
|
3.38K
$439K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.38KNew |
$268K - $306K
|
3.38K
$439K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.33K+ 92.12% |
$265K - $301K
|
6.95K
$903K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.28K+ 33.64% |
$261K - $297K
|
13K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.26K+ 18.28% |
$259K - $295K
|
21.1K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$254K - $289K
|
3.2K
$416K
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.2KNew |
$254K - $289K
|
3.2K
$416K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
3.18KNew |
$253K - $288K
|
3.18K
$413K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.15KNew |
$251K - $285K
|
3.15K
$410K
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.15KNew |
$250K - $285K
|
3.15K
$409K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.09KNew |
$246K - $280K
|
3.09K
$402K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.09KNew |
$245K - $279K
|
3.09K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.06KNew |
$243K - $277K
|
3.06K
$398K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.03KNew |
$241K - $274K
|
3.03K
$394K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$240K - $274K
|
3.03K
$394K
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$236K - $269K
|
2.97K
$386K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.96KNew |
$235K - $268K
|
2.96K
$385K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
2.95K+ 2.05% |
$234K - $267K
|
147K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.93K+ 6.71% |
$232K - $265K
|
46.5K
$6.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.9KNew |
$231K - $263K
|
2.9K
$378K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.9K+ 1.45% |
$230K - $262K
|
203K
$26.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.9K+ 1.87% |
$230K - $262K
|
158K
$20.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.88KNew |
$229K - $260K
|
2.88K
$374K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.83K+ 8.63% |
$225K - $256K
|
35.6K
$4.63M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.82K+ 5.27% |
$224K - $255K
|
56.3K
$7.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.82K+ 20.15% |
$224K - $255K
|
16.8K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.79KNew |
$222K - $253K
|
2.79K
$363K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.77K+ 11.98% |
$220K - $250K
|
25.9K
$3.36M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.77K+ 178.04% |
$220K - $250K
|
4.32K
$561K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.76K+ 1.02% |
$219K - $249K
|
273K
$35.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.76K+ 1.77% |
$219K - $249K
|
159K
$20.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.74KNew |
$217K - $248K
|
2.74K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.74KNew |
$217K - $247K
|
2.74K
$356K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
2.73K+ 6.66% |
$217K - $247K
|
43.8K
$5.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.73K+ 90.95% |
$217K - $247K
|
5.74K
$746K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.72K+ 5.67% |
$216K - $246K
|
50.8K
$6.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.68K+ 11.39% |
$213K - $242K
|
26.2K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.66KNew |
$211K - $241K
|
2.66K
$346K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
2.66KNew |
$211K - $240K
|
2.66K
$345K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.62KNew |
$208K - $237K
|
2.62K
$341K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$207K - $236K
|
2.61K
$339K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.6K+ 1.66% |
$207K - $235K
|
159K
$20.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.56K+ 15.08% |
$204K - $232K
|
19.6K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.56KNew |
$203K - $231K
|
2.56K
$332K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.56K+ 15.29% |
$203K - $231K
|
19.3K
$2.5M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.54KNew |
$202K - $230K
|
2.54K
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.53K+ 3.62% |
$201K - $229K
|
72.5K
$9.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.53K+ 7.17% |
$201K - $229K
|
37.9K
$4.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$200K - $228K
|
2.52K
$328K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.51KNew |
$199K - $227K
|
2.51K
$326K
|