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 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.51KNew |
$199K - $227K
|
2.51K
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.51K+ 2.85% |
$199K - $227K
|
90.5K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
2.5KNew |
$198K - $226K
|
2.5K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.49KNew |
$198K - $225K
|
2.49K
$328K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.49KNew |
$198K - $225K
|
2.49K
$328K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.45KNew |
$194K - $221K
|
2.45K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.45KNew |
$194K - $221K
|
2.45K
$322K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.44K+ 11.18% |
$194K - $221K
|
24.3K
$3.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.41KNew |
$192K - $218K
|
2.41K
$317K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4K+ 53.95% |
$191K - $217K
|
6.86K
$902K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.4KNew |
$191K - $217K
|
2.4K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.39KNew |
$190K - $217K
|
2.39K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.39KNew |
$190K - $216K
|
2.39K
$314K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.39KNew |
$190K - $216K
|
2.39K
$314K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.37K+ 149.81% |
$188K - $214K
|
3.95K
$520K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.37K+ 1.14% |
$188K - $214K
|
211K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.28KNew |
$181K - $206K
|
2.28K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$178K - $203K
|
2.24K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.22K+ 6.12% |
$176K - $201K
|
38.4K
$5.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.15K+ 39.02% |
$171K - $195K
|
7.66K
$1.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.13K+ 68.23% |
$169K - $193K
|
5.25K
$691K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.12K+ 7.72% |
$168K - $192K
|
29.6K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.08K+ 183.45% |
$166K - $189K
|
3.22K
$423K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.08K+ 18.24% |
$165K - $188K
|
13.5K
$1.77M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.05K+ 29.45% |
$163K - $186K
|
9.02K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.02K+ 10.85% |
$160K - $182K
|
20.6K
$2.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.96K+ 7.36% |
$156K - $177K
|
28.6K
$3.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.8K+ 22.19% |
$143K - $163K
|
9.92K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.7K+ 6.71% |
$135K - $154K
|
27K
$3.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.66K+ 0.5% |
$132K - $150K
|
334K
$43.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 0.37% |
$126K - $144K
|
430K
$56.6M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.54K+ 9.57% |
$122K - $139K
|
17.6K
$2.31M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.53KNew |
$122K - $139K
|
1.53K
$202K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 41.09% |
$122K - $139K
|
5.26K
$691K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 22.11% |
$121K - $138K
|
8.41K
$1.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.49K+ 11.7% |
$118K - $134K
|
14.2K
$1.86M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.43KNew |
$113K - $129K
|
1.43K
$188K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.4K+ 0.69% |
$111K - $126K
|
205K
$26.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.39KNew |
$110K - $126K
|
1.39K
$183K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.35K+ 31.15% |
$107K - $122K
|
5.66K
$745K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.34K+ 0.3% |
$106K - $121K
|
446K
$58.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.33K+ 4.57% |
$106K - $121K
|
30.5K
$4.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.33K+ 18.24% |
$106K - $120K
|
8.62K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3K+ 15.78% |
$103K - $118K
|
9.53K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.28K+ 43.85% |
$102K - $116K
|
4.2K
$552K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.26K+ 3.79% |
$100K - $114K
|
34.6K
$4.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 1.93% |
$99.9K - $114K
|
66.5K
$8.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 21.81% |
$99.5K - $113K
|
7K
$920K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.21K+ 18.22% |
$96K - $109K
|
7.84K
$1.03M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.2K+ 6.02% |
$95.4K - $109K
|
21.1K
$2.78M
|