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
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.2KNew |
$95K - $108K
|
1.2K
$155K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.14K+ 41.56% |
$90.2K - $103K
|
3.87K
$503K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.1K+ 1.63% |
$87.3K - $99.4K
|
68.6K
$8.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.06K+ 40.16% |
$84.3K - $96K
|
3.7K
$481K
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 0.3% |
$81.4K - $92.7K
|
347K
$45.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.03KNew |
$81.4K - $92.7K
|
1.03K
$133K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1KNew |
$79.4K - $90.5K
|
1K
$130K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 3.05% |
$79.4K - $90.5K
|
33.8K
$4.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
979New |
$77.8K - $88.6K
|
979
$127K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
941+ 24.41% |
$74.8K - $85.1K
|
4.8K
$624K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
938+ 31.92% |
$74.5K - $84.9K
|
3.88K
$504K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
925+ 8.27% |
$73.5K - $83.7K
|
12.1K
$1.57M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
914New |
$72.6K - $82.7K
|
914
$119K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
898+ 3.04% |
$71.3K - $81.3K
|
30.4K
$3.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
875+ 16.35% |
$69.5K - $79.2K
|
6.23K
$810K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
857+ 107.39% |
$68.1K - $77.5K
|
1.66K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
844+ 0.86% |
$67K - $76.4K
|
98.9K
$12.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
824New |
$65.5K - $74.6K
|
824
$107K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
814+ 9.71% |
$64.7K - $73.7K
|
9.2K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
770+ 21.71% |
$61.2K - $69.7K
|
4.32K
$561K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
724+ 8.99% |
$57.5K - $65.5K
|
8.78K
$1.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
724+ 5.86% |
$57.5K - $65.5K
|
13.1K
$1.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
724New |
$57.5K - $65.5K
|
724
$94.1K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
715+ 1.27% |
$56.8K - $64.7K
|
56.9K
$7.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
714+ 7.93% |
$56.7K - $64.6K
|
9.72K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
697New |
$55.4K - $63.1K
|
697
$90.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
666+ 19.56% |
$52.9K - $60.3K
|
4.07K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
663+ 7.1% |
$52.7K - $60K
|
10K
$1.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
657+ 0.3% |
$52.2K - $59.4K
|
218K
$28.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
650+ 18.52% |
$51.6K - $58.8K
|
4.16K
$541K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
611+ 19.99% |
$48.5K - $55.3K
|
3.67K
$477K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
594+ 5.97% |
$47.2K - $53.7K
|
10.5K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
582+ 12.35% |
$46.2K - $52.7K
|
5.3K
$689K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
581+ 5.11% |
$46.2K - $52.6K
|
11.9K
$1.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
573+ 9.2% |
$45.5K - $51.8K
|
6.8K
$885K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
561+ 4.26% |
$44.6K - $50.8K
|
13.7K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
526+ 4.29% |
$41.8K - $47.6K
|
12.8K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
523+ 4.24% |
$41.5K - $47.3K
|
12.9K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
522New |
$41.5K - $47.2K
|
522
$67.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
522+ 5.14% |
$41.5K - $47.2K
|
10.7K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
497+ 15.35% |
$39.5K - $45K
|
3.73K
$485K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
484New |
$38.4K - $43.8K
|
484
$62.9K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
483+ 0.25% |
$38.4K - $43.7K
|
192K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
479+ 3.21% |
$38.1K - $43.3K
|
15.4K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
468+ 0.3% |
$37.2K - $42.3K
|
154K
$20.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
451+ 6.28% |
$35.8K - $40.8K
|
7.63K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
425New |
$33.8K - $38.5K
|
425
$55.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
425+ 11.49% |
$33.8K - $38.5K
|
4.12K
$536K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
419+ 13.08% |
$33.3K - $37.9K
|
3.62K
$471K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
404New |
$32.1K - $36.6K
|
404
$52.5K
|