Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.95K- 0.95% |
$416K - $461K
|
517K
$66.8M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.09K- 51.31% |
$428K - $474K
|
4.83K
$625K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.17K- 99.92% |
$435K - $481K
|
4
$517
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.26K- 2.06% |
$442K - $490K
|
250K
$32.3M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.37K- 16.49% |
$451K - $500K
|
27.2K
$3.51M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.39K- 11.22% |
$453K - $502K
|
42.6K
$5.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.64K- 0.29% |
$475K - $526K
|
1.97M
$254M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.71K- 50.31% |
$480K - $532K
|
5.64K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.18K- 16.07% |
$520K - $575K
|
32.3K
$4.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.69K- 3.3% |
$563K - $623K
|
196K
$25.3M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-6.87K- 8.87% |
$578K - $640K
|
70.6K
$9.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.98K- 6.03% |
$587K - $650K
|
109K
$14.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-7.03K- 98.35% |
$591K - $654K
|
118
$15.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.21K- 0.99% |
$606K - $671K
|
724K
$93.5M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.25K- 19.24% |
$610K - $675K
|
30.4K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.41K- 46.02% |
$623K - $690K
|
8.7K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-7.62K- 4.83% |
$641K - $710K
|
150K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 31.96% |
$645K - $714K
|
16.3K
$2.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.89K- 4.53% |
$664K - $735K
|
166K
$21.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-8K- 53.08% |
$673K - $745K
|
7.07K
$914K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.06K- 21.28% |
$678K - $751K
|
29.8K
$3.85M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.14K- 13.46% |
$685K - $758K
|
52.3K
$6.76M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.15K- 11.48% |
$686K - $759K
|
62.9K
$8.13M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.4K- 5.27% |
$706K - $782K
|
151K
$19.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.4K- 0.27% |
$707K - $783K
|
3.16M
$408M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.69K- 4.94% |
$731K - $810K
|
167K
$21.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.74K- 7.51% |
$735K - $814K
|
108K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.84K- 16.14% |
$744K - $824K
|
45.9K
$5.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.96K- 7.93% |
$753K - $834K
|
104K
$13.4M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-9.28K- 70.77% |
$781K - $865K
|
3.84K
$496K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-9.28K- 70.77% |
$781K - $865K
|
3.84K
$496K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-9.4K- 58.53% |
$791K - $876K
|
6.66K
$861K
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-9.5K- 1.91% |
$799K - $885K
|
488K
$63.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.88K- 2.3% |
$831K - $920K
|
420K
$54.3M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.97K- 25.2% |
$839K - $929K
|
29.6K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.6K- 15.08% |
$889K - $985K
|
59.5K
$7.69M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-10.7K- 80.91% |
$902K - $999K
|
2.53K
$327K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-10.7K- 3.39% |
$902K - $999K
|
306K
$39.6M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-10.9K- 8.86% |
$921K - $1.02M
|
113K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.3K- 37.62% |
$952K - $1.05M
|
18.8K
$2.43M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-11.3K- 17.7% |
$953K - $1.06M
|
52.7K
$6.81M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.5K- 7.11% |
$965K - $1.07M
|
150K
$19.4M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.9K- 0.65% |
$998K - $1.1M
|
1.81M
$234M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-12.1K- 12.36% |
$1.01M - $1.12M
|
85.4K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.6K- 5.85% |
$1.06M - $1.17M
|
203K
$26.2M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-12.7K- 98.75% |
$1.06M - $1.18M
|
160
$20.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-12.7K- 12.4% |
$1.07M - $1.18M
|
89.8K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.4K- 64.89% |
$1.12M - $1.24M
|
7.23K
$934K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 14.82% |
$1.14M - $1.26M
|
77.9K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-13.8K- 34.45% |
$1.16M - $1.29M
|
26.3K
$3.4M
|