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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
378+ 1.74% |
$31.8K - $35.2K
|
22.1K
$2.86M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
376+ 2.98% |
$31.6K - $35K
|
13K
$1.68M
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
373+ 6.34% |
$31.4K - $34.7K
|
6.25K
$808K
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
362+ 11.33% |
$30.5K - $33.7K
|
3.56K
$460K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
357+ 10.46% |
$30K - $33.3K
|
3.77K
$487K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
351+ 30.47% |
$29.5K - $32.7K
|
1.5K
$194K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
348+ 1.73% |
$29.3K - $32.4K
|
20.5K
$2.65M
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
346+ 1.21% |
$29.1K - $32.2K
|
28.9K
$3.74M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
341+ 2.91% |
$28.7K - $31.8K
|
12K
$1.56M
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
339+ 0.23% |
$28.5K - $31.6K
|
147K
$19M
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
327+ 1.32% |
$27.5K - $30.5K
|
25.2K
$3.25M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
324+ 1.09% |
$27.3K - $30.2K
|
30.1K
$3.9M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
320+ 6.24% |
$26.9K - $29.8K
|
5.45K
$704K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
318+ 6.05% |
$26.8K - $29.6K
|
5.57K
$720K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
314New |
$26.4K - $29.2K
|
314
$40.6K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
302+ 5.8% |
$25.4K - $28.1K
|
5.51K
$712K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
300+ 8.22% |
$25.2K - $27.9K
|
3.95K
$510K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
299+ 31.47% |
$25.2K - $27.9K
|
1.25K
$161K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
298+ 5.55% |
$25.1K - $27.8K
|
5.67K
$733K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
298+ 0.38% |
$25.1K - $27.8K
|
77.9K
$10.1M
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
289+ 0.3% |
$24.3K - $26.9K
|
96.1K
$12.4M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
283+ 2.22% |
$23.8K - $26.4K
|
13.1K
$1.69M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
279New |
$23.5K - $26K
|
279
$36.1K
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
277+ 2.33% |
$23.3K - $25.8K
|
12.2K
$1.57M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
275+ 7.46% |
$23.1K - $25.6K
|
3.96K
$512K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
271+ 3011.11% |
$22.8K - $25.2K
|
280
$36.2K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
257+ 2.0% |
$21.6K - $23.9K
|
13.1K
$1.69M
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
256+ 2.72% |
$21.5K - $23.8K
|
9.67K
$1.25M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
250New |
$21K - $23.3K
|
250
$32.3K
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
245+ 1.4% |
$20.6K - $22.8K
|
17.8K
$2.3M
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
233+ 15.3% |
$19.6K - $21.7K
|
1.76K
$227K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
231+ 1004.35% |
$19.4K - $21.5K
|
254
$32.8K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
227+ 4.98% |
$19.1K - $21.1K
|
4.78K
$618K
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
219+ 9.73% |
$18.4K - $20.4K
|
2.47K
$319K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
218+ 2.24% |
$18.3K - $20.3K
|
9.94K
$1.28M
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
217+ 8.64% |
$18.3K - $20.2K
|
2.73K
$353K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
211+ 0.54% |
$17.7K - $19.7K
|
39.2K
$5.06M
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
200+ 1.67% |
$16.8K - $18.6K
|
12.1K
$1.57M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
199+ 2.38% |
$16.7K - $18.5K
|
8.56K
$1.11M
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
199New |
$16.7K - $18.5K
|
199
$25.7K
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
198+ 2.45% |
$16.7K - $18.4K
|
8.29K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
193+ 0.83% |
$16.2K - $18K
|
23.3K
$3.02M
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
192+ 1.73% |
$16.2K - $17.9K
|
11.3K
$1.46M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
190+ 3.92% |
$16K - $17.7K
|
5.04K
$652K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
186New |
$15.6K - $17.3K
|
186
$24K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
181+ 1.17% |
$15.2K - $16.9K
|
15.6K
$2.02M
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
167+ 5.98% |
$14K - $15.6K
|
2.96K
$383K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
166+ 4.78% |
$14K - $15.5K
|
3.64K
$470K
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
165+ 5.64% |
$13.9K - $15.4K
|
3.09K
$399K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
157+ 2.93% |
$13.2K - $14.6K
|
5.51K
$712K
|