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 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
21+ 0.08% |
$1.77K - $1.96K
|
28K
$3.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.66% |
$1.77K - $1.96K
|
3.22K
$416K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
21+ 0.4% |
$1.77K - $1.96K
|
5.29K
$684K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
20+ 0.32% |
$1.68K - $1.86K
|
6.22K
$803K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20New |
$1.68K - $1.86K
|
20
$2.59K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
19+ 3.62% |
$1.6K - $1.77K
|
544
$70.3K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
19+ 0.53% |
$1.6K - $1.77K
|
3.61K
$466K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19+ 0.27% |
$1.6K - $1.77K
|
7.11K
$919K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
19+ 13.01% |
$1.6K - $1.77K
|
165
$21.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
18+ 0.49% |
$1.51K - $1.68K
|
3.69K
$477K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 1.88% |
$1.51K - $1.68K
|
975
$126K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
17+ 0.4% |
$1.43K - $1.58K
|
4.27K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.21% |
$1.35K - $1.49K
|
7.81K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.37% |
$1.18K - $1.3K
|
3.77K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14+ 0.13% |
$1.18K - $1.3K
|
10.6K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
14+ 0.4% |
$1.18K - $1.3K
|
3.54K
$457K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13+ 0.42% |
$1.09K - $1.21K
|
3.1K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.38% |
$1.09K - $1.21K
|
3.48K
$449K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
13+ 0.25% |
$1.09K - $1.21K
|
5.15K
$665K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
13+ 0.18% |
$1.09K - $1.21K
|
7.12K
$920K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12+ 0.38% |
$1.01K - $1.12K
|
3.16K
$409K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
12+ 0.2% |
$1.01K - $1.12K
|
6.01K
$777K
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
12+ 0.02% |
$1.01K - $1.12K
|
58.6K
$7.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
12+ 0.29% |
$1.01K - $1.12K
|
4.08K
$528K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.38% |
$925 - $1.02K
|
2.94K
$380K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11+ 0.37% |
$925 - $1.02K
|
2.98K
$385K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
11+ 0.06% |
$925 - $1.02K
|
19.7K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10+ 0.04% |
$841 - $932
|
24.2K
$3.13M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10+ 0.21% |
$841 - $932
|
4.8K
$620K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$841 - $932
|
4.77K
$617K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
10+ 0.4% |
$841 - $932
|
2.51K
$324K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9+ 0.06% |
$757 - $838
|
14.7K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8+ 0.0% |
$673 - $745
|
222K
$28.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$673 - $745
|
3.34K
$432K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
7+ 0.1% |
$589 - $652
|
6.85K
$885K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$589 - $652
|
4.31K
$557K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
6+ 0.08% |
$505 - $559
|
7.1K
$918K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6+ 0.17% |
$505 - $559
|
3.45K
$446K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6+ 0.05% |
$505 - $559
|
12.2K
$1.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6+ 0.08% |
$505 - $559
|
7.72K
$998K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$421 - $466
|
4.5K
$581K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.31% |
$421 - $466
|
1.63K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4+ 0.02% |
$336 - $373
|
23.9K
$3.09M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.26% |
$336 - $373
|
1.55K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3+ 0.07% |
$252 - $279
|
4.26K
$551K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
3+ 0.09% |
$252 - $279
|
3.18K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$252 - $279
|
2.63K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.12% |
$168 - $186
|
1.66K
$214K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$84.1 - $93.2
|
13.8K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.45% |
$84.1 - $93.2
|
221
$28.6K
|