Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-2.18KClosed |
$176K - $222K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.18K- 2.78% |
$176K - $223K
|
76.3K
$10.1M
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
SELL
|
- |
-2.2KClosed |
$178K - $225K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.2KClosed |
$178K - $225K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-2.22KClosed |
$180K - $227K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-2.23K- 3.12% |
$180K - $228K
|
69.1K
$9.16M
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.24KClosed |
$181K - $228K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-2.25KClosed |
$182K - $230K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.25KClosed |
$182K - $230K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.25KClosed |
$182K - $230K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.26KClosed |
$183K - $231K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.28KClosed |
$185K - $233K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.29KClosed |
$185K - $234K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-2.29KClosed |
$185K - $234K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.32KClosed |
$187K - $237K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.33KClosed |
$189K - $238K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.35KClosed |
$190K - $240K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.35KClosed |
$190K - $240K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.36K- 33.23% |
$191K - $241K
|
4.74K
$628K
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-2.47KClosed |
$200K - $253K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.54KClosed |
$206K - $259K
|
0
$0
|
|
Oct 08, 2022
Q2 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-2.55K- 38.87% |
$206K - $260K
|
4.01K
$531K
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.62K- 18.56% |
$212K - $268K
|
11.5K
$1.52M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.63KClosed |
$213K - $268K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.66K- 6.9% |
$216K - $272K
|
35.9K
$4.76M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.67K- 6.16% |
$216K - $273K
|
40.6K
$5.38M
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.86K- 1.47% |
$231K - $292K
|
191K
$25.3M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.95K- 15.54% |
$239K - $302K
|
16.1K
$2.13M
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.09KClosed |
$250K - $316K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.35KClosed |
$271K - $343K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.35K- 20.81% |
$271K - $343K
|
12.8K
$1.69M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.63K- 37.88% |
$294K - $371K
|
5.96K
$789K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.64K- 8.89% |
$295K - $372K
|
37.3K
$4.94M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.86K- 2.36% |
$312K - $394K
|
160K
$21.1M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.02K- 2.22% |
$325K - $410K
|
177K
$23.5M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.22KClosed |
$341K - $431K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 45.98% |
$344K - $434K
|
4.99K
$661K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-4.46K- 4.14% |
$361K - $456K
|
103K
$13.7M
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.58KClosed |
$371K - $468K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.63K- 8.99% |
$375K - $473K
|
46.9K
$6.21M
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.64KClosed |
$376K - $474K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.66KClosed |
$377K - $476K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.8KClosed |
$388K - $490K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.83KClosed |
$391K - $493K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.87K- 22.66% |
$394K - $498K
|
16.6K
$2.2M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.91K- 1.99% |
$397K - $502K
|
241K
$31.9M
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
SELL
|
- |
-4.93K- 10.93% |
$399K - $504K
|
40.2K
$5.32M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.01K- 10.19% |
$405K - $511K
|
44.1K
$5.84M
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.41K- 34.72% |
$438K - $552K
|
10.2K
$1.35M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43KClosed |
$440K - $555K
|
0
$0
|