Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.65% |
$4.45K - $4.89K
|
2.98K
$395K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-50- 1.01% |
$4.45K - $4.89K
|
4.92K
$652K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-50- 32.26% |
$4.45K - $4.89K
|
105
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 38.46% |
$4.45K - $4.89K
|
80
$10.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-57- 2.15% |
$5.07K - $5.58K
|
2.6K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-57- 6.54% |
$5.07K - $5.58K
|
815
$108K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-60- 1.65% |
$5.34K - $5.87K
|
3.58K
$474K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-64- 3.25% |
$5.7K - $6.26K
|
1.91K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-67- 1.78% |
$5.97K - $6.56K
|
3.7K
$490K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-72- 0.73% |
$6.41K - $7.04K
|
9.85K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 14.62% |
$6.68K - $7.34K
|
438
$58K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-78- 16.7% |
$6.94K - $7.63K
|
389
$51.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-80- 0.2% |
$7.12K - $7.83K
|
40K
$5.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-82- 3.76% |
$7.3K - $8.02K
|
2.1K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-82- 3.65% |
$7.3K - $8.02K
|
2.16K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-83- 0.77% |
$7.39K - $8.12K
|
10.7K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-85- 0.45% |
$7.57K - $8.32K
|
19K
$2.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-89- 0.65% |
$7.92K - $8.71K
|
13.7K
$1.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 0.02% |
$8.01K - $8.81K
|
374K
$49.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-94- 2.5% |
$8.37K - $9.2K
|
3.67K
$487K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 0.46% |
$8.9K - $9.78K
|
21.6K
$2.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-105- 1.95% |
$9.35K - $10.3K
|
5.28K
$699K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-107- 1.29% |
$9.53K - $10.5K
|
8.19K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-107- 0.4% |
$9.53K - $10.5K
|
26.9K
$3.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-109- 1.45% |
$9.7K - $10.7K
|
7.39K
$979K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-110- 0.2% |
$9.79K - $10.8K
|
55.2K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-110- 3.66% |
$9.79K - $10.8K
|
2.9K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-111- 0.37% |
$9.88K - $10.9K
|
29.7K
$3.94M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-118- 0.14% |
$10.5K - $11.5K
|
86.9K
$11.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-118- 0.54% |
$10.5K - $11.5K
|
21.8K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-119- 0.39% |
$10.6K - $11.6K
|
30.6K
$4.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-122- 3.93% |
$10.9K - $11.9K
|
2.98K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-125- 1.6% |
$11.1K - $12.2K
|
7.68K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-125- 1.66% |
$11.1K - $12.2K
|
7.41K
$982K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-128- 2.38% |
$11.4K - $12.5K
|
5.25K
$696K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-128- 0.65% |
$11.4K - $12.5K
|
19.7K
$2.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-130- 2.64% |
$11.6K - $12.7K
|
4.8K
$636K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-136- 5.38% |
$12.1K - $13.3K
|
2.39K
$317K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-136- 1.31% |
$12.1K - $13.3K
|
10.2K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-143- 1.0% |
$12.7K - $14K
|
14.2K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-144- 0.51% |
$12.8K - $14.1K
|
27.8K
$3.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-144- 3.99% |
$12.8K - $14.1K
|
3.46K
$459K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-144- 37.4% |
$12.8K - $14.1K
|
241
$31.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-149- 8.49% |
$13.3K - $14.6K
|
1.61K
$213K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-163- 1.48% |
$14.5K - $15.9K
|
10.8K
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-164- 3.64% |
$14.6K - $16K
|
4.34K
$575K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-165- 4.3% |
$14.7K - $16.1K
|
3.67K
$486K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-165- 4.3% |
$14.7K - $16.1K
|
3.67K
$486K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-170- 1.03% |
$15.1K - $16.6K
|
16.3K
$2.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-175- 5.78% |
$15.6K - $17.1K
|
2.86K
$378K
|