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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.6K+ 42.95% |
$1.03M - $1.14M
|
38.6K
$5.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.4K+ 15.98% |
$1.01M - $1.11M
|
82.6K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.2K+ 1.16% |
$999K - $1.1M
|
981K
$130M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.9K+ 4.31% |
$972K - $1.07M
|
264K
$35M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.4K+ 183.95% |
$924K - $1.01M
|
16K
$2.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
10.3KNew |
$913K - $1M
|
10.3K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.74K+ 330.13% |
$867K - $953K
|
12.7K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.5K+ 327.59% |
$846K - $929K
|
12.4K
$1.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
8.85K+ 24.49% |
$788K - $866K
|
45K
$5.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
8.66KNew |
$771K - $847K
|
8.66K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.44K+ 82.96% |
$752K - $826K
|
18.6K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.05K+ 7.4% |
$717K - $788K
|
117K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.93K+ 5.11% |
$706K - $776K
|
163K
$21.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.62K+ 6.82% |
$678K - $746K
|
119K
$15.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.58KNew |
$674K - $741K
|
7.58K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.42K+ 5.96% |
$661K - $726K
|
132K
$17.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.41K+ 20.28% |
$660K - $725K
|
44K
$5.83M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.21KNew |
$642K - $705K
|
7.21K
$955K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.13K+ 4.58% |
$635K - $698K
|
163K
$21.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.07K+ 100.01% |
$630K - $692K
|
14.1K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.06K+ 1.68% |
$629K - $691K
|
427K
$56.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.86K+ 1.62% |
$611K - $671K
|
429K
$56.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.71K+ 9.94% |
$597K - $657K
|
74.2K
$9.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.58K+ 139.21% |
$586K - $644K
|
11.3K
$1.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
6.56K+ 38.22% |
$584K - $642K
|
23.7K
$3.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.5K+ 8.72% |
$579K - $636K
|
81.1K
$10.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
6.23KNew |
$555K - $610K
|
6.23K
$826K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.15K+ 173.64% |
$547K - $601K
|
9.69K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
6.13K+ 2.94% |
$545K - $599K
|
215K
$28.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.05KNew |
$539K - $592K
|
6.05K
$802K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.02K+ 2.32% |
$536K - $589K
|
266K
$35.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 6.06% |
$517K - $568K
|
102K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.74K+ 239.93% |
$511K - $562K
|
8.14K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.68KNew |
$505K - $555K
|
5.68K
$752K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.63K+ 38.23% |
$501K - $551K
|
20.4K
$2.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.63K+ 1.4% |
$501K - $550K
|
408K
$54.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.61K+ 1.24% |
$499K - $548K
|
456K
$60.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.59K+ 0.49% |
$498K - $547K
|
1.14M
$151M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5.43K+ 2.71% |
$483K - $531K
|
206K
$27.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.35K+ 5.05% |
$476K - $523K
|
111K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.33K+ 5325.0% |
$474K - $521K
|
5.43K
$719K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.31K+ 10.75% |
$472K - $519K
|
54.6K
$7.24M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.25KNew |
$468K - $514K
|
5.25K
$696K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.23K+ 11.28% |
$465K - $511K
|
51.6K
$6.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.06K+ 32.97% |
$450K - $495K
|
20.4K
$2.7M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.01K+ 124.75% |
$446K - $490K
|
9.03K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.69K+ 44.88% |
$418K - $459K
|
15.1K
$2.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.61K+ 7.89% |
$410K - $451K
|
63K
$8.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.49KNew |
$400K - $439K
|
4.49K
$595K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.43K+ 23.9% |
$394K - $433K
|
22.9K
$3.04M
|