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 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.22K+ 0.75% |
$108K - $119K
|
163K
$21.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.21K+ 8.43% |
$108K - $119K
|
15.6K
$2.06M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
1.2K+ 0.92% |
$107K - $118K
|
132K
$17.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.19K+ 3.89% |
$106K - $116K
|
31.7K
$4.2M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.16K+ 2.02% |
$104K - $114K
|
58.8K
$7.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 5.06% |
$102K - $112K
|
23.8K
$3.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
1.13K+ 16.71% |
$100K - $110K
|
7.88K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 24.43% |
$98.9K - $109K
|
5.66K
$750K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.11K+ 3.04% |
$98.6K - $108K
|
37.6K
$4.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.1K+ 20.47% |
$97.6K - $107K
|
6.45K
$855K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.08K+ 89.19% |
$96.2K - $106K
|
2.29K
$304K
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.08K+ 7.01% |
$96.2K - $106K
|
16.5K
$2.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.08K+ 13.62% |
$96.1K - $106K
|
9K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
999+ 4.67% |
$88.9K - $97.7K
|
22.4K
$2.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
961+ 2.32% |
$85.6K - $94K
|
42.3K
$5.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
943+ 4.04% |
$84K - $92.3K
|
24.3K
$3.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
934+ 5.56% |
$83.2K - $91.4K
|
17.7K
$2.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
926New |
$82.4K - $90.6K
|
926
$123K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
874+ 2.63% |
$77.8K - $85.5K
|
34.1K
$4.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
854+ 36.09% |
$76K - $83.6K
|
3.22K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
844+ 19.8% |
$75.1K - $82.6K
|
5.11K
$677K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
835+ 22.14% |
$74.3K - $81.7K
|
4.61K
$610K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
817+ 1.16% |
$72.7K - $79.9K
|
71.4K
$9.46M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
800+ 25.36% |
$71.2K - $78.3K
|
3.96K
$524K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
794+ 16.4% |
$70.7K - $77.7K
|
5.63K
$746K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
791+ 11.02% |
$70.4K - $77.4K
|
7.97K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
775+ 23.57% |
$69K - $75.8K
|
4.06K
$538K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
754+ 25.46% |
$67.1K - $73.8K
|
3.72K
$492K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
736+ 17.28% |
$65.5K - $72K
|
5K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
734+ 7.61% |
$65.3K - $71.8K
|
10.4K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
728+ 0.21% |
$64.8K - $71.2K
|
351K
$46.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
726+ 5.66% |
$64.6K - $71K
|
13.5K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
700+ 2.74% |
$62.3K - $68.5K
|
26.3K
$3.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
672+ 0.76% |
$59.8K - $65.7K
|
89.7K
$11.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
671+ 17.63% |
$59.7K - $65.7K
|
4.48K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
670+ 2.19% |
$59.7K - $65.6K
|
31.2K
$4.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
664+ 300.45% |
$59.1K - $65K
|
885
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
654+ 2.1% |
$58.2K - $64K
|
31.8K
$4.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
652+ 6.63% |
$58K - $63.8K
|
10.5K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
611+ 4.06% |
$54.4K - $59.8K
|
15.7K
$2.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
593+ 11.56% |
$52.8K - $58K
|
5.72K
$758K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
585+ 134.48% |
$52.1K - $57.2K
|
1.02K
$135K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
568+ 0.52% |
$50.6K - $55.6K
|
109K
$14.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
564New |
$50.2K - $55.2K
|
564
$74.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
550+ 11.11% |
$49K - $53.8K
|
5.5K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
546+ 9.55% |
$48.6K - $53.4K
|
6.27K
$830K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
546New |
$48.6K - $53.4K
|
546
$72.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
543+ 7.88% |
$48.3K - $53.1K
|
7.44K
$985K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
538+ 15.54% |
$47.9K - $52.6K
|
4K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
537+ 1.39% |
$47.8K - $52.5K
|
39.2K
$5.19M
|