Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.43% |
$1.19K - $1.36K
|
3.46K
$459K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
15+ 0.52% |
$1.19K - $1.36K
|
2.93K
$388K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.48% |
$1.19K - $1.36K
|
3.15K
$417K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
15+ 0.29% |
$1.19K - $1.36K
|
5.13K
$680K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14New |
$1.11K - $1.27K
|
14
$1.85K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$874 - $995
|
4.76K
$631K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
10+ 0.65% |
$794 - $905
|
1.55K
$205K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.09% |
$715 - $814
|
9.86K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$636 - $724
|
4.31K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6+ 0.16% |
$477 - $543
|
3.76K
$499K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.97% |
$397 - $452
|
519
$68.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$397 - $452
|
44.4K
$5.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.45% |
$397 - $452
|
1.11K
$147K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4+ 16.0% |
$318 - $362
|
29
$3.84K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.45% |
$318 - $362
|
897
$119K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4+ 0.02% |
$318 - $362
|
23.9K
$3.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$318 - $362
|
11.4K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3New |
$238 - $271
|
3
$397
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.05% |
$238 - $271
|
6.54K
$867K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.03% |
$238 - $271
|
8.91K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$159 - $181
|
18.7K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$159 - $181
|
2.83K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 1.39% |
$159 - $181
|
146
$19.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$159 - $181
|
15.3K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $181
|
2.54K
$337K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.5% |
$159 - $181
|
404
$53.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $181
|
2.51K
$333K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$159 - $181
|
6.06K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.04% |
$159 - $181
|
4.99K
$661K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.01% |
$159 - $181
|
16.5K
$2.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
BUY
|
- |
1+ 0.02% |
$79.4 - $90.5
|
4.57K
$606K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.04% |
$79.4 - $90.5
|
2.71K
$359K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.08% |
$79.4 - $90.5
|
1.28K
$170K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$79.4 - $90.5
|
9.99K
$1.32M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.58% |
$79.4 - $90.5
|
173
$22.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.06% |
$79.4 - $90.5
|
1.64K
$218K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$79.4 - $90.5
|
1
$132
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$79.4 - $90.5
|
3.65K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$79.4 - $90.5
|
5.14K
$681K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$79.4 - $90.5
|
957
$127K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$79.4 - $90.5
|
3.1K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2- 33.33% |
$159 - $181
|
4
$530
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3- 0.01% |
$238 - $271
|
54.2K
$7.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 0.04% |
$238 - $271
|
7.79K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 8.0% |
$477 - $543
|
69
$9.14K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-6- 0.1% |
$477 - $543
|
5.75K
$762K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-6- 0.24% |
$477 - $543
|
2.47K
$327K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-8- 0.15% |
$636 - $724
|
5.33K
$706K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-9Closed |
$715 - $814
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-10- 0.19% |
$794 - $905
|
5.31K
$704K
|