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 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-124- 0.31% |
$9.85K - $11.2K
|
40.1K
$5.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-125- 4.78% |
$9.93K - $11.3K
|
2.49K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-132- 1.69% |
$10.5K - $11.9K
|
7.69K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
SELL
|
- |
-136- 0.34% |
$10.8K - $12.3K
|
40K
$5.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-147- 0.54% |
$11.7K - $13.3K
|
26.9K
$3.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-148- 1.03% |
$11.8K - $13.4K
|
14.2K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-151- 5.21% |
$12K - $13.7K
|
2.75K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-152- 3.96% |
$12.1K - $13.8K
|
3.69K
$498K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-154- 1.48% |
$12.2K - $13.9K
|
10.3K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-157- 0.16% |
$12.5K - $14.2K
|
95.8K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-158- 2.06% |
$12.6K - $14.3K
|
7.51K
$1.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-163- 2.16% |
$12.9K - $14.7K
|
7.37K
$995K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-173- 1.37% |
$13.7K - $15.7K
|
12.5K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-175- 2.25% |
$13.9K - $15.8K
|
7.61K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-176- 5.08% |
$14K - $15.9K
|
3.29K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-179- 4.93% |
$14.2K - $16.2K
|
3.45K
$466K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-184- 0.25% |
$14.6K - $16.6K
|
72.9K
$9.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-185- 0.15% |
$14.7K - $16.7K
|
126K
$17.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-193- 10.59% |
$15.3K - $17.5K
|
1.63K
$220K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-193- 2.75% |
$15.3K - $17.5K
|
6.82K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-211- 1.62% |
$16.8K - $19.1K
|
12.8K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-214- 0.36% |
$17K - $19.4K
|
59.8K
$8.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-219- 3.99% |
$17.4K - $19.8K
|
5.27K
$712K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-223- 0.59% |
$17.7K - $20.2K
|
37.7K
$5.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-231- 16.7% |
$18.4K - $20.9K
|
1.15K
$156K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-235- 3.13% |
$18.7K - $21.3K
|
7.28K
$983K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-241- 7.74% |
$19.1K - $21.8K
|
2.87K
$388K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-241- 2.38% |
$19.1K - $21.8K
|
9.89K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-243- 13.81% |
$19.3K - $22K
|
1.52K
$205K
|
|
|
May 28, 2025
Q4 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-243- 0.65% |
$19.3K - $22K
|
37.2K
$5.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-246- 2.06% |
$19.5K - $22.3K
|
11.7K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-256- 5.25% |
$20.3K - $23.2K
|
4.62K
$624K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-263- 23.13% |
$20.9K - $23.8K
|
874
$118K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-265- 4.39% |
$21.1K - $24K
|
5.77K
$779K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-273- 2.17% |
$21.7K - $24.7K
|
12.3K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-275- 6.23% |
$21.8K - $24.9K
|
4.14K
$559K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-284- 12.43% |
$22.6K - $25.7K
|
2K
$270K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-284- 1.52% |
$22.6K - $25.7K
|
18.4K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-289- 3.86% |
$23K - $26.1K
|
7.19K
$971K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-293- 0.33% |
$23.3K - $26.5K
|
88.7K
$12M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-298- 6.37% |
$23.7K - $27K
|
4.38K
$591K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-298- 9.39% |
$23.7K - $27K
|
2.88K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-305- 1.43% |
$24.2K - $27.6K
|
21K
$2.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-307- 1.38% |
$24.4K - $27.8K
|
22K
$2.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-316- 8.41% |
$25.1K - $28.6K
|
3.44K
$465K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-324- 0.35% |
$25.7K - $29.3K
|
91.5K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-345- 7.83% |
$27.4K - $31.2K
|
4.06K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-358- 5.77% |
$28.4K - $32.4K
|
5.85K
$790K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-359- 3.12% |
$28.5K - $32.5K
|
11.2K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-361- 8.14% |
$28.7K - $32.7K
|
4.08K
$550K
|