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
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.72KNew |
$772K - $879K
|
9.72K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.64K+ 563.24% |
$766K - $872K
|
11.3K
$1.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
9.57K+ 9.14% |
$760K - $866K
|
114K
$15.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
9.54KNew |
$758K - $864K
|
9.54K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.51KNew |
$756K - $861K
|
9.51K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.45K+ 11.97% |
$751K - $855K
|
88.4K
$11.7M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
9.45K+ 257.47% |
$751K - $855K
|
13.1K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9.41KNew |
$748K - $852K
|
9.41K
$1.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
9.39K+ 14.99% |
$746K - $849K
|
72K
$9.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
9.35KNew |
$743K - $846K
|
9.35K
$1.24M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
9.32KNew |
$740K - $843K
|
9.32K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
9.05K+ 635.81% |
$719K - $819K
|
10.5K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.03K+ 3.76% |
$717K - $817K
|
249K
$33M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
8.98K+ 37.34% |
$713K - $812K
|
33K
$4.38M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
8.96KNew |
$712K - $811K
|
8.96K
$1.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.96K+ 215.59% |
$712K - $811K
|
13.1K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
8.89K+ 4.64% |
$706K - $804K
|
201K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.85KNew |
$703K - $800K
|
8.85K
$1.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.83K+ 35.42% |
$702K - $799K
|
33.8K
$4.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
8.69K+ 1.49% |
$690K - $786K
|
593K
$78.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
8.61K+ 6.23% |
$684K - $779K
|
147K
$19.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
8.6KNew |
$683K - $778K
|
8.6K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.35K+ 267.06% |
$663K - $756K
|
11.5K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.35K+ 2.02% |
$663K - $755K
|
421K
$55.8M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.93K+ 197.44% |
$630K - $717K
|
11.9K
$1.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.84KNew |
$623K - $709K
|
7.84K
$1.04M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.82K+ 45.8% |
$621K - $708K
|
24.9K
$3.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.74KNew |
$615K - $701K
|
7.74K
$1.03M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.64KNew |
$607K - $691K
|
7.64K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.52KNew |
$597K - $680K
|
7.52K
$996K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.49K+ 24.22% |
$595K - $678K
|
38.4K
$5.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
7.26K+ 5.16% |
$577K - $657K
|
148K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.25K+ 1.41% |
$576K - $656K
|
522K
$69.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.19K+ 6.59% |
$571K - $650K
|
116K
$15.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
7.15K+ 16.48% |
$568K - $647K
|
50.5K
$6.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.06KNew |
$561K - $639K
|
7.06K
$935K
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.03K+ 5953.39% |
$558K - $636K
|
7.14K
$946K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.64K+ 31.03% |
$528K - $601K
|
28K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
6.58K+ 69.48% |
$523K - $596K
|
16.1K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Yale University
New Haven, CT |
BUY
|
- |
6.56KNew |
$521K - $594K
|
6.56K
$870K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
6.54K+ 67.55% |
$519K - $591K
|
16.2K
$2.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.53K+ 41.57% |
$519K - $591K
|
22.2K
$2.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
6.4K+ 455.19% |
$508K - $579K
|
7.81K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.33K+ 9.79% |
$503K - $573K
|
71K
$9.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.32KNew |
$502K - $572K
|
6.32K
$837K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.23K+ 153.14% |
$495K - $564K
|
10.3K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6.16K+ 153.24% |
$489K - $557K
|
10.2K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
6.13K+ 1.46% |
$487K - $554K
|
425K
$56.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.04K+ 7.31% |
$480K - $547K
|
88.8K
$11.8M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.04KNew |
$480K - $546K
|
6.04K
$800K
|