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
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
400+ 1.42% |
$31.8K - $36.2K
|
28.6K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
399+ 10.49% |
$31.7K - $36.1K
|
4.2K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
397+ 6.55% |
$31.5K - $35.9K
|
6.46K
$849K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
372+ 7.12% |
$29.6K - $33.7K
|
5.59K
$735K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
356+ 291.8% |
$28.3K - $32.2K
|
478
$62.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
356New |
$28.3K - $32.2K
|
356
$46.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
350+ 11.84% |
$27.8K - $31.7K
|
3.31K
$435K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
345+ 2.99% |
$27.4K - $31.2K
|
11.9K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
337+ 62.99% |
$26.8K - $30.5K
|
872
$115K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
329New |
$26.1K - $29.8K
|
329
$43.3K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
323+ 2691.67% |
$25.7K - $29.2K
|
335
$44K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
318+ 4.37% |
$25.3K - $28.8K
|
7.6K
$999K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
315New |
$25K - $28.5K
|
315
$41.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
311+ 7.81% |
$24.7K - $28.1K
|
4.29K
$564K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
307+ 9.67% |
$24.4K - $27.8K
|
3.48K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
293+ 0.95% |
$23.3K - $26.5K
|
31.1K
$4.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
292+ 23.72% |
$23.2K - $26.4K
|
1.52K
$200K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
291New |
$23.1K - $26.3K
|
291
$38.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
290+ 0.38% |
$23K - $26.2K
|
77.6K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
288New |
$22.9K - $26.1K
|
288
$37.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
281New |
$22.3K - $25.4K
|
281
$36.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
269+ 1.67% |
$21.4K - $24.3K
|
16.4K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
269New |
$21.4K - $24.3K
|
269
$35.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
266+ 6.3% |
$21.1K - $24.1K
|
4.49K
$590K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
263+ 2.15% |
$20.9K - $23.8K
|
12.5K
$1.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
247+ 3.61% |
$19.6K - $22.3K
|
7.09K
$932K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
243+ 0.25% |
$19.3K - $22K
|
97.5K
$12.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
239+ 1.14% |
$19K - $21.6K
|
21.2K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
238+ 1.1% |
$18.9K - $21.5K
|
21.8K
$2.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
237New |
$18.8K - $21.4K
|
237
$31.2K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
237+ 4.8% |
$18.8K - $21.4K
|
5.17K
$680K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
221+ 8.64% |
$17.6K - $20K
|
2.78K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
220New |
$17.5K - $19.9K
|
220
$28.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
215+ 4.85% |
$17.1K - $19.5K
|
4.65K
$612K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
214+ 2.97% |
$17K - $19.4K
|
7.41K
$974K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
214+ 1.16% |
$17K - $19.4K
|
18.6K
$2.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
209+ 0.56% |
$16.6K - $18.9K
|
37.3K
$4.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
209New |
$16.6K - $18.9K
|
209
$27.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
200+ 52.22% |
$15.9K - $18.1K
|
583
$76.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
199New |
$15.8K - $18K
|
199
$26.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
197+ 1.61% |
$15.6K - $17.8K
|
12.4K
$1.63M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
197+ 6.28% |
$15.6K - $17.8K
|
3.33K
$438K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
193+ 8.19% |
$15.3K - $17.5K
|
2.55K
$335K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
172New |
$13.7K - $15.6K
|
172
$22.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
162New |
$12.9K - $14.7K
|
162
$21.3K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
157New |
$12.5K - $14.2K
|
157
$20.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
155+ 6.11% |
$12.3K - $14K
|
2.69K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
154+ 0.97% |
$12.2K - $13.9K
|
16.1K
$2.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
145+ 2.32% |
$11.5K - $13.1K
|
6.39K
$840K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
144+ 205.71% |
$11.4K - $13K
|
214
$28.1K
|