Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-89.5K- 18.34% |
$7.53M - $8.34M
|
399K
$53.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-102K- 53.91% |
$8.56M - $9.48M
|
87K
$11.6M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-102K- 14.45% |
$8.58M - $9.5M
|
604K
$80.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-115K- 92.95% |
$9.71M - $10.8M
|
8.76K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-123K- 29.73% |
$10.3M - $11.4M
|
290K
$38.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131K- 6.76% |
$11M - $12.2M
|
1.8M
$241M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-153K- 7.5% |
$12.9M - $14.3M
|
1.89M
$253M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-160K- 32.53% |
$13.5M - $14.9M
|
332K
$44.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-161K- 86.57% |
$13.5M - $15M
|
24.9K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-166K- 10.55% |
$14M - $15.5M
|
1.41M
$189M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-181K- 62.27% |
$15.2M - $16.8M
|
110K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-184K- 26.28% |
$15.5M - $17.2M
|
517K
$69.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-192K- 32.11% |
$16.1M - $17.8M
|
405K
$54.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-208K- 27.07% |
$17.5M - $19.4M
|
560K
$75M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-215K- 75.38% |
$18.1M - $20.1M
|
70.4K
$9.42M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-282K- 0.57% |
$23.7M - $26.2M
|
48.8M
$6.53B
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-356K- 3.29% |
$29.9M - $33.2M
|
10.5M
$1.4B
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-445K- 51.48% |
$37.4M - $41.5M
|
420K
$56.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-655K- 21.1% |
$55.1M - $61M
|
2.45M
$328M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-700K- 18.17% |
$58.9M - $65.2M
|
3.15M
$422M
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-719K- 80.95% |
$60.4M - $66.9M
|
169K
$22.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-864K- 22.63% |
$72.7M - $80.5M
|
2.96M
$395M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-979K- 5.87% |
$82.3M - $91.2M
|
15.7M
$2.1B
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.44M- 10.03% |
$374M - $414M
|
39.9M
$5.33B
|