Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
44+ 0.33% |
$3.56K - $4.5K
|
13.2K
$1.69M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
43New |
$3.48K - $4.39K
|
43
$5.48K
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
41+ 100.0% |
$3.32K - $4.19K
|
82
$10.5K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
36+ 0.83% |
$2.91K - $3.68K
|
4.35K
$555K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
35+ 1.43% |
$2.83K - $3.58K
|
2.48K
$317K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
34+ 0.97% |
$2.75K - $3.47K
|
3.55K
$452K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
31+ 0.92% |
$2.51K - $3.17K
|
3.39K
$433K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.96% |
$2.43K - $3.07K
|
3.16K
$402K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
28+ 0.34% |
$2.27K - $2.86K
|
8.36K
$1.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
28+ 0.23% |
$2.27K - $2.86K
|
12.3K
$1.57M
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.33% |
$2.02K - $2.55K
|
7.68K
$979K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
25+ 0.81% |
$2.02K - $2.55K
|
3.11K
$396K
|
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
25+ 0.74% |
$2.02K - $2.55K
|
3.41K
$435K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
24+ 1.15% |
$1.94K - $2.45K
|
2.1K
$268K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.35% |
$1.94K - $2.45K
|
6.84K
$872K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22+ 0.32% |
$1.78K - $2.25K
|
6.8K
$866K
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
18+ 0.64% |
$1.46K - $1.84K
|
2.82K
$359K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
18+ 3.85% |
$1.46K - $1.84K
|
486
$62K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.06% |
$1.21K - $1.53K
|
24.4K
$3.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
13+ 0.34% |
$1.05K - $1.33K
|
3.79K
$484K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
12+ 0.35% |
$972 - $1.23K
|
3.49K
$445K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 9.73% |
$891 - $1.12K
|
124
$15.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9+ 0.32% |
$729 - $920
|
2.8K
$357K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9New |
$729 - $920
|
9
$1.15K
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
8+ 0.03% |
$648 - $818
|
26.8K
$3.42M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 0.08% |
$648 - $818
|
9.77K
$1.25M
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
7+ 0.22% |
$567 - $715
|
3.14K
$400K
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
7+ 58.33% |
$567 - $715
|
19
$2.42K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
6+ 0.03% |
$486 - $613
|
22.9K
$2.92M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$486 - $613
|
2.95K
$376K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6+ 0.21% |
$486 - $613
|
2.85K
$364K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
5+ 0.09% |
$405 - $511
|
5.32K
$679K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$405 - $511
|
4.29K
$547K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.06% |
$405 - $511
|
7.88K
$1M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$405 - $511
|
20K
$2.55M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4+ 0.11% |
$324 - $409
|
3.51K
$447K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.34% |
$243 - $307
|
890
$113K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
2+ 0.17% |
$162 - $204
|
1.17K
$149K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
2+ 0.04% |
$162 - $204
|
5.22K
$665K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
2+ 0.39% |
$162 - $204
|
514
$65.5K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
2+ 0.08% |
$162 - $204
|
2.54K
$323K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.76% |
$162 - $204
|
266
$33.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$162 - $204
|
3.54K
$452K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$81 - $102
|
2.02K
$258K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$81 - $102
|
6.39K
$815K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 1.11% |
$81 - $102
|
91
$11.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$81 - $102
|
2.63K
$335K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.71% |
$81 - $102
|
142
$18.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$81 - $102
|
2.45K
$312K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$81 - $102
|
15.3K
$1.95M
|