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 |
---|---|---|---|---|---|---|---|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-616- 3.18% |
$49.9K - $62.9K
|
18.8K
$2.51M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-620- 3.82% |
$50.2K - $63.4K
|
15.6K
$2.09M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-620Closed |
$50.2K - $63.4K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-654- 14.75% |
$52.9K - $66.8K
|
3.78K
$506K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-656- 1.12% |
$53.1K - $67K
|
57.7K
$7.72M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-674- 1.82% |
$54.6K - $68.9K
|
36.4K
$4.87M
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
SELL
|
- |
-706- 19.58% |
$57.2K - $72.1K
|
2.9K
$388K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-708- 14.05% |
$57.3K - $72.4K
|
4.33K
$579K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-712- 6.61% |
$57.6K - $72.8K
|
10.1K
$1.34M
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-718- 4.04% |
$58.1K - $73.4K
|
17.1K
$2.28M
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-720- 1.65% |
$58.3K - $73.6K
|
42.8K
$5.73M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-737- 7.52% |
$59.7K - $75.3K
|
9.06K
$1.21M
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-754- 51.26% |
$61K - $77.1K
|
717
$95.9K
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-775- 2.81% |
$62.7K - $79.2K
|
26.8K
$3.59M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-794- 25.09% |
$64.3K - $81.1K
|
2.37K
$317K
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-811- 15.61% |
$65.7K - $82.9K
|
4.39K
$587K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-819- 0.44% |
$66.3K - $83.7K
|
184K
$24.7M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-820Closed |
$66.4K - $83.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-880- 1.25% |
$71.2K - $89.9K
|
69.3K
$9.27M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-881- 18.19% |
$71.3K - $90K
|
3.96K
$530K
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-900- 20.31% |
$72.9K - $92K
|
3.53K
$473K
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-941- 2.34% |
$76.2K - $96.2K
|
39.3K
$5.25M
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-969- 16.85% |
$78.5K - $99K
|
4.78K
$640K
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.03K- 1.36% |
$83.4K - $105K
|
75K
$10M
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.05K- 20.19% |
$85K - $107K
|
4.15K
$555K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.05K- 4.48% |
$85.2K - $108K
|
22.4K
$3M
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-1.06K- 2.86% |
$86K - $109K
|
36.1K
$4.82M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.07K- 20.53% |
$87K - $110K
|
4.16K
$556K
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.09K- 0.83% |
$88.2K - $111K
|
130K
$17.4M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.11K- 3.95% |
$89.5K - $113K
|
26.9K
$3.59M
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.12K- 10.41% |
$90.5K - $114K
|
9.63K
$1.29M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.17K- 6.7% |
$94.8K - $120K
|
16.3K
$2.18M
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
SELL
|
- |
-1.17K- 12.53% |
$94.9K - $120K
|
8.18K
$1.09M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 21.42% |
$95.9K - $121K
|
4.35K
$581K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.19K- 5.33% |
$96.1K - $121K
|
21.1K
$2.82M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.2K- 22.44% |
$97.3K - $123K
|
4.15K
$556K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.21K- 1.37% |
$97.8K - $123K
|
86.9K
$11.6M
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.23K- 32.7% |
$99.7K - $126K
|
2.54K
$339K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.24K- 21.53% |
$100K - $126K
|
4.51K
$603K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.27KClosed |
$102K - $129K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.28K- 14.89% |
$104K - $131K
|
7.34K
$982K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.29K- 5.26% |
$105K - $132K
|
23.3K
$3.12M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.35K- 11.02% |
$109K - $138K
|
10.9K
$1.45M
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$110K - $138K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.38K- 1.72% |
$112K - $141K
|
79K
$10.6M
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.41K- 1.46% |
$114K - $144K
|
95.3K
$12.7M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.42K- 13.84% |
$115K - $145K
|
8.83K
$1.18M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.42K- 30.63% |
$115K - $145K
|
3.22K
$431K
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.43K- 32.37% |
$116K - $146K
|
2.98K
$399K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.43K- 3.06% |
$116K - $146K
|
45.3K
$6.06M
|