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 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
24.7K+ 65.62% |
$2M - $2.52M
|
62.4K
$7.95M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24.5K+ 82.29% |
$1.98M - $2.5M
|
54.2K
$6.91M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.9K+ 18.76% |
$1.93M - $2.44M
|
151K
$19.3M
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
23.6K+ 6.35% |
$1.91M - $2.41M
|
396K
$50.4M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.4K+ 3.59% |
$1.9M - $2.39M
|
676K
$86.1M
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
22.5K+ 4.66% |
$1.82M - $2.3M
|
504K
$64.3M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.9K+ 188.29% |
$1.77M - $2.24M
|
33.5K
$4.27M
|
|
Aug 12, 2022
Q2 2022
|
Louis Dreyfus Family Office LLC
Wilton, CT |
BUY
|
- |
21.3K+ 5.81% |
$1.72M - $2.17M
|
387K
$49.3M
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
21.1K+ 43.29% |
$1.71M - $2.15M
|
69.8K
$8.89M
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
20.9K+ 78.38% |
$1.69M - $2.13M
|
47.5K
$6.05M
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
19.7K+ 24.96% |
$1.59M - $2.01M
|
98.5K
$12.6M
|
|
Nov 08, 2022
Q2 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
19.6K+ 15.95% |
$1.59M - $2.01M
|
143K
$18.2M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
19.4K+ 3.23% |
$1.57M - $1.98M
|
619K
$78.9M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
18.8KNew |
$1.52M - $1.92M
|
18.8K
$2.4M
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
18.3K+ 2.42% |
$1.48M - $1.87M
|
775K
$98.8M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.7K+ 3.37% |
$1.43M - $1.81M
|
542K
$69.1M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
17.5KNew |
$1.42M - $1.79M
|
17.5K
$2.23M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 27.13% |
$1.4M - $1.77M
|
81.3K
$10.4M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
16.4K+ 20.97% |
$1.33M - $1.68M
|
94.9K
$12.1M
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
16.4KNew |
$1.33M - $1.68M
|
16.4K
$2.1M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
16.4K+ 5.38% |
$1.33M - $1.67M
|
321K
$40.9M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
16.3KNew |
$1.32M - $1.67M
|
16.3K
$2.08M
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.6K+ 18.5% |
$1.26M - $1.6M
|
100K
$12.7M
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
15.3K+ 23.58% |
$1.24M - $1.57M
|
80.4K
$10.3M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.3K+ 35.56% |
$1.24M - $1.57M
|
58.4K
$7.44M
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
15.3KNew |
$1.24M - $1.56M
|
15.3K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.9K+ 4.92% |
$1.2M - $1.52M
|
317K
$40.4M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.9KNew |
$1.2M - $1.52M
|
14.9K
$1.89M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.6K+ 2800.0% |
$1.18M - $1.49M
|
15.1K
$1.92M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14.4K+ 27.11% |
$1.17M - $1.47M
|
67.5K
$8.61M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14.2KNew |
$1.15M - $1.45M
|
14.2K
$1.81M
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
13.9K+ 1.64% |
$1.13M - $1.42M
|
863K
$110M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
13.8K+ 124.53% |
$1.11M - $1.41M
|
24.8K
$3.16M
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 5.29% |
$1.1M - $1.39M
|
271K
$34.6M
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
13.4KNew |
$1.09M - $1.37M
|
13.4K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.2KNew |
$1.07M - $1.34M
|
13.2K
$1.68M
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
13.1K+ 7.08% |
$1.06M - $1.34M
|
199K
$25.3M
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13K+ 2.18% |
$1.05M - $1.33M
|
608K
$77.6M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.8K+ 13.2% |
$1.04M - $1.31M
|
110K
$14M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
12.7K+ 28.75% |
$1.03M - $1.3M
|
56.9K
$7.26M
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
12.4K+ 10.59% |
$1.01M - $1.27M
|
130K
$16.5M
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12.2KNew |
$990K - $1.25M
|
12.2K
$1.56M
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
12.1K+ 145.21% |
$984K - $1.24M
|
20.5K
$2.62M
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12K+ 3.78% |
$973K - $1.23M
|
330K
$42.1M
|
|
Aug 12, 2022
Q2 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
11.2KNew |
$908K - $1.15M
|
11.2K
$1.43M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
11.1K+ 60.08% |
$897K - $1.13M
|
29.5K
$3.76M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$882K - $1.11M
|
10.9K
$1.39M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
10.6K+ 4.78% |
$854K - $1.08M
|
231K
$29.5M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
10.5K+ 21.46% |
$852K - $1.08M
|
59.5K
$7.59M
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10.2K+ 34.41% |
$823K - $1.04M
|
39.7K
$5.06M
|