Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-335- 16.5% |
$29.8K - $32.8K
|
1.7K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-336- 2.76% |
$29.9K - $32.9K
|
11.8K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-338- 3.0% |
$30.1K - $33.1K
|
10.9K
$1.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-353- 57.59% |
$31.4K - $34.5K
|
260
$34.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-355- 13.84% |
$31.6K - $34.7K
|
2.21K
$292K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-358- 4.73% |
$31.9K - $35K
|
7.21K
$953K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-360- 9.9% |
$32.1K - $35.2K
|
3.28K
$433K
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-367- 0.92% |
$32.7K - $35.9K
|
39.5K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-371- 0.06% |
$33K - $36.3K
|
603K
$79.8M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-378- 0.63% |
$33.7K - $37K
|
59.2K
$7.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-383- 4.25% |
$34.1K - $37.5K
|
8.62K
$1.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-391- 67.88% |
$34.8K - $38.3K
|
185
$24.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-406- 6.06% |
$36.1K - $39.7K
|
6.29K
$832K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-410- 13.5% |
$36.5K - $40.1K
|
2.63K
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-415- 2.79% |
$36.9K - $40.6K
|
14.5K
$1.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-416- 3.98% |
$37K - $40.7K
|
10K
$1.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-427- 1.39% |
$38K - $41.8K
|
30.2K
$4M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-444- 0.46% |
$39.5K - $43.4K
|
95.7K
$12.7M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-445- 8.84% |
$39.6K - $43.5K
|
4.59K
$607K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-466- 4.69% |
$41.5K - $45.6K
|
9.47K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-475- 2.11% |
$42.3K - $46.5K
|
22K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-480- 0.21% |
$42.7K - $47K
|
234K
$30.9M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-480- 7.83% |
$42.7K - $47K
|
5.65K
$748K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-493- 5.3% |
$43.9K - $48.2K
|
8.82K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-500- 6.5% |
$44.5K - $48.9K
|
7.19K
$951K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-502- 15.8% |
$44.7K - $49.1K
|
2.68K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-505- 0.32% |
$45K - $49.4K
|
159K
$21M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-508- 0.71% |
$45.2K - $49.7K
|
70.8K
$9.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-510- 2.1% |
$45.4K - $49.9K
|
23.8K
$3.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-511- 4.24% |
$45.5K - $50K
|
11.5K
$1.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-527- 11.02% |
$46.9K - $51.6K
|
4.26K
$563K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-527- 10.19% |
$46.9K - $51.6K
|
4.65K
$614K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-530- 9.52% |
$47.2K - $51.9K
|
5.04K
$667K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-553- 0.46% |
$49.2K - $54.1K
|
120K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-567- 7.26% |
$50.5K - $55.5K
|
7.24K
$958K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-569- 0.41% |
$50.7K - $55.7K
|
140K
$18.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-592- 1.11% |
$52.7K - $57.9K
|
52.6K
$6.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-604- 9.03% |
$53.8K - $59.1K
|
6.08K
$805K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-616- 1.1% |
$54.8K - $60.3K
|
55.4K
$7.33M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-616- 1.1% |
$54.8K - $60.3K
|
55.4K
$7.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
SELL
|
- |
-620- 0.13% |
$55.2K - $60.7K
|
487K
$64.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-621- 0.28% |
$55.3K - $60.8K
|
222K
$29.4M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-624- 11.01% |
$55.6K - $61.1K
|
5.04K
$667K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-624- 11.01% |
$55.6K - $61.1K
|
5.04K
$667K
|
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-630- 5.53% |
$56.1K - $61.6K
|
10.8K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-640- 10.65% |
$57K - $62.6K
|
5.37K
$710K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-642- 14.42% |
$57.2K - $62.8K
|
3.81K
$504K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-646- 88.86% |
$57.5K - $63.2K
|
81
$10.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-657- 6.33% |
$58.5K - $64.3K
|
9.72K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-673- 0.83% |
$59.9K - $65.8K
|
80.5K
$10.6M
|