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 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.27K+ 7.55% |
$380K - $418K
|
60.8K
$8.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
4.26K+ 27.28% |
$380K - $417K
|
19.9K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.19KNew |
$373K - $410K
|
4.19K
$561K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
4.15K+ 3.31% |
$370K - $406K
|
130K
$17.4M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.08K+ 6.48% |
$363K - $399K
|
66.9K
$8.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.77K+ 19.7% |
$336K - $369K
|
22.9K
$3.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.75K+ 15.29% |
$334K - $367K
|
28.3K
$3.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.64K+ 7.04% |
$324K - $356K
|
55.3K
$7.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
3.6K+ 8.92% |
$321K - $353K
|
44K
$5.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.58KNew |
$319K - $350K
|
3.58K
$480K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.55K+ 3.83% |
$316K - $347K
|
96.1K
$12.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.52K+ 26.92% |
$313K - $344K
|
16.6K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.5K+ 48.41% |
$311K - $342K
|
10.7K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.33K+ 15.84% |
$297K - $326K
|
24.4K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.26K+ 6661.22% |
$291K - $319K
|
3.31K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
3.14K+ 4.21% |
$279K - $307K
|
77.8K
$10.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.1KNew |
$276K - $303K
|
3.1K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.1K+ 1.53% |
$276K - $303K
|
206K
$27.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3K+ 6.85% |
$267K - $293K
|
46.7K
$6.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.99K+ 1.53% |
$266K - $293K
|
198K
$26.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.98K+ 2.44% |
$265K - $292K
|
125K
$16.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.93K+ 117.5% |
$261K - $286K
|
5.42K
$726K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.93K+ 20.78% |
$261K - $286K
|
17K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.91K+ 452.26% |
$259K - $285K
|
3.55K
$476K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 4.67% |
$253K - $278K
|
63.5K
$8.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
2.83K+ 2.09% |
$252K - $277K
|
138K
$18.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2.81KNew |
$250K - $274K
|
2.81K
$376K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.78K+ 7.93% |
$247K - $272K
|
37.8K
$5.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.77KNew |
$247K - $271K
|
2.77K
$371K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.75KNew |
$244K - $269K
|
2.75K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.7KNew |
$240K - $264K
|
2.7K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.7K+ 17.74% |
$240K - $264K
|
17.9K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
2.65K+ 1656.88% |
$236K - $259K
|
2.81K
$377K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.62K+ 51.46% |
$233K - $256K
|
7.71K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.57KNew |
$228K - $251K
|
2.57K
$344K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.56K+ 22.74% |
$228K - $250K
|
13.8K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.55KNew |
$227K - $250K
|
2.55K
$342K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2.47K+ 453.13% |
$219K - $241K
|
3.01K
$403K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.46K+ 19.68% |
$219K - $241K
|
15K
$2M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.46KNew |
$219K - $240K
|
2.46K
$329K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.44K+ 7.71% |
$217K - $239K
|
34.1K
$4.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.4KNew |
$213K - $234K
|
2.4K
$321K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.38K+ 1.14% |
$212K - $233K
|
212K
$28.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.34K+ 0.28% |
$208K - $229K
|
842K
$113M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.27K+ 22.81% |
$202K - $222K
|
12.2K
$1.64M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.27KNew |
$202K - $222K
|
2.27K
$304K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.23K+ 10.97% |
$199K - $218K
|
22.6K
$3.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.23KNew |
$199K - $218K
|
2.23K
$299K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.23K+ 4.85% |
$198K - $218K
|
48.2K
$6.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$197K - $216K
|
2.21K
$296K
|