Purchases and Sales Made in Q1 2023 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P Total U.S. St (ITOT) during Q1 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
Apr 17, 2023 Q1 2023
Compass Ion Advisors, LLC

BUY
 -
1
+ 0.01%
$84.1 - $93.2
9.99K $1.29M
Apr 12, 2023 Q1 2023
Ellsworth Advisors, LLC

BUY
 -
1
+ 0.03%
$84.1 - $93.2
2.87K $371K
May 12, 2023 Q1 2023
Eq LLC

Mercer Island, WA
BUY
 -
1
+ 0.02%
$84.1 - $93.2
4.08K $527K
Apr 20, 2023 Q1 2023
Guidance Point Advisors, LLC

BUY
 -
1
+ 0.01%
$84.1 - $93.2
15.3K $1.98M
Apr 26, 2023 Q1 2023
Lincoln Capital LLC

BUY
 -
1
+ 0.04%
$84.1 - $93.2
2.79K $360K
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

BUY
 -
1
+ 1.1%
$84.1 - $93.2
92 $11.9K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1
+ 0.88%
$84.1 - $93.2
114 $14.7K
Nov 30, 2023 Q1 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
1
+ 0.58%
$84.1 - $93.2
174 $22.5K
May 04, 2023 Q1 2023
Fi3 Financial Advisors, LLC

BUY
 -
1
+ 0.03%
$84.1 - $93.2
2.97K $384K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

SELL
 -
-1
- 0.06%
$84.1 - $93.2
1.64K $212K
May 10, 2023 Q1 2023
Truefg, LLC

Cedar Park, TX
SELL
 -
-2
- 0.03%
$168 - $186
5.97K $772K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

SELL
 -
-2
- 0.46%
$168 - $186
431 $55.7K
May 11, 2023 Q1 2023
Balentine LLC

Atlanta, GA
SELL
 -
-3
- 0.04%
$252 - $279
6.99K $903K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-3
- 0.05%
$252 - $279
5.72K $739K
May 15, 2023 Q1 2023
Alaethes Wealth LLC

Glenbrook, NV
SELL
 -
-4
- 0.13%
$336 - $373
3.01K $388K
May 01, 2023 Q1 2023
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-5
- 0.18%
$421 - $466
2.71K $350K
May 09, 2023 Q1 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-5
- 0.09%
$421 - $466
5.38K $695K
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-6
- 2.53%
$505 - $559
231 $29.9K
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

SELL
 -
-8
- 0.05%
$673 - $745
16.4K $2.12M
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
SELL
 -
-10
- 0.11%
$841 - $932
9.31K $1.2M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-10
- 0.05%
$841 - $932
21.2K $2.74M
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

SELL
 -
-12
- 0.11%
$1.01K - $1.12K
11.4K $1.47M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

SELL
 -
-14
- 0.13%
$1.18K - $1.3K
10.5K $1.35M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

SELL
 -
-14
- 0.5%
$1.18K - $1.3K
2.81K $363K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

SELL
 -
-14
- 0.03%
$1.18K - $1.3K
46.5K $6.02M
Apr 20, 2023 Q1 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
SELL
 -
-15
- 0.08%
$1.26K - $1.4K
19.9K $2.57M
May 05, 2023 Q1 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
SELL
 -
-15
- 0.5%
$1.26K - $1.4K
2.98K $385K
May 10, 2023 Q1 2023
Amg National Trust Bank

SELL
 -
-15
- 0.41%
$1.26K - $1.4K
3.68K $475K
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

SELL
 -
-15
- 0.6%
$1.26K - $1.4K
2.47K $320K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

SELL
 -
-19
- 0.75%
$1.6K - $1.77K
2.51K $325K
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

SELL
 -
-21
- 0.28%
$1.77K - $1.96K
7.39K $955K
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-25
- 0.25%
$2.1K - $2.33K
9.87K $1.28M
May 09, 2023 Q1 2023
Archer Investment Corp

SELL
 -
-26
- 0.16%
$2.19K - $2.42K
16.4K $2.13M
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-26
Closed
$2.19K - $2.42K
0 $0
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-27
- 0.3%
$2.27K - $2.52K
9.07K $1.17M
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-28
- 0.09%
$2.36K - $2.61K
31.1K $4.02M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-30
- 0.96%
$2.52K - $2.79K
3.09K $400K
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-30
- 23.08%
$2.52K - $2.79K
100 $12.9K
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

SELL
 -
-30
- 0.99%
$2.52K - $2.79K
3.01K $389K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-30
- 0.1%
$2.52K - $2.79K
29.3K $3.79M
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

SELL
 -
-34
- 5.42%
$2.86K - $3.17K
593 $76.7K
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
SELL
 -
-36
- 1.14%
$3.03K - $3.35K
3.11K $402K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

SELL
 -
-37
- 0.76%
$3.11K - $3.45K
4.84K $625K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

SELL
 -
-37
- 6.01%
$3.11K - $3.45K
579 $74.8K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

SELL
 -
-39
- 0.43%
$3.28K - $3.63K
9.03K $1.17M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

SELL
 -
-40
- 1.3%
$3.36K - $3.73K
3.03K $392K
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

SELL
 -
-40
- 0.18%
$3.36K - $3.73K
21.9K $2.83M
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-40
- 0.98%
$3.36K - $3.73K
4.03K $521K
Apr 19, 2023 Q1 2023
Schrum Private Wealth Management LLC

SELL
 -
-43
- 0.58%
$3.62K - $4.01K
7.33K $948K

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