Purchases and Sales Made in Q1 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 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-45- 0.81% |
$3.79K - $4.19K
|
5.49K
$710K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-49- 0.76% |
$4.12K - $4.56K
|
6.4K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-50- 0.32% |
$4.21K - $4.66K
|
15.3K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-50- 1.36% |
$4.21K - $4.66K
|
3.64K
$471K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-53- 2.17% |
$4.46K - $4.94K
|
2.39K
$309K
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-55- 1.83% |
$4.63K - $5.12K
|
2.95K
$382K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-55- 1.1% |
$4.63K - $5.12K
|
4.93K
$637K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-57- 1.25% |
$4.79K - $5.31K
|
4.5K
$582K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-58- 1.42% |
$4.88K - $5.4K
|
4.03K
$521K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-61- 2.2% |
$5.13K - $5.68K
|
2.72K
$351K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-61- 0.68% |
$5.13K - $5.68K
|
8.95K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.48% |
$5.22K - $5.78K
|
4.12K
$532K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-63- 0.83% |
$5.3K - $5.87K
|
7.56K
$978K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-65- 0.3% |
$5.47K - $6.05K
|
21.7K
$2.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-67- 2.81% |
$5.64K - $6.24K
|
2.32K
$300K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-68- 2.32% |
$5.72K - $6.33K
|
2.86K
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-70- 32.71% |
$5.89K - $6.52K
|
144
$18.6K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-78- 0.23% |
$6.56K - $7.27K
|
33.3K
$4.3M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-81- 2.62% |
$6.81K - $7.55K
|
3.01K
$389K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-85- 0.23% |
$7.15K - $7.92K
|
37.6K
$4.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-87- 1.72% |
$7.32K - $8.1K
|
4.97K
$642K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-90- 2.33% |
$7.57K - $8.38K
|
3.78K
$488K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-90- 0.45% |
$7.57K - $8.38K
|
19.8K
$2.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 6.08% |
$7.57K - $8.38K
|
1.39K
$180K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-100- 42.02% |
$8.41K - $9.32K
|
138
$17.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-100- 1.91% |
$8.41K - $9.32K
|
5.13K
$663K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.3% |
$8.41K - $9.32K
|
33.7K
$4.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-112- 4.08% |
$9.42K - $10.4K
|
2.63K
$340K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-113- 3.09% |
$9.51K - $10.5K
|
3.54K
$458K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-113- 0.59% |
$9.51K - $10.5K
|
19.2K
$2.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-114- 0.21% |
$9.59K - $10.6K
|
54.1K
$6.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-114- 3.93% |
$9.59K - $10.6K
|
2.79K
$361K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-125- 4.35% |
$10.5K - $11.6K
|
2.75K
$355K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-130- 2.14% |
$10.9K - $12.1K
|
5.93K
$767K
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-130- 0.32% |
$10.9K - $12.1K
|
39.9K
$5.16M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-131- 3.67% |
$11K - $12.2K
|
3.44K
$445K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-133- 0.87% |
$11.2K - $12.4K
|
15.2K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-139- 1.13% |
$11.7K - $12.9K
|
12.2K
$1.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-140- 1.76% |
$11.8K - $13K
|
7.8K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-142- 1.89% |
$11.9K - $13.2K
|
7.37K
$952K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-145- 0.95% |
$12.2K - $13.5K
|
15.2K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-146- 2.74% |
$12.3K - $13.6K
|
5.19K
$671K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-148- 5.74% |
$12.4K - $13.8K
|
2.43K
$314K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-148- 70.81% |
$12.4K - $13.8K
|
61
$7.89K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-150- 3.49% |
$12.6K - $14K
|
4.14K
$535K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-152- 9.49% |
$12.8K - $14.2K
|
1.45K
$187K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-161- 2.03% |
$13.5K - $15K
|
7.77K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-173- 0.78% |
$14.6K - $16.1K
|
22.1K
$2.85M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-174- 2.26% |
$14.6K - $16.2K
|
7.54K
$974K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-180- 1.77% |
$15.1K - $16.8K
|
10K
$1.29M
|