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 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-13.9K- 22.73% |
$1.17M - $1.29M
|
47.2K
$6.14M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.9K- 6.22% |
$1.17M - $1.3M
|
210K
$27.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.1K- 19.44% |
$1.19M - $1.31M
|
58.4K
$7.59M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.4K- 2.75% |
$1.21M - $1.34M
|
509K
$66.2M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.8K- 7.43% |
$1.25M - $1.38M
|
185K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-15K- 15.0% |
$1.26M - $1.4M
|
85.1K
$11.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15.1K- 16.59% |
$1.27M - $1.4M
|
75.7K
$9.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-15.3K- 17.66% |
$1.28M - $1.42M
|
71.2K
$9.26M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.4K- 28.8% |
$1.3M - $1.44M
|
38.2K
$4.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-16.2K- 53.12% |
$1.36M - $1.51M
|
14.3K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-17K- 12.6% |
$1.43M - $1.58M
|
118K
$15.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-17.3K- 11.69% |
$1.45M - $1.61M
|
131K
$17M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.9K- 4.96% |
$1.59M - $1.76M
|
362K
$47.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-19K- 10.66% |
$1.6M - $1.77M
|
159K
$20.7M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-19.2K- 1.93% |
$1.61M - $1.79M
|
974K
$127M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19.5K- 97.14% |
$1.64M - $1.82M
|
576
$74.9K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20.3K- 6.08% |
$1.71M - $1.89M
|
313K
$40.7M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-22.2K- 6.25% |
$1.87M - $2.07M
|
333K
$43.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.7K- 2.2% |
$1.99M - $2.21M
|
1.05M
$137M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-24.7K- 27.27% |
$2.08M - $2.3M
|
65.8K
$8.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.3K- 5.57% |
$2.13M - $2.36M
|
429K
$55.8M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.6K- 7.69% |
$2.15M - $2.38M
|
308K
$40M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26.9K- 79.43% |
$2.26M - $2.5M
|
6.97K
$906K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-28.5K- 16.21% |
$2.39M - $2.65M
|
147K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-30.4K- 21.57% |
$2.56M - $2.84M
|
111K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-30.6K- 33.88% |
$2.58M - $2.85M
|
59.8K
$7.78M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-30.7K- 23.79% |
$2.58M - $2.86M
|
98.2K
$12.8M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.2K- 11.37% |
$2.62M - $2.9M
|
243K
$31.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-32.2K- 3.69% |
$2.71M - $3M
|
840K
$109M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.3K- 3.8% |
$2.97M - $3.29M
|
894K
$116M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.2K- 14.98% |
$3.46M - $3.84M
|
234K
$30.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.2K- 14.98% |
$3.46M - $3.84M
|
234K
$30.4M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-41.4K- 65.32% |
$3.48M - $3.86M
|
22K
$2.86M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-41.9K- 6.83% |
$3.53M - $3.9M
|
572K
$74.4M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-44.1K- 99.79% |
$3.71M - $4.11M
|
91
$11.8K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45.8K- 11.75% |
$3.85M - $4.27M
|
344K
$44.7M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-52.3K- 65.6% |
$4.4M - $4.87M
|
27.4K
$3.56M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-53.5K- 33.42% |
$4.5M - $4.98M
|
107K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-56.2K- 53.71% |
$4.73M - $5.23M
|
48.4K
$6.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-56.3K- 13.68% |
$4.74M - $5.24M
|
355K
$46.2M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-57.7K- 2.67% |
$4.86M - $5.38M
|
2.1M
$273M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-61.7K- 20.94% |
$5.19M - $5.75M
|
233K
$30.3M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62.4K- 10.09% |
$5.25M - $5.82M
|
556K
$72.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-63.7K- 23.32% |
$5.35M - $5.93M
|
209K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-64.4K- 28.45% |
$5.41M - $6M
|
162K
$21.1M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-65.6K- 42.43% |
$5.52M - $6.11M
|
89K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-68.4K- 3.19% |
$5.75M - $6.37M
|
2.07M
$270M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-68.5K- 75.15% |
$5.77M - $6.38M
|
22.7K
$2.95M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-78K- 64.32% |
$6.56M - $7.27M
|
43.3K
$5.63M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-78.2K- 7.98% |
$6.58M - $7.29M
|
902K
$117M
|