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 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8.91KNew |
$750K - $830K
|
8.91K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
8.64K+ 1.28% |
$727K - $805K
|
685K
$89.1M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.48K+ 0.79% |
$713K - $790K
|
1.08M
$141M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
8.31K+ 4.33% |
$699K - $774K
|
200K
$26.1M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.25K+ 21.54% |
$694K - $768K
|
46.5K
$6.05M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.01KNew |
$674K - $746K
|
8.01K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.96K+ 47.09% |
$670K - $742K
|
24.9K
$3.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.96K+ 262.97% |
$670K - $741K
|
11K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.94KNew |
$668K - $739K
|
7.94K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.66K+ 86.64% |
$645K - $714K
|
16.5K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.57K+ 109.3% |
$637K - $705K
|
14.5K
$1.89M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.03K+ 44.02% |
$591K - $655K
|
23K
$2.99M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
6.95K+ 3.43% |
$585K - $648K
|
210K
$27.3M
|
|
|
May 15, 2023
Q1 2023
|
Yale University
New Haven, CT |
BUY
|
- |
6.56KNew |
$552K - $611K
|
6.56K
$854K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
6.39K+ 43.54% |
$537K - $595K
|
21K
$2.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.31KNew |
$531K - $588K
|
6.31K
$821K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.09KNew |
$512K - $567K
|
6.09K
$792K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.01K+ 18.4% |
$505K - $559K
|
38.6K
$5.03M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.8KNew |
$488K - $540K
|
5.8K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.77K+ 7.58% |
$486K - $538K
|
81.9K
$10.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.7KNew |
$479K - $531K
|
5.7K
$741K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.56K+ 21.32% |
$467K - $518K
|
31.6K
$4.11M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.49K+ 122.42% |
$462K - $511K
|
9.97K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.46KNew |
$459K - $509K
|
5.46K
$710K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.19K+ 1.41% |
$437K - $484K
|
374K
$48.6M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
5.12K+ 51.72% |
$430K - $477K
|
15K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.09KNew |
$428K - $474K
|
5.09K
$662K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5K+ 474.55% |
$420K - $465K
|
6.05K
$787K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.97K+ 25.38% |
$418K - $462K
|
24.5K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.95K+ 4.61% |
$416K - $461K
|
112K
$14.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.88KNew |
$410K - $454K
|
4.88K
$634K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.86KNew |
$409K - $453K
|
4.86K
$632K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.84K+ 1.74% |
$407K - $451K
|
284K
$36.9M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.81K+ 4.75% |
$405K - $448K
|
106K
$13.8M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.74K+ 16.59% |
$399K - $441K
|
33.3K
$4.33M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
4.66K+ 18.02% |
$392K - $434K
|
30.5K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.41KNew |
$371K - $411K
|
4.41K
$574K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.21KNew |
$354K - $392K
|
4.21K
$547K
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
4.17KNew |
$351K - $388K
|
4.17K
$542K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.15K+ 16.18% |
$349K - $387K
|
29.8K
$3.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.13K+ 371.98% |
$347K - $385K
|
5.24K
$681K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
4.12K+ 25.42% |
$347K - $384K
|
20.3K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.07K+ 3.38% |
$342K - $379K
|
125K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.05K+ 6.38% |
$341K - $377K
|
67.5K
$8.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.99K+ 3.57% |
$335K - $371K
|
116K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.97K+ 100.53% |
$334K - $370K
|
7.93K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
3.85KNew |
$324K - $359K
|
3.85K
$501K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 8.26% |
$323K - $358K
|
50.3K
$6.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.84K+ 28.8% |
$323K - $357K
|
17.2K
$2.23M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.82K+ 110.66% |
$321K - $356K
|
7.27K
$946K
|