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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.69K+ 16.09% |
$310K - $343K
|
26.6K
$3.46M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
3.66K+ 3.77% |
$308K - $341K
|
101K
$13.1M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.65K+ 3.48% |
$307K - $340K
|
108K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.62K+ 35.57% |
$304K - $337K
|
13.8K
$1.79M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.54K+ 29.62% |
$298K - $330K
|
15.5K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
3.53K+ 4.96% |
$297K - $328K
|
74.6K
$9.71M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
3.27K+ 0.85% |
$275K - $304K
|
390K
$50.7M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.26K+ 7.07% |
$274K - $303K
|
49.3K
$6.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.21K+ 3.07% |
$270K - $299K
|
108K
$14M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.13KNew |
$263K - $291K
|
3.13K
$407K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
3.11K+ 9.42% |
$262K - $290K
|
36.1K
$4.7M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.02K+ 12.28% |
$254K - $281K
|
27.6K
$3.59M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.95KNew |
$248K - $275K
|
2.95K
$384K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.93K+ 4.54% |
$246K - $273K
|
67.3K
$8.76M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9KNew |
$244K - $270K
|
2.9K
$377K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.84K+ 36.74% |
$239K - $265K
|
10.6K
$1.38M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.81K+ 67.65% |
$236K - $262K
|
6.97K
$906K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.79K+ 8.27% |
$235K - $260K
|
36.6K
$4.76M
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.77K+ 0.8% |
$233K - $258K
|
350K
$45.5M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.76K+ 7.14% |
$232K - $257K
|
41.4K
$5.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.74K+ 1.93% |
$231K - $255K
|
145K
$18.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.69K+ 4.0% |
$226K - $250K
|
69.9K
$9.09M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.68K+ 5.0% |
$226K - $250K
|
56.3K
$7.32M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.68K+ 21.23% |
$225K - $249K
|
15.3K
$1.99M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.62K+ 21.13% |
$221K - $244K
|
15K
$1.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.52KNew |
$212K - $235K
|
2.52K
$328K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.52K+ 32.89% |
$212K - $235K
|
10.2K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.47KNew |
$208K - $230K
|
2.47K
$322K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.46K+ 1.79% |
$207K - $229K
|
140K
$18.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$202K - $224K
|
2.4K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.39KNew |
$201K - $223K
|
2.39K
$311K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
2.39KNew |
$201K - $223K
|
2.39K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.39K+ 54.71% |
$201K - $222K
|
6.75K
$878K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.38KNew |
$200K - $222K
|
2.38K
$310K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
2.38K+ 6.07% |
$200K - $221K
|
41.5K
$5.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.37KNew |
$199K - $220K
|
2.37K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.35KNew |
$197K - $218K
|
2.35K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.34KNew |
$197K - $218K
|
2.34K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.33K+ 6.07% |
$196K - $217K
|
40.7K
$5.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.33KNew |
$196K - $217K
|
2.33K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.33KNew |
$196K - $217K
|
2.33K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.32K+ 1.57% |
$195K - $216K
|
150K
$19.5M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$193K - $214K
|
2.3K
$299K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.29KNew |
$193K - $213K
|
2.29K
$298K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.29KNew |
$192K - $213K
|
2.29K
$297K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.28KNew |
$192K - $212K
|
2.28K
$297K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.28KNew |
$191K - $212K
|
2.28K
$296K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.27KNew |
$191K - $211K
|
2.27K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Opus Investment Management Inc
|
BUY
|
- |
2.25K+ 0.81% |
$189K - $210K
|
279K
$36.3M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.25KNew |
$189K - $210K
|
2.25K
$293K
|