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 28, 2023 Q1 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
1.05K
+ 265.23%
$87.9K - $97.3K
1.44K $187K
May 10, 2023 Q1 2023
N.E.W. Advisory Services LLC

BUY
 -
1.03K
+ 5.88%
$87K - $96.3K
18.6K $2.42M
Apr 18, 2023 Q1 2023
Rodgers & Associates, LTD

BUY
 -
1.03K
+ 37.09%
$86.6K - $95.9K
3.81K $495K
May 15, 2023 Q1 2023
Claar Advisors LLC

New York, NY
BUY
 -
1K
+ 0.26%
$84.1K - $93.2K
379K $49.3M
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
975
+ 5.04%
$82K - $90.8K
20.3K $2.65M
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
962
+ 29.11%
$80.9K - $89.6K
4.27K $555K
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
950
+ 15.26%
$79.9K - $88.5K
7.18K $933K
May 08, 2023 Q1 2023
Live Oak Private Wealth LLC

BUY
 -
925
+ 34.17%
$77.8K - $86.2K
3.63K $472K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
893
New
$75.1K - $83.2K
893 $116K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
872
+ 2.45%
$73.4K - $81.2K
36.5K $4.74M
Apr 14, 2023 Q1 2023
West Bancorporation Inc

BUY
 -
843
+ 23.05%
$70.9K - $78.5K
4.5K $585K
May 15, 2023 Q1 2023
Jackson Thornton Asset Management, LLC

BUY
 -
841
+ 17.94%
$70.7K - $78.3K
5.53K $719K
Apr 10, 2023 Q1 2023
First Premier Bank

BUY
 -
822
New
$69.1K - $76.6K
822 $107K
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
822
+ 11.64%
$69.1K - $76.6K
7.88K $1.03M
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
817
New
$68.7K - $76.1K
817 $106K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
767
+ 0.5%
$64.5K - $71.4K
155K $20.2M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
757
+ 20.24%
$63.7K - $70.5K
4.5K $585K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
720
+ 4.48%
$60.6K - $67.1K
16.8K $2.18M
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
720
+ 101.12%
$60.6K - $67.1K
1.43K $186K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
712
+ 24.61%
$59.9K - $66.3K
3.61K $469K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
695
+ 11.56%
$58.5K - $64.7K
6.71K $873K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
692
+ 1.09%
$58.2K - $64.5K
64.3K $8.36M
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
678
+ 9.94%
$57K - $63.2K
7.5K $975K
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
670
+ 6.01%
$56.4K - $62.4K
11.8K $1.54M
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
657
+ 6.76%
$55.3K - $61.2K
10.4K $1.35M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
656
+ 13.09%
$55.2K - $61.1K
5.67K $737K
May 01, 2023 Q1 2023
Lauterbach Financial Advisors, LLC

BUY
 -
654
+ 9.61%
$55K - $60.9K
7.46K $970K
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
645
New
$54.3K - $60.1K
645 $83.9K
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
626
+ 1.04%
$52.7K - $58.3K
60.7K $7.9M
Apr 26, 2023 Q1 2023
Zwj Investment Counsel Inc

BUY
 -
621
+ 3.03%
$52.2K - $57.8K
21.1K $2.75M
Oct 24, 2023 Q1 2023
Lynch & Associates

BUY
 -
616
+ 1.11%
$51.8K - $57.4K
56K $7.29M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
613
New
$51.6K - $57.1K
613 $79.7K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
590
+ 13.01%
$49.6K - $55K
5.13K $667K
May 12, 2023 Q1 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
589
+ 0.29%
$49.5K - $54.9K
205K $26.7M
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
572
+ 17.76%
$48.1K - $53.3K
3.79K $493K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
518
+ 35.7%
$43.6K - $48.3K
1.97K $256K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
476
+ 14.32%
$40K - $44.3K
3.8K $494K
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

BUY
 -
457
+ 1.32%
$38.4K - $42.6K
35K $4.56M
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
454
+ 11.43%
$38.2K - $42.3K
4.43K $576K
May 09, 2023 Q1 2023
Allen Investment Management LLC

BUY
 -
452
+ 0.07%
$38K - $42.1K
619K $80.5M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
445
+ 3.74%
$37.4K - $41.5K
12.3K $1.6M
Apr 17, 2023 Q1 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
439
+ 6.8%
$36.9K - $40.9K
6.9K $897K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
425
+ 2.03%
$35.8K - $39.6K
21.4K $2.78M
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
413
+ 3.35%
$34.7K - $38.5K
12.8K $1.66M
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
395
New
$33.2K - $36.8K
395 $51.4K
May 11, 2023 Q1 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
391
+ 0.57%
$32.9K - $36.4K
69K $8.97M
Feb 04, 2025 Q1 2023
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
380
+ 14.31%
$32K - $35.4K
3.04K $395K
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
378
+ 1.52%
$31.8K - $35.2K
25.2K $3.27M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
378
+ 0.11%
$31.8K - $35.2K
338K $44M

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