Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.02% |
$178 - $196
|
8.19K
$1.06M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.21% |
$178 - $196
|
960
$124K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.34% |
$89 - $97.8
|
297
$38.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$89 - $97.8
|
20.5K
$2.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$89 - $97.8
|
2.78K
$359K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1- 0.04% |
$89 - $97.8
|
2.72K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$89 - $97.8
|
7.39K
$955K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2- 0.07% |
$178 - $196
|
2.73K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2- 0.08% |
$178 - $196
|
2.43K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2- 0.05% |
$178 - $196
|
4.03K
$521K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3- 0.02% |
$267 - $294
|
16.1K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.08% |
$445 - $489
|
5.99K
$774K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-5- 0.21% |
$445 - $489
|
2.33K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6- 0.17% |
$534 - $587
|
3.44K
$445K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6- 0.03% |
$534 - $587
|
18.4K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6- 0.2% |
$534 - $587
|
3.01K
$388K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-6- 0.26% |
$534 - $587
|
2.28K
$295K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-7- 0.1% |
$623 - $685
|
6.85K
$886K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-8- 0.27% |
$712 - $783
|
2.93K
$379K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$712 - $783
|
6.51K
$842K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-8- 0.01% |
$712 - $783
|
149K
$19.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 0.09% |
$801 - $881
|
10.2K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11- 0.06% |
$979 - $1.08K
|
19.7K
$2.55M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-14- 3.25% |
$1.25K - $1.37K
|
417
$53.9K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-14- 0.31% |
$1.25K - $1.37K
|
4.49K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-15- 0.08% |
$1.34K - $1.47K
|
19.9K
$2.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-16- 0.69% |
$1.42K - $1.57K
|
2.29K
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-17- 0.02% |
$1.51K - $1.66K
|
89.8K
$11.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-18- 0.86% |
$1.6K - $1.76K
|
2.09K
$270K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-18- 0.75% |
$1.6K - $1.76K
|
2.4K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-19- 0.11% |
$1.69K - $1.86K
|
16.9K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-20- 0.46% |
$1.78K - $1.96K
|
4.33K
$560K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-20- 0.16% |
$1.78K - $1.96K
|
12.9K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-20- 0.7% |
$1.78K - $1.96K
|
2.85K
$369K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-22- 0.96% |
$1.96K - $2.15K
|
2.28K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-26- 0.69% |
$2.31K - $2.54K
|
3.74K
$483K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-26- 0.28% |
$2.31K - $2.54K
|
9.38K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-27- 2.85% |
$2.4K - $2.64K
|
920
$119K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 0.25% |
$2.58K - $2.84K
|
11.7K
$1.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30- 0.01% |
$2.67K - $2.94K
|
560K
$72.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-31- 0.14% |
$2.76K - $3.03K
|
22.9K
$2.96M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-32- 0.34% |
$2.85K - $3.13K
|
9.51K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-32- 0.34% |
$2.85K - $3.13K
|
9.32K
$1.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-38- 1.36% |
$3.38K - $3.72K
|
2.75K
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-39- 9.05% |
$3.47K - $3.82K
|
392
$50.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-39- 1.19% |
$3.47K - $3.82K
|
3.25K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-39- 0.43% |
$3.47K - $3.82K
|
9.03K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-46- 0.66% |
$4.1K - $4.5K
|
6.94K
$897K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-47- 0.66% |
$4.18K - $4.6K
|
7.06K
$912K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-49- 0.25% |
$4.36K - $4.79K
|
19.9K
$2.57M
|