Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.51% |
$1.51K - $1.82K
|
3.74K
$483K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.35K - $1.63K
|
3.5K
$453K
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
16+ 0.51% |
$1.27K - $1.53K
|
3.14K
$405K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
16+ 3.29% |
$1.27K - $1.53K
|
502
$64.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
16+ 0.31% |
$1.27K - $1.53K
|
5.12K
$662K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
15+ 0.28% |
$1.19K - $1.44K
|
5.34K
$690K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$954 - $1.15K
|
4.75K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11+ 0.24% |
$875 - $1.05K
|
4.69K
$606K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
10+ 0.35% |
$795 - $959
|
2.86K
$370K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 0.13% |
$716 - $863
|
6.71K
$867K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$636 - $767
|
4.3K
$555K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
7+ 0.15% |
$557 - $671
|
4.79K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$477 - $575
|
6
$776
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.55% |
$477 - $575
|
1.11K
$143K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 8.7% |
$477 - $575
|
75
$9.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6+ 31.58% |
$477 - $575
|
25
$3.23K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5+ 0.14% |
$398 - $480
|
3.51K
$454K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.2% |
$398 - $480
|
2.56K
$331K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5+ 0.01% |
$398 - $480
|
54.2K
$7.01M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
4+ 0.16% |
$318 - $384
|
2.54K
$328K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$318 - $384
|
3.55K
$458K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.08% |
$318 - $384
|
4.88K
$630K
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$239 - $288
|
7.54K
$974K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.34% |
$239 - $288
|
893
$115K
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.1% |
$239 - $288
|
2.98K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 1.41% |
$159 - $192
|
144
$18.6K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
2+ 0.04% |
$159 - $192
|
5.22K
$675K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.06% |
$159 - $192
|
3.16K
$408K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.01% |
$159 - $192
|
16.5K
$2.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.02% |
$79.5 - $95.9
|
4.98K
$644K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$79.5 - $95.9
|
2.78K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$79.5 - $95.9
|
2.7K
$349K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.45% |
$79.5 - $95.9
|
70
$9.05K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$79.5 - $95.9
|
3.11K
$402K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.89% |
$79.5 - $95.9
|
113
$14.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.03% |
$79.5 - $95.9
|
3.53K
$457K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$79.5 - $95.9
|
2.51K
$325K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$79.5 - $95.9
|
15.3K
$1.98M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-2- 0.03% |
$159 - $192
|
6.82K
$882K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.25% |
$159 - $192
|
798
$103K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-4- 1.48% |
$318 - $384
|
267
$34.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.07% |
$318 - $384
|
5.35K
$692K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5- 0.01% |
$398 - $480
|
54.2K
$7.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5- 0.05% |
$398 - $480
|
9.16K
$1.18M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-6- 0.24% |
$477 - $575
|
2.47K
$319K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-7- 0.03% |
$557 - $671
|
25.1K
$3.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-7- 0.18% |
$557 - $671
|
3.81K
$492K
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-8- 0.12% |
$636 - $767
|
6.61K
$854K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.31% |
$795 - $959
|
3.17K
$410K
|