Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07M+ 9734.4% |
$379M - $438M
|
4.11M
$541M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.86M+ 18.65% |
$173M - $200M
|
11.8M
$1.55B
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45M+ 6743.94% |
$135M - $156M
|
1.47M
$194M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.31M+ 3.14% |
$122M - $141M
|
43.1M
$5.67B
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
878K+ 1.75% |
$81.7M - $94.5M
|
51M
$6.71B
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
693K+ 9.45% |
$64.5M - $74.6M
|
8.02M
$1.05B
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
652K+ 63.68% |
$60.7M - $70.1M
|
1.68M
$220M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
470K+ 16.03% |
$43.7M - $50.6M
|
3.4M
$447M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
454KNew |
$42.3M - $48.9M
|
454K
$59.7M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
434KNew |
$40.4M - $46.7M
|
434K
$57M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
422KNew |
$39.3M - $45.4M
|
422K
$55.5M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
410K+ 152.69% |
$38.2M - $44.1M
|
679K
$89.2M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
378K+ 8808.89% |
$35.2M - $40.7M
|
383K
$50.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
344K+ 20.93% |
$32.1M - $37.1M
|
1.99M
$262M
|
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
281KNew |
$26.2M - $30.3M
|
281K
$37M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
248K+ 3.39% |
$23.1M - $26.7M
|
7.56M
$995M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
218K+ 34.6% |
$20.3M - $23.5M
|
849K
$112M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
196K+ 310.11% |
$18.3M - $21.1M
|
259K
$34.1M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
191K+ 3.66% |
$17.8M - $20.6M
|
5.41M
$712M
|
|
|
Apr 28, 2022
Q1 2022
|
Oikos Holdings LLC
|
BUY
|
- |
190K+ 165.85% |
$17.7M - $20.4M
|
304K
$40M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
178K+ 13.78% |
$16.5M - $19.1M
|
1.47M
$193M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
171KNew |
$15.9M - $18.4M
|
171K
$22.4M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
170K+ 4.84% |
$15.9M - $18.3M
|
3.7M
$486M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
162KNew |
$15M - $17.4M
|
162K
$21.3M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
158K+ 11.54% |
$14.7M - $17M
|
1.53M
$201M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
131K+ 115.02% |
$12.2M - $14.1M
|
245K
$32.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
125K+ 18.96% |
$11.6M - $13.4M
|
783K
$103M
|
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
BUY
|
- |
118K+ 35.3% |
$11M - $12.7M
|
452K
$59.5M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
117K+ 1135.74% |
$10.9M - $12.6M
|
128K
$16.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
112K+ 46.61% |
$10.4M - $12.1M
|
353K
$46.4M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
101K+ 26.43% |
$9.38M - $10.8M
|
482K
$63.4M
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
94.1K+ 16.16% |
$8.76M - $10.1M
|
676K
$89M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
93.5K+ 3773.2% |
$8.7M - $10.1M
|
96K
$12.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.5K+ 5.13% |
$8.61M - $9.96M
|
1.9M
$249M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
92.4K+ 19.59% |
$8.6M - $9.95M
|
564K
$74.2M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
90.6KNew |
$8.44M - $9.75M
|
90.6K
$11.9M
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
88.7KNew |
$8.26M - $9.55M
|
88.7K
$11.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
83.5K+ 163.78% |
$7.77M - $8.99M
|
134K
$17.7M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81.8K+ 209.51% |
$7.61M - $8.8M
|
121K
$15.9M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
79.4K+ 75.02% |
$7.39M - $8.55M
|
185K
$24.4M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.9K+ 9.38% |
$6.97M - $8.06M
|
873K
$115M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
71.1K+ 65.78% |
$6.62M - $7.65M
|
179K
$23.6M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.4K+ 15.25% |
$6.46M - $7.47M
|
524K
$69M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65.4K+ 81.86% |
$6.09M - $7.04M
|
145K
$19.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
65.1K+ 17.35% |
$6.06M - $7M
|
440K
$57.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
64.4K+ 67.3% |
$5.99M - $6.93M
|
160K
$21M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63.6K+ 781.95% |
$5.92M - $6.85M
|
71.7K
$9.43M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.5K+ 6.56% |
$5.26M - $6.08M
|
917K
$121M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.6K+ 1.87% |
$5.17M - $5.98M
|
3.02M
$398M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
55.4K+ 39.75% |
$5.16M - $5.96M
|
195K
$25.6M
|