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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-149- 5.74% |
$13.9K - $16K
|
2.45K
$322K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-150- 3.51% |
$14K - $16.1K
|
4.13K
$543K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-150- 2.8% |
$14K - $16.1K
|
5.2K
$684K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-154- 34.0% |
$14.3K - $16.6K
|
299
$39.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-157- 23.61% |
$14.6K - $16.9K
|
508
$66.8K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-158Closed |
$14.7K - $17K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-162- 2.19% |
$15.1K - $17.4K
|
7.22K
$949K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-163- 0.98% |
$15.2K - $17.5K
|
16.4K
$2.15M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-170- 7.31% |
$15.8K - $18.3K
|
2.15K
$283K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-176- 2.41% |
$16.4K - $18.9K
|
7.12K
$937K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-176Closed |
$16.4K - $18.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-183- 6.14% |
$17K - $19.7K
|
2.8K
$368K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-188- 8.15% |
$17.5K - $20.2K
|
2.12K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-196- 0.49% |
$18.2K - $21.1K
|
39.9K
$5.25M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-198- 1.81% |
$18.4K - $21.3K
|
10.8K
$1.42M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-200- 1.98% |
$18.6K - $21.5K
|
9.9K
$1.3M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 3.43% |
$18.6K - $21.5K
|
5.63K
$741K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-203- 52.59% |
$18.9K - $21.8K
|
183
$24.1K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-204- 3.09% |
$19K - $22K
|
6.39K
$840K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-211- 2.76% |
$19.6K - $22.7K
|
7.42K
$976K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-217- 4.52% |
$20.2K - $23.4K
|
4.58K
$603K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-218Closed |
$20.3K - $23.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-221- 9.43% |
$20.6K - $23.8K
|
2.12K
$279K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-228- 6.94% |
$21.2K - $24.5K
|
3.06K
$402K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-233- 9.56% |
$21.7K - $25.1K
|
2.2K
$290K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-233- 18.01% |
$21.7K - $25.1K
|
1.06K
$140K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-240- 2.13% |
$22.3K - $25.8K
|
11K
$1.45M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-242- 5.91% |
$22.5K - $26K
|
3.86K
$507K
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-244- 3.89% |
$22.7K - $26.3K
|
6.03K
$793K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-245- 2.81% |
$22.8K - $26.4K
|
8.47K
$1.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-251- 1.74% |
$23.4K - $27K
|
14.2K
$1.87M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-251- 24.7% |
$23.4K - $27K
|
765
$101K
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-267- 0.41% |
$24.9K - $28.7K
|
65.4K
$8.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-271- 18.08% |
$25.2K - $29.2K
|
1.23K
$161K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-291- 4.57% |
$27.1K - $31.3K
|
6.08K
$799K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-298Closed |
$27.7K - $32.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-312- 12.69% |
$29K - $33.6K
|
2.15K
$282K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-319Closed |
$29.7K - $34.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-325- 0.73% |
$30.3K - $35K
|
44K
$5.78M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-340- 10.4% |
$31.7K - $36.6K
|
2.93K
$385K
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-340- 1.98% |
$31.7K - $36.6K
|
16.8K
$2.21M
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-346- 3.79% |
$32.2K - $37.2K
|
8.79K
$1.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-360- 10.07% |
$33.5K - $38.7K
|
3.22K
$423K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-362Closed |
$33.7K - $39K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-365- 80.75% |
$34K - $39.3K
|
87
$11.4K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-378- 12.06% |
$35.2K - $40.7K
|
2.76K
$363K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-382- 2.74% |
$35.6K - $41.1K
|
13.6K
$1.78M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-386- 4.89% |
$35.9K - $41.5K
|
7.5K
$986K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-387- 87.76% |
$36K - $41.7K
|
54
$7.1K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-395- 1.3% |
$36.8K - $42.5K
|
30K
$3.94M
|