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 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-400- 1.82% |
$37.2K - $43.1K
|
21.6K
$2.86M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-400- 66.67% |
$37.2K - $43.1K
|
200
$26.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-401- 6.29% |
$37.3K - $43.2K
|
5.98K
$792K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-407- 12.71% |
$37.9K - $43.8K
|
2.79K
$370K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-410- 11.69% |
$38.2K - $44.1K
|
3.1K
$410K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-419- 13.76% |
$39K - $45.1K
|
2.63K
$348K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-423- 0.68% |
$39.4K - $45.5K
|
61.5K
$8.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-425- 0.47% |
$39.6K - $45.7K
|
90.9K
$12M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-444- 14.29% |
$41.3K - $47.8K
|
2.66K
$353K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-477- 12.58% |
$44.4K - $51.3K
|
3.32K
$439K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-491- 0.71% |
$45.7K - $52.8K
|
68.7K
$9.09M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-492- 81.59% |
$45.8K - $53K
|
111
$14.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-492- 7.89% |
$45.8K - $53K
|
5.74K
$760K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-494- 2.45% |
$46K - $53.2K
|
19.7K
$2.6M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 2.46% |
$46.5K - $53.8K
|
19.8K
$2.62M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-505- 17.81% |
$47K - $54.4K
|
2.33K
$309K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-505- 17.81% |
$47K - $54.4K
|
2.33K
$309K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-509- 38.42% |
$47.4K - $54.8K
|
816
$108K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-553- 15.01% |
$51.5K - $59.5K
|
3.13K
$415K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-553- 1.94% |
$51.5K - $59.5K
|
28K
$3.7M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-554- 8.57% |
$51.6K - $59.6K
|
5.91K
$783K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-609- 6.69% |
$56.7K - $65.5K
|
8.49K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-618- 7.37% |
$57.5K - $66.5K
|
7.76K
$1.03M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-619- 7.39% |
$57.6K - $66.6K
|
7.76K
$1.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-637- 1.79% |
$59.3K - $68.6K
|
35K
$4.64M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-645- 8.92% |
$60K - $69.4K
|
6.58K
$872K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-650Closed |
$60.5K - $70K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-650- 1.97% |
$60.5K - $70K
|
32.4K
$4.28M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-660- 0.78% |
$61.4K - $71K
|
84.4K
$11.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-663- 2.33% |
$61.7K - $71.4K
|
27.8K
$3.68M
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-675- 9.77% |
$62.8K - $72.7K
|
6.23K
$825K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-678- 11.53% |
$63.1K - $73K
|
5.2K
$689K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-687- 8.59% |
$64K - $73.9K
|
7.31K
$968K
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-689Closed |
$64.1K - $74.2K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-696- 3.18% |
$64.8K - $74.9K
|
21.2K
$2.8M
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-702- 0.87% |
$65.3K - $75.6K
|
80.4K
$10.6M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-710- 25.2% |
$66.1K - $76.4K
|
2.11K
$279K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-711- 2.33% |
$66.2K - $76.5K
|
29.8K
$3.94M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-716- 2.33% |
$66.7K - $77.1K
|
30.1K
$3.98M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-760- 20.78% |
$70.7K - $81.8K
|
2.9K
$384K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-778Closed |
$72.4K - $83.7K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-799- 49.35% |
$74.4K - $86K
|
820
$109K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-810- 7.32% |
$75.4K - $87.2K
|
10.3K
$1.36M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-818- 20.63% |
$76.1K - $88K
|
3.15K
$417K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-822- 2.17% |
$76.5K - $88.5K
|
37.1K
$4.91M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-825- 13.62% |
$76.8K - $88.8K
|
5.23K
$693K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-827- 62.27% |
$77K - $89K
|
501
$66.4K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-847- 5.66% |
$78.8K - $91.2K
|
14.1K
$1.87M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-876- 0.62% |
$81.5K - $94.3K
|
141K
$18.7M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-880- 1.99% |
$81.9K - $94.7K
|
43.3K
$5.74M
|