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 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-907Closed |
$84.4K - $97.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-913- 10.36% |
$85K - $98.3K
|
7.9K
$1.05M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-918- 1.13% |
$85.5K - $98.8K
|
80.6K
$10.7M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-931- 0.75% |
$86.7K - $100K
|
124K
$16.4M
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-971- 2.1% |
$90.4K - $105K
|
45.4K
$6.01M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-974- 10.01% |
$90.7K - $105K
|
8.76K
$1.16M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-999- 17.23% |
$93K - $108K
|
4.8K
$636K
|
|
|
May 06, 2022
Q1 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-1K- 28.62% |
$93.1K - $108K
|
2.49K
$330K
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.01K- 5.34% |
$93.7K - $108K
|
17.8K
$2.36M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.05K- 0.47% |
$97.9K - $113K
|
221K
$29.2M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 34.57% |
$104K - $120K
|
2.11K
$279K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.15K- 1.74% |
$107K - $124K
|
65K
$8.61M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.22K- 28.16% |
$114K - $132K
|
3.12K
$413K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.22K- 2.64% |
$114K - $132K
|
45.2K
$5.99M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.23K- 1.36% |
$115K - $133K
|
89.7K
$11.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 5.85% |
$116K - $134K
|
20K
$2.65M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.25K- 10.36% |
$116K - $134K
|
10.8K
$1.43M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.26K- 10.85% |
$118K - $136K
|
10.4K
$1.38M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.28K- 38.75% |
$119K - $138K
|
2.02K
$268K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.29K- 4.95% |
$120K - $139K
|
24.8K
$3.29M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.3K- 23.62% |
$121K - $140K
|
4.22K
$558K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 0.99% |
$121K - $140K
|
130K
$17.2M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.33K- 24.47% |
$124K - $143K
|
4.1K
$543K
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-1.35K- 4.31% |
$126K - $145K
|
30K
$3.97M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.37K- 11.69% |
$127K - $147K
|
10.3K
$1.37M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.37K- 11.78% |
$127K - $147K
|
10.2K
$1.36M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.38K- 3.61% |
$129K - $149K
|
36.9K
$4.89M
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.39K- 6.6% |
$129K - $150K
|
19.7K
$2.61M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.43K- 36.58% |
$133K - $154K
|
2.47K
$328K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.43KClosed |
$133K - $154K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.44K- 5.36% |
$134K - $154K
|
25.4K
$3.36M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.46K- 13.56% |
$136K - $157K
|
9.32K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.49K- 33.52% |
$139K - $160K
|
2.95K
$391K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.5K- 32.15% |
$140K - $161K
|
3.17K
$419K
|
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.51K- 0.16% |
$141K - $163K
|
945K
$125M
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.56K- 1.0% |
$145K - $168K
|
154K
$20.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.61K- 27.64% |
$150K - $173K
|
4.22K
$558K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.65K- 0.96% |
$154K - $178K
|
171K
$22.7M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.67K- 15.86% |
$155K - $179K
|
8.83K
$1.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.68K- 1.29% |
$156K - $181K
|
129K
$17.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.7K- 7.59% |
$159K - $183K
|
20.7K
$2.75M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.72K- 5.13% |
$160K - $185K
|
31.8K
$4.21M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.74K- 2.43% |
$162K - $187K
|
69.8K
$9.24M
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.86K- 89.87% |
$173K - $200K
|
209
$27.7K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.87KClosed |
$174K - $201K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.87KClosed |
$174K - $201K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.87K- 0.76% |
$174K - $202K
|
246K
$32.6M
|
|
|
May 16, 2022
Q1 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.91K- 22.56% |
$178K - $206K
|
6.56K
$868K
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.91K- 2.41% |
$178K - $206K
|
77.6K
$10.3M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.92KClosed |
$179K - $206K
|
0
$0
|