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 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.25K- 5.99% |
$395K - $457K
|
66.7K
$8.77M
|
|
|
May 12, 2022
Q1 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-4.4K- 13.42% |
$410K - $474K
|
28.4K
$3.73M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.45K- 25.08% |
$414K - $479K
|
13.3K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.62K- 64.26% |
$430K - $497K
|
2.57K
$338K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.63K- 65.39% |
$431K - $498K
|
2.45K
$322K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 8.56% |
$437K - $505K
|
50.1K
$6.59M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.79K- 23.31% |
$446K - $515K
|
15.8K
$2.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.81KClosed |
$447K - $517K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-5.17K- 9.72% |
$481K - $557K
|
48K
$6.31M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.38K- 1.0% |
$501K - $579K
|
532K
$70M
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-5.52K- 4.51% |
$514K - $594K
|
117K
$15.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-5.66K- 9.68% |
$526K - $609K
|
52.8K
$6.94M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
SELL
|
- |
-5.67K- 20.24% |
$527K - $610K
|
22.3K
$2.94M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.94K- 10.79% |
$553K - $639K
|
49.1K
$6.46M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-6.11K- 5.36% |
$569K - $657K
|
108K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-6.12KClosed |
$569K - $658K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.24K- 1.33% |
$581K - $672K
|
462K
$60.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.34K- 2.68% |
$591K - $683K
|
230K
$30.2M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.47KClosed |
$602K - $696K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-6.92K- 6.35% |
$644K - $744K
|
102K
$13.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-6.93KClosed |
$645K - $746K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-7.29K- 62.54% |
$678K - $784K
|
4.36K
$574K
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-7.33K- 16.49% |
$682K - $789K
|
37.1K
$4.88M
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.35K- 1.26% |
$685K - $792K
|
577K
$75.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-7.55K- 13.53% |
$703K - $812K
|
48.2K
$6.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-7.6K- 10.16% |
$707K - $818K
|
67.2K
$8.83M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-7.86K- 5.7% |
$732K - $846K
|
130K
$17.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-8.02K- 20.22% |
$746K - $863K
|
31.6K
$4.16M
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-8.28KClosed |
$771K - $891K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.55K- 72.27% |
$796K - $920K
|
3.28K
$431K
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-8.59K- 8.12% |
$799K - $924K
|
97.2K
$12.8M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.04K- 20.62% |
$841K - $973K
|
34.8K
$4.57M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.09K- 79.91% |
$846K - $978K
|
2.29K
$300K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-9.11K- 6.59% |
$848K - $980K
|
129K
$17M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-9.41K- 45.8% |
$876K - $1.01M
|
11.1K
$1.46M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.45K- 97.53% |
$880K - $1.02M
|
239
$31.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-9.83K- 90.06% |
$915K - $1.06M
|
1.09K
$143K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.1K- 6.89% |
$939K - $1.09M
|
136K
$17.9M
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 3.99% |
$997K - $1.15M
|
258K
$33.9M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.9K- 9.92% |
$1.02M - $1.17M
|
99K
$13M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-11K- 7.02% |
$1.02M - $1.18M
|
146K
$19.2M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.2K- 11.46% |
$1.04M - $1.2M
|
86.3K
$11.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11.6KClosed |
$1.08M - $1.24M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-11.8KClosed |
$1.1M - $1.27M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.1KClosed |
$1.13M - $1.31M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.2K- 3.89% |
$1.13M - $1.31M
|
300K
$39.5M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 4.28% |
$1.17M - $1.35M
|
280K
$36.8M
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-12.9K- 2.12% |
$1.2M - $1.38M
|
595K
$78.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-12.9KClosed |
$1.2M - $1.39M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.1K- 47.98% |
$1.31M - $1.52M
|
15.3K
$2.01M
|