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 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.5K- 2.33% |
$1.35M - $1.56M
|
608K
$79.9M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.3K- 24.69% |
$1.42M - $1.65M
|
46.7K
$6.14M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15.5K- 17.86% |
$1.44M - $1.67M
|
71.3K
$9.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-16KClosed |
$1.49M - $1.73M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.4K- 3.67% |
$1.53M - $1.77M
|
431K
$56.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.8K- 41.34% |
$1.56M - $1.8M
|
23.8K
$3.13M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-18.3K- 36.62% |
$1.71M - $1.97M
|
31.8K
$4.18M
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-18.4K- 4.43% |
$1.71M - $1.98M
|
397K
$52.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-19.2K- 2.94% |
$1.79M - $2.07M
|
634K
$83.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-19.5K- 16.86% |
$1.81M - $2.09M
|
95.9K
$12.6M
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 10.76% |
$1.81M - $2.1M
|
162K
$21.2M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-20.1K- 32.87% |
$1.87M - $2.16M
|
41K
$5.39M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 10.07% |
$1.89M - $2.18M
|
181K
$23.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-20.3K- 19.3% |
$1.89M - $2.19M
|
85.1K
$11.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-21.4K- 59.7% |
$1.99M - $2.3M
|
14.4K
$1.9M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-21.8K- 11.77% |
$2.03M - $2.35M
|
163K
$21.5M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-22.4K- 10.52% |
$2.09M - $2.41M
|
191K
$25.1M
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-23.8K- 44.4% |
$2.22M - $2.56M
|
29.8K
$3.92M
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-24K- 13.11% |
$2.24M - $2.58M
|
159K
$20.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-26.6KClosed |
$2.48M - $2.86M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 2.8% |
$2.5M - $2.89M
|
932K
$123M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.3KClosed |
$2.54M - $2.94M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-28.4KClosed |
$2.65M - $3.06M
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-32.8K- 38.13% |
$3.05M - $3.53M
|
53.2K
$6.99M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-34.4K- 57.17% |
$3.2M - $3.7M
|
25.8K
$3.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-37KClosed |
$3.45M - $3.98M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-44.3K- 9.33% |
$4.13M - $4.77M
|
430K
$56.6M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-44.5K- 33.3% |
$4.14M - $4.78M
|
89K
$11.7M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45K- 89.23% |
$4.19M - $4.84M
|
5.43K
$714K
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-45.3K- 9.33% |
$4.22M - $4.88M
|
441K
$57.9M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-46.8K- 87.65% |
$4.36M - $5.04M
|
6.6K
$868K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-48K- 15.56% |
$4.47M - $5.17M
|
260K
$34.3M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-48.7K- 98.94% |
$4.53M - $5.24M
|
520
$68.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-49.6K- 30.81% |
$4.62M - $5.34M
|
111K
$14.6M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-51.7KClosed |
$4.81M - $5.57M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51.8K- 10.22% |
$4.82M - $5.58M
|
455K
$59.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-53.8K- 9.61% |
$5.01M - $5.79M
|
506K
$66.6M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.9K- 1.45% |
$5.3M - $6.12M
|
3.87M
$510M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-61.9K- 7.57% |
$5.76M - $6.67M
|
756K
$99.5M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-63.4K- 9.19% |
$5.9M - $6.82M
|
626K
$82.4M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65.7K- 11.58% |
$6.12M - $7.07M
|
502K
$66M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-67.6KClosed |
$6.29M - $7.28M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-69.6K- 8.04% |
$6.47M - $7.49M
|
796K
$105M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-70.3K- 2.14% |
$6.55M - $7.57M
|
3.21M
$422M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-73.8K- 88.88% |
$6.87M - $7.95M
|
9.24K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-79.3K- 74.89% |
$7.39M - $8.54M
|
26.6K
$3.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-92K- 58.56% |
$8.56M - $9.9M
|
65.1K
$8.56M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98.1K- 30.22% |
$9.13M - $10.6M
|
226K
$29.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-101KClosed |
$9.41M - $10.9M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-119K- 63.1% |
$11.1M - $12.8M
|
69.8K
$9.17M
|