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 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54K+ 6.74% |
$5.03M - $5.81M
|
856K
$112M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
53.3KNew |
$4.96M - $5.74M
|
53.3K
$7.01M
|
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
52.5K+ 2.18% |
$4.88M - $5.65M
|
2.46M
$323M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
49K+ 4.59% |
$4.56M - $5.27M
|
1.12M
$147M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
48.7K+ 26.27% |
$4.53M - $5.24M
|
234K
$30.8M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
48.3K+ 17.73% |
$4.5M - $5.2M
|
321K
$42.2M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.4K+ 2.64% |
$4.42M - $5.11M
|
1.84M
$242M
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
47.1K+ 7732.68% |
$4.38M - $5.07M
|
47.7K
$6.27M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 1.34% |
$4.31M - $4.98M
|
3.52M
$462M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
46K+ 56.62% |
$4.28M - $4.95M
|
127K
$16.7M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
45.9K+ 1338.44% |
$4.27M - $4.94M
|
49.4K
$6.49M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
45.4K+ 276.72% |
$4.23M - $4.89M
|
61.8K
$8.13M
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
45.1K+ 5.69% |
$4.2M - $4.85M
|
838K
$110M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
43.1K+ 2.48% |
$4.02M - $4.64M
|
1.78M
$234M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
42.4K+ 14.03% |
$3.94M - $4.56M
|
344K
$45.3M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.9KNew |
$3.35M - $3.87M
|
35.9K
$4.73M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
35.5K+ 6.33% |
$3.3M - $3.82M
|
595K
$78.3M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
30.5KNew |
$2.84M - $3.28M
|
30.5K
$4.01M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
27.4K+ 652.92% |
$2.55M - $2.95M
|
31.6K
$4.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
26.8K+ 122.51% |
$2.49M - $2.88M
|
48.7K
$6.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26.1KNew |
$2.43M - $2.81M
|
26.1K
$3.44M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26K+ 9.69% |
$2.42M - $2.8M
|
294K
$38.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
25.8K+ 5.42% |
$2.41M - $2.78M
|
503K
$66.2M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
25.5K+ 13.65% |
$2.37M - $2.74M
|
212K
$27.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
25.4K+ 47.64% |
$2.37M - $2.74M
|
78.8K
$10.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
25.1KNew |
$2.33M - $2.7M
|
25.1K
$3.3M
|
|
|
May 25, 2022
Q1 2022
|
Cisco Systems, Inc.
San Jose, CA |
BUY
|
- |
25K+ 1.2% |
$2.33M - $2.69M
|
2.11M
$278M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
24.3K+ 13.92% |
$2.26M - $2.62M
|
199K
$26.2M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
24.3K+ 338.3% |
$2.26M - $2.61M
|
31.5K
$4.14M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
23.7K+ 3.5% |
$2.2M - $2.55M
|
700K
$92.1M
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
23.2K+ 17.82% |
$2.16M - $2.49M
|
153K
$20.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
22.6K+ 40.59% |
$2.11M - $2.44M
|
78.4K
$10.3M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.9K+ 52.67% |
$2.03M - $2.35M
|
63.3K
$8.33M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
21.4K+ 6.9% |
$1.99M - $2.3M
|
332K
$43.6M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20.9K+ 15.96% |
$1.95M - $2.25M
|
152K
$20M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
20.8K+ 55.34% |
$1.93M - $2.24M
|
58.3K
$7.67M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
20.6K+ 7.27% |
$1.92M - $2.22M
|
304K
$40M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
19.9K+ 13.25% |
$1.85M - $2.14M
|
170K
$22.4M
|
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
19.8KNew |
$1.85M - $2.13M
|
19.8K
$2.61M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.7K+ 1126.53% |
$1.83M - $2.12M
|
21.5K
$2.82M
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
19.1K+ 15.16% |
$1.78M - $2.06M
|
145K
$19.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
18.6KNew |
$1.73M - $2M
|
18.6K
$2.44M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18K+ 1309.52% |
$1.68M - $1.94M
|
19.4K
$2.55M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$1.66M - $1.91M
|
17.8K
$2.34M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.7K+ 23.33% |
$1.65M - $1.91M
|
93.7K
$12.3M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.5K+ 211.12% |
$1.54M - $1.78M
|
24.3K
$3.2M
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
16.4KNew |
$1.53M - $1.77M
|
16.4K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
16.1KNew |
$1.5M - $1.73M
|
16.1K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15.9K+ 5.78% |
$1.48M - $1.71M
|
291K
$38.2M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.7K+ 5.49% |
$1.46M - $1.69M
|
302K
$39.8M
|