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 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
15.7K+ 390.13% |
$1.46M - $1.69M
|
19.7K
$2.61M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.3K+ 5.29% |
$1.42M - $1.65M
|
304K
$40.3M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15K+ 54.89% |
$1.39M - $1.61M
|
42.3K
$5.6M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14.8K+ 165.32% |
$1.37M - $1.59M
|
23.7K
$3.14M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
14.3K+ 61.03% |
$1.34M - $1.54M
|
37.8K
$5.01M
|
|
May 10, 2022
Q1 2022
|
Reliant Wealth Planning
|
BUY
|
- |
14.2K+ 2.5% |
$1.33M - $1.53M
|
585K
$77.5M
|
|
May 13, 2022
Q1 2022
|
Louis Dreyfus Family Office LLC
Wilton, CT |
BUY
|
- |
14K+ 3.99% |
$1.31M - $1.51M
|
366K
$48.4M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5K+ 13.67% |
$1.26M - $1.46M
|
113K
$14.9M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.1K+ 155.81% |
$1.22M - $1.41M
|
21.5K
$2.85M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.7K+ 48.81% |
$1.18M - $1.37M
|
38.7K
$5.13M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
12.2KNew |
$1.14M - $1.31M
|
12.2K
$1.62M
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
12.1K+ 32.94% |
$1.13M - $1.31M
|
49K
$6.49M
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.9K+ 17.64% |
$1.11M - $1.28M
|
79.3K
$10.5M
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
11.8K+ 11.25% |
$1.1M - $1.27M
|
117K
$15.5M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.8K+ 5.69% |
$1.09M - $1.27M
|
218K
$28.9M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.3K+ 90.35% |
$1.06M - $1.22M
|
23.9K
$3.16M
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.2K+ 13.88% |
$1.05M - $1.21M
|
92.2K
$12.2M
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
11.2K+ 3.64% |
$1.04M - $1.2M
|
318K
$42.2M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 3.09% |
$1.02M - $1.18M
|
367K
$48.6M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
10.9K+ 6.09% |
$1.01M - $1.17M
|
189K
$25.1M
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10.8K+ 13.92% |
$1.01M - $1.17M
|
88.8K
$11.8M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 171.25% |
$1M - $1.16M
|
17K
$2.26M
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
10.4K+ 59.36% |
$968K - $1.12M
|
27.9K
$3.7M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
10.2K+ 339.22% |
$952K - $1.1M
|
13.2K
$1.75M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10K+ 15.07% |
$933K - $1.08M
|
76.5K
$10.1M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 10.41% |
$909K - $1.05M
|
104K
$13.7M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.74KNew |
$907K - $1.05M
|
9.74K
$1.29M
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
9.66K+ 890.23% |
$899K - $1.04M
|
10.7K
$1.42M
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
9.39KNew |
$874K - $1.01M
|
9.39K
$1.24M
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
9.35KNew |
$870K - $1.01M
|
9.35K
$1.24M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.25K+ 7.51% |
$861K - $995K
|
132K
$17.5M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.09K+ 54.43% |
$846K - $978K
|
25.8K
$3.42M
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
8.78K+ 7.69% |
$818K - $945K
|
123K
$16.3M
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
8.7K+ 8.01% |
$809K - $936K
|
117K
$15.5M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.62K+ 9.73% |
$803K - $928K
|
97.2K
$12.9M
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
8.54K+ 46.59% |
$795K - $919K
|
26.9K
$3.56M
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8.45K+ 2007.6% |
$787K - $910K
|
8.87K
$1.18M
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
8.42KNew |
$784K - $906K
|
8.42K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.35K+ 2.01% |
$777K - $898K
|
424K
$56.1M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.3K+ 3.47% |
$772K - $893K
|
247K
$32.7M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.16K+ 170.01% |
$760K - $878K
|
13K
$1.72M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.02K+ 56.21% |
$746K - $863K
|
22.3K
$2.95M
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
7.8K+ 15.54% |
$726K - $839K
|
58K
$7.68M
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7.34K+ 125.5% |
$684K - $790K
|
13.2K
$1.75M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.19K+ 13.46% |
$669K - $774K
|
60.6K
$8.02M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.19K+ 13.46% |
$669K - $774K
|
60.6K
$8.02M
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.1KNew |
$661K - $764K
|
7.1K
$940K
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6.84KNew |
$637K - $737K
|
6.84K
$906K
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.84K+ 18.61% |
$636K - $736K
|
43.6K
$5.77M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.8K+ 1.51% |
$633K - $732K
|
458K
$60.6M
|