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
|
Life Planning Partners, Inc
|
BUY
|
- |
6.66K+ 4.79% |
$620K - $716K
|
146K
$19.1M
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
6.36K+ 90800.0% |
$592K - $684K
|
6.36K
$837K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.35K+ 7.94% |
$591K - $684K
|
86.3K
$11.4M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.16K+ 41.45% |
$574K - $663K
|
21K
$2.77M
|
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.11K+ 1.83% |
$569K - $657K
|
339K
$44.6M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.85KNew |
$544K - $630K
|
5.85K
$769K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.66K+ 5.77% |
$527K - $609K
|
104K
$13.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
5.65K+ 3.01% |
$526K - $609K
|
193K
$25.4M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
5.6K+ 13.61% |
$521K - $603K
|
46.8K
$6.15M
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.37K+ 17.7% |
$500K - $578K
|
35.7K
$4.7M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.07K+ 13.34% |
$472K - $546K
|
43.1K
$5.66M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.06K+ 71.14% |
$471K - $545K
|
12.2K
$1.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.03K+ 47.76% |
$469K - $542K
|
15.6K
$2.05M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
5.01K+ 5.34% |
$467K - $540K
|
98.9K
$13M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.94KNew |
$459K - $531K
|
4.94K
$649K
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.91K+ 33.26% |
$457K - $529K
|
19.7K
$2.59M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.83KNew |
$449K - $519K
|
4.83K
$635K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.8KNew |
$446K - $516K
|
4.8K
$631K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
4.79K+ 1.5% |
$446K - $515K
|
323K
$42.5M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.7K+ 62.58% |
$438K - $506K
|
12.2K
$1.61M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.69K+ 20.21% |
$436K - $504K
|
27.9K
$3.67M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
4.67KNew |
$435K - $503K
|
4.67K
$615K
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.66KNew |
$433K - $501K
|
4.66K
$612K
|
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.64KNew |
$432K - $499K
|
4.64K
$610K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.63K+ 89.72% |
$431K - $499K
|
9.8K
$1.29M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.61K+ 2.85% |
$429K - $496K
|
166K
$21.8M
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.58KNew |
$427K - $493K
|
4.58K
$603K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
4.57KNew |
$426K - $492K
|
4.57K
$601K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.57K+ 32.88% |
$425K - $492K
|
18.5K
$2.43M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.47K+ 0.28% |
$416K - $481K
|
1.6M
$211M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.36K+ 11.31% |
$406K - $470K
|
43K
$5.65M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.21K+ 20.9% |
$392K - $453K
|
24.3K
$3.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.18K+ 31.69% |
$389K - $450K
|
17.4K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.16KNew |
$387K - $447K
|
4.16K
$546K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.09K+ 0.41% |
$381K - $440K
|
1M
$132M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.08K+ 35.21% |
$380K - $439K
|
15.7K
$2.06M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4K+ 623.21% |
$372K - $431K
|
4.64K
$611K
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
3.99K+ 2.2% |
$372K - $430K
|
185K
$24.4M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.96K+ 5.32% |
$369K - $426K
|
78.5K
$10.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
BUY
|
- |
3.96KNew |
$368K - $426K
|
3.96K
$520K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.95KNew |
$368K - $425K
|
3.95K
$519K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.93K+ 4.27% |
$366K - $423K
|
95.9K
$12.6M
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.88KNew |
$361K - $417K
|
3.88K
$510K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$354K - $410K
|
3.81K
$500K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
3.74KNew |
$348K - $402K
|
3.74K
$492K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.61K+ 10.59% |
$336K - $389K
|
37.7K
$4.96M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.38K+ 1.32% |
$314K - $363K
|
260K
$34.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.37KNew |
$314K - $363K
|
3.37K
$443K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.36KNew |
$313K - $362K
|
3.36K
$442K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.34K+ 8.28% |
$311K - $360K
|
43.7K
$5.75M
|