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 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.99KNew |
$185K - $214K
|
1.99K
$261K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.97K+ 5.53% |
$184K - $212K
|
37.7K
$4.95M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.94K+ 19.29% |
$180K - $208K
|
12K
$1.57M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.9K+ 26.77% |
$177K - $204K
|
8.99K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.89K+ 6.88% |
$176K - $204K
|
29.4K
$3.87M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.86K+ 3321.43% |
$173K - $200K
|
1.92K
$252K
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.86K+ 887.56% |
$173K - $200K
|
2.06K
$271K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.83K+ 174.29% |
$170K - $197K
|
2.88K
$379K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.8K+ 50.58% |
$167K - $194K
|
5.36K
$704K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66K+ 5.2% |
$154K - $179K
|
33.6K
$4.42M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.66K+ 20.32% |
$154K - $178K
|
9.82K
$1.29M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.65K+ 5.72% |
$154K - $178K
|
30.5K
$4.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.65KNew |
$154K - $177K
|
1.65K
$217K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.63K+ 53.58% |
$152K - $176K
|
4.68K
$615K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.61K+ 10.5% |
$150K - $174K
|
17K
$2.23M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.59K+ 30.16% |
$148K - $171K
|
6.84K
$900K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 0.41% |
$147K - $170K
|
389K
$51.1M
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.57K+ 15.23% |
$146K - $169K
|
11.9K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.51K+ 5.19% |
$141K - $163K
|
30.6K
$4.03M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.49K+ 19.43% |
$139K - $160K
|
9.15K
$1.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.49K+ 3.49% |
$139K - $160K
|
44.1K
$5.8M
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
1.4K+ 1.29% |
$130K - $151K
|
110K
$14.4M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.35KNew |
$126K - $146K
|
1.35K
$178K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$116K - $134K
|
1.25K
$164K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1.17K+ 0.86% |
$109K - $126K
|
138K
$18.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.17K+ 42.68% |
$109K - $126K
|
3.93K
$516K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.17K+ 62.19% |
$109K - $126K
|
3.05K
$402K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.16KNew |
$108K - $125K
|
1.16K
$153K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.13K+ 10.78% |
$105K - $122K
|
11.6K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.12K+ 8.41% |
$104K - $120K
|
14.4K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1K+ 0.17% |
$103K - $119K
|
652K
$85.8M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.1K+ 1.79% |
$102K - $118K
|
62.3K
$8.19M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
1.05K+ 252.76% |
$98.1K - $113K
|
1.47K
$193K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.05K+ 13.83% |
$97.6K - $113K
|
8.63K
$1.13M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.04K+ 32.61% |
$96.7K - $112K
|
4.23K
$556K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.02K+ 31.72% |
$95K - $110K
|
4.24K
$558K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1K+ 36.64% |
$93.1K - $108K
|
3.73K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
993+ 17.34% |
$92.4K - $107K
|
6.72K
$883K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
987+ 6.48% |
$91.9K - $106K
|
16.2K
$2.13M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
973+ 25.14% |
$90.6K - $105K
|
4.84K
$637K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
959+ 5.43% |
$89.3K - $103K
|
18.6K
$2.45M
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
927+ 12.85% |
$86.3K - $99.8K
|
8.14K
$1.07M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
913+ 6.86% |
$85K - $98.3K
|
14.2K
$1.87M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
913+ 6.86% |
$85K - $98.3K
|
14.2K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
909+ 6.57% |
$84.6K - $97.8K
|
14.8K
$1.94M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
900+ 25.48% |
$83.8K - $96.9K
|
4.43K
$583K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
897+ 7.74% |
$83.5K - $96.5K
|
12.5K
$1.64M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
870+ 19.45% |
$81K - $93.6K
|
5.34K
$702K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
825New |
$76.8K - $88.8K
|
825
$108K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
808+ 13.42% |
$75.2K - $87K
|
6.83K
$898K
|