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
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
808+ 13.42% |
$75.2K - $87K
|
6.83K
$915K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
752+ 325.54% |
$70K - $80.9K
|
983
$132K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
750New |
$69.8K - $80.7K
|
750
$101K
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
742+ 16.37% |
$69.1K - $79.9K
|
5.28K
$707K
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
733+ 0.39% |
$68.2K - $78.9K
|
191K
$25.5M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
708+ 104.89% |
$65.9K - $76.2K
|
1.38K
$185K
|
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
675+ 0.92% |
$62.8K - $72.7K
|
73.7K
$9.87M
|
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
BUY
|
- |
655+ 0.95% |
$61K - $70.5K
|
69.4K
$9.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
650+ 16.13% |
$60.5K - $70K
|
4.68K
$627K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
650+ 32500.0% |
$60.5K - $70K
|
652
$87.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
648+ 2.48% |
$60.3K - $69.7K
|
26.8K
$3.59M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
647+ 11.55% |
$60.2K - $69.6K
|
6.25K
$837K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
647+ 29.95% |
$60.2K - $69.6K
|
2.81K
$376K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
646+ 157.18% |
$60.1K - $69.5K
|
1.06K
$142K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
628+ 6.2% |
$58.5K - $67.6K
|
10.8K
$1.44M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
616+ 17.25% |
$57.3K - $66.3K
|
4.19K
$561K
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
605+ 2.59% |
$56.3K - $65.1K
|
24K
$3.21M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
605+ 18.07% |
$56.3K - $65.1K
|
3.95K
$530K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
603+ 3.1% |
$56.1K - $64.9K
|
20.1K
$2.69M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
601+ 19.34% |
$55.9K - $64.7K
|
3.71K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
600+ 23.42% |
$55.9K - $64.6K
|
3.16K
$424K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
595New |
$55.4K - $64K
|
595
$79.7K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
593+ 9.88% |
$55.2K - $63.8K
|
6.6K
$884K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
551+ 1.04% |
$51.3K - $59.3K
|
53.7K
$7.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
547+ 1.92% |
$50.9K - $58.9K
|
29.1K
$3.9M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
541+ 1.24% |
$50.4K - $58.2K
|
44.2K
$5.92M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
537+ 0.69% |
$50K - $57.8K
|
78.5K
$10.5M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
535+ 25.18% |
$49.8K - $57.6K
|
2.66K
$356K
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
533+ 9.83% |
$49.6K - $57.4K
|
5.96K
$798K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
533New |
$49.6K - $57.4K
|
533
$71.4K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
529+ 6.18% |
$49.2K - $56.9K
|
9.09K
$1.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
502+ 23.09% |
$46.7K - $54K
|
2.68K
$359K
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
501+ 2.06% |
$46.6K - $53.9K
|
24.8K
$3.32M
|
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
495+ 17.12% |
$46.1K - $53.3K
|
3.39K
$454K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
495+ 19.39% |
$46.1K - $53.3K
|
3.05K
$408K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
492+ 2.26% |
$45.8K - $53K
|
22.3K
$2.98M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
483+ 3.62% |
$45K - $52K
|
13.8K
$1.85M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
473+ 0.24% |
$44K - $50.9K
|
194K
$26M
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
468+ 20.79% |
$43.6K - $50.4K
|
2.72K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
461New |
$42.9K - $49.6K
|
461
$61.8K
|
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
450+ 1.13% |
$41.9K - $48.4K
|
40.2K
$5.39M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
447+ 2.68% |
$41.6K - $48.1K
|
17.1K
$2.3M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
437+ 4.77% |
$40.7K - $47K
|
9.59K
$1.29M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
436+ 12.17% |
$40.6K - $46.9K
|
4.02K
$539K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
430+ 4.49% |
$40K - $46.3K
|
10K
$1.34M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
428+ 0.55% |
$39.8K - $46.1K
|
78.7K
$10.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
426+ 12.14% |
$39.7K - $45.9K
|
3.93K
$527K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
422+ 5.34% |
$39.3K - $45.4K
|
8.32K
$1.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
407+ 4.19% |
$37.9K - $43.8K
|
10.1K
$1.36M
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
400New |
$37.2K - $43.1K
|
400
$53.6K
|