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
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
377+ 13.41% |
$35.1K - $40.6K
|
3.19K
$427K
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
377+ 5.72% |
$35.1K - $40.6K
|
6.97K
$934K
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
373+ 0.98% |
$34.7K - $40.1K
|
38.3K
$5.13M
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
365+ 1.68% |
$34K - $39.3K
|
22.1K
$2.96M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
344+ 12.01% |
$32K - $37K
|
3.21K
$430K
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
339+ 2.15% |
$31.6K - $36.5K
|
16.1K
$2.16M
|
|
Apr 15, 2022
Q1 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
338+ 1.68% |
$31.5K - $36.4K
|
20.5K
$2.75M
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
334New |
$31.1K - $35.9K
|
334
$44.8K
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
334+ 4.37% |
$31.1K - $35.9K
|
7.98K
$1.07M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
331+ 4.34% |
$30.8K - $35.6K
|
7.96K
$1.07M
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
328+ 194.08% |
$30.5K - $35.3K
|
497
$66.6K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
322+ 0.91% |
$30K - $34.7K
|
35.6K
$4.77M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
321+ 7.24% |
$29.9K - $34.5K
|
4.76K
$637K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
301+ 7.95% |
$28K - $32.4K
|
4.09K
$548K
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
300+ 11.45% |
$27.9K - $32.3K
|
2.92K
$391K
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
300+ 0.77% |
$27.9K - $32.3K
|
39.2K
$5.26M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
298+ 9.07% |
$27.7K - $32.1K
|
3.58K
$480K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
294+ 0.38% |
$27.4K - $31.6K
|
77.8K
$10.4M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
289+ 12.92% |
$26.9K - $31.1K
|
2.53K
$338K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
287+ 1.25% |
$26.7K - $30.9K
|
23.3K
$3.12M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
286New |
$26.6K - $30.8K
|
286
$38.3K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
278+ 4.3% |
$25.9K - $29.9K
|
6.74K
$903K
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
272+ 2.02% |
$25.3K - $29.3K
|
13.7K
$1.84M
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
271+ 11.95% |
$25.2K - $29.2K
|
2.54K
$340K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
270+ 4.66% |
$25.1K - $29.1K
|
6.07K
$813K
|
|
May 12, 2022
Q1 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
266+ 7.6% |
$24.8K - $28.6K
|
3.77K
$505K
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
260+ 2.27% |
$24.2K - $28K
|
11.7K
$1.57M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
255New |
$23.7K - $27.4K
|
255
$34.2K
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
252+ 13.1% |
$23.5K - $27.1K
|
2.18K
$292K
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
239+ 4.34% |
$22.2K - $25.7K
|
5.75K
$771K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
235+ 5.97% |
$21.9K - $25.3K
|
4.17K
$559K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
212New |
$19.7K - $22.8K
|
212
$28.4K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
203New |
$18.9K - $21.8K
|
203
$27.2K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
200New |
$18.6K - $21.5K
|
200
$26.8K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
195+ 9.54% |
$18.2K - $21K
|
2.24K
$300K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
194New |
$18.1K - $20.9K
|
194
$26K
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
187+ 4.83% |
$17.4K - $20.1K
|
4.06K
$543K
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
165+ 4.79% |
$15.4K - $17.8K
|
3.61K
$483K
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
157+ 3.34% |
$14.6K - $16.9K
|
4.85K
$650K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
155+ 4.19% |
$14.4K - $16.7K
|
3.86K
$517K
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
154+ 3.62% |
$14.3K - $16.6K
|
4.41K
$591K
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
148+ 2.36% |
$13.8K - $15.9K
|
6.43K
$862K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
141+ 0.99% |
$13.1K - $15.2K
|
14.4K
$1.92M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
139+ 0.74% |
$12.9K - $15K
|
19K
$2.55M
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
138+ 5.19% |
$12.8K - $14.9K
|
2.8K
$375K
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
135+ 9.61% |
$12.6K - $14.5K
|
1.54K
$206K
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
134+ 4.6% |
$12.5K - $14.4K
|
3.05K
$408K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
133+ 0.19% |
$12.4K - $14.3K
|
70.2K
$9.4M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
129+ 2.25% |
$12K - $13.9K
|
5.86K
$785K
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
123+ 1.79% |
$11.5K - $13.2K
|
7.01K
$939K
|