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
|
Investment Advisory Group, LLC
|
BUY
|
- |
116+ 0.34% |
$10.8K - $12.5K
|
34K
$4.51M
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
115+ 3.94% |
$10.7K - $12.4K
|
3.03K
$402K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
110+ 0.75% |
$10.2K - $11.8K
|
14.8K
$1.96M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
110+ 1.19% |
$10.2K - $11.8K
|
9.33K
$1.24M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
106+ 0.73% |
$9.87K - $11.4K
|
14.5K
$1.93M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
105+ 3.02% |
$9.77K - $11.3K
|
3.58K
$475K
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
104+ 1.52% |
$9.68K - $11.2K
|
6.96K
$922K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100+ 19.31% |
$9.31K - $10.8K
|
618
$81.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100+ 2.75% |
$9.31K - $10.8K
|
3.73K
$494K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
94+ 6.67% |
$8.75K - $10.1K
|
1.5K
$199K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
92+ 0.67% |
$8.56K - $9.9K
|
13.9K
$1.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
90New |
$8.38K - $9.69K
|
90
$11.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89+ 1.73% |
$8.29K - $9.58K
|
5.23K
$692K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83+ 1.52% |
$7.73K - $8.93K
|
5.53K
$733K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
80+ 0.75% |
$7.45K - $8.61K
|
10.7K
$1.42M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
80+ 0.34% |
$7.45K - $8.61K
|
23.5K
$3.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
77New |
$7.17K - $8.29K
|
77
$10.2K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75New |
$6.98K - $8.07K
|
75
$9.93K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
73+ 1.39% |
$6.8K - $7.86K
|
5.33K
$706K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
73+ 8.6% |
$6.8K - $7.86K
|
922
$122K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
71+ 10.53% |
$6.61K - $7.64K
|
745
$98.7K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.95% |
$5.96K - $6.89K
|
6.81K
$902K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
64+ 0.35% |
$5.96K - $6.89K
|
18.1K
$2.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
62+ 0.32% |
$5.77K - $6.67K
|
19.5K
$2.59M
|
|
|
Apr 19, 2022
Q1 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
62+ 3.22% |
$5.77K - $6.67K
|
1.99K
$263K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
61+ 0.04% |
$5.68K - $6.57K
|
142K
$18.9M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
60+ 0.35% |
$5.59K - $6.46K
|
17K
$2.25M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
56New |
$5.21K - $6.03K
|
56
$7.42K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
55+ 0.86% |
$5.12K - $5.92K
|
6.43K
$852K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
54New |
$5.03K - $5.81K
|
54
$7.15K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 1.69% |
$4.84K - $5.6K
|
3.13K
$414K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
51+ 1.12% |
$4.75K - $5.49K
|
4.61K
$610K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50+ 125.0% |
$4.65K - $5.38K
|
90
$11.9K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
49+ 0.19% |
$4.56K - $5.27K
|
26.5K
$3.51M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
47+ 5.62% |
$4.38K - $5.06K
|
884
$117K
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
45+ 1.08% |
$4.19K - $4.84K
|
4.23K
$560K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
43New |
$4K - $4.63K
|
43
$5.69K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
41+ 0.54% |
$3.82K - $4.41K
|
7.69K
$1.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
41+ 1.92% |
$3.82K - $4.41K
|
2.18K
$288K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
38+ 0.37% |
$3.54K - $4.09K
|
10.3K
$1.37M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36+ 1.03% |
$3.35K - $3.87K
|
3.54K
$469K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
33+ 1.1% |
$3.07K - $3.55K
|
3.03K
$402K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
32+ 1.56% |
$2.98K - $3.44K
|
2.08K
$275K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31+ 1.12% |
$2.89K - $3.34K
|
2.81K
$372K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
31+ 0.46% |
$2.89K - $3.34K
|
6.77K
$897K
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
30+ 0.08% |
$2.79K - $3.23K
|
36.4K
$4.82M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
29+ 0.59% |
$2.7K - $3.12K
|
4.94K
$654K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
26+ 0.31% |
$2.42K - $2.8K
|
8.33K
$1.1M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
26New |
$2.42K - $2.8K
|
26
$3.44K
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.33% |
$2.33K - $2.69K
|
7.66K
$1.01M
|