Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.17M+ 23.8% |
$893M - $953M
|
47.7M
$6.2B
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.12MNew |
$693M - $740M
|
7.12M
$926M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.29M+ 6.8% |
$125M - $134M
|
20.2M
$2.63B
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.05M+ 2.73% |
$102M - $109M
|
39.4M
$5.13B
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
783K+ 643.72% |
$76.3M - $81.5M
|
905K
$118M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
742K+ 12.44% |
$72.2M - $77.1M
|
6.7M
$872M
|
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
410K+ 1335.41% |
$39.9M - $42.6M
|
440K
$57.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
401K+ 110.83% |
$39.1M - $41.7M
|
763K
$99.3M
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
387K+ 60.76% |
$37.6M - $40.2M
|
1.02M
$133M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
373K+ 13.55% |
$36.3M - $38.7M
|
3.12M
$406M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
280K+ 5069.92% |
$27.3M - $29.2M
|
286K
$37.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
278K+ 8.98% |
$27M - $28.9M
|
3.37M
$438M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
244K+ 7.97% |
$23.7M - $25.4M
|
3.31M
$430M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
228K+ 110.04% |
$22.2M - $23.7M
|
435K
$56.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
220K+ 4.83% |
$21.5M - $22.9M
|
4.78M
$622M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
211KNew |
$20.5M - $21.9M
|
211K
$27.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
191K+ 997.2% |
$18.5M - $19.8M
|
210K
$27.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
185K+ 723.77% |
$18M - $19.2M
|
210K
$27.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
158K+ 40.19% |
$15.3M - $16.4M
|
550K
$71.5M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
141K+ 883.72% |
$13.7M - $14.7M
|
157K
$20.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
139K+ 466.27% |
$13.5M - $14.4M
|
169K
$21.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
132K+ 132.85% |
$12.8M - $13.7M
|
231K
$30.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
107K+ 210.6% |
$10.4M - $11.1M
|
157K
$20.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
101K+ 35.72% |
$9.85M - $10.5M
|
385K
$50M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
100K+ 5.82% |
$9.77M - $10.4M
|
1.83M
$238M
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
99.8K+ 63.03% |
$9.71M - $10.4M
|
258K
$33.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
99.5KNew |
$9.69M - $10.3M
|
99.5K
$12.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
98KNew |
$9.54M - $10.2M
|
98K
$12.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87.2KNew |
$8.48M - $9.06M
|
87.2K
$11.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
75.6K+ 46.61% |
$7.36M - $7.86M
|
238K
$30.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
74.8KNew |
$7.28M - $7.77M
|
74.8K
$9.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.4K+ 2.26% |
$7.24M - $7.73M
|
3.36M
$437M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
69K+ 10.17% |
$6.72M - $7.18M
|
748K
$97.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
63.2KNew |
$6.15M - $6.57M
|
63.2K
$8.21M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.5K+ 6.03% |
$5.31M - $5.67M
|
958K
$125M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
53.1KNew |
$5.17M - $5.52M
|
53.1K
$6.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52.2K+ 26.83% |
$5.08M - $5.43M
|
247K
$32.1M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51.8K+ 178.65% |
$5.04M - $5.39M
|
80.8K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.2K+ 7.11% |
$4.88M - $5.22M
|
756K
$98.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 13.58% |
$4.79M - $5.12M
|
412K
$53.6M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.9K+ 20.23% |
$4.57M - $4.88M
|
279K
$36.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
45.6K+ 43.81% |
$4.44M - $4.74M
|
150K
$19.5M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
43.8KNew |
$4.27M - $4.56M
|
43.8K
$5.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
42.6K+ 2.53% |
$4.15M - $4.43M
|
1.73M
$224M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
42.6KNew |
$4.15M - $4.43M
|
42.6K
$5.55M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
40.9K+ 6.86% |
$3.98M - $4.25M
|
637K
$82.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
40.5K+ 3.61% |
$3.95M - $4.21M
|
1.17M
$152M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
39.7K+ 202.69% |
$3.86M - $4.13M
|
59.3K
$7.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.6K+ 773.83% |
$3.56M - $3.81M
|
41.3K
$5.38M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
36.2K+ 169.43% |
$3.52M - $3.76M
|
57.5K
$7.48M
|