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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-499- 45.4% |
$48.6K - $51.9K
|
600
$74K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-500- 12.2% |
$48.7K - $52K
|
3.6K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-531- 10.05% |
$51.7K - $55.2K
|
4.76K
$587K
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-552- 2.42% |
$53.7K - $57.4K
|
22.2K
$2.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-552- 6.54% |
$53.7K - $57.4K
|
7.88K
$972K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-554- 11.82% |
$53.9K - $57.6K
|
4.13K
$510K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-565- 90.69% |
$55K - $58.7K
|
58
$7.15K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-571- 10.1% |
$55.6K - $59.4K
|
5.08K
$627K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-598- 13.13% |
$58.2K - $62.2K
|
3.96K
$488K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-619- 2.83% |
$60.2K - $64.4K
|
21.3K
$2.62M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-625- 7.05% |
$60.8K - $65K
|
8.24K
$1.02M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-625- 7.05% |
$60.8K - $65K
|
8.24K
$1.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-632- 5.13% |
$61.5K - $65.7K
|
11.7K
$1.44M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-636- 2.66% |
$61.9K - $66.1K
|
23.3K
$2.87M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-639- 24.52% |
$62.2K - $66.4K
|
1.97K
$243K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-642- 0.41% |
$62.5K - $66.7K
|
156K
$19.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-650Closed |
$63.3K - $67.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-659- 10.91% |
$64.1K - $68.5K
|
5.38K
$664K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-695- 1.42% |
$67.6K - $72.3K
|
48.3K
$5.96M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-705- 0.16% |
$68.6K - $73.3K
|
451K
$55.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-727- 17.43% |
$70.8K - $75.6K
|
3.44K
$425K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-735- 1.19% |
$71.5K - $76.4K
|
60.9K
$7.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-741- 6.23% |
$72.1K - $77K
|
11.2K
$1.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-741- 6.78% |
$72.1K - $77K
|
10.2K
$1.26M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-743- 13.87% |
$72.3K - $77.2K
|
4.62K
$569K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-745- 9.49% |
$72.5K - $77.5K
|
7.11K
$877K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-760- 0.94% |
$74K - $79K
|
80.2K
$9.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-766- 50.26% |
$74.6K - $79.6K
|
758
$93.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-790- 5.87% |
$76.9K - $82.1K
|
12.7K
$1.56M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-800- 23.36% |
$77.9K - $83.2K
|
2.63K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-817- 2.45% |
$79.5K - $84.9K
|
32.5K
$4.01M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-831- 11.96% |
$80.9K - $86.4K
|
6.12K
$754K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-832- 1.42% |
$81K - $86.5K
|
57.8K
$7.13M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-832- 8.99% |
$81K - $86.5K
|
8.42K
$1.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-864- 0.31% |
$84.1K - $89.8K
|
275K
$33.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-881- 12.27% |
$85.7K - $91.6K
|
6.3K
$777K
|
|
|
Nov 15, 2021
Q3 2021
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-908- 4.37% |
$88.4K - $94.4K
|
19.9K
$2.45M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-923- 2.62% |
$89.8K - $96K
|
34.3K
$4.23M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-928- 12.16% |
$90.3K - $96.5K
|
6.7K
$827K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-971- 6.87% |
$94.5K - $101K
|
13.2K
$1.62M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-986- 24.13% |
$96K - $103K
|
3.1K
$382K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-990- 2.68% |
$96.4K - $103K
|
36K
$4.44M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.05K- 23.82% |
$102K - $109K
|
3.35K
$414K
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.05K- 0.57% |
$103K - $110K
|
184K
$22.7M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.08K- 12.72% |
$106K - $113K
|
7.44K
$918K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.1K- 34.38% |
$107K - $114K
|
2.1K
$259K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.13K- 3.75% |
$109K - $117K
|
28.9K
$3.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.18K- 2.98% |
$115K - $123K
|
38.5K
$4.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.29K- 8.85% |
$125K - $134K
|
13.2K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.3K- 4.05% |
$127K - $135K
|
30.9K
$3.81M
|