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
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.33K- 11.21% |
$129K - $138K
|
10.5K
$1.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-1.36K- 2.12% |
$133K - $142K
|
63K
$8.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-1.41K- 0.78% |
$137K - $146K
|
179K
$23.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.41K- 0.64% |
$137K - $147K
|
221K
$28.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.41K- 1.84% |
$137K - $147K
|
75.2K
$9.72M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1.44KClosed |
$140K - $150K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.46K- 17.3% |
$142K - $151K
|
6.96K
$901K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.47K- 31.41% |
$143K - $153K
|
3.22K
$417K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.48K- 2.4% |
$144K - $154K
|
60.1K
$7.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 5.02% |
$146K - $156K
|
28.5K
$3.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.51K- 17.23% |
$147K - $157K
|
7.24K
$937K
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-1.53K- 0.47% |
$149K - $159K
|
322K
$41.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.55KClosed |
$151K - $161K
|
0
$0
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.57K- 2.3% |
$153K - $163K
|
66.7K
$8.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.6K- 21.37% |
$156K - $166K
|
5.89K
$762K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.62K- 9.95% |
$158K - $169K
|
14.7K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.7K- 15.05% |
$165K - $176K
|
9.57K
$1.24M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.76K- 0.57% |
$171K - $183K
|
305K
$39.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-1.98K- 9.0% |
$193K - $206K
|
20K
$2.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.02K- 1.07% |
$196K - $210K
|
187K
$24.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 6.44% |
$199K - $212K
|
29.7K
$3.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
SELL
|
- |
-2.04KClosed |
$199K - $212K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.11KClosed |
$205K - $219K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.13K- 3.65% |
$207K - $221K
|
56.1K
$7.26M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$208K - $222K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.15KClosed |
$209K - $223K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.15KClosed |
$209K - $223K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.15KClosed |
$210K - $224K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.19K- 23.22% |
$213K - $228K
|
7.25K
$938K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.23KClosed |
$217K - $232K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.3K- 2.73% |
$224K - $239K
|
82.1K
$10.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.31KClosed |
$225K - $240K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-2.43K- 0.37% |
$236K - $252K
|
662K
$85.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.46K- 8.02% |
$239K - $255K
|
28.2K
$3.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.49K- 17.24% |
$243K - $259K
|
12K
$1.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.54KClosed |
$247K - $264K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-2.56K- 1.16% |
$249K - $266K
|
218K
$28.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.61K- 8.36% |
$254K - $271K
|
28.6K
$3.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 5.48% |
$263K - $281K
|
46.6K
$6.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.82KClosed |
$274K - $293K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.83K- 3.41% |
$276K - $295K
|
80.2K
$10.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.88K- 1.2% |
$280K - $299K
|
238K
$30.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-2.92KClosed |
$284K - $303K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.06KClosed |
$297K - $318K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-3.15K- 2.45% |
$306K - $327K
|
125K
$16.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-3.23KClosed |
$314K - $335K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.33K- 3.18% |
$324K - $346K
|
101K
$13.1M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-3.37KClosed |
$328K - $350K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.42K- 1.44% |
$333K - $356K
|
234K
$30.2M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.47K- 5.08% |
$338K - $361K
|
64.9K
$8.39M
|