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 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-3.55K- 25.06% |
$345K - $369K
|
10.6K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.6K- 26.58% |
$350K - $374K
|
9.94K
$1.29M
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-3.61KClosed |
$351K - $375K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.63KClosed |
$353K - $377K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.96K- 50.59% |
$385K - $411K
|
3.87K
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.01K- 3.13% |
$390K - $416K
|
124K
$16M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.12K- 2.18% |
$401K - $428K
|
185K
$23.9M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.14K- 3.42% |
$403K - $430K
|
117K
$15.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.32K- 74.2% |
$420K - $449K
|
1.5K
$194K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.33K- 20.61% |
$421K - $450K
|
16.7K
$2.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.42KClosed |
$430K - $460K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.52K- 18.92% |
$440K - $470K
|
19.4K
$2.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.54K- 0.56% |
$441K - $471K
|
812K
$105M
|
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.54KClosed |
$442K - $472K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.61K- 1.78% |
$449K - $479K
|
255K
$33M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-4.99K- 0.44% |
$485K - $518K
|
1.14M
$147M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5.12K- 5.67% |
$498K - $532K
|
85.1K
$11M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.27K- 0.79% |
$513K - $548K
|
659K
$85.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.34K- 1.93% |
$519K - $555K
|
271K
$35.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.35KClosed |
$520K - $556K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.68KClosed |
$553K - $591K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Reliant Wealth Planning
|
SELL
|
- |
-5.83K- 0.99% |
$567K - $606K
|
581K
$75.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-6.04KClosed |
$588K - $628K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.34K- 0.49% |
$617K - $659K
|
1.29M
$166M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.69KClosed |
$651K - $695K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.78K- 6.66% |
$660K - $705K
|
95K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-7.1KClosed |
$691K - $738K
|
0
$0
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-7.42K- 59.89% |
$722K - $771K
|
4.97K
$643K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.75K- 10.11% |
$755K - $806K
|
68.9K
$8.92M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.75K- 5.42% |
$755K - $806K
|
135K
$17.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.79KClosed |
$758K - $810K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-8.3K- 24.99% |
$808K - $863K
|
24.9K
$3.22M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.49K- 97.24% |
$826K - $883K
|
241
$31.2K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.18K- 1.85% |
$893K - $954K
|
486K
$62.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.27K- 50.0% |
$902K - $964K
|
9.27K
$1.2M
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-9.55K- 5.96% |
$930K - $993K
|
151K
$19.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.1K- 3.55% |
$985K - $1.05M
|
275K
$35.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-10.1K- 0.77% |
$986K - $1.05M
|
1.31M
$169M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-10.3K- 7.34% |
$1.01M - $1.08M
|
131K
$16.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.5KClosed |
$1.02M - $1.09M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.8K- 4.68% |
$1.05M - $1.12M
|
220K
$28.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.8K- 3.65% |
$1.05M - $1.13M
|
286K
$37M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.9K- 62.48% |
$1.06M - $1.14M
|
6.57K
$850K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-11K- 57.34% |
$1.07M - $1.14M
|
8.17K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.1K- 93.57% |
$1.08M - $1.15M
|
762
$98.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.3K- 10.31% |
$1.1M - $1.17M
|
98K
$12.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.3K- 2.98% |
$1.2M - $1.28M
|
400K
$51.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.4KClosed |
$1.2M - $1.28M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-14.2K- 74.54% |
$1.38M - $1.48M
|
4.85K
$627K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-14.3KClosed |
$1.39M - $1.48M
|
0
$0
|