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 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-14.6K- 7.35% |
$1.42M - $1.52M
|
184K
$23.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.4K- 16.04% |
$1.6M - $1.71M
|
85.9K
$11.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-16.6K- 2.81% |
$1.62M - $1.73M
|
574K
$74.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-20.7KClosed |
$2.01M - $2.15M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 3.82% |
$2.04M - $2.18M
|
527K
$68.2M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-21.6K- 15.21% |
$2.1M - $2.25M
|
121K
$15.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.5K- 2.88% |
$2.38M - $2.54M
|
826K
$107M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-24.6K- 55.06% |
$2.39M - $2.55M
|
20K
$2.59M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-25KClosed |
$2.44M - $2.6M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-26.6K- 5.94% |
$2.59M - $2.76M
|
421K
$54.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-31.7K- 2.95% |
$3.08M - $3.29M
|
1.04M
$135M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-32.2K- 22.62% |
$3.14M - $3.35M
|
110K
$14.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-33.6K- 84.36% |
$3.27M - $3.49M
|
6.23K
$805K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-35.5KClosed |
$3.45M - $3.69M
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-35.6K- 85.99% |
$3.46M - $3.7M
|
5.79K
$749K
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-35.9KClosed |
$3.5M - $3.73M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-38K- 61.03% |
$3.7M - $3.95M
|
24.3K
$3.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39.8K- 57.84% |
$3.87M - $4.14M
|
29K
$3.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-42.8K- 6.81% |
$4.17M - $4.45M
|
586K
$75.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-43.1K- 75.81% |
$4.19M - $4.48M
|
13.7K
$1.78M
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
SELL
|
- |
-46.1K- 83.29% |
$4.49M - $4.79M
|
9.25K
$1.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-47.5KClosed |
$4.63M - $4.94M
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-47.7K- 55.45% |
$4.64M - $4.95M
|
38.3K
$4.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-48.8KClosed |
$4.75M - $5.08M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-50.7K- 3.06% |
$4.93M - $5.27M
|
1.61M
$208M
|
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-50.9K- 2.06% |
$4.95M - $5.29M
|
2.42M
$313M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-54.9K- 11.03% |
$5.34M - $5.7M
|
442K
$57.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-65.4K- 52.97% |
$6.37M - $6.8M
|
58.1K
$7.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-70.2K- 96.57% |
$6.84M - $7.3M
|
2.49K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-83K- 7.11% |
$8.08M - $8.63M
|
1.08M
$140M
|
|
|
Nov 09, 2021
Q3 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-90K- 75.0% |
$8.76M - $9.36M
|
30K
$3.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-108K- 87.23% |
$10.6M - $11.3M
|
15.9K
$2.05M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-127K- 93.35% |
$12.3M - $13.2M
|
9.04K
$1.17M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-137K- 18.3% |
$13.3M - $14.2M
|
610K
$78.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-138K- 40.78% |
$13.4M - $14.3M
|
200K
$25.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-157K- 1.56% |
$15.3M - $16.3M
|
9.89M
$1.28B
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-158K- 35.99% |
$15.4M - $16.4M
|
281K
$36.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-183K- 39.63% |
$17.8M - $19M
|
278K
$36M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-190K- 88.17% |
$18.5M - $19.8M
|
25.5K
$3.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-204K- 98.36% |
$19.9M - $21.2M
|
3.4K
$440K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-223K- 4.62% |
$21.7M - $23.1M
|
4.6M
$595M
|
|
|
Oct 26, 2021
Q3 2021
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-238K- 2.53% |
$23.2M - $24.8M
|
9.17M
$1.19B
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-255K- 98.79% |
$24.8M - $26.5M
|
3.12K
$403K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-281K- 98.41% |
$27.4M - $29.3M
|
4.55K
$588K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-319K- 17.66% |
$31.1M - $33.2M
|
1.49M
$192M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-652K- 49.27% |
$63.5M - $67.8M
|
672K
$86.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-664KClosed |
$64.7M - $69.1M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-664KClosed |
$64.7M - $69.1M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-752K- 52.72% |
$73.2M - $78.1M
|
674K
$87.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-752K- 52.72% |
$73.2M - $78.1M
|
674K
$87.2M
|