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
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
35.8K+ 7.27% |
$3.48M - $3.72M
|
528K
$70.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.1K+ 2.03% |
$3.41M - $3.65M
|
1.76M
$235M
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
32.7K+ 4.47% |
$3.19M - $3.4M
|
765K
$102M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.4KNew |
$3.06M - $3.26M
|
31.4K
$4.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.9K+ 0.87% |
$3.01M - $3.22M
|
3.59M
$480M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28.4K+ 6.81% |
$2.76M - $2.95M
|
445K
$59.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
27.6KNew |
$2.69M - $2.87M
|
27.6K
$3.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
25.7K+ 2.61% |
$2.5M - $2.67M
|
1.01M
$134M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
24.5K+ 5.18% |
$2.38M - $2.54M
|
497K
$66.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.1K+ 19.36% |
$2.35M - $2.51M
|
149K
$19.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.7K+ 5.18% |
$2.3M - $2.46M
|
481K
$64.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.3K+ 93.68% |
$2.17M - $2.32M
|
46.2K
$6.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.7K+ 8.35% |
$2.12M - $2.26M
|
282K
$37.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
20.6KNew |
$2.01M - $2.14M
|
20.6K
$2.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.3K+ 3.4% |
$1.88M - $2M
|
586K
$78.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
19.2K+ 21.65% |
$1.87M - $2M
|
108K
$14.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
19.1K+ 15.5% |
$1.86M - $1.99M
|
143K
$19M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
18.1K+ 6.33% |
$1.76M - $1.88M
|
304K
$40.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18K+ 1.01% |
$1.76M - $1.87M
|
1.8M
$241M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
17.2K+ 242.46% |
$1.68M - $1.79M
|
24.3K
$3.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
16.1K+ 12.8% |
$1.57M - $1.68M
|
142K
$19M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
15.7KNew |
$1.53M - $1.63M
|
15.7K
$2.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
15.3K+ 6.54% |
$1.49M - $1.59M
|
250K
$33.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
14.9K+ 203.9% |
$1.45M - $1.54M
|
22.1K
$2.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 3.09% |
$1.4M - $1.49M
|
478K
$63.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.8K+ 65.24% |
$1.35M - $1.44M
|
35.1K
$4.68M
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
13.7KNew |
$1.33M - $1.42M
|
13.7K
$1.83M
|
|
|
Oct 25, 2021
Q3 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
13.7K+ 5.21% |
$1.33M - $1.42M
|
276K
$36.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 20.52% |
$1.32M - $1.41M
|
79.8K
$10.7M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.2K+ 42.48% |
$1.29M - $1.37M
|
44.3K
$5.92M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 0.33% |
$1.19M - $1.27M
|
3.68M
$492M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.2K+ 27.45% |
$1.19M - $1.27M
|
56.6K
$7.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.6K+ 3.37% |
$1.13M - $1.21M
|
356K
$47.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.4K+ 40.95% |
$1.11M - $1.19M
|
39.3K
$5.24M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
11K+ 4.44% |
$1.07M - $1.14M
|
259K
$34.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 9.49% |
$1.03M - $1.1M
|
122K
$16.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10.5K+ 1.85% |
$1.02M - $1.09M
|
580K
$77.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
10.4K+ 77.64% |
$1.01M - $1.08M
|
23.7K
$3.16M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.3KNew |
$1M - $1.07M
|
10.3K
$1.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10K+ 15.21% |
$977K - $1.04M
|
76K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.8K+ 20.0% |
$954K - $1.02M
|
58.8K
$7.85M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9.69K+ 3400.7% |
$943K - $1.01M
|
9.98K
$1.33M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.56K+ 9.08% |
$931K - $994K
|
115K
$15.3M
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
9.44K+ 13.13% |
$919K - $982K
|
81.3K
$10.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9.37K+ 3.09% |
$912K - $974K
|
313K
$41.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9.34K+ 4.52% |
$909K - $971K
|
216K
$28.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.23K+ 99.13% |
$898K - $959K
|
18.5K
$2.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.07K+ 1.79% |
$883K - $943K
|
517K
$69M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
8.38K+ 209.24% |
$815K - $871K
|
12.4K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.05K+ 15.14% |
$784K - $837K
|
61.2K
$8.17M
|