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 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.74KNew |
$754K - $805K
|
7.74K
$1M
|
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
BUY
|
- |
7.68K+ 2.47% |
$747K - $798K
|
318K
$41.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.41K+ 8.29% |
$721K - $770K
|
96.7K
$12.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.4K+ 26.96% |
$720K - $769K
|
34.8K
$4.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.2K+ 2.4% |
$701K - $749K
|
308K
$39.8M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.02K+ 7.85% |
$683K - $729K
|
96.5K
$12.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
6.88KNew |
$670K - $715K
|
6.88K
$890K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.76K+ 887.78% |
$658K - $702K
|
7.52K
$972K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.46K+ 9.39% |
$629K - $671K
|
75.2K
$9.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.43KNew |
$626K - $668K
|
6.43K
$831K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
6.26K+ 29.85% |
$609K - $651K
|
27.2K
$3.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.07KNew |
$591K - $631K
|
6.07K
$785K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.97K+ 28.23% |
$581K - $621K
|
27.1K
$3.51M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.92K+ 153.2% |
$576K - $616K
|
9.79K
$1.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.91K+ 15.95% |
$575K - $614K
|
42.9K
$5.55M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.9KNew |
$574K - $613K
|
5.9K
$763K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.83K+ 136.39% |
$568K - $606K
|
10.1K
$1.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.79K+ 4.36% |
$564K - $602K
|
139K
$17.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
5.57K+ 15.33% |
$542K - $579K
|
41.9K
$5.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.38K+ 174.01% |
$523K - $559K
|
8.47K
$1.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.31K+ 608.36% |
$517K - $552K
|
6.18K
$800K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.21KNew |
$507K - $542K
|
5.21K
$674K
|
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
5K+ 22.73% |
$487K - $520K
|
27K
$3.49M
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.96K+ 1.52% |
$483K - $515K
|
331K
$42.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.83K+ 20.13% |
$470K - $502K
|
28.8K
$3.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.82K+ 72.64% |
$469K - $501K
|
11.5K
$1.48M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.71K+ 20.22% |
$459K - $490K
|
28K
$3.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.53KNew |
$441K - $471K
|
4.53K
$586K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.52KNew |
$440K - $470K
|
4.52K
$585K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.3K+ 8.54% |
$418K - $447K
|
54.6K
$7.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.3K+ 8.54% |
$418K - $447K
|
54.6K
$7.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
4.18KNew |
$406K - $434K
|
4.18K
$540K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.17K+ 23.11% |
$405K - $433K
|
22.2K
$2.87M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.16KNew |
$405K - $433K
|
4.16K
$538K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.14K+ 4.08% |
$402K - $430K
|
105K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.9KNew |
$380K - $405K
|
3.9K
$504K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.77K+ 4.38% |
$367K - $392K
|
89.9K
$11.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
3.72KNew |
$362K - $387K
|
3.72K
$481K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.69KNew |
$359K - $384K
|
3.69K
$478K
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.59KNew |
$349K - $373K
|
3.59K
$464K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
3.59KNew |
$349K - $373K
|
3.59K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.58KNew |
$348K - $372K
|
3.58K
$462K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.53K+ 10.37% |
$344K - $367K
|
37.6K
$4.86M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.53K+ 2.42% |
$343K - $367K
|
149K
$19.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.5KNew |
$340K - $363K
|
3.5K
$452K
|
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3.49K+ 0.37% |
$339K - $363K
|
958K
$124M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.47K+ 14.58% |
$338K - $361K
|
27.3K
$3.53M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
3.47KNew |
$338K - $361K
|
3.47K
$449K
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.4KNew |
$330K - $353K
|
3.4K
$439K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
3.25K+ 1.86% |
$317K - $338K
|
179K
$23.1M
|