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 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
3.22K+ 3.0% |
$313K - $334K
|
110K
$14.3M
|
|
Nov 15, 2021
Q3 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
3.2KNew |
$312K - $333K
|
3.2K
$414K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.12K+ 0.9% |
$303K - $324K
|
350K
$45.3M
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3K+ 11.45% |
$292K - $312K
|
29.2K
$3.78M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3KNew |
$292K - $311K
|
3K
$387K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.98K+ 11.89% |
$290K - $309K
|
28K
$3.62M
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.93KNew |
$285K - $304K
|
2.93K
$379K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.86KNew |
$279K - $298K
|
2.86K
$370K
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 0.99% |
$277K - $296K
|
291K
$37.7M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.84K+ 62.25% |
$277K - $296K
|
7.41K
$958K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.81KNew |
$273K - $292K
|
2.81K
$363K
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.79KNew |
$271K - $290K
|
2.79K
$360K
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.78K+ 3.08% |
$271K - $289K
|
93.2K
$12M
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.75KNew |
$268K - $286K
|
2.75K
$356K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.69K+ 4.02% |
$261K - $279K
|
69.5K
$8.98M
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
2.66K+ 18.12% |
$258K - $276K
|
17.3K
$2.24M
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.62K+ 1.34% |
$255K - $272K
|
199K
$25.7M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
2.6K+ 60.97% |
$253K - $270K
|
6.87K
$888K
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
2.59KNew |
$252K - $269K
|
2.59K
$335K
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.55K+ 110.61% |
$249K - $266K
|
4.86K
$629K
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.54KNew |
$247K - $264K
|
2.54K
$328K
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$234K - $250K
|
2.4K
$310K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.39K+ 119.61% |
$232K - $248K
|
4.38K
$566K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.37K+ 5.59% |
$230K - $246K
|
44.7K
$5.78M
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.36KNew |
$230K - $246K
|
2.36K
$306K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2.36K+ 359.15% |
$229K - $245K
|
3.01K
$390K
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
BUY
|
- |
2.24K+ 3.63% |
$218K - $232K
|
63.8K
$8.25M
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
2.2KNew |
$214K - $229K
|
2.2K
$285K
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$205K - $219K
|
2.1K
$272K
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.09KNew |
$203K - $217K
|
2.09K
$270K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.07K+ 3.37% |
$202K - $215K
|
63.5K
$8.21M
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
2.06KNew |
$200K - $214K
|
2.06K
$266K
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.02K+ 21.07% |
$197K - $210K
|
11.6K
$1.5M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.99K+ 7.52% |
$194K - $207K
|
28.5K
$3.69M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.97K+ 14.23% |
$191K - $204K
|
15.8K
$2.04M
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.94K+ 3.4% |
$189K - $202K
|
59K
$7.63M
|
|
Nov 08, 2021
Q3 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.93K+ 11.87% |
$188K - $201K
|
18.2K
$2.36M
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 50.11% |
$186K - $198K
|
5.72K
$739K
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.91K+ 1.5% |
$185K - $198K
|
129K
$16.6M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.9K+ 9.17% |
$185K - $198K
|
22.7K
$2.93M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.85K+ 8.6% |
$180K - $192K
|
23.3K
$3.02M
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.77K+ 37.96% |
$172K - $184K
|
6.43K
$831K
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.76K+ 2.95% |
$171K - $183K
|
61.4K
$7.93M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.75K+ 3.41% |
$170K - $182K
|
53K
$6.86M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
1.6K+ 5.13% |
$155K - $166K
|
32.7K
$4.22M
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.57KNew |
$153K - $163K
|
1.57K
$203K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.54K+ 7.26% |
$149K - $160K
|
22.7K
$2.93M
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.53K+ 26.32% |
$148K - $159K
|
7.32K
$947K
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 3.31% |
$142K - $152K
|
45.6K
$5.89M
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.45K+ 36.36% |
$141K - $151K
|
5.44K
$704K
|