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 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 1.97% |
$139K - $149K
|
74K
$9.57M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.43K+ 6.71% |
$139K - $148K
|
22.7K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.42K+ 15.06% |
$139K - $148K
|
10.9K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.4KNew |
$137K - $146K
|
1.4K
$182K
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
1.39K+ 1.3% |
$135K - $144K
|
108K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.38K+ 5.95% |
$134K - $143K
|
24.5K
$3.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
1.36K+ 1.21% |
$132K - $141K
|
113K
$14.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.27K+ 16.67% |
$124K - $132K
|
8.9K
$1.15M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.21K+ 9.55% |
$118K - $126K
|
13.9K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.19K+ 32.09% |
$116K - $124K
|
4.9K
$634K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.18K+ 18.19% |
$115K - $123K
|
7.66K
$990K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.17K+ 3.66% |
$114K - $122K
|
33.2K
$4.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.16K+ 0.35% |
$113K - $120K
|
329K
$42.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.13K+ 11.61% |
$110K - $117K
|
10.9K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11K+ 8.24% |
$108K - $115K
|
14.6K
$1.88M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.07K+ 24.21% |
$105K - $112K
|
5.51K
$713K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 0.33% |
$104K - $111K
|
326K
$42.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.07K+ 0.82% |
$104K - $111K
|
132K
$17M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 1.37% |
$101K - $108K
|
76.9K
$9.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
1.02K+ 16.91% |
$99.2K - $106K
|
7.05K
$911K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.02K+ 7.95% |
$99.2K - $106K
|
13.8K
$1.79M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.01K+ 26.26% |
$98.5K - $105K
|
4.87K
$629K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
1.01KNew |
$98.1K - $105K
|
1.01K
$130K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 3.55% |
$97.6K - $104K
|
29.3K
$3.79M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
990+ 11.39% |
$96.4K - $103K
|
9.68K
$1.25M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
965+ 4.38% |
$93.9K - $100K
|
23K
$2.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
962+ 71.74% |
$93.6K - $100K
|
2.3K
$298K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
958+ 0.72% |
$93.2K - $99.6K
|
133K
$17.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
938+ 14.06% |
$91.3K - $97.5K
|
7.61K
$984K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
922+ 3.02% |
$89.7K - $95.9K
|
31.5K
$4.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
905+ 34.74% |
$88.1K - $94.1K
|
3.51K
$454K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
900New |
$87.6K - $93.6K
|
900
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
900+ 2.84% |
$87.6K - $93.6K
|
32.6K
$4.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
900New |
$87.6K - $93.6K
|
900
$116K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
897+ 1.99% |
$87.3K - $93.3K
|
46K
$5.95M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
892+ 1.68% |
$86.8K - $92.7K
|
54.1K
$7M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
885+ 0.79% |
$86.1K - $92K
|
113K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
882+ 9.63% |
$85.8K - $91.7K
|
10K
$1.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
872+ 30.46% |
$84.9K - $90.7K
|
3.74K
$483K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
868+ 9.98% |
$84.5K - $90.2K
|
9.57K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
868+ 1.27% |
$84.5K - $90.2K
|
69.3K
$8.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
852+ 25.72% |
$82.9K - $88.6K
|
4.17K
$539K
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
807+ 3.68% |
$78.5K - $83.9K
|
22.7K
$2.94M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
800+ 21.62% |
$77.9K - $83.2K
|
4.5K
$582K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
710+ 5.95% |
$69.1K - $73.8K
|
12.6K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
710+ 5.95% |
$69.1K - $73.8K
|
12.6K
$1.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
701+ 3.35% |
$68.2K - $72.9K
|
21.6K
$2.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
699+ 19.13% |
$68K - $72.7K
|
4.35K
$563K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
697+ 86.91% |
$67.8K - $72.5K
|
1.5K
$194K
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
696+ 6.47% |
$67.7K - $72.4K
|
11.5K
$1.48M
|