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
|
Regency Capital Management Inc.\De
|
BUY
|
- |
226+ 4.06% |
$22K - $23.5K
|
5.8K
$750K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
219+ 1.0% |
$21.3K - $22.8K
|
22.1K
$2.86M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
216+ 2.52% |
$21K - $22.5K
|
8.8K
$1.14M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
209+ 4.45% |
$20.3K - $21.7K
|
4.91K
$634K
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
207+ 3.44% |
$20.1K - $21.5K
|
6.23K
$806K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$19.5K - $20.8K
|
200
$25.9K
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
200+ 7.95% |
$19.5K - $20.8K
|
2.72K
$351K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
198+ 1.7% |
$19.3K - $20.6K
|
11.8K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
189+ 0.79% |
$18.4K - $19.6K
|
24.1K
$3.12M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
176+ 3.54% |
$17.1K - $18.3K
|
5.15K
$665K
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
161+ 6.0% |
$15.7K - $16.7K
|
2.84K
$368K
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
161+ 4.85% |
$15.7K - $16.7K
|
3.48K
$451K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
150New |
$14.6K - $15.6K
|
150
$19.4K
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
131+ 0.57% |
$12.8K - $13.6K
|
23.3K
$3.01M
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
128+ 32.99% |
$12.5K - $13.3K
|
516
$66.7K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
126+ 0.16% |
$12.3K - $13.1K
|
80.3K
$10.4M
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
125+ 4.87% |
$12.2K - $13K
|
2.69K
$348K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
120+ 0.13% |
$11.7K - $12.5K
|
91.5K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
110+ 1.42% |
$10.7K - $11.4K
|
7.86K
$1.02M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
108+ 28.2% |
$10.5K - $11.2K
|
491
$63.5K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
107+ 5.07% |
$10.4K - $11.1K
|
2.22K
$287K
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
BUY
|
- |
104+ 4.18% |
$10.1K - $10.8K
|
2.59K
$335K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
101+ 0.32% |
$9.83K - $10.5K
|
31.6K
$4.09M
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
100+ 0.05% |
$9.73K - $10.4K
|
202K
$26.1M
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
94+ 4.16% |
$9.15K - $9.77K
|
2.35K
$304K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
92+ 2.58% |
$8.95K - $9.56K
|
3.66K
$473K
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
91New |
$8.86K - $9.46K
|
91
$11.8K
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
87+ 3.29% |
$8.47K - $9.04K
|
2.74K
$354K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
82+ 0.82% |
$7.98K - $8.52K
|
10K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
79+ 2.05% |
$7.69K - $8.21K
|
3.94K
$509K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
75+ 0.5% |
$7.3K - $7.8K
|
15.1K
$1.96M
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
71+ 1.15% |
$6.91K - $7.38K
|
6.24K
$807K
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
68+ 1.18% |
$6.62K - $7.07K
|
5.84K
$756K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
64+ 0.97% |
$6.23K - $6.65K
|
6.7K
$866K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
62+ 2.43% |
$6.03K - $6.45K
|
2.61K
$338K
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
59+ 0.08% |
$5.74K - $6.13K
|
76K
$9.83M
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
57+ 1.61% |
$5.55K - $5.93K
|
3.59K
$464K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
56New |
$5.45K - $5.82K
|
56
$7.24K
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
54+ 1.35% |
$5.26K - $5.61K
|
4.06K
$525K
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
47+ 33.81% |
$4.57K - $4.89K
|
186
$24.1K
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
47+ 0.92% |
$4.57K - $4.89K
|
5.15K
$666K
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
45+ 4.2% |
$4.38K - $4.68K
|
1.12K
$144K
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
45+ 5.4% |
$4.38K - $4.68K
|
878
$114K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
35New |
$3.41K - $3.64K
|
35
$4.53K
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
35+ 9.43% |
$3.41K - $3.64K
|
406
$52.5K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 5.52% |
$3.31K - $3.53K
|
650
$84.1K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31New |
$3.02K - $3.22K
|
31
$4.01K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
30+ 0.17% |
$2.92K - $3.12K
|
17.5K
$2.26M
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
30+ 6.21% |
$2.92K - $3.12K
|
513
$66.3K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27+ 0.15% |
$2.63K - $2.81K
|
18.3K
$2.37M
|