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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
25New |
$2.43K - $2.6K
|
25
$3.23K
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
25+ 0.35% |
$2.43K - $2.6K
|
7.26K
$939K
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22+ 0.43% |
$2.14K - $2.29K
|
5.15K
$665K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 0.38% |
$2.14K - $2.29K
|
5.81K
$752K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21+ 17.5% |
$2.04K - $2.18K
|
141
$18.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20+ 21.51% |
$1.95K - $2.08K
|
113
$14.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.15% |
$1.75K - $1.87K
|
11.8K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
16+ 0.77% |
$1.56K - $1.66K
|
2.1K
$272K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
15+ 0.08% |
$1.46K - $1.56K
|
19.7K
$2.55M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
15New |
$1.46K - $1.56K
|
15
$1.94K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 0.64% |
$1.36K - $1.46K
|
2.19K
$283K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13+ 0.16% |
$1.27K - $1.35K
|
8.17K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.36% |
$1.27K - $1.35K
|
3.63K
$470K
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
12New |
$1.17K - $1.25K
|
12
$1.55K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
12+ 0.35% |
$1.17K - $1.25K
|
3.45K
$446K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12+ 0.4% |
$1.17K - $1.25K
|
2.98K
$385K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$1.07K - $1.14K
|
31.8K
$4.11M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10+ 3.3% |
$973 - $1.04K
|
313
$40.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.07% |
$973 - $1.04K
|
14K
$1.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 0.84% |
$876 - $936
|
1.08K
$140K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
9+ 0.01% |
$876 - $936
|
71.1K
$9.19M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
8+ 0.21% |
$779 - $832
|
3.75K
$485K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.03% |
$779 - $832
|
28.4K
$3.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6+ 0.28% |
$584 - $624
|
2.12K
$274K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6+ 0.29% |
$584 - $624
|
2.09K
$270K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$584 - $624
|
4.27K
$553K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
5+ 0.06% |
$487 - $520
|
8.7K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$389 - $416
|
6.08K
$787K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$292 - $312
|
3
$388
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.37% |
$292 - $312
|
808
$104K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3+ 0.53% |
$292 - $312
|
573
$74.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$292 - $312
|
2.08K
$269K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$97.3 - $104
|
2.18K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$97.3 - $104
|
17.8K
$2.3M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.78% |
$97.3 - $104
|
129
$16.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$97.3 - $104
|
208
$26.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$97.3 - $104
|
15.3K
$1.98M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.05% |
$97.3 - $104
|
2.2K
$285K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.21% |
$97.3 - $104
|
482
$62.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$97.3 - $104
|
9.99K
$1.29M
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$97.3 - $104
|
10.8K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2- 0.03% |
$195 - $208
|
6.06K
$784K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$389 - $416
|
9.39K
$1.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-6- 0.03% |
$584 - $624
|
19.6K
$2.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.08% |
$584 - $624
|
7.56K
$978K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-6- 0.17% |
$584 - $624
|
3.63K
$469K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-9- 0.21% |
$876 - $936
|
4.37K
$565K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-14- 0.68% |
$1.36K - $1.46K
|
2.06K
$266K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-17- 0.39% |
$1.65K - $1.77K
|
4.32K
$558K
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-19- 0.8% |
$1.85K - $1.98K
|
2.35K
$303K
|