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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.41% |
$1.95K - $2.08K
|
4.81K
$621K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20- 0.14% |
$1.95K - $2.08K
|
14.3K
$1.84M
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-21- 0.63% |
$2.04K - $2.18K
|
3.31K
$428K
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-28- 1.36% |
$2.73K - $2.91K
|
2.04K
$264K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.75% |
$3.11K - $3.33K
|
4.23K
$546K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-33- 0.24% |
$3.21K - $3.43K
|
13.8K
$1.78M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-33- 0.81% |
$3.21K - $3.43K
|
4.02K
$520K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-34- 0.87% |
$3.31K - $3.53K
|
3.88K
$502K
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-34- 1.49% |
$3.31K - $3.53K
|
2.25K
$291K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-35- 1.5% |
$3.41K - $3.64K
|
2.3K
$297K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-35- 1.09% |
$3.41K - $3.64K
|
3.18K
$412K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-44- 0.73% |
$4.28K - $4.57K
|
5.95K
$770K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-51- 33.77% |
$4.96K - $5.3K
|
100
$12.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-54Closed |
$5.26K - $5.61K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-55- 1.34% |
$5.35K - $5.72K
|
4.05K
$524K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-60- 8.45% |
$5.84K - $6.24K
|
650
$84.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-66- 0.47% |
$6.42K - $6.86K
|
13.9K
$1.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-67- 0.52% |
$6.52K - $6.97K
|
12.9K
$1.67M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-70- 2.05% |
$6.81K - $7.28K
|
3.34K
$432K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
SELL
|
- |
-75- 2.66% |
$7.3K - $7.8K
|
2.74K
$354K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-77- 1.83% |
$7.49K - $8K
|
4.13K
$534K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-78- 1.19% |
$7.59K - $8.11K
|
6.45K
$834K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-78- 0.85% |
$7.59K - $8.11K
|
9.1K
$1.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-82Closed |
$7.98K - $8.52K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
SELL
|
- |
-84- 1.46% |
$8.18K - $8.73K
|
5.65K
$731K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-85- 3.51% |
$8.27K - $8.84K
|
2.34K
$302K
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-85- 2.17% |
$8.27K - $8.84K
|
3.83K
$495K
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
SELL
|
- |
-90- 1.76% |
$8.76K - $9.36K
|
5.02K
$649K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-91- 23.21% |
$8.86K - $9.46K
|
301
$38.9K
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-91- 23.21% |
$8.86K - $9.46K
|
301
$38.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-92- 2.52% |
$8.95K - $9.56K
|
3.57K
$461K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-93- 0.81% |
$9.05K - $9.67K
|
11.5K
$1.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-99- 1.78% |
$9.64K - $10.3K
|
5.47K
$708K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-101- 1.24% |
$9.83K - $10.5K
|
8.05K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-103- 0.24% |
$10K - $10.7K
|
42.3K
$5.47M
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-104- 1.62% |
$10.1K - $10.8K
|
6.34K
$819K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-108- 2.76% |
$10.5K - $11.2K
|
3.8K
$492K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-115- 23.86% |
$11.2K - $12K
|
367
$47.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-120- 0.33% |
$11.7K - $12.5K
|
36.4K
$4.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-121- 0.4% |
$11.8K - $12.6K
|
30.4K
$3.93M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-121- 0.58% |
$11.8K - $12.6K
|
20.6K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-142- 44.65% |
$13.8K - $14.8K
|
176
$22.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
SELL
|
- |
-152- 5.49% |
$14.8K - $15.8K
|
2.62K
$338K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-152- 1.37% |
$14.8K - $15.8K
|
10.9K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-153- 5.04% |
$14.9K - $15.9K
|
2.89K
$373K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-154- 1.62% |
$15K - $16K
|
9.33K
$1.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-161- 10.81% |
$15.7K - $16.7K
|
1.33K
$172K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-162Closed |
$15.8K - $16.8K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-167- 1.03% |
$16.3K - $17.4K
|
16K
$2.07M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-169- 1.8% |
$16.4K - $17.6K
|
9.22K
$1.19M
|