Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.45M+ 5.13% |
$241M - $264M
|
50.1M
$6.59B
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.35M+ 5.97% |
$231M - $253M
|
41.8M
$5.49B
|
|
|
Jan 28, 2022
Q4 2021
|
Cisco Systems, Inc.
San Jose, CA |
BUY
|
- |
2.09MNew |
$205M - $225M
|
2.09M
$275M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
820K+ 99.97% |
$80.6M - $88.2M
|
1.64M
$216M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
651KNew |
$64M - $70.1M
|
651K
$85.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
649K+ 71.74% |
$63.8M - $69.9M
|
1.55M
$204M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
627K+ 9.35% |
$61.6M - $67.4M
|
7.33M
$964M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
481K+ 81.97% |
$47.2M - $51.7M
|
1.07M
$140M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
440K+ 9.19% |
$43.2M - $47.3M
|
5.22M
$687M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
381KNew |
$37.4M - $41M
|
381K
$50.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
368K+ 28.12% |
$36.1M - $39.6M
|
1.68M
$220M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 11.34% |
$34.8M - $38.1M
|
3.48M
$457M
|
|
|
Feb 11, 2022
Q4 2021
|
Louis Dreyfus Family Office LLC
Wilton, CT |
BUY
|
- |
352KNew |
$34.6M - $37.9M
|
352K
$46.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
314KNew |
$30.8M - $33.8M
|
314K
$41.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
310K+ 133.82% |
$30.4M - $33.3M
|
541K
$71.1M
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
307KNew |
$30.2M - $33M
|
307K
$40.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
248K+ 6.74% |
$24.4M - $26.7M
|
3.93M
$517M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
206K+ 37.38% |
$20.2M - $22.1M
|
756K
$99.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
195K+ 2.73% |
$19.1M - $20.9M
|
7.32M
$962M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
190K+ 813.83% |
$18.6M - $20.4M
|
213K
$28M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
189KNew |
$18.6M - $20.3M
|
189K
$24.9M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
175KNew |
$17.2M - $18.8M
|
175K
$23M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
156KNew |
$15.3M - $16.8M
|
156K
$20.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
151K+ 13.29% |
$14.8M - $16.3M
|
1.29M
$169M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
148K+ 34.02% |
$14.5M - $15.9M
|
582K
$76.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
139KNew |
$13.6M - $14.9M
|
139K
$18.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
138KNew |
$13.6M - $14.8M
|
138K
$18.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
128K+ 2461.44% |
$12.6M - $13.8M
|
134K
$17.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
122K+ 1353.77% |
$12M - $13.2M
|
131K
$17.3M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
115KNew |
$11.3M - $12.4M
|
115K
$15.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Oikos Holdings LLC
|
BUY
|
- |
115KNew |
$11.2M - $12.3M
|
115K
$15.1M
|
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
114KNew |
$11.2M - $12.3M
|
114K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
112K+ 7.54% |
$11M - $12.1M
|
1.6M
$210M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101K+ 2.99% |
$9.9M - $10.8M
|
3.47M
$456M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
100K+ 59.34% |
$9.82M - $10.8M
|
269K
$35.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
95.6KNew |
$9.39M - $10.3M
|
95.6K
$12.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
90.2K+ 614.4% |
$8.86M - $9.71M
|
105K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
90.1K+ 567.75% |
$8.85M - $9.69M
|
106K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
85K+ 6.61% |
$8.35M - $9.15M
|
1.37M
$180M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
84.9KNew |
$8.34M - $9.14M
|
84.9K
$11.2M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
74.5KNew |
$7.32M - $8.02M
|
74.5K
$9.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
72.7K+ 96.73% |
$7.14M - $7.82M
|
148K
$19.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
70.1K+ 9.37% |
$6.89M - $7.54M
|
818K
$108M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
68.2K+ 5.85% |
$6.7M - $7.34M
|
1.23M
$162M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
67.6KNew |
$6.64M - $7.27M
|
67.6K
$8.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66.8K+ 3.66% |
$6.56M - $7.19M
|
1.89M
$249M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
65.7KNew |
$6.45M - $7.07M
|
65.7K
$8.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
64K+ 26.89% |
$6.29M - $6.89M
|
302K
$39.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
63.5K+ 24.62% |
$6.24M - $6.84M
|
322K
$42.3M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
62.9K+ 12.66% |
$6.18M - $6.77M
|
560K
$73.6M
|