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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
19+ 4.37% |
$1.87K - $2.04K
|
454
$60.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18+ 0.88% |
$1.77K - $1.94K
|
2.06K
$276K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
17+ 0.6% |
$1.67K - $1.83K
|
2.86K
$383K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
16+ 0.76% |
$1.57K - $1.72K
|
2.12K
$284K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
15+ 0.17% |
$1.47K - $1.61K
|
8.81K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
15+ 0.13% |
$1.47K - $1.61K
|
11.5K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.36% |
$1.47K - $1.61K
|
4.24K
$568K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 0.7% |
$1.38K - $1.51K
|
2.01K
$270K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
12+ 0.31% |
$1.18K - $1.29K
|
3.89K
$521K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
12+ 0.35% |
$1.18K - $1.29K
|
3.46K
$464K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
11+ 0.08% |
$1.08K - $1.18K
|
13.8K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11+ 0.28% |
$1.08K - $1.18K
|
3.94K
$527K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.03% |
$884 - $968
|
30.4K
$4.07M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9New |
$884 - $968
|
9
$1.21K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
8New |
$786 - $861
|
8
$1.07K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
8+ 0.81% |
$786 - $861
|
998
$134K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8+ 0.14% |
$786 - $861
|
5.85K
$784K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.23% |
$786 - $861
|
3.48K
$466K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
7+ 0.17% |
$688 - $753
|
4.18K
$560K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7New |
$688 - $753
|
7
$938
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 0.67% |
$688 - $753
|
1.05K
$141K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7+ 0.02% |
$688 - $753
|
28.4K
$3.81M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$589 - $646
|
4.28K
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
6+ 600.0% |
$589 - $646
|
7
$938
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.06% |
$491 - $538
|
7.89K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
4+ 0.79% |
$393 - $430
|
511
$68.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
3+ 0.12% |
$295 - $323
|
2.6K
$348K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 0.02% |
$295 - $323
|
17.8K
$2.38M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
3+ 0.01% |
$295 - $323
|
20.6K
$2.76M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
3+ 0.12% |
$295 - $323
|
2.53K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2New |
$196 - $215
|
2
$268
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
2+ 0.04% |
$196 - $215
|
5.22K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.89% |
$98.2 - $108
|
113
$15.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$98.2 - $108
|
2.45K
$328K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.16% |
$98.2 - $108
|
623
$83.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1New |
$98.2 - $108
|
1
$134
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1+ 0.01% |
$98.2 - $108
|
9.22K
$1.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.31% |
$98.2 - $108
|
319
$42.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.07% |
$295 - $323
|
4.44K
$594K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$295 - $323
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-5- 0.08% |
$491 - $538
|
6.28K
$842K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-5- 0.14% |
$491 - $538
|
3.57K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7- 0.06% |
$688 - $753
|
11.8K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
SELL
|
- |
-7- 0.14% |
$688 - $753
|
5.14K
$689K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-9- 0.15% |
$884 - $968
|
6.06K
$811K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-9- 0.44% |
$884 - $968
|
2.05K
$274K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 4.15% |
$982 - $1.08K
|
231
$31K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-10- 5.38% |
$982 - $1.08K
|
176
$23.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-12- 0.17% |
$1.18K - $1.29K
|
7.23K
$969K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16- 2.42% |
$1.57K - $1.72K
|
645
$86.4K
|