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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-21- 14.89% |
$2.06K - $2.26K
|
120
$15.8K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 0.63% |
$2.26K - $2.48K
|
3.61K
$475K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23- 0.11% |
$2.26K - $2.48K
|
21.3K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.07% |
$2.46K - $2.69K
|
36.3K
$4.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-28- 0.1% |
$2.75K - $3.01K
|
29.1K
$3.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-29- 0.66% |
$2.85K - $3.12K
|
4.34K
$571K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-30- 0.96% |
$2.95K - $3.23K
|
3.08K
$405K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-33- 0.38% |
$3.24K - $3.55K
|
8.66K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-37- 0.46% |
$3.63K - $3.98K
|
8.01K
$1.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-39- 1.02% |
$3.83K - $4.2K
|
3.79K
$498K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-45- 0.33% |
$4.42K - $4.84K
|
13.7K
$1.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-46- 0.84% |
$4.52K - $4.95K
|
5.43K
$714K
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-46- 0.2% |
$4.52K - $4.95K
|
23.4K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Yale University
New Haven, CT |
SELL
|
- |
-50- 0.76% |
$4.91K - $5.38K
|
6.56K
$863K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-51- 0.51% |
$5.01K - $5.49K
|
9.93K
$1.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-51- 0.44% |
$5.01K - $5.49K
|
11.6K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-56- 1.56% |
$5.5K - $6.03K
|
3.53K
$464K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-61- 0.71% |
$5.99K - $6.56K
|
8.56K
$1.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-64- 0.73% |
$6.29K - $6.89K
|
8.71K
$1.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-69- 0.34% |
$6.78K - $7.43K
|
20K
$2.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-71- 3.36% |
$6.98K - $7.64K
|
2.05K
$269K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-74- 2.59% |
$7.27K - $7.96K
|
2.79K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-74- 1.24% |
$7.27K - $7.96K
|
5.88K
$773K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-77Closed |
$7.56K - $8.29K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-78- 1.73% |
$7.66K - $8.39K
|
4.44K
$584K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-82- 0.59% |
$8.06K - $8.82K
|
13.8K
$1.82M
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-85- 4.92% |
$8.35K - $9.15K
|
1.64K
$216K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-85- 0.41% |
$8.35K - $9.15K
|
20.6K
$2.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-91Closed |
$8.94K - $9.79K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-92- 4.15% |
$9.04K - $9.9K
|
2.13K
$279K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-92- 5.68% |
$9.04K - $9.9K
|
1.53K
$201K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-93- 0.14% |
$9.14K - $10K
|
68K
$8.95M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-94- 0.42% |
$9.23K - $10.1K
|
22.4K
$2.95M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-97- 4.27% |
$9.53K - $10.4K
|
2.17K
$286K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-97- 0.99% |
$9.53K - $10.4K
|
9.69K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-99- 1.33% |
$9.73K - $10.7K
|
7.35K
$966K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-99- 19.19% |
$9.73K - $10.7K
|
417
$54.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 8.33% |
$9.82K - $10.8K
|
1.1K
$145K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-101- 6.84% |
$9.92K - $10.9K
|
1.38K
$181K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-103- 4.95% |
$10.1K - $11.1K
|
1.98K
$260K
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-107- 3.45% |
$10.5K - $11.5K
|
2.99K
$394K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-108- 22.0% |
$10.6K - $11.6K
|
383
$50.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-109- 1.03% |
$10.7K - $11.7K
|
10.5K
$1.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-117- 0.68% |
$11.5K - $12.6K
|
17.2K
$2.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-118- 2.09% |
$11.6K - $12.7K
|
5.53K
$727K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-118- 3.19% |
$11.6K - $12.7K
|
3.58K
$470K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-129- 6.18% |
$12.7K - $13.9K
|
1.96K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-129- 2.07% |
$12.7K - $13.9K
|
6.12K
$804K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-131Closed |
$12.9K - $14.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-132- 1.42% |
$13K - $14.2K
|
9.14K
$1.2M
|