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 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-429- 15.47% |
$42.1K - $46.2K
|
2.34K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-451- 7.65% |
$44.3K - $48.5K
|
5.45K
$722K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-466- 13.28% |
$45.8K - $50.1K
|
3.04K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-470- 10.44% |
$46.2K - $50.6K
|
4.03K
$534K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-471- 7.17% |
$46.3K - $50.7K
|
6.1K
$807K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-472- 6.41% |
$46.4K - $50.8K
|
6.89K
$912K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-481- 13.41% |
$47.3K - $51.8K
|
3.11K
$411K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-488- 13.99% |
$47.9K - $52.5K
|
3K
$397K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-509- 0.52% |
$50K - $54.8K
|
97.5K
$12.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-517- 3.06% |
$50.8K - $55.6K
|
16.4K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-535- 22.24% |
$52.6K - $57.6K
|
1.87K
$248K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-541- 4.84% |
$53.1K - $58.2K
|
10.6K
$1.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-547- 4.77% |
$53.7K - $58.9K
|
10.9K
$1.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-549- 11.37% |
$53.9K - $59.1K
|
4.28K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-556- 7.91% |
$54.6K - $59.8K
|
6.47K
$857K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-572- 8.36% |
$56.2K - $61.6K
|
6.27K
$831K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-573Closed |
$56.3K - $61.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-598- 2.48% |
$58.7K - $64.4K
|
23.5K
$3.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-611- 1.59% |
$60K - $65.7K
|
37.9K
$5.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-616Closed |
$60.5K - $66.3K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-621- 5.0% |
$61K - $66.8K
|
11.8K
$1.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-641- 5.06% |
$63K - $69K
|
12K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-650- 6.04% |
$63.9K - $69.9K
|
10.1K
$1.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-679- 31.0% |
$66.7K - $73.1K
|
1.51K
$200K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-693- 1.94% |
$68.1K - $74.6K
|
35K
$4.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-699- 1.05% |
$68.7K - $75.2K
|
66.2K
$8.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-713- 0.53% |
$70K - $76.7K
|
135K
$17.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-720- 64.52% |
$70.7K - $77.5K
|
396
$52.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-731- 2.13% |
$71.8K - $78.7K
|
33.5K
$4.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-735- 1.02% |
$72.2K - $79.1K
|
71.4K
$9.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-779- 2.86% |
$76.5K - $83.8K
|
26.4K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-799- 5.06% |
$78.5K - $86K
|
15K
$1.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-800- 4.54% |
$78.6K - $86.1K
|
16.8K
$2.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-821- 1.45% |
$80.7K - $88.3K
|
55.8K
$7.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-825Closed |
$81K - $88.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-879- 12.13% |
$86.4K - $94.6K
|
6.37K
$844K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-896- 5.37% |
$88K - $96.4K
|
15.8K
$2.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-900Closed |
$88.4K - $96.8K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-938- 12.33% |
$92.1K - $101K
|
6.67K
$884K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-945- 13.41% |
$92.8K - $102K
|
6.1K
$808K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-951- 1.16% |
$93.4K - $102K
|
81.1K
$10.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-958- 20.76% |
$94.1K - $103K
|
3.66K
$484K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-974- 13.25% |
$95.7K - $105K
|
6.38K
$844K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-974- 3.42% |
$95.7K - $105K
|
27.5K
$3.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-990- 16.27% |
$97.3K - $107K
|
5.09K
$675K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-1.02K- 0.81% |
$100K - $110K
|
125K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.03K- 1.45% |
$101K - $111K
|
70K
$9.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.03K- 8.74% |
$101K - $111K
|
10.8K
$1.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.06K- 8.38% |
$104K - $114K
|
11.6K
$1.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.11K- 23.1% |
$109K - $119K
|
3.7K
$489K
|