Purchases and Sales Made in Q4 2021 in Ishares Core S&P Total U.S. St (ITOT)

ITOT Quotes by TradingView

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 14, 2022 Q4 2021
Stratos Wealth Advisors, LLC

SELL
 -
-2.86K
- 3.33%
$281K - $308K
83.1K $10.9M
Feb 14, 2022 Q4 2021
Y Intercept (Hong Kong) LTD

SELL
 -
-2.93K
Closed
$288K - $315K
0 $0
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-2.95K
- 5.07%
$290K - $317K
55.2K $7.25M
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-3.1K
- 41.79%
$304K - $333K
4.31K $567K
Feb 11, 2022 Q4 2021
Essex Financial Services, Inc.

SELL
 -
-3.42K
- 9.81%
$335K - $367K
31.4K $4.13M
Jan 21, 2022 Q4 2021
Elm Partners Management LLC

SELL
 -
-3.53K
- 0.53%
$347K - $380K
659K $86.6M
Feb 14, 2022 Q4 2021
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-3.63K
- 1.94%
$356K - $390K
183K $24.1M
Jan 19, 2022 Q4 2021
Ma Private Wealth

SELL
 -
-3.76K
- 1.17%
$370K - $405K
318K $41.8M
Feb 14, 2022 Q4 2021
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-3.84K
- 5.92%
$377K - $413K
61K $8.02M
Feb 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
SELL
 -
-3.86K
Closed
$379K - $415K
0 $0
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-4.36K
- 9.79%
$428K - $469K
40.1K $5.28M
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-4.4K
- 3.99%
$432K - $474K
106K $13.9M
Feb 14, 2022 Q4 2021
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-4.85K
Closed
$476K - $522K
0 $0
Mar 10, 2022 Q4 2021
Friedenthal Financial

SELL
 -
-4.88K
- 4.3%
$480K - $525K
109K $14.3M
Feb 01, 2022 Q4 2021
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-4.91K
- 51.26%
$482K - $528K
4.67K $613K
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-5.14K
- 9.17%
$505K - $554K
51K $6.7M
Feb 09, 2022 Q4 2021
Jackson Wealth Management, LLC

SELL
 -
-5.25K
- 3.49%
$516K - $565K
145K $19.1M
Feb 08, 2022 Q4 2021
Avalon Advisory Group

Wexford, PA
SELL
 -
-5.26K
- 18.18%
$517K - $566K
23.7K $3.11M
Feb 02, 2022 Q4 2021
Truepoint, Inc.

SELL
 -
-5.45K
- 1.29%
$535K - $586K
416K $54.7M
Jan 03, 2022 Q4 2021
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-5.54K
- 8.3%
$544K - $596K
61.2K $8.04M
Feb 14, 2022 Q4 2021
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-5.72K
Closed
$562K - $615K
0 $0
Jan 28, 2022 Q4 2021
Argi Investment Services, LLC

SELL
 -
-5.77K
- 29.41%
$567K - $621K
13.8K $1.82M
Feb 11, 2022 Q4 2021
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-5.97K
- 6.29%
$587K - $643K
89K $11.7M
Feb 11, 2022 Q4 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-6.54K
- 2.38%
$642K - $704K
269K $35.3M
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-6.72K
- 1.4%
$660K - $723K
472K $62M
Feb 10, 2022 Q4 2021
Amj Financial Wealth Management

Leesburg, VA
SELL
 -
-6.83K
- 67.98%
$671K - $735K
3.22K $423K
Jan 14, 2022 Q4 2021
Stone House Investment Management, LLC

SELL
 -
-6.96K
Closed
$684K - $749K
0 $0
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-7.11K
Closed
$698K - $765K
0 $0
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-7.14K
- 2.8%
$701K - $768K
248K $32.6M
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-8.17K
Closed
$803K - $879K
0 $0
Feb 14, 2022 Q4 2021
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-8.7K
- 75.14%
$854K - $936K
2.88K $378K
Jan 26, 2022 Q4 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-8.86K
- 4.21%
$870K - $953K
201K $26.5M
Feb 14, 2022 Q4 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-8.98K
- 27.62%
$883K - $967K
23.5K $3.1M
Feb 10, 2022 Q4 2021
Human Investing LLC

SELL
 -
-9.25K
Closed
$909K - $995K
0 $0
Feb 07, 2022 Q4 2021
Delta Investment Management, LLC

SELL
 -
-9.54K
- 15.11%
$938K - $1.03M
53.6K $7.05M
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-9.65K
- 7.8%
$948K - $1.04M
114K $15M
Feb 15, 2022 Q4 2021
Sentinel Trust CO Lba

Houston, TX
SELL
 -
-10.5K
- 0.43%
$1.03M - $1.13M
2.41M $317M
Feb 14, 2022 Q4 2021
Reliant Wealth Planning

SELL
 -
-10.5K
- 1.81%
$1.03M - $1.13M
571K $75.1M
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-10.7K
- 9.2%
$1.05M - $1.16M
106K $13.9M
Jan 13, 2022 Q4 2021
Clarus Wealth Advisors

SELL
 -
-10.9K
- 47.9%
$1.07M - $1.17M
11.8K $1.55M
Feb 11, 2022 Q4 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-11K
- 1.09%
$1.08M - $1.18M
997K $131M
Feb 09, 2022 Q4 2021
O'Brien Wealth Partners LLC

SELL
 -
-11K
- 1.15%
$1.08M - $1.18M
947K $124M
Feb 02, 2022 Q4 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-11.9K
- 5.39%
$1.17M - $1.28M
208K $27.4M
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
SELL
 -
-12.9K
- 96.84%
$1.27M - $1.39M
421 $55.4K
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-12.9K
- 4.58%
$1.27M - $1.39M
268K $35.3M
Jan 12, 2022 Q4 2021
Pure Financial Advisors, LLC

SELL
 -
-13K
- 3.25%
$1.28M - $1.4M
387K $50.9M
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-13.2K
- 28.55%
$1.3M - $1.42M
33K $4.34M
Feb 14, 2022 Q4 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-14.3K
- 62.92%
$1.4M - $1.53M
8.4K $1.1M
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-16.1K
- 5.28%
$1.58M - $1.73M
289K $38M

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