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 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-16.4K- 7.82% |
$1.61M - $1.77M
|
193K
$25.4M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 3.59% |
$1.71M - $1.87M
|
468K
$61.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 30.09% |
$1.74M - $1.9M
|
41.1K
$5.41M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.8K- 11.31% |
$1.74M - $1.91M
|
139K
$18.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-18.3K- 75.16% |
$1.79M - $1.97M
|
6.04K
$794K
|
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22.8K- 2.19% |
$2.24M - $2.45M
|
1.02M
$134M
|
|
|
Jan 07, 2022
Q4 2021
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-23KClosed |
$2.26M - $2.48M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-23.7KClosed |
$2.33M - $2.55M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
SELL
|
- |
-25K- 9.07% |
$2.46M - $2.69M
|
251K
$33M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-25.8K- 0.78% |
$2.53M - $2.78M
|
3.28M
$431M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25.9KClosed |
$2.55M - $2.79M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-26.9K- 9.39% |
$2.64M - $2.89M
|
259K
$34.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.1K- 65.36% |
$2.76M - $3.02M
|
14.9K
$1.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-28.2KClosed |
$2.77M - $3.03M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28.8K- 64.49% |
$2.83M - $3.1M
|
15.9K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-30KClosed |
$2.95M - $3.23M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-31.4KClosed |
$3.08M - $3.38M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38.8K- 73.14% |
$3.81M - $4.18M
|
14.3K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48.1K- 55.22% |
$4.73M - $5.18M
|
39K
$5.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-54.1KClosed |
$5.31M - $5.82M
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-60.4K- 70.31% |
$5.94M - $6.5M
|
25.5K
$3.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-63.4K- 18.11% |
$6.23M - $6.82M
|
287K
$37.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-66.1K- 9.61% |
$6.5M - $7.12M
|
622K
$81.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67.5K- 1.88% |
$6.64M - $7.27M
|
3.53M
$464M
|
|
|
Feb 14, 2022
Q4 2021
|
Kemper Corp
|
SELL
|
- |
-68.6K- 34.31% |
$6.74M - $7.38M
|
131K
$17.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-76K- 19.78% |
$7.47M - $8.18M
|
308K
$40.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-89.9K- 85.71% |
$8.83M - $9.67M
|
15K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-91.6K- 32.9% |
$9M - $9.86M
|
187K
$24.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-92.7K- 37.17% |
$9.11M - $9.98M
|
157K
$20.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-140K- 66.39% |
$13.8M - $15.1M
|
71K
$9.33M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-171K- 85.32% |
$16.8M - $18.4M
|
29.4K
$3.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-179K- 3.89% |
$17.6M - $19.2M
|
4.42M
$581M
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-218K- 20.15% |
$21.5M - $23.5M
|
865K
$114M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-395K- 11.74% |
$38.8M - $42.5M
|
2.97M
$390M
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-440KClosed |
$43.3M - $47.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-715K- 19.62% |
$70.3M - $77M
|
2.93M
$385M
|
|
|
Feb 14, 2022
Q4 2021
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-1.02M- 11.15% |
$100M - $110M
|
8.15M
$1.07B
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.18M- 5.82% |
$116M - $127M
|
19.1M
$2.51B
|