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 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
60.7K+ 0.61% |
$5.96M - $6.53M
|
9.95M
$1.32B
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
58.8K+ 48.12% |
$5.78M - $6.33M
|
181K
$24M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
57K+ 1829.25% |
$5.6M - $6.14M
|
60.2K
$7.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
54.8KNew |
$5.39M - $5.9M
|
54.8K
$7.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
53.4KNew |
$5.25M - $5.75M
|
53.4K
$7.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
53.4KNew |
$5.25M - $5.75M
|
53.4K
$7.07M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
53.2KNew |
$5.22M - $5.72M
|
53.2K
$7.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
51.7KNew |
$5.08M - $5.56M
|
51.7K
$6.85M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
49K+ 20151.03% |
$4.81M - $5.27M
|
49.2K
$6.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 1583.44% |
$4.66M - $5.11M
|
50.4K
$6.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
46.4KNew |
$4.56M - $5M
|
46.4K
$6.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
44.2KNew |
$4.34M - $4.76M
|
44.2K
$5.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.5K+ 15.07% |
$4.17M - $4.57M
|
325K
$43M
|
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
42.5KNew |
$4.17M - $4.57M
|
42.5K
$5.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.9K+ 5.55% |
$4.12M - $4.51M
|
798K
$106M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.5KNew |
$4.08M - $4.46M
|
41.5K
$5.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
40.6K+ 103.52% |
$3.99M - $4.37M
|
79.9K
$10.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 7.61% |
$3.94M - $4.32M
|
568K
$75.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
39.7KNew |
$3.9M - $4.27M
|
39.7K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.2K+ 5.0% |
$3.75M - $4.11M
|
802K
$106M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
38.1K+ 2.37% |
$3.74M - $4.09M
|
1.65M
$218M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
37KNew |
$3.64M - $3.98M
|
37K
$4.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.7K+ 24.68% |
$3.6M - $3.95M
|
185K
$24.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34.8KNew |
$3.42M - $3.74M
|
34.8K
$4.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.3K+ 4.15% |
$3.37M - $3.69M
|
861K
$114M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
33.9KNew |
$3.33M - $3.65M
|
33.9K
$4.49M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
33.4K+ 58.14% |
$3.28M - $3.6M
|
90.9K
$12M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.3K+ 118.65% |
$3.27M - $3.58M
|
61.3K
$8.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.1K+ 114.91% |
$3.26M - $3.57M
|
62K
$8.21M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.3K+ 11.59% |
$3.18M - $3.48M
|
311K
$41.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
31.8K+ 7.14% |
$3.12M - $3.42M
|
477K
$63.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.6K+ 1.79% |
$3.11M - $3.41M
|
1.8M
$238M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
31.6K+ 5.99% |
$3.11M - $3.41M
|
560K
$74.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
31.4KNew |
$3.08M - $3.37M
|
31.4K
$4.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
30.9K+ 10.18% |
$3.04M - $3.33M
|
335K
$44.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.4K+ 9.01% |
$2.89M - $3.17M
|
356K
$47.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
29.2K+ 192.75% |
$2.87M - $3.14M
|
44.3K
$5.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
27.6K+ 4.75% |
$2.71M - $2.97M
|
608K
$80.5M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27.3KNew |
$2.68M - $2.94M
|
27.3K
$3.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
27.1K+ 3.53% |
$2.66M - $2.91M
|
792K
$105M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.2K+ 5.46% |
$2.58M - $2.82M
|
507K
$67.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
26.1KNew |
$2.57M - $2.81M
|
26.1K
$3.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26.1KNew |
$2.57M - $2.81M
|
26.1K
$3.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
25.1K+ 9.7% |
$2.47M - $2.7M
|
284K
$37.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
24.5K+ 80.13% |
$2.41M - $2.64M
|
55K
$7.29M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23KNew |
$2.26M - $2.47M
|
23K
$3.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
22.6K+ 10.37% |
$2.22M - $2.43M
|
241K
$31.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
21.9K+ 20.27% |
$2.15M - $2.36M
|
130K
$17.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.7K+ 213.21% |
$2.14M - $2.34M
|
31.9K
$4.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
21.7KNew |
$2.13M - $2.33M
|
21.7K
$2.87M
|