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 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.5KNew |
$2.11M - $2.31M
|
21.5K
$2.83M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.6K+ 3.99% |
$2.03M - $2.22M
|
538K
$70.7M
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
20.5K+ 3.36% |
$2.02M - $2.21M
|
631K
$83M
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 9.33% |
$1.98M - $2.17M
|
236K
$31.1M
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$1.98M - $2.17M
|
20.2K
$2.65M
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
19.5KNew |
$1.91M - $2.1M
|
19.5K
$2.56M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19K+ 5.33% |
$1.87M - $2.04M
|
375K
$49.3M
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
18.7K+ 13.13% |
$1.84M - $2.01M
|
161K
$21.2M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 57.8% |
$1.8M - $1.97M
|
50.1K
$6.59M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.2K+ 22.53% |
$1.79M - $1.96M
|
99K
$13M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.8K+ 25.9% |
$1.75M - $1.92M
|
86.8K
$11.4M
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17.8K+ 2.66% |
$1.75M - $1.92M
|
690K
$90.7M
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
17.8K+ 13.81% |
$1.75M - $1.91M
|
146K
$19.3M
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
17.6K+ 261.56% |
$1.73M - $1.89M
|
24.3K
$3.2M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.5K+ 76.13% |
$1.72M - $1.89M
|
40.5K
$5.33M
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
17K+ 2.58% |
$1.67M - $1.83M
|
676K
$89M
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
16.9KNew |
$1.66M - $1.82M
|
16.9K
$2.23M
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.7K+ 57475.86% |
$1.64M - $1.79M
|
16.7K
$2.2M
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
16.4KNew |
$1.61M - $1.77M
|
16.4K
$2.16M
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16.4K+ 2.57% |
$1.61M - $1.76M
|
653K
$85.9M
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
BUY
|
- |
16.2K+ 5.08% |
$1.59M - $1.74M
|
334K
$44M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16K+ 383.55% |
$1.57M - $1.72M
|
20.1K
$2.65M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
14.3K+ 725.11% |
$1.4M - $1.53M
|
16.2K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.8KNew |
$1.36M - $1.49M
|
13.8K
$1.82M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.4K+ 45.12% |
$1.31M - $1.44M
|
43K
$5.66M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
12.9KNew |
$1.26M - $1.38M
|
12.9K
$1.69M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12.8KNew |
$1.26M - $1.38M
|
12.8K
$1.68M
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
12.5K+ 15.37% |
$1.23M - $1.35M
|
93.9K
$12.3M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12.4KNew |
$1.22M - $1.34M
|
12.4K
$1.64M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.21M - $1.33M
|
12.3K
$1.62M
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
12.2KNew |
$1.2M - $1.32M
|
12.2K
$1.61M
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
12.2K+ 13.15% |
$1.2M - $1.31M
|
105K
$13.8M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.1KNew |
$1.19M - $1.31M
|
12.1K
$1.6M
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.6KNew |
$1.14M - $1.24M
|
11.6K
$1.52M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.5K+ 7.69% |
$1.13M - $1.24M
|
161K
$21.2M
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11.4K+ 0.66% |
$1.12M - $1.23M
|
1.74M
$228M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
10.6KNew |
$1.05M - $1.15M
|
10.6K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4K+ 10.44% |
$1.02M - $1.12M
|
110K
$14.5M
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$1.02M - $1.11M
|
10.3K
$1.36M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$995K - $1.09M
|
10.1K
$1.33M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.87K+ 17.43% |
$970K - $1.06M
|
66.5K
$8.74M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.67K+ 3.91% |
$950K - $1.04M
|
257K
$33.7M
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
9.63K+ 35.37% |
$946K - $1.04M
|
36.9K
$4.85M
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.57KNew |
$940K - $1.03M
|
9.57K
$1.26M
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.22KNew |
$906K - $992K
|
9.22K
$1.21M
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
9.1K+ 32.94% |
$894K - $979K
|
36.7K
$4.83M
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.95K+ 9.27% |
$879K - $963K
|
105K
$13.9M
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
8.92K+ 6.69% |
$877K - $960K
|
142K
$18.7M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.82K+ 201.37% |
$866K - $949K
|
13.2K
$1.74M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
8.79K+ 5.35% |
$863K - $946K
|
173K
$22.7M
|