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 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 10.99% |
$862K - $944K
|
88.6K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8.66K+ 12.51% |
$851K - $932K
|
77.9K
$10.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.66K+ 24.7% |
$851K - $932K
|
43.7K
$5.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8.28KNew |
$813K - $891K
|
8.28K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
8.26K+ 6.36% |
$812K - $889K
|
138K
$18.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.14K+ 7.09% |
$800K - $876K
|
123K
$16.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.14K+ 13.73% |
$800K - $876K
|
67.4K
$8.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.14KNew |
$799K - $875K
|
8.14K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.9KNew |
$776K - $850K
|
7.9K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
7.89KNew |
$775K - $849K
|
7.89K
$1.04M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.86K+ 3.96% |
$772K - $846K
|
207K
$27.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.82KNew |
$768K - $841K
|
7.82K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.68K+ 27.45% |
$755K - $827K
|
35.7K
$4.73M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
7.58K+ 5.32% |
$745K - $816K
|
150K
$19.9M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.3KNew |
$717K - $785K
|
7.3K
$967K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.24K+ 62.23% |
$711K - $779K
|
18.9K
$2.5M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
7.22KNew |
$709K - $776K
|
7.22K
$956K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.09KNew |
$697K - $763K
|
7.09K
$939K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.07KNew |
$695K - $761K
|
7.07K
$937K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.97K+ 22.04% |
$685K - $750K
|
38.6K
$5.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.93K+ 8.14% |
$681K - $746K
|
92.1K
$12.2M
|
|
|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
6.93KNew |
$681K - $746K
|
6.93K
$918K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.77KNew |
$665K - $729K
|
6.77K
$897K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71K+ 6.37% |
$660K - $722K
|
112K
$14.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.56K+ 10.92% |
$645K - $706K
|
66.6K
$8.83M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
6.01KNew |
$590K - $646K
|
6.01K
$795K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.85K+ 78.68% |
$575K - $630K
|
13.3K
$1.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.83KNew |
$573K - $627K
|
5.83K
$772K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.8KNew |
$570K - $624K
|
5.8K
$768K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.8K+ 75.66% |
$569K - $624K
|
13.5K
$1.78M
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
5.78K+ 26.01% |
$568K - $622K
|
28K
$3.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.72K+ 7.6% |
$562K - $615K
|
80.9K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.52KNew |
$542K - $594K
|
5.52K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5.51K+ 2.99% |
$541K - $593K
|
190K
$25.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.25K+ 6.9% |
$516K - $565K
|
81.3K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.24KNew |
$515K - $564K
|
5.24K
$695K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.22K+ 89.29% |
$513K - $561K
|
11.1K
$1.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.2K+ 2.22% |
$510K - $559K
|
239K
$31.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.19K+ 138.96% |
$510K - $558K
|
8.93K
$1.18M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5.09KNew |
$500K - $548K
|
5.09K
$674K
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.09KNew |
$500K - $547K
|
5.09K
$673K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.03K+ 1.63% |
$494K - $541K
|
313K
$41.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5K+ 18.43% |
$491K - $538K
|
32.1K
$4.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
BUY
|
- |
4.89K+ 7.66% |
$480K - $526K
|
68.7K
$9.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
4.86K+ 1.1% |
$477K - $523K
|
447K
$59.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
4.81KNew |
$472K - $517K
|
4.81K
$636K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.8KNew |
$472K - $517K
|
4.8K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.77K+ 50.49% |
$468K - $513K
|
14.2K
$1.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4.61K+ 10.13% |
$453K - $497K
|
50.2K
$6.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.61K+ 2.28% |
$453K - $496K
|
206K
$27.3M
|