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 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.53KNew |
$445K - $488K
|
4.53K
$596K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
4.45K+ 20.08% |
$437K - $478K
|
26.6K
$3.5M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.34K+ 9.43% |
$426K - $467K
|
50.4K
$6.62M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.3KNew |
$422K - $462K
|
4.3K
$565K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.01K+ 1.48% |
$394K - $432K
|
275K
$36.2M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.97KNew |
$390K - $427K
|
3.97K
$522K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
3.9KNew |
$383K - $420K
|
3.9K
$513K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
3.83K+ 27.96% |
$376K - $412K
|
17.5K
$2.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.82K+ 6.48% |
$376K - $412K
|
62.8K
$8.26M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.72K+ 2.49% |
$366K - $400K
|
153K
$20.1M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.7KNew |
$363K - $398K
|
3.7K
$486K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.68KNew |
$362K - $396K
|
3.68K
$484K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.67KNew |
$361K - $395K
|
3.67K
$483K
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
3.61KNew |
$354K - $388K
|
3.61K
$474K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.59K+ 0.87% |
$353K - $387K
|
415K
$54.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.57K+ 2.3% |
$351K - $384K
|
159K
$20.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
3.51KNew |
$345K - $378K
|
3.51K
$462K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.51KNew |
$345K - $377K
|
3.51K
$461K
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$344K - $377K
|
3.5K
$461K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.5KNew |
$344K - $377K
|
3.5K
$460K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.48K+ 1392.0% |
$342K - $374K
|
3.73K
$490K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.43KNew |
$337K - $369K
|
3.43K
$451K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39K+ 3.75% |
$333K - $365K
|
93.8K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.34K+ 0.71% |
$328K - $360K
|
475K
$62.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.34K+ 0.69% |
$328K - $360K
|
486K
$63.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
3.33K+ 1.8% |
$327K - $358K
|
188K
$24.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.3KNew |
$324K - $355K
|
3.3K
$434K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$316K - $346K
|
3.21K
$423K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
3.19KNew |
$313K - $343K
|
3.19K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.15K+ 21.64% |
$310K - $339K
|
17.7K
$2.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.15K+ 2.27% |
$309K - $339K
|
142K
$18.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.13K+ 3.19% |
$307K - $337K
|
101K
$13.3M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.12KNew |
$306K - $336K
|
3.12K
$410K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.05K+ 12.56% |
$299K - $328K
|
27.3K
$3.59M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.04K+ 232.01% |
$299K - $328K
|
4.36K
$573K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3KNew |
$295K - $323K
|
3K
$395K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
2.97K+ 9.1% |
$292K - $320K
|
35.6K
$4.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.95KNew |
$290K - $317K
|
2.95K
$388K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.94K+ 112.44% |
$289K - $316K
|
5.55K
$730K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
2.88KNew |
$283K - $309K
|
2.88K
$378K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.87KNew |
$282K - $309K
|
2.87K
$378K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.84K+ 98.44% |
$279K - $306K
|
5.73K
$753K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.84KNew |
$279K - $305K
|
2.84K
$373K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.82KNew |
$277K - $303K
|
2.82K
$370K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2.82K+ 1.58% |
$277K - $303K
|
181K
$23.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.81KNew |
$276K - $302K
|
2.81K
$369K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.77K+ 11.92% |
$272K - $298K
|
26K
$3.42M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.76K+ 19.81% |
$271K - $297K
|
16.7K
$2.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.71K+ 0.82% |
$267K - $292K
|
332K
$43.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.68KNew |
$264K - $289K
|
2.68K
$353K
|