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
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.67KNew |
$263K - $288K
|
2.67K
$351K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
2.67K+ 38.91% |
$262K - $288K
|
9.54K
$1.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.67K+ 2358.41% |
$262K - $287K
|
2.78K
$365K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.65KNew |
$261K - $285K
|
2.65K
$349K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$259K - $283K
|
2.63K
$346K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.62K+ 8.31% |
$257K - $282K
|
34.1K
$4.48M
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.6K+ 3.09% |
$255K - $279K
|
86.8K
$11.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
2.48K+ 12.81% |
$244K - $267K
|
21.9K
$2.88M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.46KNew |
$241K - $264K
|
2.46K
$323K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.42KNew |
$237K - $260K
|
2.42K
$318K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.34KNew |
$230K - $251K
|
2.34K
$307K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.27KNew |
$223K - $244K
|
2.27K
$298K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.24KNew |
$220K - $241K
|
2.24K
$294K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.24KNew |
$220K - $241K
|
2.24K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.23KNew |
$219K - $240K
|
2.23K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.2K+ 2.18% |
$217K - $237K
|
103K
$13.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.18KNew |
$214K - $235K
|
2.18K
$287K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.17KNew |
$213K - $234K
|
2.17K
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.16KNew |
$212K - $232K
|
2.16K
$284K
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
2.15KNew |
$211K - $231K
|
2.15K
$283K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$210K - $230K
|
2.14K
$281K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.13KNew |
$209K - $229K
|
2.13K
$280K
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.1K+ 2.34% |
$207K - $226K
|
92K
$12.1M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.06KNew |
$203K - $222K
|
2.06K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.06KNew |
$203K - $222K
|
2.06K
$271K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
2.06KNew |
$202K - $221K
|
2.06K
$270K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.05K+ 6.17% |
$201K - $220K
|
35.3K
$4.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.04KNew |
$200K - $219K
|
2.04K
$268K
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.03K+ 0.61% |
$199K - $218K
|
333K
$43.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$199K - $218K
|
2.02K
$266K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
2.01KNew |
$198K - $216K
|
2.01K
$264K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.01K+ 3.28% |
$197K - $216K
|
63.2K
$8.32M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98KNew |
$195K - $213K
|
1.98K
$261K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.98K+ 31.95% |
$194K - $213K
|
8.16K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
1.97KNew |
$193K - $212K
|
1.97K
$259K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
1.93K+ 40.49% |
$190K - $208K
|
6.7K
$881K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
1.92KNew |
$189K - $207K
|
1.92K
$253K
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.92KNew |
$189K - $207K
|
1.92K
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.92K+ 2.59% |
$188K - $206K
|
76K
$9.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.92KNew |
$188K - $206K
|
1.92K
$252K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.91K+ 26.31% |
$187K - $205K
|
9.15K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.87KNew |
$184K - $201K
|
1.87K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.87KNew |
$183K - $201K
|
1.87K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.85K+ 18.26% |
$181K - $199K
|
12K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.79K+ 4.26% |
$175K - $192K
|
43.7K
$5.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.78K+ 5.62% |
$175K - $191K
|
33.4K
$4.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
1.77K+ 30.1% |
$174K - $190K
|
7.65K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.75K+ 32.14% |
$172K - $188K
|
7.19K
$946K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.69K+ 17.49% |
$166K - $182K
|
11.4K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.65K+ 1.07% |
$162K - $178K
|
156K
$20.5M
|