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 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
791+ 29.11% |
$77.7K - $85.1K
|
3.51K
$461K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
779+ 13.45% |
$76.5K - $83.8K
|
6.57K
$864K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
778New |
$76.4K - $83.7K
|
778
$102K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
764+ 3.64% |
$75.1K - $82.2K
|
21.8K
$2.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
755+ 21.92% |
$74.2K - $81.2K
|
4.2K
$552K
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
751+ 31.77% |
$73.8K - $80.8K
|
3.12K
$410K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
737+ 15.16% |
$72.4K - $79.3K
|
5.6K
$736K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
724+ 6.66% |
$71.1K - $77.9K
|
11.6K
$1.52M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
707+ 3.35% |
$69.5K - $76.1K
|
21.8K
$2.87M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
695+ 3.06% |
$68.3K - $74.8K
|
23.4K
$3.07M
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
BUY
|
- |
689New |
$67.7K - $74.1K
|
689
$90.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
678+ 5.37% |
$66.6K - $73K
|
13.3K
$1.75M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
678+ 5.37% |
$66.6K - $73K
|
13.3K
$1.75M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
674New |
$66.2K - $72.5K
|
674
$88.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
653+ 7.99% |
$64.2K - $70.3K
|
8.83K
$1.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
638+ 0.83% |
$62.7K - $68.7K
|
77.5K
$10.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
632+ 3.47% |
$62.1K - $68K
|
18.9K
$2.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
627+ 0.5% |
$61.6K - $67.5K
|
126K
$16.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
624+ 4.27% |
$61.3K - $67.1K
|
15.2K
$2M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
621+ 5.26% |
$61K - $66.8K
|
12.4K
$1.63M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
617+ 1.17% |
$60.6K - $66.4K
|
53.1K
$6.99M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
617+ 0.33% |
$60.6K - $66.4K
|
185K
$24.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
615+ 24.68% |
$60.4K - $66.2K
|
3.11K
$409K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
609New |
$59.8K - $65.5K
|
609
$80.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
598+ 15.11% |
$58.7K - $64.4K
|
4.56K
$599K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
597+ 16.32% |
$58.6K - $64.2K
|
4.25K
$559K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
577+ 0.44% |
$56.7K - $62.1K
|
131K
$17.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
577+ 3.61% |
$56.7K - $62.1K
|
16.6K
$2.18M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
545+ 9.89% |
$53.5K - $58.6K
|
6.06K
$796K
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
540+ 3.09% |
$53K - $58.1K
|
18K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
527+ 8.68% |
$51.8K - $56.7K
|
6.6K
$867K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
522+ 0.98% |
$51.3K - $56.2K
|
53.6K
$7.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
492+ 443.24% |
$48.3K - $52.9K
|
603
$79.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
477+ 2.05% |
$46.9K - $51.3K
|
23.8K
$3.13M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
466+ 19.66% |
$45.8K - $50.1K
|
2.84K
$373K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
466+ 4.87% |
$45.8K - $50.1K
|
10K
$1.32M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
453New |
$44.5K - $48.7K
|
453
$59.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
452New |
$44.4K - $48.6K
|
452
$59.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
447+ 6.22% |
$43.9K - $48.1K
|
7.64K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
431New |
$42.3K - $46.4K
|
431
$56.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
416+ 1.11% |
$40.9K - $44.8K
|
38K
$5M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
410+ 0.65% |
$40.3K - $44.1K
|
63.9K
$8.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
406+ 4.35% |
$39.9K - $43.7K
|
9.73K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
389+ 3.56% |
$38.2K - $41.9K
|
11.3K
$1.49M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
389+ 3.01% |
$38.2K - $41.9K
|
13.3K
$1.75M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
386New |
$37.9K - $41.5K
|
386
$50.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
383+ 660.34% |
$37.6K - $41.2K
|
441
$58K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
375+ 0.61% |
$36.8K - $40.4K
|
61.7K
$8.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
372+ 0.27% |
$36.5K - $40K
|
137K
$18M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
369+ 9.38% |
$36.3K - $39.7K
|
4.3K
$566K
|