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 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
362New |
$35.6K - $39K
|
362
$47.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
360+ 0.08% |
$35.4K - $38.7K
|
451K
$59.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
360+ 38.54% |
$35.4K - $38.7K
|
1.29K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
353+ 7.2% |
$34.7K - $38K
|
5.26K
$691K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
345+ 8.36% |
$33.9K - $37.1K
|
4.47K
$588K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
343+ 4.69% |
$33.7K - $36.9K
|
7.66K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
335New |
$32.9K - $36K
|
335
$44.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
328+ 6.78% |
$32.2K - $35.3K
|
5.17K
$679K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
315+ 2.0% |
$30.9K - $33.9K
|
16K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
309+ 11.27% |
$30.4K - $33.3K
|
3.05K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
307+ 0.82% |
$30.2K - $33K
|
37.5K
$4.94M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
301+ 1.05% |
$29.6K - $32.4K
|
28.9K
$3.79M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
298New |
$29.3K - $32.1K
|
298
$39.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
295+ 4.52% |
$29K - $31.7K
|
6.83K
$898K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
290New |
$28.5K - $31.2K
|
290
$38.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
290+ 1.45% |
$28.5K - $31.2K
|
20.3K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
280+ 1.41% |
$27.5K - $30.1K
|
20.2K
$2.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
279+ 1.89% |
$27.4K - $30K
|
15K
$1.97M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
264+ 264.0% |
$25.9K - $28.4K
|
364
$47.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
258+ 69.92% |
$25.3K - $27.8K
|
627
$82.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
251+ 32.81% |
$24.7K - $27K
|
1.02K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
248New |
$24.4K - $26.7K
|
248
$32.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
246+ 2.45% |
$24.2K - $26.5K
|
10.3K
$1.35M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
244+ 8.91% |
$24K - $26.3K
|
2.98K
$392K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
231+ 8.12% |
$22.7K - $24.9K
|
3.08K
$404K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
225+ 0.31% |
$22.1K - $24.2K
|
73K
$9.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
205+ 7.81% |
$20.1K - $22.1K
|
2.83K
$372K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
202+ 31.22% |
$19.8K - $21.7K
|
849
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
200+ 0.61% |
$19.6K - $21.5K
|
32.8K
$4.31M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
198+ 990.0% |
$19.5K - $21.3K
|
218
$28.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
183+ 37.97% |
$18K - $19.7K
|
665
$87.4K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
180New |
$17.7K - $19.4K
|
180
$23.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
179+ 1.36% |
$17.6K - $19.3K
|
13.3K
$1.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
175+ 6.44% |
$17.2K - $18.8K
|
2.89K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
174+ 7.56% |
$17.1K - $18.7K
|
2.48K
$326K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
169New |
$16.6K - $18.2K
|
169
$22.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
168+ 0.22% |
$16.5K - $18.1K
|
78.2K
$10.3M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
167New |
$16.4K - $18K
|
167
$22K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
155+ 0.63% |
$15.2K - $16.7K
|
24.7K
$3.24M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
153+ 4.79% |
$15K - $16.5K
|
3.35K
$440K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
145+ 2.98% |
$14.2K - $15.6K
|
5.01K
$659K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
142+ 0.73% |
$14K - $15.3K
|
19.5K
$2.56M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
141+ 1.71% |
$13.9K - $15.2K
|
8.38K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
141+ 1.71% |
$13.9K - $15.2K
|
8.38K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
139+ 0.64% |
$13.7K - $15K
|
21.7K
$2.86M
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
139New |
$13.7K - $15K
|
139
$18.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
131+ 4.7% |
$12.9K - $14.1K
|
2.92K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
130New |
$12.8K - $14K
|
130
$17.1K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
128+ 1.12% |
$12.6K - $13.8K
|
11.6K
$1.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
128+ 4.25% |
$12.6K - $13.8K
|
3.14K
$413K
|