Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
29+ 0.59% |
$2.7K - $3.12K
|
4.94K
$684K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
26+ 0.31% |
$2.42K - $2.8K
|
8.33K
$1.15M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
26New |
$2.42K - $2.8K
|
26
$3.6K
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.33% |
$2.33K - $2.69K
|
7.66K
$1.06M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
22+ 0.09% |
$2.05K - $2.37K
|
24.4K
$3.38M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
18+ 0.63% |
$1.68K - $1.94K
|
2.88K
$399K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18+ 0.28% |
$1.68K - $1.94K
|
6.39K
$886K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 0.31% |
$1.68K - $1.94K
|
5.85K
$811K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
17+ 0.31% |
$1.58K - $1.83K
|
5.55K
$769K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
16+ 0.41% |
$1.49K - $1.72K
|
3.91K
$542K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
15+ 0.43% |
$1.4K - $1.61K
|
3.48K
$482K
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.33% |
$1.3K - $1.51K
|
4.25K
$590K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
14+ 3.08% |
$1.3K - $1.51K
|
468
$64.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
12New |
$1.12K - $1.29K
|
12
$1.66K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12+ 1.37% |
$1.12K - $1.29K
|
887
$123K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
12+ 9.3% |
$1.12K - $1.29K
|
141
$19.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
12+ 0.32% |
$1.12K - $1.29K
|
3.78K
$524K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12+ 0.13% |
$1.12K - $1.29K
|
9.23K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
11+ 0.25% |
$1.02K - $1.18K
|
4.36K
$605K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.3% |
$1.02K - $1.18K
|
3.62K
$502K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.25% |
$745 - $861
|
3.15K
$436K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 0.35% |
$652 - $753
|
2.02K
$280K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6+ 0.17% |
$559 - $646
|
3.5K
$485K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
6+ 0.28% |
$559 - $646
|
2.12K
$294K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$465 - $538
|
4.28K
$594K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 2.4% |
$465 - $538
|
213
$29.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
$465 - $538
|
1.35K
$188K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4+ 0.06% |
$372 - $431
|
6.57K
$911K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
3+ 0.3% |
$279 - $323
|
1K
$139K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$279 - $323
|
3
$416
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3+ 0.15% |
$279 - $323
|
2.06K
$285K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$186 - $215
|
2.79K
$387K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$186 - $215
|
3.11K
$431K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
2+ 0.08% |
$186 - $215
|
2.53K
$351K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
2+ 0.03% |
$186 - $215
|
6.84K
$948K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2+ 0.1% |
$186 - $215
|
2.06K
$286K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.83% |
$93.1 - $108
|
121
$16.8K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$93.1 - $108
|
17.8K
$2.47M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.2% |
$93.1 - $108
|
512
$71K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$93.1 - $108
|
15.3K
$2.12M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$93.1 - $108
|
9.99K
$1.38M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
1+ 0.02% |
$93.1 - $108
|
5.22K
$723K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.04% |
$93.1 - $108
|
2.71K
$376K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3- 0.02% |
$279 - $323
|
12.3K
$1.71M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3Closed |
$279 - $323
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-3- 0.1% |
$279 - $323
|
2.98K
$413K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7Closed |
$652 - $753
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$745 - $861
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-9- 0.3% |
$838 - $969
|
3.04K
$422K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-11- 0.08% |
$1.02K - $1.18K
|
13.8K
$1.91M
|