Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-161- 10.81% |
$15.7K - $16.7K
|
1.33K
$185K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-162Closed |
$15.8K - $16.8K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-167- 1.03% |
$16.3K - $17.4K
|
16K
$2.22M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-169- 1.8% |
$16.4K - $17.6K
|
9.22K
$1.28M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-173- 0.77% |
$16.8K - $18K
|
22.2K
$3.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-177- 0.75% |
$17.2K - $18.4K
|
23.4K
$3.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-178- 0.8% |
$17.3K - $18.5K
|
22.1K
$3.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-181- 7.0% |
$17.6K - $18.8K
|
2.41K
$334K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-190- 2.75% |
$18.5K - $19.8K
|
6.72K
$935K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-191- 1.29% |
$18.6K - $19.9K
|
14.6K
$2.03M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-196- 2.63% |
$19.1K - $20.4K
|
7.25K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-198- 4.8% |
$19.3K - $20.6K
|
3.93K
$546K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-201- 4.04% |
$19.6K - $20.9K
|
4.77K
$663K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-204- 2.27% |
$19.9K - $21.2K
|
8.77K
$1.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-205- 0.29% |
$20K - $21.3K
|
70.2K
$9.76M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-208- 0.23% |
$20.2K - $21.6K
|
90.4K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-217- 0.32% |
$21.1K - $22.6K
|
66.9K
$9.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-251- 1.43% |
$24.4K - $26.1K
|
17.3K
$2.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-260- 3.49% |
$25.3K - $27K
|
7.19K
$999K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-265- 0.34% |
$25.8K - $27.5K
|
78.7K
$10.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-272- 3.02% |
$26.5K - $28.3K
|
8.74K
$1.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-273- 9.13% |
$26.6K - $28.4K
|
2.72K
$378K
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-273- 8.96% |
$26.6K - $28.4K
|
2.77K
$386K
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-281- 1.31% |
$27.3K - $29.2K
|
21.2K
$2.95M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-286- 2.5% |
$27.8K - $29.7K
|
11.2K
$1.55M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-290- 0.51% |
$28.2K - $30.1K
|
56.6K
$7.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-295- 5.75% |
$28.7K - $30.7K
|
4.84K
$672K
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-329- 0.39% |
$32K - $34.2K
|
84.2K
$11.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-336Closed |
$32.7K - $34.9K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-342Closed |
$33.3K - $35.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-343- 0.5% |
$33.4K - $35.7K
|
68.1K
$9.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-347- 6.71% |
$33.8K - $36.1K
|
4.83K
$671K
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-354- 0.28% |
$34.5K - $36.8K
|
127K
$17.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-365- 1.2% |
$35.5K - $37.9K
|
30K
$4.17M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-368- 2.44% |
$35.8K - $38.3K
|
14.7K
$2.05M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-375- 9.88% |
$36.5K - $39K
|
3.42K
$476K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-386- 0.69% |
$37.6K - $40.1K
|
55.7K
$7.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-388- 4.95% |
$37.8K - $40.3K
|
7.45K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-410Closed |
$39.9K - $42.6K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-414- 1.73% |
$40.3K - $43K
|
23.6K
$3.28M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-418Closed |
$40.7K - $43.5K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-422- 5.42% |
$41.1K - $43.9K
|
7.36K
$1.02M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-425- 34.0% |
$41.4K - $44.2K
|
825
$115K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-434- 5.78% |
$42.2K - $45.1K
|
7.08K
$984K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-442- 2.06% |
$43K - $46K
|
21K
$2.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-461- 1.23% |
$44.9K - $47.9K
|
36.9K
$5.13M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-468- 5.57% |
$45.6K - $48.7K
|
7.93K
$1.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-484- 54.08% |
$47.1K - $50.3K
|
411
$57.1K
|
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-484- 1.1% |
$47.1K - $50.3K
|
43.4K
$6.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-490- 17.79% |
$47.7K - $50.9K
|
2.26K
$315K
|