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 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31New |
$3.02K - $3.22K
|
31
$4.31K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
30+ 0.17% |
$2.92K - $3.12K
|
17.5K
$2.43M
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
30+ 6.21% |
$2.92K - $3.12K
|
513
$71.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27+ 0.15% |
$2.63K - $2.81K
|
18.3K
$2.55M
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
25+ 0.35% |
$2.43K - $2.6K
|
7.26K
$1.01M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
25New |
$2.43K - $2.6K
|
25
$3.48K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 0.38% |
$2.14K - $2.29K
|
5.81K
$808K
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22+ 0.43% |
$2.14K - $2.29K
|
5.15K
$715K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21+ 17.5% |
$2.04K - $2.18K
|
141
$19.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20+ 21.51% |
$1.95K - $2.08K
|
113
$15.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.15% |
$1.75K - $1.87K
|
11.8K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
16+ 0.77% |
$1.56K - $1.66K
|
2.1K
$292K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
15+ 0.08% |
$1.46K - $1.56K
|
19.7K
$2.74M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
15New |
$1.46K - $1.56K
|
15
$2.09K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 0.64% |
$1.36K - $1.46K
|
2.19K
$304K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13+ 0.16% |
$1.27K - $1.35K
|
8.17K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.36% |
$1.27K - $1.35K
|
3.63K
$505K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
12+ 0.35% |
$1.17K - $1.25K
|
3.45K
$479K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12+ 0.4% |
$1.17K - $1.25K
|
2.98K
$414K
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
12New |
$1.17K - $1.25K
|
12
$1.67K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$1.07K - $1.14K
|
31.8K
$4.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.07% |
$973 - $1.04K
|
14K
$1.95M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10+ 3.3% |
$973 - $1.04K
|
313
$43.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
9+ 0.01% |
$876 - $936
|
71.1K
$9.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 0.84% |
$876 - $936
|
1.08K
$150K
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
8+ 0.21% |
$779 - $832
|
3.75K
$521K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.03% |
$779 - $832
|
28.4K
$3.95M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6+ 0.28% |
$584 - $624
|
2.12K
$294K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6+ 0.29% |
$584 - $624
|
2.09K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$584 - $624
|
4.27K
$594K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
5+ 0.06% |
$487 - $520
|
8.7K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$389 - $416
|
6.08K
$846K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.37% |
$292 - $312
|
808
$112K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3+ 0.53% |
$292 - $312
|
573
$79.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$292 - $312
|
2.08K
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$292 - $312
|
3
$417
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$97.3 - $104
|
17.8K
$2.47M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.78% |
$97.3 - $104
|
129
$17.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.05% |
$97.3 - $104
|
2.2K
$306K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.21% |
$97.3 - $104
|
482
$67K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$97.3 - $104
|
15.3K
$2.13M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$97.3 - $104
|
208
$28.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$97.3 - $104
|
9.99K
$1.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$97.3 - $104
|
2.18K
$303K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$97.3 - $104
|
10.8K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2- 0.03% |
$195 - $208
|
6.06K
$843K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$389 - $416
|
9.39K
$1.31M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-6- 0.17% |
$584 - $624
|
3.63K
$505K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-6- 0.03% |
$584 - $624
|
19.6K
$2.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.08% |
$584 - $624
|
7.56K
$1.05M
|