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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
126+ 3.36% |
$12.4K - $13.6K
|
3.87K
$513K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
124+ 5.64% |
$12.2K - $13.3K
|
2.32K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
121+ 2.35% |
$11.9K - $13K
|
5.27K
$698K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
120New |
$11.8K - $12.9K
|
120
$15.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
111+ 2.16% |
$10.9K - $11.9K
|
5.26K
$696K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
104+ 3.06% |
$10.2K - $11.2K
|
3.5K
$464K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
103+ 0.27% |
$10.1K - $11.1K
|
37.9K
$5.02M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100New |
$9.82K - $10.8K
|
100
$13.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
90+ 2.38% |
$8.84K - $9.68K
|
3.87K
$513K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
82+ 1.3% |
$8.06K - $8.82K
|
6.38K
$845K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
78New |
$7.66K - $8.39K
|
78
$10.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
76+ 2.78% |
$7.47K - $8.18K
|
2.81K
$372K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.69% |
$6.88K - $7.53K
|
4.2K
$557K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
67+ 8.29% |
$6.58K - $7.21K
|
875
$116K
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
64+ 0.84% |
$6.29K - $6.89K
|
7.65K
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
62+ 1.77% |
$6.09K - $6.67K
|
3.56K
$471K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
61+ 0.74% |
$5.99K - $6.56K
|
8.3K
$1.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
58+ 2.15% |
$5.7K - $6.24K
|
2.75K
$364K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
55+ 0.73% |
$5.4K - $5.92K
|
7.63K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
54+ 0.87% |
$5.3K - $5.81K
|
6.28K
$832K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
51New |
$5.01K - $5.49K
|
51
$6.76K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
51+ 5.81% |
$5.01K - $5.49K
|
929
$123K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
51+ 0.75% |
$5.01K - $5.49K
|
6.86K
$908K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50+ 13.62% |
$4.91K - $5.38K
|
417
$55.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
BUY
|
- |
48+ 0.83% |
$4.72K - $5.17K
|
5.8K
$768K
|
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
47+ 1.26% |
$4.62K - $5.06K
|
3.77K
$499K
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
46+ 1.76% |
$4.52K - $4.95K
|
2.66K
$353K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
46+ 0.69% |
$4.52K - $4.95K
|
6.74K
$893K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
45+ 0.71% |
$4.42K - $4.84K
|
6.38K
$845K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
44+ 0.22% |
$4.32K - $4.73K
|
19.8K
$2.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
43+ 1.61% |
$4.22K - $4.63K
|
2.71K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
43+ 1.32% |
$4.22K - $4.63K
|
3.3K
$438K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
43+ 0.8% |
$4.22K - $4.63K
|
5.42K
$719K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.59% |
$4.13K - $4.52K
|
7.12K
$943K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
41New |
$4.03K - $4.41K
|
41
$5.43K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 17.86% |
$3.93K - $4.3K
|
264
$35K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
40New |
$3.93K - $4.3K
|
40
$5.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
39+ 0.78% |
$3.83K - $4.2K
|
5.06K
$671K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
35+ 0.54% |
$3.44K - $3.77K
|
6.46K
$856K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
34+ 0.59% |
$3.34K - $3.66K
|
5.83K
$773K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
34+ 0.36% |
$3.34K - $3.66K
|
9.43K
$1.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
32+ 0.9% |
$3.14K - $3.44K
|
3.58K
$475K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 0.64% |
$2.95K - $3.23K
|
4.71K
$624K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
26+ 0.93% |
$2.55K - $2.8K
|
2.82K
$374K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
23+ 0.72% |
$2.26K - $2.48K
|
3.2K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
23+ 0.09% |
$2.26K - $2.48K
|
24.3K
$3.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 0.36% |
$2.06K - $2.26K
|
5.84K
$773K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 4.84% |
$1.96K - $2.15K
|
433
$57.4K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
19+ 4.37% |
$1.87K - $2.04K
|
454
$60.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18+ 0.88% |
$1.77K - $1.94K
|
2.06K
$272K
|