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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
1.65K+ 704.7% |
$162K - $177K
|
1.88K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.62K+ 195.31% |
$159K - $175K
|
2.45K
$325K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.62KNew |
$159K - $174K
|
1.62K
$215K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
1.56K+ 6.88% |
$153K - $168K
|
24.3K
$3.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.5K+ 5.11% |
$147K - $161K
|
30.8K
$4.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.47K+ 32.37% |
$145K - $159K
|
6.02K
$798K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.43KNew |
$141K - $154K
|
1.43K
$190K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.41K+ 3.83% |
$139K - $152K
|
38.3K
$5.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.37K+ 1.42% |
$134K - $147K
|
98.1K
$13M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.35KNew |
$132K - $145K
|
1.35K
$179K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 0.46% |
$131K - $144K
|
293K
$38.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.33KNew |
$130K - $143K
|
1.33K
$176K
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.3K+ 38.29% |
$128K - $140K
|
4.7K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.3K+ 5.85% |
$128K - $140K
|
23.5K
$3.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.29K+ 1.61% |
$127K - $139K
|
81.5K
$10.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.26K+ 49.63% |
$124K - $135K
|
3.79K
$503K
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.26K+ 1.6% |
$124K - $135K
|
80K
$10.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.25K+ 1.78% |
$123K - $135K
|
71.5K
$9.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.23K+ 1.17% |
$121K - $132K
|
106K
$14M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.18K+ 1.05% |
$116K - $127K
|
114K
$15.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.18K+ 7.13% |
$115K - $126K
|
17.7K
$2.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.14K+ 4.18% |
$112K - $123K
|
28.4K
$3.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.14K+ 3.03% |
$112K - $122K
|
38.7K
$5.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.13K+ 53.57% |
$111K - $121K
|
3.23K
$427K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.11K+ 19.15% |
$109K - $119K
|
6.91K
$915K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.11K+ 3.79% |
$109K - $119K
|
30.3K
$4.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.09K+ 46.32% |
$107K - $117K
|
3.44K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.09K+ 16.91% |
$107K - $117K
|
7.52K
$996K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.07K+ 1.14% |
$105K - $115K
|
94.2K
$12.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.04K+ 1.32% |
$102K - $112K
|
79.5K
$10.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
1.03K+ 5.93% |
$101K - $110K
|
18.3K
$2.43M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.03K+ 2.36% |
$101K - $110K
|
44.5K
$5.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.02K+ 0.95% |
$100K - $110K
|
109K
$14.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.57% |
$100K - $110K
|
29.6K
$3.92M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.01K+ 4.53% |
$98.8K - $108K
|
23.2K
$3.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
987+ 129.53% |
$97K - $106K
|
1.75K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
974+ 20.48% |
$95.7K - $105K
|
5.73K
$759K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
955+ 46.38% |
$93.8K - $103K
|
3.01K
$399K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
938+ 6.78% |
$92.1K - $101K
|
14.8K
$1.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
930+ 13.87% |
$91.4K - $100K
|
7.63K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
907New |
$89.1K - $97.6K
|
907
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
901+ 23.1% |
$88.5K - $97K
|
4.8K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
870+ 2.03% |
$85.5K - $93.6K
|
43.8K
$5.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
864+ 0.39% |
$84.9K - $93K
|
222K
$29.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
862+ 39.51% |
$84.7K - $92.8K
|
3.04K
$403K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
861+ 0.09% |
$84.6K - $92.7K
|
959K
$127M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
832+ 5.72% |
$81.7K - $89.5K
|
15.4K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
827+ 238.33% |
$81.2K - $89K
|
1.17K
$156K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
813+ 9.13% |
$79.9K - $87.5K
|
9.72K
$1.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
803+ 7.38% |
$78.9K - $86.4K
|
11.7K
$1.55M
|