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 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98.1K- 30.22% |
$9.13M - $10.6M
|
226K
$30M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-101KClosed |
$9.41M - $10.9M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-119K- 63.1% |
$11.1M - $12.8M
|
69.8K
$9.24M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-119K- 14.71% |
$11.1M - $12.8M
|
691K
$91.6M
|
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-131KClosed |
$12.2M - $14.1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-144K- 55.53% |
$13.4M - $15.5M
|
115K
$15.3M
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-145KClosed |
$13.5M - $15.7M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-156K- 20.67% |
$14.5M - $16.8M
|
599K
$79.4M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-183K- 54.58% |
$17M - $19.7M
|
152K
$20.2M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-185K- 4.19% |
$17.2M - $19.9M
|
4.24M
$561M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-188K- 12.09% |
$17.5M - $20.2M
|
1.37M
$181M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-219K- 40.57% |
$20.4M - $23.6M
|
322K
$42.6M
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-314KClosed |
$29.2M - $33.8M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-322KClosed |
$29.9M - $34.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-325K- 17.15% |
$30.2M - $34.9M
|
1.57M
$208M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-345K- 9.93% |
$32.1M - $37.2M
|
3.13M
$415M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-355K- 61.96% |
$33M - $38.2M
|
218K
$28.8M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-375K- 22.37% |
$34.9M - $40.4M
|
1.3M
$172M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-500K- 62.99% |
$46.5M - $53.8M
|
294K
$38.9M
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-645K- 63.44% |
$60.1M - $69.5M
|
372K
$49.3M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-687K- 3.61% |
$64M - $74M
|
18.4M
$2.43B
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-827K- 67.06% |
$77M - $89M
|
406K
$53.8M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.45M- 98.47% |
$135M - $156M
|
22.5K
$2.98M
|
|
|
May 17, 2022
Q1 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-2.3M- 28.17% |
$214M - $247M
|
5.85M
$775M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.65M- 25.97% |
$247M - $286M
|
7.56M
$1B
|