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 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.34K+ 5.41% |
$311K - $360K
|
65.1K
$8.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.31K+ 5.27% |
$308K - $356K
|
66.1K
$8.84M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.29K+ 65.58% |
$306K - $354K
|
8.3K
$1.11M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.27K+ 2.59% |
$305K - $352K
|
129K
$17.3M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.26K+ 2.9% |
$303K - $350K
|
115K
$15.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.21K+ 3.1% |
$298K - $345K
|
107K
$14.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.17K+ 3.73% |
$295K - $341K
|
88.1K
$11.8M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.14K+ 24.53% |
$292K - $337K
|
15.9K
$2.13M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
3.12K+ 32.75% |
$291K - $336K
|
12.7K
$1.69M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.02K+ 1.46% |
$281K - $325K
|
209K
$28M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.94K+ 43.33% |
$273K - $316K
|
9.71K
$1.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.93K+ 3.38% |
$273K - $316K
|
89.7K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.93K+ 11.86% |
$272K - $315K
|
27.6K
$3.69M
|
|
|
May 12, 2022
Q1 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
2.92K+ 12.36% |
$272K - $315K
|
26.6K
$3.56M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.87K+ 8.94% |
$267K - $309K
|
35K
$4.68M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.87K+ 5.18% |
$267K - $308K
|
58.2K
$7.78M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.85KNew |
$265K - $306K
|
2.85K
$381K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.81KNew |
$261K - $302K
|
2.81K
$376K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.76K+ 5.47% |
$257K - $297K
|
53.1K
$7.11M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.73KNew |
$254K - $294K
|
2.73K
$365K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.72K+ 28.83% |
$253K - $293K
|
12.1K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 4.32% |
$246K - $285K
|
63.9K
$8.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Libra Wealth LLC
|
BUY
|
- |
2.64K+ 6.23% |
$246K - $284K
|
45.1K
$6.03M
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.64K+ 84.75% |
$246K - $284K
|
5.76K
$770K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.63KNew |
$244K - $283K
|
2.63K
$351K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.61K+ 181.35% |
$243K - $280K
|
4.04K
$541K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.58K+ 17.17% |
$240K - $277K
|
17.6K
$2.35M
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.49K+ 48.91% |
$232K - $268K
|
7.57K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.44K+ 2.59% |
$227K - $263K
|
96.7K
$12.9M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
2.32K+ 11.27% |
$216K - $250K
|
22.9K
$3.07M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.29KNew |
$213K - $246K
|
2.29K
$306K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.29K+ 0.97% |
$213K - $246K
|
238K
$31.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.28KNew |
$213K - $246K
|
2.28K
$305K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
2.27K+ 37.15% |
$211K - $244K
|
8.37K
$1.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.26K+ 1.47% |
$210K - $243K
|
155K
$20.8M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.25KNew |
$209K - $242K
|
2.25K
$301K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.22K+ 7.07% |
$207K - $239K
|
33.6K
$4.5M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
2.22KNew |
$207K - $239K
|
2.22K
$297K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
2.2K+ 13.58% |
$205K - $237K
|
18.4K
$2.47M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.2KNew |
$205K - $237K
|
2.2K
$294K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2K+ 2.07% |
$204K - $236K
|
108K
$14.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.19K+ 50.68% |
$203K - $235K
|
6.5K
$869K
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.16KNew |
$201K - $233K
|
2.16K
$289K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.16KNew |
$201K - $233K
|
2.16K
$289K
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.16KNew |
$201K - $232K
|
2.16K
$288K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.06K+ 3.85% |
$192K - $222K
|
55.6K
$7.44M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.06K+ 30.16% |
$192K - $222K
|
8.89K
$1.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.05KNew |
$191K - $221K
|
2.05K
$274K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2.02K+ 6.05% |
$188K - $218K
|
35.4K
$4.74M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.01K+ 8.57% |
$187K - $217K
|
25.5K
$3.41M
|