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 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
681+ 0.66% |
$66.3K - $70.8K
|
105K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
655+ 0.85% |
$63.8K - $68.1K
|
78.1K
$10.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
647New |
$63K - $67.3K
|
647
$86.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
645+ 2.55% |
$62.8K - $67.1K
|
25.9K
$3.47M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
634+ 4.0% |
$61.7K - $65.9K
|
16.5K
$2.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
621+ 5.26% |
$60.4K - $64.6K
|
12.4K
$1.67M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
621+ 19.66% |
$60.4K - $64.6K
|
3.78K
$506K
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
616+ 1.19% |
$60K - $64K
|
52.5K
$7.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
614+ 19.94% |
$59.8K - $63.8K
|
3.69K
$495K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
573+ 8.18% |
$55.8K - $59.6K
|
7.58K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
571+ 9.16% |
$55.6K - $59.4K
|
6.8K
$911K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
570+ 97.94% |
$55.5K - $59.3K
|
1.15K
$154K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
568+ 0.42% |
$55.3K - $59K
|
137K
$18.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
560+ 1.32% |
$54.5K - $58.2K
|
43K
$5.75M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
518New |
$50.4K - $53.9K
|
518
$69.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
511+ 3.37% |
$49.7K - $53.1K
|
15.7K
$2.1M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
496+ 16.57% |
$48.3K - $51.6K
|
3.49K
$467K
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
491+ 1.25% |
$47.8K - $51K
|
39.7K
$5.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
473+ 3.79% |
$46K - $49.2K
|
12.9K
$1.73M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
471+ 7.77% |
$45.8K - $49K
|
6.53K
$875K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
470+ 46.67% |
$45.7K - $48.9K
|
1.48K
$198K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
452+ 21.77% |
$44K - $47K
|
2.53K
$339K
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
451+ 1.68% |
$43.9K - $46.9K
|
27.2K
$3.65M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
451+ 1.28% |
$43.9K - $46.9K
|
35.7K
$4.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
431+ 107.75% |
$41.9K - $44.8K
|
831
$111K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
425+ 4250.0% |
$41.4K - $44.2K
|
435
$58.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
403+ 9.99% |
$39.2K - $41.9K
|
4.44K
$595K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
401+ 14.79% |
$39K - $41.7K
|
3.11K
$417K
|
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
389+ 5.41% |
$37.9K - $40.4K
|
7.58K
$1.02M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
382New |
$37.2K - $39.7K
|
382
$51.2K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
381+ 4.96% |
$37.1K - $39.6K
|
8.06K
$1.08M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
381+ 4.96% |
$37.1K - $39.6K
|
8.06K
$1.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
377+ 1.98% |
$36.7K - $39.2K
|
19.4K
$2.6M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
374+ 0.48% |
$36.4K - $38.9K
|
78.5K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
372+ 1.23% |
$36.2K - $38.7K
|
30.6K
$4.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
359+ 1.15% |
$34.9K - $37.3K
|
31.6K
$4.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
341+ 11.68% |
$33.2K - $35.5K
|
3.26K
$437K
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
336+ 0.46% |
$32.7K - $34.9K
|
72.8K
$9.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
326+ 10.11% |
$31.7K - $33.9K
|
3.55K
$476K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
326+ 1.47% |
$31.7K - $33.9K
|
22.5K
$3.02M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
319+ 8.13% |
$31K - $33.2K
|
4.24K
$568K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
300New |
$29.2K - $31.2K
|
300
$40.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
290+ 5.26% |
$28.2K - $30.1K
|
5.8K
$777K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
274+ 0.95% |
$26.7K - $28.5K
|
29.1K
$3.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
274+ 0.22% |
$26.7K - $28.5K
|
125K
$16.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
273+ 1.89% |
$26.6K - $28.4K
|
14.7K
$1.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
271+ 1.9% |
$26.4K - $28.2K
|
14.5K
$1.95M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
261+ 7.89% |
$25.4K - $27.1K
|
3.57K
$478K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
260+ 0.36% |
$25.3K - $27K
|
72.1K
$9.66M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
250New |
$24.3K - $26K
|
250
$33.5K
|