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
|
Plancorp, LLC
|
SELL
|
- |
-20- 0.02% |
$1.86K - $2.15K
|
80.1K
$10.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-21Closed |
$1.95K - $2.26K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24- 0.77% |
$2.23K - $2.58K
|
3.09K
$400K
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-27- 0.2% |
$2.51K - $2.91K
|
13.3K
$1.72M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-28- 0.65% |
$2.61K - $3.01K
|
4.28K
$553K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32- 0.61% |
$2.98K - $3.44K
|
5.21K
$674K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35- 1.49% |
$3.26K - $3.77K
|
2.32K
$299K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-35Closed |
$3.26K - $3.77K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-36- 1.58% |
$3.35K - $3.87K
|
2.25K
$291K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-38- 0.22% |
$3.54K - $4.09K
|
17.5K
$2.26M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 3.79% |
$3.82K - $4.41K
|
1.04K
$134K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.98% |
$3.82K - $4.41K
|
4.16K
$538K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-42- 0.53% |
$3.91K - $4.52K
|
7.87K
$1.02M
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-42- 1.08% |
$3.91K - $4.52K
|
3.83K
$495K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-42- 0.18% |
$3.91K - $4.52K
|
23.7K
$3.07M
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-43- 0.15% |
$4K - $4.63K
|
29.5K
$3.82M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-47- 0.19% |
$4.38K - $5.06K
|
24.6K
$3.18M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
SELL
|
- |
-50- 0.08% |
$4.65K - $5.38K
|
60.9K
$7.87M
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-50- 1.4% |
$4.65K - $5.38K
|
3.52K
$455K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-50- 0.5% |
$4.65K - $5.38K
|
9.89K
$1.28M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 11.99% |
$4.65K - $5.38K
|
367
$47.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 1.95% |
$4.65K - $5.38K
|
2.51K
$324K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55- 1.08% |
$5.12K - $5.92K
|
5.04K
$651K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-58- 0.96% |
$5.4K - $6.24K
|
5.98K
$773K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-59- 0.08% |
$5.49K - $6.35K
|
76K
$9.82M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-61- 2.52% |
$5.68K - $6.57K
|
2.36K
$304K
|
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-61- 0.16% |
$5.68K - $6.57K
|
38.6K
$4.99M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-61- 0.27% |
$5.68K - $6.57K
|
22.3K
$2.88M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-62- 0.45% |
$5.77K - $6.67K
|
13.6K
$1.76M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-67- 3.16% |
$6.24K - $7.21K
|
2.05K
$265K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-71- 0.69% |
$6.61K - $7.64K
|
10.3K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-75- 0.85% |
$6.98K - $8.07K
|
8.75K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-81- 0.37% |
$7.54K - $8.72K
|
21.7K
$2.81M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-81- 0.16% |
$7.54K - $8.72K
|
51.9K
$6.71M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-83- 3.82% |
$7.73K - $8.93K
|
2.09K
$270K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-85- 13.64% |
$7.91K - $9.15K
|
538
$69.5K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-86- 2.27% |
$8.01K - $9.26K
|
3.7K
$478K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-87- 3.28% |
$8.1K - $9.36K
|
2.57K
$332K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-90- 0.38% |
$8.38K - $9.69K
|
23.5K
$3.03M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-94- 1.55% |
$8.75K - $10.1K
|
5.96K
$771K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-94- 0.27% |
$8.75K - $10.1K
|
34.9K
$4.51M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-100- 29.59% |
$9.31K - $10.8K
|
238
$30.8K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 1.37% |
$9.31K - $10.8K
|
7.22K
$933K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-120Closed |
$11.2K - $12.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 1.08% |
$11.4K - $13.1K
|
11.2K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-130Closed |
$12.1K - $14K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-134- 1.67% |
$12.5K - $14.4K
|
7.88K
$1.02M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-135- 20.93% |
$12.6K - $14.5K
|
510
$65.9K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-135- 4.08% |
$12.6K - $14.5K
|
3.17K
$410K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-136- 68.0% |
$12.7K - $14.6K
|
64
$8.27K
|