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 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.87KClosed |
$174K - $201K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.87K- 0.76% |
$174K - $202K
|
246K
$31.8M
|
|
May 16, 2022
Q1 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.91K- 22.56% |
$178K - $206K
|
6.56K
$848K
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.91K- 2.41% |
$178K - $206K
|
77.6K
$10M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.92KClosed |
$179K - $206K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.96KClosed |
$182K - $211K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.96K- 1.33% |
$183K - $211K
|
146K
$18.9M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-1.97KClosed |
$183K - $212K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.98KClosed |
$184K - $213K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.98KClosed |
$184K - $213K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.99KClosed |
$185K - $214K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$188K - $218K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.04KClosed |
$190K - $219K
|
0
$0
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.06K- 22.5% |
$192K - $222K
|
7.1K
$917K
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.13KClosed |
$198K - $229K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-2.13KClosed |
$198K - $229K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.17K- 3.39% |
$202K - $233K
|
61.7K
$7.98M
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.18KClosed |
$203K - $235K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$203K - $235K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.19K- 18.31% |
$204K - $236K
|
9.77K
$1.26M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.22K- 5.08% |
$207K - $239K
|
41.5K
$5.37M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.27K- 1.09% |
$211K - $244K
|
206K
$26.6M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.33K- 44.27% |
$217K - $251K
|
2.94K
$379K
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.34K- 99.91% |
$217K - $251K
|
2
$259
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.4KClosed |
$223K - $258K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.43K- 0.73% |
$226K - $261K
|
330K
$42.6M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.45KClosed |
$228K - $264K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.63K- 24.76% |
$245K - $283K
|
8K
$1.03M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.67KClosed |
$249K - $288K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-2.68KClosed |
$250K - $289K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.69K- 5.71% |
$250K - $289K
|
44.4K
$5.74M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.72K- 1.71% |
$253K - $293K
|
156K
$20.2M
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.75KClosed |
$256K - $296K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.77K- 7.97% |
$258K - $298K
|
32K
$4.14M
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.81KClosed |
$261K - $302K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.85K- 19.02% |
$265K - $307K
|
12.1K
$1.57M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.87KClosed |
$267K - $309K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.99K- 48.99% |
$278K - $321K
|
3.11K
$402K
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.99KClosed |
$279K - $322K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3K- 80.43% |
$279K - $323K
|
730
$94.4K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.03K- 21.89% |
$282K - $326K
|
10.8K
$1.4M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.08K- 4.53% |
$287K - $332K
|
65K
$8.4M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.21K- 57.74% |
$298K - $345K
|
2.35K
$303K
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.22KClosed |
$299K - $346K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.25K- 16.25% |
$302K - $349K
|
16.7K
$2.16M
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.38K- 3.68% |
$315K - $364K
|
88.7K
$11.5M
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.5K- 5.25% |
$326K - $376K
|
63.1K
$8.16M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 6.63% |
$341K - $394K
|
51.5K
$6.66M
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.67KClosed |
$342K - $395K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.7K- 8.59% |
$344K - $398K
|
39.4K
$5.09M
|