Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-129- 6.18% |
$12.7K - $13.9K
|
1.96K
$253K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-131Closed |
$12.9K - $14.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-132- 1.42% |
$13K - $14.2K
|
9.14K
$1.18M
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-133- 0.63% |
$13.1K - $14.3K
|
21.1K
$2.73M
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-135- 3.95% |
$13.3K - $14.5K
|
3.29K
$425K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-138Closed |
$13.6K - $14.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-139- 0.99% |
$13.7K - $15K
|
13.9K
$1.8M
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-150Closed |
$14.7K - $16.1K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-155- 5.58% |
$15.2K - $16.7K
|
2.62K
$339K
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-162- 5.07% |
$15.9K - $17.4K
|
3.03K
$392K
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-163- 0.2% |
$16K - $17.5K
|
80.1K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-175Closed |
$17.2K - $18.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-176Closed |
$17.3K - $18.9K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-178- 2.35% |
$17.5K - $19.2K
|
7.38K
$954K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-178- 3.5% |
$17.5K - $19.2K
|
4.91K
$634K
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-179- 7.79% |
$17.6K - $19.3K
|
2.12K
$274K
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-184- 0.83% |
$18.1K - $19.8K
|
21.9K
$2.83M
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-193- 4.75% |
$19K - $20.8K
|
3.87K
$500K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-194- 13.3% |
$19.1K - $20.9K
|
1.27K
$164K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-196- 2.61% |
$19.3K - $21.1K
|
7.32K
$946K
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-197- 1.77% |
$19.4K - $21.2K
|
11K
$1.42M
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-200Closed |
$19.6K - $21.5K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 0.22% |
$19.6K - $21.5K
|
91.3K
$11.8M
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-203- 0.56% |
$19.9K - $21.8K
|
35.8K
$4.62M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-206- 1.96% |
$20.2K - $22.2K
|
10.3K
$1.33M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-212- 3.05% |
$20.8K - $22.8K
|
6.75K
$873K
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-213Closed |
$20.9K - $22.9K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-216- 6.2% |
$21.2K - $23.2K
|
3.27K
$422K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-219- 3.39% |
$21.5K - $23.6K
|
6.23K
$806K
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-227- 6.8% |
$22.3K - $24.4K
|
3.11K
$402K
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-238- 0.51% |
$23.4K - $25.6K
|
46.3K
$5.99M
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-241- 5.18% |
$23.7K - $25.9K
|
4.41K
$570K
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-242- 5.91% |
$23.8K - $26K
|
3.86K
$498K
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-250- 1.0% |
$24.6K - $26.9K
|
24.7K
$3.19M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-272- 12.01% |
$26.7K - $29.3K
|
1.99K
$258K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-279- 7.83% |
$27.4K - $30K
|
3.29K
$425K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-283- 3.6% |
$27.8K - $30.5K
|
7.58K
$979K
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-287- 4.17% |
$28.2K - $30.9K
|
6.59K
$852K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-291- 0.16% |
$28.6K - $31.3K
|
179K
$23.1M
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-292- 10.08% |
$28.7K - $31.4K
|
2.61K
$337K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-297- 99.0% |
$29.2K - $32K
|
3
$388
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-301Closed |
$29.6K - $32.4K
|
0
$0
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-323- 96.42% |
$31.7K - $34.8K
|
12
$1.55K
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-326- 0.47% |
$32K - $35.1K
|
69.1K
$8.94M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-341- 0.61% |
$33.5K - $36.7K
|
55.3K
$7.15M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-348- 12.4% |
$34.2K - $37.4K
|
2.46K
$318K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-370- 1.28% |
$36.3K - $39.8K
|
28.5K
$3.69M
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-373- 4.27% |
$36.6K - $40.1K
|
8.37K
$1.08M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-382Closed |
$37.5K - $41.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-400- 1.3% |
$39.3K - $43K
|
30.5K
$3.94M
|