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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.53K- 50.93% |
$248K - $272K
|
2.44K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 64.2% |
$269K - $294K
|
1.53K
$197K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-2.83K- 2.26% |
$278K - $304K
|
122K
$15.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 3.33% |
$281K - $308K
|
83.1K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.93KClosed |
$288K - $315K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.95K- 5.07% |
$290K - $317K
|
55.2K
$7.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.1K- 41.79% |
$304K - $333K
|
4.31K
$558K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.42K- 9.81% |
$335K - $367K
|
31.4K
$4.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-3.53K- 0.53% |
$347K - $380K
|
659K
$85.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.63K- 1.94% |
$356K - $390K
|
183K
$23.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-3.76K- 1.17% |
$370K - $405K
|
318K
$41.1M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.84K- 5.92% |
$377K - $413K
|
61K
$7.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.86KClosed |
$379K - $415K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.24KClosed |
$417K - $457K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.36K- 9.79% |
$428K - $469K
|
40.1K
$5.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.4K- 3.99% |
$432K - $474K
|
106K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.85KClosed |
$476K - $522K
|
0
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-4.88K- 4.3% |
$480K - $525K
|
109K
$14M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.91K- 51.26% |
$482K - $528K
|
4.67K
$603K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.99K- 4.14% |
$490K - $537K
|
116K
$14.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.14K- 9.17% |
$505K - $554K
|
51K
$6.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.25K- 3.49% |
$516K - $565K
|
145K
$18.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-5.26K- 18.18% |
$517K - $566K
|
23.7K
$3.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
SELL
|
- |
-5.45K- 1.29% |
$535K - $586K
|
416K
$53.7M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.54K- 8.3% |
$544K - $596K
|
61.2K
$7.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.72KClosed |
$562K - $615K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.77K- 29.41% |
$567K - $621K
|
13.8K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.97K- 6.29% |
$587K - $643K
|
89K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.54K- 2.38% |
$642K - $704K
|
269K
$34.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.72K- 1.4% |
$660K - $723K
|
472K
$61M
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-6.83K- 67.98% |
$671K - $735K
|
3.22K
$416K
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.96KClosed |
$684K - $749K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.11KClosed |
$698K - $765K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.14K- 2.8% |
$701K - $768K
|
248K
$32M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-8.17KClosed |
$803K - $879K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-8.7K- 75.14% |
$854K - $936K
|
2.88K
$372K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.86K- 4.21% |
$870K - $953K
|
201K
$26M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8.98K- 27.62% |
$883K - $967K
|
23.5K
$3.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
SELL
|
- |
-9.25KClosed |
$909K - $995K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-9.54K- 15.11% |
$938K - $1.03M
|
53.6K
$6.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.65K- 7.8% |
$948K - $1.04M
|
114K
$14.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-10.5K- 0.43% |
$1.03M - $1.13M
|
2.41M
$311M
|
|
|
Feb 14, 2022
Q4 2021
|
Reliant Wealth Planning
|
SELL
|
- |
-10.5K- 1.81% |
$1.03M - $1.13M
|
571K
$73.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.7K- 9.2% |
$1.05M - $1.16M
|
106K
$13.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-10.9K- 47.9% |
$1.07M - $1.17M
|
11.8K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-11K- 1.09% |
$1.08M - $1.18M
|
997K
$129M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-11K- 1.15% |
$1.08M - $1.18M
|
947K
$122M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.9K- 5.39% |
$1.17M - $1.28M
|
208K
$26.9M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12.9K- 96.84% |
$1.27M - $1.39M
|
421
$54.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 4.58% |
$1.27M - $1.39M
|
268K
$34.7M
|