Latest Institutional Sells of Ishares Core S&P Total U.S. St (ITOT)
This list provides information on the latest institutional transactions involving Ishares Core S&P Total U.S. St (ITOT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-574- 1.32% |
$65.1K - $72.1K
|
42.9K
$5.29M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-516- 1.08% |
$58.5K - $64.8K
|
47.4K
$5.85M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-487- 2.84% |
$55.2K - $61.2K
|
16.7K
$2.06M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-472- 72.95% |
$53.5K - $59.3K
|
175
$21.6K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-389- 4.68% |
$44.1K - $48.9K
|
7.93K
$978K
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-370- 10.02% |
$42K - $46.5K
|
3.32K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-316- 25.65% |
$35.8K - $39.7K
|
916
$113K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-284- 11.59% |
$32.2K - $35.7K
|
2.17K
$267K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-249- 0.31% |
$28.2K - $31.3K
|
80.8K
$9.96M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-213- 9.62% |
$24.2K - $26.8K
|
2K
$247K
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-206- 3.34% |
$23.4K - $25.9K
|
5.95K
$734K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-200- 0.16% |
$22.7K - $25.1K
|
122K
$15.1M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-160- 2.71% |
$18.1K - $20.1K
|
5.75K
$710K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-150- 28.85% |
$17K - $18.8K
|
370
$45.6K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-134- 6.51% |
$15.2K - $16.8K
|
1.92K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-131- 6.37% |
$14.9K - $16.5K
|
1.93K
$237K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-121- 36.67% |
$13.7K - $15.2K
|
209
$25.8K
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-110- 12.43% |
$12.5K - $13.8K
|
775
$95.6K
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-102- 5.44% |
$11.6K - $12.8K
|
1.77K
$219K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 0.39% |
$11.3K - $12.6K
|
25.6K
$3.16M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-90- 0.91% |
$10.2K - $11.3K
|
9.84K
$1.21M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-65- 1.22% |
$7.37K - $8.17K
|
5.28K
$651K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.36% |
$4.54K - $5.02K
|
11.2K
$1.38M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-39- 0.57% |
$4.42K - $4.9K
|
6.81K
$840K
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-37- 0.8% |
$4.2K - $4.65K
|
4.61K
$568K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-29- 0.23% |
$3.29K - $3.64K
|
12.5K
$1.55M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-24- 0.24% |
$2.72K - $3.01K
|
10K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-20- 0.87% |
$2.27K - $2.51K
|
2.28K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-17- 0.75% |
$1.93K - $2.14K
|
2.24K
$276K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 4.83% |
$1.13K - $1.26K
|
197
$24.3K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2- 0.04% |
$227 - $251
|
4.51K
$556K
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$113 - $126
|
6.91K
$853K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$113 - $126
|
5.18K
$639K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-533K- 6.82% |
$58M - $63.5M
|
7.28M
$899M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-106K- 91.24% |
$11.5M - $12.6M
|
10.1K
$1.25M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21.3K- 91.55% |
$2.31M - $2.53M
|
1.96K
$242K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.9K- 83.64% |
$1.18M - $1.3M
|
2.13K
$263K
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-10.8K- 8.72% |
$1.18M - $1.29M
|
114K
$14M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.56K- 71.4% |
$713K - $782K
|
2.63K
$324K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.22K- 98.7% |
$676K - $741K
|
82
$10.1K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4K- 2.73% |
$435K - $477K
|
143K
$17.6M
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.6K- 17.97% |
$392K - $429K
|
16.4K
$2.03M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.53K- 12.81% |
$384K - $420K
|
24K
$2.96M
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-3.38K- 1.02% |
$367K - $403K
|
328K
$40.5M
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2K- 30.69% |
$218K - $238K
|
4.52K
$557K
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-750- 3.42% |
$81.6K - $89.4K
|
21.2K
$2.61M
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-602- 17.93% |
$65.5K - $71.8K
|
2.76K
$340K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-587- 38.19% |
$63.9K - $70K
|
950
$117K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-506- 16.69% |
$55K - $60.3K
|
2.53K
$311K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-444- 3.77% |
$48.3K - $52.9K
|
11.3K
$1.4M
|