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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-363- 7.31% |
$39.5K - $43.3K
|
4.6K
$567K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-309- 66.59% |
$33.6K - $36.8K
|
155
$19.1K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 0.64% |
$23.9K - $26.2K
|
33.9K
$4.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-201- 7.76% |
$21.9K - $24K
|
2.39K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-86- 10.46% |
$9.36K - $10.3K
|
736
$90.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.87% |
$5.44K - $5.96K
|
2.63K
$324K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 10.55% |
$5.44K - $5.96K
|
424
$52.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-44- 0.67% |
$4.79K - $5.25K
|
6.57K
$810K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-42- 1.13% |
$4.57K - $5.01K
|
3.66K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 3.75% |
$2.72K - $2.98K
|
641
$79.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-7- 0.07% |
$761 - $835
|
9.37K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$109 - $119
|
3.56K
$439K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-452K- 99.05% |
$46.6M - $52.1M
|
4.34K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34.6K- 89.63% |
$3.57M - $3.99M
|
4.01K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-31.8K- 89.97% |
$3.28M - $3.67M
|
3.55K
$437K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-10.6K- 48.19% |
$1.09M - $1.22M
|
11.4K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-5.6K- 2.58% |
$578K - $646K
|
211K
$26.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.56K- 28.57% |
$574K - $641K
|
13.9K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.39K- 48.08% |
$349K - $391K
|
3.66K
$451K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.96K- 29.49% |
$305K - $341K
|
7.08K
$874K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.82K- 55.57% |
$291K - $326K
|
2.26K
$279K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.18K- 45.68% |
$225K - $251K
|
2.59K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.09K- 12.9% |
$112K - $126K
|
7.35K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-730- 2.15% |
$75.3K - $84.2K
|
33.2K
$4.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-693- 26.21% |
$71.5K - $79.9K
|
1.95K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-657- 5.7% |
$67.8K - $75.8K
|
10.9K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-641- 21.33% |
$66.1K - $73.9K
|
2.36K
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-465- 94.7% |
$48K - $53.6K
|
26
$3.21K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-381- 2.56% |
$39.3K - $43.9K
|
14.5K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-372- 13.54% |
$38.4K - $42.9K
|
2.38K
$293K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-344- 3.6% |
$35.5K - $39.7K
|
9.2K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-280- 9.52% |
$28.9K - $32.3K
|
2.66K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-275- 4.22% |
$28.4K - $31.7K
|
6.24K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-234- 1.73% |
$24.1K - $27K
|
13.3K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-233- 10.96% |
$24K - $26.9K
|
1.89K
$233K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-135- 42.59% |
$13.9K - $15.6K
|
182
$22.5K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-125- 4.0% |
$12.9K - $14.4K
|
3K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-108- 2.53% |
$11.1K - $12.5K
|
4.17K
$514K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75- 0.5% |
$7.74K - $8.65K
|
15K
$1.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-64- 1.22% |
$6.6K - $7.38K
|
5.19K
$640K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-53- 1.92% |
$5.47K - $6.11K
|
2.71K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-46- 1.53% |
$4.75K - $5.3K
|
2.96K
$365K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20- 95.24% |
$2.06K - $2.31K
|
1
$123
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$103 - $115
|
2.23K
$274K
|
|
| Q4 2023 | |||||||
|
Feb 21, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
SELL
|
- |
-969KClosed |
$87.3M - $102M
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-3.3K- 3.25% |
$297K - $349K
|
98.2K
$12.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.01K- 25.47% |
$271K - $318K
|
8.8K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.9K- 17.09% |
$171K - $201K
|
9.22K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-942- 3.04% |
$84.8K - $99.6K
|
30K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-918- 65.57% |
$82.7K - $97K
|
482
$59.5K
|
|