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 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-29- 0.23% |
$3.29K - $3.64K
|
12.5K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-24- 0.24% |
$2.72K - $3.01K
|
10K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-20- 0.87% |
$2.27K - $2.51K
|
2.28K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 4.83% |
$1.13K - $1.26K
|
197
$26.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$113 - $126
|
6.91K
$933K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-533K- 6.82% |
$58M - $63.5M
|
7.28M
$983M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-106K- 91.24% |
$11.5M - $12.6M
|
10.1K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-10.8K- 8.72% |
$1.18M - $1.29M
|
114K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.56K- 71.4% |
$713K - $782K
|
2.63K
$355K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.22K- 98.7% |
$676K - $741K
|
82
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4K- 2.73% |
$435K - $477K
|
143K
$19.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.6K- 17.97% |
$392K - $429K
|
16.4K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.53K- 12.81% |
$384K - $420K
|
24K
$3.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-3.38K- 1.02% |
$367K - $403K
|
328K
$44.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-602- 17.93% |
$65.5K - $71.8K
|
2.76K
$372K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-587- 38.19% |
$63.9K - $70K
|
950
$128K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-506- 16.69% |
$55K - $60.3K
|
2.53K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-309- 66.59% |
$33.6K - $36.8K
|
155
$20.9K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 0.64% |
$23.9K - $26.2K
|
33.9K
$4.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-201- 7.76% |
$21.9K - $24K
|
2.39K
$323K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-86- 10.46% |
$9.36K - $10.3K
|
736
$99.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.87% |
$5.44K - $5.96K
|
2.63K
$355K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 3.75% |
$2.72K - $2.98K
|
641
$86.5K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-452K- 99.05% |
$46.6M - $52.1M
|
4.34K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34.6K- 89.63% |
$3.57M - $3.99M
|
4.01K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-31.8K- 89.97% |
$3.28M - $3.67M
|
3.55K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-5.6K- 2.58% |
$578K - $646K
|
211K
$28.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.56K- 28.57% |
$574K - $641K
|
13.9K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.39K- 48.08% |
$349K - $391K
|
3.66K
$494K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.96K- 29.49% |
$305K - $341K
|
7.08K
$956K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.82K- 55.57% |
$291K - $326K
|
2.26K
$305K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.18K- 45.68% |
$225K - $251K
|
2.59K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-730- 2.15% |
$75.3K - $84.2K
|
33.2K
$4.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-693- 26.21% |
$71.5K - $79.9K
|
1.95K
$263K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-657- 5.7% |
$67.8K - $75.8K
|
10.9K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-465- 94.7% |
$48K - $53.6K
|
26
$3.51K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-381- 2.56% |
$39.3K - $43.9K
|
14.5K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-372- 13.54% |
$38.4K - $42.9K
|
2.38K
$321K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-344- 3.6% |
$35.5K - $39.7K
|
9.2K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-275- 4.22% |
$28.4K - $31.7K
|
6.24K
$843K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-135- 42.59% |
$13.9K - $15.6K
|
182
$24.6K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-108- 2.53% |
$11.1K - $12.5K
|
4.17K
$563K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-64- 1.22% |
$6.6K - $7.38K
|
5.19K
$701K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-53- 1.92% |
$5.47K - $6.11K
|
2.71K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-46- 1.53% |
$4.75K - $5.3K
|
2.96K
$399K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20- 95.24% |
$2.06K - $2.31K
|
1
$135
|
|
| 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
$13.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.01K- 25.47% |
$271K - $318K
|
8.8K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.9K- 17.09% |
$171K - $201K
|
9.22K
$1.24M
|
|