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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-45- 2.46% |
$3.57K - $4.07K
|
1.78K
$234K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-16- 0.56% |
$1.27K - $1.45K
|
2.85K
$374K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12- 0.13% |
$953 - $1.09K
|
9.58K
$1.26M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 8.0% |
$477 - $543
|
69
$9.07K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-225K- 88.21% |
$17.9M - $21.6M
|
30.1K
$3.95M
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-141K- 86.39% |
$11.3M - $13.6M
|
22.3K
$2.93M
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-128K- 2.94% |
$10.2M - $12.2M
|
4.21M
$554M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-82.5K- 67.34% |
$6.56M - $7.91M
|
40K
$5.26M
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16.3K- 65.84% |
$1.3M - $1.57M
|
8.47K
$1.11M
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.4K- 82.07% |
$985K - $1.19M
|
2.71K
$356K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-9.24K- 3.38% |
$735K - $886K
|
264K
$34.8M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.76K- 99.48% |
$379K - $457K
|
25
$3.29K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-3.87K- 2.71% |
$307K - $371K
|
139K
$18.3M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.14K- 87.75% |
$250K - $301K
|
438
$57.6K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.83K- 85.4% |
$225K - $271K
|
483
$63.5K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.1KClosed |
$167K - $202K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.98K- 86.69% |
$157K - $190K
|
304
$40K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.28KClosed |
$102K - $123K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 28.04% |
$93.7K - $113K
|
3.02K
$398K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-683- 3.63% |
$54.3K - $65.5K
|
18.1K
$2.38M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-673- 68.81% |
$53.5K - $64.5K
|
305
$40.1K
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-583- 8.45% |
$46.4K - $55.9K
|
6.32K
$831K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-388- 54.11% |
$30.9K - $37.2K
|
329
$43.3K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-378- 2.3% |
$30.1K - $36.3K
|
16.1K
$2.11M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-318- 60.8% |
$25.3K - $30.5K
|
205
$27K
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-256- 2.09% |
$20.4K - $24.6K
|
12K
$1.57M
|
|
Nov 10, 2022
Q3 2022
|
Louis Dreyfus Family Office LLC
Wilton, CT |
SELL
|
- |
-190- 0.05% |
$15.1K - $18.2K
|
387K
$50.9M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-173- 0.22% |
$13.8K - $16.6K
|
80.2K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-91- 7.8% |
$7.24K - $8.73K
|
1.08K
$141K
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-65- 2.52% |
$5.17K - $6.23K
|
2.52K
$331K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.31% |
$795 - $959
|
3.17K
$417K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.58MClosed |
$128M - $162M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-110KClosed |
$8.89M - $11.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-104KClosed |
$8.44M - $10.7M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-65.2K- 97.01% |
$5.27M - $6.66M
|
2.01K
$264K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-64.9K- 82.59% |
$5.25M - $6.63M
|
13.7K
$1.8M
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-29.8KClosed |
$2.41M - $3.05M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-25.1KClosed |
$2.03M - $2.56M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.2KClosed |
$988K - $1.25M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-6.84KClosed |
$554K - $699K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-6.23KClosed |
$504K - $637K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-5.47K- 2.83% |
$443K - $559K
|
188K
$24.7M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.83KClosed |
$391K - $493K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.64KClosed |
$376K - $474K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.63KClosed |
$213K - $268K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.32KClosed |
$187K - $237K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.28KClosed |
$185K - $233K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-2.22KClosed |
$180K - $227K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.2KClosed |
$178K - $225K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-2.08KClosed |
$168K - $212K
|
0
$0
|