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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-942- 3.04% |
$84.8K - $99.6K
|
30K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-918- 65.57% |
$82.7K - $97K
|
482
$65.1K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-550- 11.98% |
$49.5K - $58.1K
|
4.04K
$545K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-200- 7.97% |
$18K - $21.1K
|
2.31K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-177- 3.7% |
$15.9K - $18.7K
|
4.61K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-148- 3.11% |
$13.3K - $15.6K
|
4.61K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-90- 3.11% |
$8.1K - $9.51K
|
2.81K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-80- 61.07% |
$7.2K - $8.46K
|
51
$6.89K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-52- 44.07% |
$4.68K - $5.5K
|
66
$8.91K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-22- 0.21% |
$1.98K - $2.33K
|
10.3K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 12.2% |
$1.8K - $2.11K
|
144
$19.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.8MClosed |
$1.39B - $1.5B
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-41.3K- 2.15% |
$3.87M - $4.19M
|
1.88M
$254M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.5K- 7.61% |
$2.86M - $3.09M
|
370K
$50M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.46K- 77.26% |
$887K - $959K
|
2.78K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3K- 41.96% |
$281K - $304K
|
4.15K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.74K- 1.24% |
$257K - $278K
|
218K
$29.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.09K- 33.94% |
$102K - $111K
|
2.13K
$287K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-336- 1.1% |
$31.5K - $34.1K
|
30.1K
$4.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-199- 7.88% |
$18.7K - $20.2K
|
2.33K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-142- 3.43% |
$13.3K - $14.4K
|
4K
$540K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-26- 1.09% |
$2.44K - $2.64K
|
2.37K
$319K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-25K- 8.59% |
$2.22M - $2.44M
|
266K
$35.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 97.64% |
$1.58M - $1.74M
|
430
$58.1K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.18K- 3.72% |
$728K - $800K
|
212K
$28.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.23K- 49.67% |
$199K - $219K
|
2.26K
$306K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-640- 10.65% |
$57K - $62.6K
|
5.37K
$725K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-445- 8.84% |
$39.6K - $43.5K
|
4.59K
$620K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-410- 13.5% |
$36.5K - $40.1K
|
2.63K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-297- 4.89% |
$26.4K - $29.1K
|
5.78K
$780K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-271- 96.79% |
$24.1K - $26.5K
|
9
$1.22K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-57- 6.54% |
$5.07K - $5.58K
|
815
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 38.46% |
$4.45K - $4.89K
|
80
$10.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 31.96% |
$645K - $714K
|
16.3K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.51K- 99.49% |
$379K - $420K
|
23
$3.11K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.11KClosed |
$346K - $383K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.61K- 95.25% |
$219K - $243K
|
130
$17.6K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-555- 31.82% |
$46.7K - $51.7K
|
1.19K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-436- 7.58% |
$36.7K - $40.6K
|
5.32K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-399- 9.49% |
$33.6K - $37.2K
|
3.81K
$514K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-181Closed |
$15.2K - $16.9K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-148- 5.74% |
$12.4K - $13.8K
|
2.43K
$328K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-68- 2.32% |
$5.72K - $6.33K
|
2.86K
$387K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-53- 2.17% |
$4.46K - $4.94K
|
2.39K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-25- 0.25% |
$2.1K - $2.33K
|
9.87K
$1.33M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20K- 3.46% |
$1.59M - $1.81M
|
559K
$75.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-15.1K- 16.08% |
$1.2M - $1.37M
|
78.9K
$10.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-14.3K- 33.79% |
$1.13M - $1.29M
|
27.9K
$3.77M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.86K- 6.22% |
$148K - $168K
|
28.1K
$3.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.34K- 33.81% |
$106K - $121K
|
2.61K
$353K
|
|