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 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-650Closed |
$63.3K - $67.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-410Closed |
$39.9K - $42.6K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-342Closed |
$33.3K - $35.6K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-108- 2.76% |
$10.5K - $11.2K
|
3.8K
$513K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-91- 23.21% |
$8.86K - $9.46K
|
301
$40.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-54Closed |
$5.26K - $5.61K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-227K- 23.06% |
$21.1M - $22.4M
|
758K
$102M
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-31.6KClosed |
$2.93M - $3.13M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.71KClosed |
$158K - $169K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.18KClosed |
$109K - $116K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-515Closed |
$47.8K - $50.9K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-491Closed |
$45.5K - $48.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-215Closed |
$19.9K - $21.3K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-56Closed |
$5.19K - $5.54K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27Closed |
$2.5K - $2.67K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 03, 2021
Q1 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-43.9KClosed |
$3.73M - $4.06M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7.05KClosed |
$600K - $653K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.62KClosed |
$478K - $520K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.68KClosed |
$399K - $434K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.49KClosed |
$382K - $415K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-4.35KClosed |
$370K - $402K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Palladiem, LLC
|
SELL
|
- |
-3.3KClosed |
$281K - $305K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3KClosed |
$255K - $278K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.83KClosed |
$241K - $262K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.79KClosed |
$238K - $258K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-642Closed |
$54.6K - $59.4K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-230- 9.49% |
$19.6K - $21.3K
|
2.19K
$296K
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-229Closed |
$19.5K - $21.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-215Closed |
$18.3K - $19.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-213Closed |
$18.1K - $19.7K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-181Closed |
$15.4K - $16.8K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-153Closed |
$13K - $14.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-37Closed |
$3.15K - $3.43K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-54.7KClosed |
$4.05M - $4.71M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-47.4KClosed |
$3.51M - $4.09M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-46.3KClosed |
$3.43M - $3.99M
|
0
$0
|
|
|
Feb 25, 2021
Q4 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-23.5KClosed |
$1.74M - $2.03M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-17.9KClosed |
$1.33M - $1.55M
|
0
$0
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.68KClosed |
$272K - $317K
|
0
$0
|
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.54K- 50.69% |
$114K - $132K
|
1.49K
$202K
|
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-109- 2.09% |
$8.07K - $9.4K
|
5.1K
$688K
|
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-81Closed |
$6K - $6.98K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-80Closed |
$5.92K - $6.9K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-58Closed |
$4.29K - $5K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17Closed |
$1.26K - $1.47K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-22.3KClosed |
$1.56M - $1.8M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.93KClosed |
$414K - $477K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-4.09KClosed |
$286K - $329K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.43KClosed |
$239K - $276K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.8KClosed |
$196K - $225K
|
0
$0
|
|