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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.28K- 7.61% |
$486K - $538K
|
52K
$6.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.26K- 3.37% |
$483K - $535K
|
122K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.22K- 2.81% |
$479K - $531K
|
146K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.21K- 2.56% |
$478K - $529K
|
160K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.17K- 1.89% |
$472K - $523K
|
216K
$28.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.14K- 1.84% |
$470K - $521K
|
221K
$29.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.97K- 1.07% |
$450K - $499K
|
367K
$48.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.89K- 25.41% |
$441K - $489K
|
11.4K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-3.81K- 2.18% |
$432K - $479K
|
171K
$22.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-3.81K- 58.02% |
$432K - $478K
|
2.76K
$367K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.8K- 21.68% |
$431K - $478K
|
13.7K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.7K- 65.94% |
$420K - $465K
|
1.91K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.54K- 1.58% |
$401K - $444K
|
220K
$29.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.53K- 20.48% |
$401K - $444K
|
13.7K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.37K- 1.21% |
$382K - $423K
|
276K
$36.7M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.33K- 3.44% |
$378K - $419K
|
93.6K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.3K- 7.92% |
$374K - $414K
|
38.4K
$5.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.28K- 1.71% |
$372K - $412K
|
189K
$25.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.28K- 46.91% |
$372K - $412K
|
3.71K
$493K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.2K- 2.72% |
$363K - $402K
|
115K
$15.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 5.04% |
$359K - $398K
|
59.7K
$7.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-3.07K- 1.8% |
$348K - $385K
|
167K
$22.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.05K- 19.4% |
$346K - $383K
|
12.7K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.03K- 0.54% |
$344K - $381K
|
564K
$75.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.01K- 11.02% |
$341K - $378K
|
24.3K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3K- 2.66% |
$341K - $377K
|
110K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.77K- 5.36% |
$314K - $347K
|
48.8K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.73K- 20.54% |
$310K - $343K
|
10.6K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.73K- 19.16% |
$310K - $343K
|
11.5K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 0.75% |
$310K - $343K
|
360K
$47.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 2.57% |
$307K - $340K
|
103K
$13.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 1.76% |
$298K - $330K
|
147K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.62K- 2.24% |
$297K - $329K
|
114K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.6K- 11.4% |
$295K - $326K
|
20.2K
$2.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.58K- 0.76% |
$292K - $324K
|
338K
$45M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.54K- 0.15% |
$288K - $319K
|
1.67M
$222M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.48K- 4.76% |
$281K - $312K
|
49.7K
$6.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.38K- 1.78% |
$269K - $298K
|
131K
$17.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.31K- 6.72% |
$262K - $290K
|
32K
$4.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.3K- 14.11% |
$261K - $289K
|
14K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-2.3K- 1.97% |
$261K - $289K
|
114K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.28K- 33.93% |
$258K - $286K
|
4.43K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.26K- 15.14% |
$257K - $284K
|
12.7K
$1.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.22K- 1.74% |
$252K - $279K
|
126K
$16.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.19K- 18.91% |
$248K - $275K
|
9.39K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.09K- 36.03% |
$237K - $263K
|
3.72K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.09K- 0.57% |
$237K - $263K
|
363K
$48.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.07K- 1.31% |
$234K - $260K
|
156K
$20.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.05K- 26.35% |
$232K - $258K
|
5.73K
$763K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.04K- 1.11% |
$231K - $256K
|
182K
$24.2M
|