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 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-897- 4.87% |
$102K - $113K
|
17.5K
$2.33M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-890- 6.09% |
$101K - $112K
|
13.7K
$1.83M
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-850- 2.39% |
$96.4K - $107K
|
34.7K
$4.61M
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-830- 1.16% |
$94.1K - $104K
|
70.6K
$9.39M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-822- 14.41% |
$93.2K - $103K
|
4.88K
$650K
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-815- 3.93% |
$92.4K - $102K
|
19.9K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-813- 1.59% |
$92.2K - $102K
|
50.3K
$6.69M
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-809- 26.22% |
$91.7K - $102K
|
2.28K
$303K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-800- 0.6% |
$90.7K - $100K
|
132K
$17.6M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-796- 13.66% |
$90.3K - $100K
|
5.03K
$669K
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-792- 1.37% |
$89.8K - $99.5K
|
56.9K
$7.57M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-783- 13.13% |
$88.8K - $98.4K
|
5.18K
$690K
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-755- 1.11% |
$85.6K - $94.8K
|
67.3K
$8.96M
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-751- 0.14% |
$85.2K - $94.3K
|
533K
$70.9M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-748- 18.67% |
$84.8K - $94K
|
3.26K
$434K
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-738- 10.75% |
$83.7K - $92.7K
|
6.13K
$816K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-733- 24.43% |
$83.1K - $92.1K
|
2.27K
$302K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-730- 12.97% |
$82.8K - $91.7K
|
4.9K
$652K
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-677- 0.67% |
$76.8K - $85K
|
101K
$13.5M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-676- 18.27% |
$76.7K - $84.9K
|
3.02K
$402K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-673- 0.81% |
$76.3K - $84.5K
|
82.9K
$11M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-655- 4.16% |
$74.3K - $82.3K
|
15.1K
$2.01M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-654- 1.75% |
$74.2K - $82.2K
|
36.8K
$4.9M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-653- 8.7% |
$74.1K - $82K
|
6.85K
$912K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-649- 0.99% |
$73.6K - $81.5K
|
64.7K
$8.62M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-637- 9.33% |
$72.2K - $80K
|
6.19K
$824K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-635- 0.47% |
$72K - $79.8K
|
135K
$18M
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-622- 4.25% |
$70.5K - $78.1K
|
14K
$1.87M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-620- 21.89% |
$70.3K - $77.9K
|
2.21K
$294K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-620- 18.45% |
$70.3K - $77.9K
|
2.74K
$365K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-613- 12.01% |
$69.5K - $77K
|
4.49K
$598K
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-600- 1.68% |
$68K - $75.4K
|
35.2K
$4.68M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-597- 4.22% |
$67.7K - $75K
|
13.6K
$1.81M
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-585- 0.29% |
$66.3K - $73.5K
|
201K
$26.7M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-584- 42.29% |
$66.2K - $73.4K
|
797
$106K
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-574- 1.32% |
$65.1K - $72.1K
|
42.9K
$5.71M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-555- 1.39% |
$62.9K - $69.7K
|
39.4K
$5.25M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-549- 4.54% |
$62.3K - $69K
|
11.5K
$1.54M
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-539- 6.75% |
$61.1K - $67.7K
|
7.44K
$990K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-538- 3.28% |
$61K - $67.6K
|
15.9K
$2.11M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-536- 0.97% |
$60.8K - $67.3K
|
54.7K
$7.28M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-535- 4.99% |
$60.7K - $67.2K
|
10.2K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-534- 0.25% |
$60.6K - $67.1K
|
210K
$28M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-522- 1.54% |
$59.2K - $65.6K
|
33.3K
$4.43M
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-517- 0.49% |
$58.6K - $64.9K
|
105K
$14M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-517- 16.77% |
$58.6K - $64.9K
|
2.57K
$341K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-516- 1.08% |
$58.5K - $64.8K
|
47.4K
$6.31M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-516- 9.48% |
$58.5K - $64.8K
|
4.93K
$656K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-490- 0.71% |
$55.6K - $61.6K
|
68.7K
$9.14M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-487- 2.84% |
$55.2K - $61.2K
|
16.7K
$2.22M
|