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 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.09K- 33.94% |
$102K - $111K
|
2.13K
$280K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-763- 7.85% |
$71.5K - $77.4K
|
8.95K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-336- 1.1% |
$31.5K - $34.1K
|
30.1K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-233- 8.71% |
$21.8K - $23.6K
|
2.44K
$322K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-199- 7.88% |
$18.7K - $20.2K
|
2.33K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-142- 3.43% |
$13.3K - $14.4K
|
4K
$527K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-26- 1.09% |
$2.44K - $2.64K
|
2.37K
$312K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-21- 0.54% |
$1.97K - $2.13K
|
3.9K
$514K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-25K- 8.59% |
$2.22M - $2.44M
|
266K
$35M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 97.64% |
$1.58M - $1.74M
|
430
$56.7K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.18K- 3.72% |
$728K - $800K
|
212K
$27.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.23K- 49.67% |
$199K - $219K
|
2.26K
$299K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 34.29% |
$107K - $117K
|
2.3K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-646- 88.86% |
$57.5K - $63.2K
|
81
$10.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-640- 10.65% |
$57K - $62.6K
|
5.37K
$708K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-445- 8.84% |
$39.6K - $43.5K
|
4.59K
$605K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-410- 13.5% |
$36.5K - $40.1K
|
2.63K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-297- 4.89% |
$26.4K - $29.1K
|
5.78K
$762K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-271- 96.79% |
$24.1K - $26.5K
|
9
$1.19K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-175- 5.78% |
$15.6K - $17.1K
|
2.86K
$376K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-64- 3.25% |
$5.7K - $6.26K
|
1.91K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-57- 6.54% |
$5.07K - $5.58K
|
815
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 38.46% |
$4.45K - $4.89K
|
80
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-32- 0.34% |
$2.85K - $3.13K
|
9.32K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-32- 0.34% |
$2.85K - $3.13K
|
9.51K
$1.25M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.66K- 31.96% |
$645K - $714K
|
16.3K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.51K- 99.49% |
$379K - $420K
|
23
$3.03K
|
|
|
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
$17.1K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-600- 16.67% |
$50.5K - $55.9K
|
3K
$396K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-555- 31.82% |
$46.7K - $51.7K
|
1.19K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-436- 7.58% |
$36.7K - $40.6K
|
5.32K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-399- 9.49% |
$33.6K - $37.2K
|
3.81K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 3.21% |
$16.8K - $18.6K
|
6.03K
$794K
|
|
|
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
$320K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-68- 2.32% |
$5.72K - $6.33K
|
2.86K
$378K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-53- 2.17% |
$4.46K - $4.94K
|
2.39K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-25- 0.25% |
$2.1K - $2.33K
|
9.87K
$1.3M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20K- 3.46% |
$1.59M - $1.81M
|
559K
$73.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-15.1K- 16.08% |
$1.2M - $1.37M
|
78.9K
$10.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-14.3K- 33.79% |
$1.13M - $1.29M
|
27.9K
$3.68M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.86K- 6.22% |
$148K - $168K
|
28.1K
$3.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.34K- 33.81% |
$106K - $121K
|
2.61K
$345K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-737- 22.89% |
$58.5K - $66.7K
|
2.48K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-609- 7.07% |
$48.4K - $55.1K
|
8K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-480- 14.94% |
$38.1K - $43.4K
|
2.73K
$360K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-243- 13.81% |
$19.3K - $22K
|
1.52K
$200K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-148- 1.03% |
$11.8K - $13.4K
|
14.2K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-109- 15.37% |
$8.66K - $9.86K
|
600
$79.1K
|
|