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 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-13K- 75.65% |
$1.47M - $1.63M
|
4.17K
$550K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 3.34% |
$1.45M - $1.61M
|
370K
$48.8M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 3.1% |
$1.45M - $1.6M
|
399K
$52.6M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.2K- 50.29% |
$1.39M - $1.53M
|
12.1K
$1.59M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.9K- 2.85% |
$1.35M - $1.5M
|
406K
$53.5M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 1.7% |
$1.31M - $1.45M
|
668K
$88.1M
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11.5K- 94.08% |
$1.3M - $1.44M
|
723
$95.3K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10.9K- 6.57% |
$1.23M - $1.37M
|
155K
$20.4M
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-10.8K- 4.25% |
$1.23M - $1.36M
|
244K
$32.2M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.7K- 10.69% |
$1.21M - $1.35M
|
89.4K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.3K- 63.99% |
$1.17M - $1.29M
|
5.8K
$765K
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-10.3K- 13.02% |
$1.17M - $1.29M
|
68.7K
$9.06M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9.65K- 62.32% |
$1.09M - $1.21M
|
5.83K
$769K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.91K- 13.47% |
$1.01M - $1.12M
|
57.3K
$7.55M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.46K- 19.15% |
$960K - $1.06M
|
35.7K
$4.71M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.44K- 43.75% |
$957K - $1.06M
|
10.9K
$1.43M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.28K- 2.3% |
$939K - $1.04M
|
352K
$46.4M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.2K- 5.14% |
$930K - $1.03M
|
151K
$19.9M
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-8.14K- 3.41% |
$923K - $1.02M
|
231K
$30.4M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.74K- 84.77% |
$878K - $972K
|
1.39K
$183K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.61K- 23.23% |
$863K - $956K
|
25.2K
$3.32M
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.52K- 2.82% |
$853K - $945K
|
259K
$34.2M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.44K- 12.53% |
$844K - $934K
|
51.9K
$6.85M
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7.15K- 7.6% |
$810K - $898K
|
86.9K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.1K- 14.48% |
$805K - $892K
|
41.9K
$5.53M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-7.06K- 1.63% |
$801K - $887K
|
426K
$56.2M
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.93K- 42.28% |
$786K - $871K
|
9.46K
$1.25M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.69K- 66.25% |
$759K - $841K
|
3.41K
$450K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6.3K- 4.15% |
$714K - $791K
|
146K
$19.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.28K- 0.13% |
$712K - $788K
|
4.74M
$625M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.14K- 5.7% |
$696K - $771K
|
102K
$13.4M
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-5.85K- 1.28% |
$664K - $735K
|
451K
$59.5M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.78K- 20.0% |
$655K - $726K
|
23.1K
$3.05M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.64K- 99.31% |
$639K - $708K
|
39
$5.14K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-5.6K- 7.62% |
$635K - $703K
|
67.9K
$8.95M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 2.85% |
$611K - $677K
|
184K
$24.2M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.29K- 50.16% |
$600K - $665K
|
5.26K
$693K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-5.26K- 28.56% |
$597K - $661K
|
13.2K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.2K- 48.28% |
$590K - $653K
|
5.57K
$735K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.19K- 1.11% |
$589K - $652K
|
464K
$61.2M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.14K- 1.72% |
$583K - $646K
|
294K
$38.7M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.11K- 14.98% |
$580K - $642K
|
29K
$3.83M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5.1K- 3.86% |
$579K - $641K
|
127K
$16.8M
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.6K- 1.32% |
$522K - $578K
|
344K
$45.3M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.58K- 8.35% |
$519K - $575K
|
50.2K
$6.63M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4.41K- 2.28% |
$500K - $553K
|
189K
$24.9M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-4.39K- 40.1% |
$497K - $551K
|
6.55K
$864K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.33K- 18.47% |
$491K - $544K
|
19.1K
$2.52M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.32K- 6.28% |
$490K - $542K
|
64.5K
$8.5M
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-4.31K- 0.96% |
$489K - $542K
|
447K
$58.9M
|