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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-23.8M- 99.22% |
$2.96B - $3.19B
|
186K
$24.5M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.32M- 99.88% |
$1.03B - $1.12B
|
10.2K
$1.34M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-934K- 87.69% |
$116M - $125M
|
131K
$17.2M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-596K- 99.0% |
$74.1M - $80M
|
6K
$788K
|
|
Jan 22, 2025
Q4 2024
|
Cisco Systems, Inc.
San Jose, CA |
SELL
|
- |
-590K- 22.24% |
$73.3M - $79.1M
|
2.06M
$271M
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-407K- 57.23% |
$50.6M - $54.6M
|
304K
$39.9M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-373K- 42.62% |
$46.4M - $50.1M
|
503K
$66M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-328K- 2.7% |
$40.8M - $44M
|
11.8M
$1.55B
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-326K- 99.17% |
$40.5M - $43.8M
|
2.74K
$360K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-294K- 86.96% |
$36.5M - $39.4M
|
44.1K
$5.79M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-255K- 99.22% |
$31.7M - $34.2M
|
2K
$263K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-207K- 60.08% |
$25.7M - $27.8M
|
138K
$18.1M
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-164K- 14.98% |
$20.4M - $22M
|
933K
$123M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 7.84% |
$15.3M - $16.5M
|
1.45M
$190M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-116K- 9.98% |
$14.5M - $15.6M
|
1.05M
$138M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78.3K- 19.29% |
$9.74M - $10.5M
|
328K
$43.1M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-68.2K- 84.12% |
$8.48M - $9.15M
|
12.9K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-67.5K- 12.37% |
$8.39M - $9.05M
|
478K
$62.8M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-63.6K- 77.78% |
$7.91M - $8.53M
|
18.2K
$2.39M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.4K- 18.57% |
$7.51M - $8.1M
|
265K
$34.8M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-57.2K- 91.69% |
$7.11M - $7.67M
|
5.18K
$681K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-55.4K- 6.59% |
$6.88M - $7.42M
|
784K
$103M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.4K- 11.3% |
$6.51M - $7.03M
|
411K
$54M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-44.2K- 37.99% |
$5.49M - $5.92M
|
72.1K
$9.47M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-41.9K- 8.37% |
$5.21M - $5.63M
|
459K
$60.4M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-41.8K- 3.48% |
$5.19M - $5.61M
|
1.16M
$152M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-40.6K- 1.55% |
$5.04M - $5.44M
|
2.57M
$338M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.3K- 9.67% |
$4.76M - $5.14M
|
358K
$47M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.8K- 79.36% |
$4.57M - $4.93M
|
9.56K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 5.73% |
$4.46M - $4.81M
|
590K
$77.6M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-34.9K- 45.65% |
$4.34M - $4.68M
|
41.5K
$5.46M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32.7K- 42.91% |
$4.07M - $4.39M
|
43.6K
$5.72M
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-32.2K- 3.57% |
$3.99M - $4.31M
|
868K
$114M
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-31.7K- 89.05% |
$3.94M - $4.25M
|
3.9K
$512K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.9K- 1.37% |
$3.71M - $4.01M
|
2.16M
$283M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.9K- 13.21% |
$3.71M - $4.01M
|
196K
$25.8M
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29.2K- 11.27% |
$3.63M - $3.92M
|
230K
$30.2M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-29.2K- 82.87% |
$3.63M - $3.91M
|
6.03K
$792K
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-29.1K- 1.58% |
$3.61M - $3.9M
|
1.81M
$237M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-27.7K- 1.82% |
$3.44M - $3.71M
|
1.5M
$197M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27.4K- 71.34% |
$3.4M - $3.67M
|
11K
$1.44M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-27.2K- 26.22% |
$3.38M - $3.65M
|
76.6K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.6K- 1.24% |
$3.31M - $3.57M
|
2.12M
$279M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-26.2K- 11.01% |
$3.25M - $3.51M
|
211K
$27.8M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26K- 7.4% |
$3.23M - $3.49M
|
326K
$42.8M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23.1K- 87.55% |
$2.87M - $3.09M
|
3.28K
$431K
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 44.16% |
$2.84M - $3.06M
|
28.9K
$3.79M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.6K- 3.49% |
$2.81M - $3.03M
|
625K
$82.2M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 0.6% |
$2.62M - $2.83M
|
3.48M
$457M
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-18.7K- 15.98% |
$2.33M - $2.51M
|
98.4K
$12.9M
|