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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-23- 12.43% |
$2.49K - $3.11K
|
162
$23.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.33% |
$2.27K - $2.84K
|
6.37K
$932K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-20- 0.91% |
$2.16K - $2.7K
|
2.17K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-16- 0.74% |
$1.73K - $2.16K
|
2.14K
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-16- 0.86% |
$1.73K - $2.16K
|
1.85K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-11- 0.53% |
$1.19K - $1.49K
|
2.08K
$304K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9- 0.3% |
$973 - $1.22K
|
3.04K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-9- 0.43% |
$973 - $1.22K
|
2.07K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7- 0.08% |
$757 - $945
|
9.05K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-6- 0.18% |
$649 - $810
|
3.39K
$497K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 1.07% |
$432 - $540
|
370
$54.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-3- 0.08% |
$324 - $405
|
3.59K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.02% |
$108 - $135
|
4.49K
$657K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-21.6K- 42.43% |
$2.6M - $2.91M
|
29.3K
$4.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 81.17% |
$2.45M - $2.74M
|
4.72K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-8.48K- 79.59% |
$1.02M - $1.14M
|
2.17K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-5.2K- 25.21% |
$626K - $700K
|
15.4K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-5.02K- 53.63% |
$604K - $676K
|
4.34K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.91K- 35.21% |
$591K - $661K
|
9.03K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.46K- 26.12% |
$417K - $466K
|
9.8K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.02K- 44.65% |
$243K - $271K
|
2.5K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 10.31% |
$204K - $228K
|
14.7K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.48K- 59.73% |
$178K - $200K
|
1K
$146K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 4.0% |
$178K - $199K
|
35.5K
$5.2M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-822- 32.5% |
$98.9K - $111K
|
1.71K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-802- 31.61% |
$96.5K - $108K
|
1.74K
$254K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-607- 5.36% |
$73K - $81.7K
|
10.7K
$1.57M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-425- 26.06% |
$51.1K - $57.2K
|
1.21K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-370- 1.44% |
$44.5K - $49.8K
|
25.2K
$3.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-369- 5.88% |
$44.4K - $49.7K
|
5.91K
$865K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-351- 0.74% |
$42.2K - $47.2K
|
47.2K
$6.9M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-351- 15.69% |
$42.2K - $47.2K
|
1.89K
$276K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-351- 13.75% |
$42.2K - $47.2K
|
2.2K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-320- 27.59% |
$38.5K - $43.1K
|
840
$123K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-300- 4.84% |
$36.1K - $40.4K
|
5.9K
$864K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-242- 8.06% |
$29.1K - $32.6K
|
2.76K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-230- 5.64% |
$27.7K - $31K
|
3.85K
$563K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-224- 11.95% |
$26.9K - $30.2K
|
1.65K
$242K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-224- 6.12% |
$26.9K - $30.2K
|
3.44K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-163- 5.49% |
$19.6K - $21.9K
|
2.81K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-153- 2.3% |
$18.4K - $20.6K
|
6.49K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-122- 3.93% |
$14.7K - $16.4K
|
2.98K
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-109- 0.39% |
$13.1K - $14.7K
|
28.2K
$4.12M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-85- 0.72% |
$10.2K - $11.4K
|
11.8K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-70- 2.39% |
$8.42K - $9.42K
|
2.86K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-60- 3.0% |
$7.22K - $8.08K
|
1.94K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 33.56% |
$6.01K - $6.73K
|
99
$14.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-45- 0.73% |
$5.41K - $6.06K
|
6.09K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-44- 0.39% |
$5.29K - $5.92K
|
11.4K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.44% |
$4.81K - $5.38K
|
8.95K
$1.31M
|
|