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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.76K- 0.94% |
$343K - $370K
|
291K
$35.3M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.7K- 4.64% |
$335K - $362K
|
55.5K
$6.73M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.68K- 1.78% |
$334K - $360K
|
148K
$17.9M
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.64K- 11.74% |
$328K - $354K
|
19.9K
$2.41M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.62K- 37.76% |
$326K - $352K
|
4.32K
$524K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.57K- 4.37% |
$319K - $345K
|
56.2K
$6.82M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.55K- 20.7% |
$316K - $342K
|
9.76K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.54K- 12.15% |
$315K - $340K
|
18.3K
$2.23M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.53K- 11.22% |
$315K - $339K
|
20K
$2.43M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.51K- 7.22% |
$312K - $337K
|
32.3K
$3.92M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-2.48K- 5.46% |
$308K - $332K
|
42.9K
$5.2M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.46K- 99.92% |
$305K - $329K
|
2
$243
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.45K- 25.73% |
$304K - $328K
|
7.07K
$858K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.44K- 0.16% |
$303K - $327K
|
1.56M
$189M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.44K- 0.25% |
$303K - $327K
|
954K
$116M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.41K- 8.3% |
$299K - $323K
|
26.6K
$3.23M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.4K- 23.77% |
$298K - $322K
|
7.7K
$935K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.28K- 19.7% |
$283K - $305K
|
9.28K
$1.13M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 11.65% |
$280K - $302K
|
17.1K
$2.08M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.25K- 16.07% |
$279K - $302K
|
11.7K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.25K- 34.31% |
$279K - $301K
|
4.3K
$522K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.24K- 3.79% |
$279K - $301K
|
57K
$6.92M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-2.2K- 43.14% |
$273K - $295K
|
2.9K
$352K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.12K- 1.16% |
$264K - $284K
|
180K
$21.9M
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 2.06% |
$263K - $284K
|
100K
$12.2M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.08K- 2.31% |
$259K - $279K
|
87.9K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.08K- 1.67% |
$258K - $279K
|
123K
$14.9M
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.07K- 28.11% |
$257K - $277K
|
5.28K
$641K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 4.21% |
$252K - $272K
|
46.2K
$5.61M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-2.02K- 2.74% |
$251K - $271K
|
71.9K
$8.72M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.01K- 15.83% |
$250K - $269K
|
10.7K
$1.3M
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.99K- 0.56% |
$247K - $266K
|
353K
$42.8M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.92K- 3.08% |
$239K - $258K
|
60.5K
$7.34M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.91K- 4.76% |
$237K - $256K
|
38.1K
$4.63M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.87K- 8.81% |
$232K - $251K
|
19.3K
$2.35M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.83K- 0.22% |
$228K - $246K
|
832K
$101M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.82K- 44.79% |
$226K - $244K
|
2.25K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.71K- 37.65% |
$212K - $229K
|
2.83K
$344K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.69K- 1.17% |
$210K - $227K
|
143K
$17.4M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.69K- 35.73% |
$210K - $227K
|
3.04K
$370K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.68K- 3.21% |
$209K - $226K
|
50.7K
$6.16M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.68K- 1.93% |
$209K - $226K
|
85.4K
$10.4M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.68K- 12.85% |
$208K - $225K
|
11.4K
$1.38M
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.58K- 1.19% |
$196K - $212K
|
131K
$15.9M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 7.56% |
$196K - $211K
|
19.3K
$2.34M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.56K- 49.12% |
$193K - $209K
|
1.61K
$196K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.53K- 14.54% |
$190K - $205K
|
9K
$1.09M
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.52K- 2.67% |
$189K - $203K
|
55.4K
$6.72M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.51K- 6.2% |
$187K - $202K
|
22.8K
$2.76M
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.49K- 0.31% |
$185K - $199K
|
471K
$57.2M
|