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 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1.3K- 1.84% |
$162K - $174K
|
69.3K
$8.41M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.3K- 7.39% |
$161K - $174K
|
16.2K
$1.97M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.29K- 38.76% |
$160K - $173K
|
2.04K
$247K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 37.27% |
$155K - $168K
|
2.11K
$256K
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.2K- 6.78% |
$149K - $161K
|
16.5K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.19K- 14.44% |
$148K - $160K
|
7.07K
$858K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.19K- 3.18% |
$148K - $160K
|
36.3K
$4.41M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.19K- 3.12% |
$148K - $160K
|
37K
$4.49M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.16K- 0.33% |
$145K - $156K
|
348K
$42.2M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.14K- 2.73% |
$142K - $153K
|
40.6K
$4.93M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.14K- 0.42% |
$142K - $153K
|
272K
$33M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.14K- 2.09% |
$141K - $152K
|
53.2K
$6.46M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.13K- 80.13% |
$140K - $151K
|
280
$34K
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 1.71% |
$138K - $149K
|
64K
$7.77M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 14.61% |
$134K - $145K
|
6.31K
$766K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 13.1% |
$128K - $138K
|
6.83K
$829K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.02K- 1.87% |
$127K - $137K
|
53.6K
$6.51M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.01K- 27.59% |
$126K - $136K
|
2.66K
$323K
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1K- 2.89% |
$124K - $134K
|
33.7K
$4.08M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-991- 0.82% |
$123K - $133K
|
120K
$14.5M
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-951- 4.16% |
$118K - $128K
|
21.9K
$2.66M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-949- 3.72% |
$118K - $127K
|
24.5K
$2.98M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-937- 1.0% |
$116K - $126K
|
92.6K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-929- 29.06% |
$115K - $125K
|
2.27K
$275K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-921- 15.16% |
$114K - $124K
|
5.16K
$626K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-914- 2.14% |
$114K - $123K
|
41.7K
$5.07M
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-910- 1.79% |
$113K - $122K
|
50K
$6.07M
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-908- 9.34% |
$113K - $122K
|
8.82K
$1.07M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-896- 1.86% |
$111K - $120K
|
47.2K
$5.74M
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-895- 15.52% |
$111K - $120K
|
4.87K
$591K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-864- 1.72% |
$107K - $116K
|
49.5K
$6.01M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-849- 5.52% |
$105K - $114K
|
14.5K
$1.77M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-802- 1.08% |
$99.7K - $108K
|
73.8K
$8.96M
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-798- 3.83% |
$99.2K - $107K
|
20.1K
$2.43M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-772- 11.27% |
$95.9K - $104K
|
6.08K
$738K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-759- 0.82% |
$94.3K - $102K
|
92.3K
$11.2M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-747- 13.94% |
$92.8K - $100K
|
4.61K
$560K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-742- 2.34% |
$92.2K - $99.5K
|
31K
$3.77M
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-720- 6.24% |
$89.5K - $96.6K
|
10.8K
$1.31M
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-712- 18.86% |
$88.5K - $95.5K
|
3.06K
$372K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-707- 6.69% |
$87.9K - $94.8K
|
9.86K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-706- 4.26% |
$87.7K - $94.7K
|
15.9K
$1.93M
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-693- 4.73% |
$86.1K - $92.9K
|
14K
$1.69M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-683- 4.49% |
$84.9K - $91.6K
|
14.5K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-677- 24.27% |
$84.1K - $90.8K
|
2.11K
$256K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-676- 3.18% |
$84K - $90.7K
|
20.6K
$2.5M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-668- 48.02% |
$83K - $89.6K
|
723
$87.8K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-668- 0.98% |
$83K - $89.6K
|
67.2K
$8.16M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-658- 2.25% |
$81.8K - $88.3K
|
28.5K
$3.46M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-658- 11.23% |
$81.8K - $88.3K
|
5.2K
$631K
|