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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-332- 0.39% |
$41.3K - $44.5K
|
85.4K
$10.4M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-326- 5.0% |
$40.5K - $43.7K
|
6.19K
$751K
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-325- 1.59% |
$40.4K - $43.6K
|
20.2K
$2.45M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-325- 68.57% |
$40.4K - $43.6K
|
149
$18.1K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-320- 0.31% |
$39.8K - $42.9K
|
101K
$12.3M
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-310- 12.92% |
$38.5K - $41.6K
|
2.09K
$254K
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-307- 3.48% |
$38.1K - $41.2K
|
8.53K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Yale University
New Haven, CT |
SELL
|
- |
-300- 4.64% |
$37.3K - $40.2K
|
6.16K
$748K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-294- 4.8% |
$36.5K - $39.4K
|
5.84K
$708K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-290- 2.6% |
$36K - $38.9K
|
10.9K
$1.32M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-290- 0.77% |
$36K - $38.9K
|
37.4K
$4.54M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-281- 10.68% |
$34.9K - $37.7K
|
2.35K
$285K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-280- 20.59% |
$34.8K - $37.6K
|
1.08K
$131K
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-267- 14.74% |
$33.2K - $35.8K
|
1.55K
$188K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-264- 3.51% |
$32.8K - $35.4K
|
7.25K
$880K
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-263- 0.33% |
$32.7K - $35.3K
|
80.5K
$9.77M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 7.94% |
$32.3K - $34.9K
|
3.02K
$366K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-257- 0.45% |
$31.9K - $34.5K
|
57K
$6.92M
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-256- 2.8% |
$31.8K - $34.3K
|
8.87K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-256- 2.8% |
$31.8K - $34.3K
|
8.87K
$1.08M
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-254- 1.23% |
$31.6K - $34.1K
|
20.4K
$2.48M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-246- 1.53% |
$30.6K - $33K
|
15.8K
$1.92M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-246- 5.88% |
$30.6K - $33K
|
3.94K
$478K
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-242- 3.96% |
$30.1K - $32.5K
|
5.87K
$712K
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-241- 1.19% |
$29.9K - $32.3K
|
20K
$2.43M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-238- 9.32% |
$29.6K - $31.9K
|
2.32K
$281K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-237- 4.45% |
$29.4K - $31.8K
|
5.09K
$618K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-237- 7.39% |
$29.4K - $31.8K
|
2.97K
$361K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-230- 0.53% |
$28.6K - $30.8K
|
43.2K
$5.24M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-228- 1.2% |
$28.3K - $30.6K
|
18.8K
$2.28M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-227- 1.33% |
$28.2K - $30.4K
|
16.9K
$2.05M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-224- 2.23% |
$27.8K - $30K
|
9.81K
$1.19M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-217- 0.49% |
$27K - $29.1K
|
44K
$5.34M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-215- 9.7% |
$26.7K - $28.8K
|
2K
$243K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-208- 2.8% |
$25.8K - $27.9K
|
7.22K
$876K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-208- 1.32% |
$25.8K - $27.9K
|
15.5K
$1.88M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-207- 0.56% |
$25.7K - $27.8K
|
36.9K
$4.48M
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-206- 4.46% |
$25.6K - $27.6K
|
4.41K
$536K
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-202- 0.95% |
$25.1K - $27.1K
|
21K
$2.55M
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-198- 13.32% |
$24.6K - $26.6K
|
1.29K
$156K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-198- 3.17% |
$24.6K - $26.6K
|
6.05K
$735K
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-197- 0.95% |
$24.5K - $26.4K
|
20.5K
$2.49M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-192- 0.8% |
$23.9K - $25.8K
|
23.7K
$2.87M
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-188- 0.67% |
$23.4K - $25.2K
|
27.8K
$3.37M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 19.76% |
$22.4K - $24.1K
|
731
$88.7K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-179- 0.14% |
$22.2K - $24K
|
124K
$15.1M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-173- 8.2% |
$21.5K - $23.2K
|
1.94K
$235K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-167- 22.81% |
$20.8K - $22.4K
|
565
$68.6K
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-166- 0.74% |
$20.6K - $22.3K
|
22.2K
$2.7M
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-164- 0.09% |
$20.4K - $22K
|
179K
$21.7M
|