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
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-155- 5.87% |
$19.3K - $20.8K
|
2.49K
$285K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-149- 0.41% |
$18.5K - $20K
|
36.4K
$4.18M
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-145- 4.72% |
$18K - $19.4K
|
2.93K
$336K
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-143- 4.98% |
$17.8K - $19.2K
|
2.73K
$314K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-140- 2.86% |
$17.4K - $18.8K
|
4.75K
$545K
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-140- 4.09% |
$17.4K - $18.8K
|
3.29K
$377K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-140- 0.44% |
$17.4K - $18.8K
|
31.4K
$3.61M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-140- 10.03% |
$17.4K - $18.8K
|
1.26K
$144K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-135- 0.82% |
$16.8K - $18.1K
|
16.3K
$1.88M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-134- 0.31% |
$16.7K - $18K
|
43.1K
$4.95M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-130- 0.76% |
$16.2K - $17.4K
|
17K
$1.95M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-128- 2.25% |
$15.9K - $17.2K
|
5.57K
$639K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-124- 31.96% |
$15.4K - $16.6K
|
264
$30.3K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-119- 6.25% |
$14.8K - $16K
|
1.79K
$205K
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 2.09% |
$13.8K - $14.9K
|
5.2K
$596K
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-110- 3.47% |
$13.7K - $14.8K
|
3.06K
$351K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-109- 4.7% |
$13.5K - $14.6K
|
2.21K
$254K
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-105- 0.38% |
$13K - $14.1K
|
27.3K
$3.14M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-100- 38.17% |
$12.4K - $13.4K
|
162
$18.6K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-100- 0.23% |
$12.4K - $13.4K
|
43.9K
$5.03M
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-100- 8.0% |
$12.4K - $13.4K
|
1.15K
$132K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-100- 3.17% |
$12.4K - $13.4K
|
3.06K
$351K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-100- 0.22% |
$12.4K - $13.4K
|
46K
$5.29M
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-99- 12.42% |
$12.3K - $13.3K
|
698
$80.1K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-97- 1.97% |
$12.1K - $13K
|
4.83K
$555K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-96- 11.33% |
$11.9K - $12.9K
|
751
$86.2K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-95- 0.54% |
$11.8K - $12.7K
|
17.4K
$1.99M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-94- 3.79% |
$11.7K - $12.6K
|
2.39K
$274K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 1.67% |
$11.4K - $12.3K
|
5.43K
$624K
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-91- 1.4% |
$11.3K - $12.2K
|
6.39K
$734K
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-90- 0.33% |
$11.2K - $12.1K
|
27K
$3.1M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-85- 3.02% |
$10.6K - $11.4K
|
2.73K
$314K
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-84- 2.9% |
$10.4K - $11.3K
|
2.81K
$323K
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-82- 1.82% |
$10.2K - $11K
|
4.43K
$508K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 2.13% |
$9.94K - $10.7K
|
3.68K
$423K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-80- 13.11% |
$9.94K - $10.7K
|
530
$60.8K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-79- 3.08% |
$9.82K - $10.6K
|
2.49K
$285K
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-78- 2.04% |
$9.69K - $10.5K
|
3.75K
$430K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-77- 4.11% |
$9.57K - $10.3K
|
1.8K
$206K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-76- 1.71% |
$9.44K - $10.2K
|
4.36K
$501K
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-74- 0.4% |
$9.2K - $9.92K
|
18.5K
$2.12M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-71- 0.62% |
$8.82K - $9.52K
|
11.3K
$1.3M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-70- 2.46% |
$8.7K - $9.39K
|
2.77K
$318K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-68- 3.03% |
$8.45K - $9.12K
|
2.18K
$250K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-67- 0.22% |
$8.33K - $8.99K
|
30.1K
$3.46M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-64- 0.42% |
$7.95K - $8.58K
|
15.2K
$1.75M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-63- 0.79% |
$7.83K - $8.45K
|
7.9K
$907K
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-60- 3.16% |
$7.46K - $8.05K
|
1.84K
$211K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-60- 1.06% |
$7.46K - $8.05K
|
5.6K
$642K
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-56- 1.84% |
$6.96K - $7.51K
|
2.99K
$343K
|