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 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-326K- 99.17% |
$40.5M - $43.8M
|
2.74K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-68.2K- 84.12% |
$8.48M - $9.15M
|
12.9K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-55.4K- 6.59% |
$6.88M - $7.42M
|
784K
$103M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.8K- 79.36% |
$4.57M - $4.93M
|
9.56K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27.4K- 71.34% |
$3.4M - $3.67M
|
11K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-26.2K- 11.01% |
$3.25M - $3.51M
|
211K
$27.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26K- 7.4% |
$3.23M - $3.49M
|
326K
$42.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-16.8K- 5.7% |
$2.09M - $2.26M
|
279K
$36.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.7K- 2.96% |
$2.07M - $2.24M
|
547K
$72M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-14.1K- 58.02% |
$1.76M - $1.9M
|
10.2K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 8.94% |
$1.63M - $1.76M
|
133K
$17.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.3K- 20.67% |
$1.28M - $1.38M
|
39.4K
$5.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-9.91K- 3.0% |
$1.23M - $1.33M
|
320K
$42.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-8.15K- 15.68% |
$1.01M - $1.09M
|
43.8K
$5.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7.69K- 4.07% |
$956K - $1.03M
|
181K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.31K- 1.73% |
$783K - $846K
|
357K
$47M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.98K- 0.92% |
$743K - $802K
|
646K
$85M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.93K- 8.26% |
$737K - $796K
|
65.9K
$8.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.86K- 94.62% |
$728K - $786K
|
333
$43.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.67K- 8.76% |
$705K - $761K
|
59.1K
$7.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.78K- 3.17% |
$594K - $641K
|
146K
$19.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.77K- 38.7% |
$593K - $640K
|
7.56K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.32K- 1.96% |
$537K - $580K
|
216K
$28.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-4.05K- 8.06% |
$504K - $543K
|
46.2K
$6.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 5.76% |
$482K - $520K
|
63.4K
$8.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.51K- 27.7% |
$436K - $471K
|
9.16K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.1K- 0.46% |
$385K - $416K
|
665K
$87.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.68K- 1.78% |
$334K - $360K
|
148K
$19.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.51K- 7.22% |
$312K - $337K
|
32.3K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.45K- 25.73% |
$304K - $328K
|
7.07K
$929K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.44K- 0.25% |
$303K - $327K
|
954K
$125M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.41K- 8.3% |
$299K - $323K
|
26.6K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 11.65% |
$280K - $302K
|
17.1K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.25K- 16.07% |
$279K - $302K
|
11.7K
$1.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 2.06% |
$263K - $284K
|
100K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.99K- 0.56% |
$247K - $266K
|
353K
$46.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.87K- 8.81% |
$232K - $251K
|
19.3K
$2.54M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.86K- 3.19% |
$231K - $249K
|
56.4K
$7.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.83K- 0.22% |
$228K - $246K
|
832K
$109M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.69K- 1.17% |
$210K - $227K
|
143K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.69K- 35.73% |
$210K - $227K
|
3.04K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.68K- 3.21% |
$209K - $226K
|
50.7K
$6.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.52K- 2.67% |
$189K - $203K
|
55.4K
$7.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.51K- 6.2% |
$187K - $202K
|
22.8K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.38K- 6.29% |
$172K - $185K
|
20.6K
$2.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.2K- 6.78% |
$149K - $161K
|
16.5K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.01K- 27.59% |
$126K - $136K
|
2.66K
$350K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-937- 1.0% |
$116K - $126K
|
92.6K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-921- 15.16% |
$114K - $124K
|
5.16K
$678K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-864- 1.72% |
$107K - $116K
|
49.5K
$6.5M
|