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 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-8.15K- 15.68% |
$1.01M - $1.09M
|
43.8K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.1K- 1.77% |
$1.01M - $1.09M
|
448K
$54.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7.69K- 4.07% |
$956K - $1.03M
|
181K
$22M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.68K- 2.52% |
$954K - $1.03M
|
297K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.32K- 3.48% |
$909K - $982K
|
203K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.59K- 26.38% |
$819K - $884K
|
18.4K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.48K- 4.28% |
$805K - $868K
|
145K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.43K- 31.82% |
$799K - $862K
|
13.8K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.37K- 1.74% |
$792K - $854K
|
361K
$43.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.31K- 1.73% |
$783K - $846K
|
357K
$43.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.98K- 0.92% |
$743K - $802K
|
646K
$78.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.86K- 94.62% |
$728K - $786K
|
333
$40.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.67K- 8.76% |
$705K - $761K
|
59.1K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.58K- 2.58% |
$694K - $749K
|
211K
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.54K- 1.54% |
$689K - $743K
|
354K
$43M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.32K- 6.04% |
$661K - $714K
|
82.8K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.21K- 1.52% |
$648K - $699K
|
338K
$41.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.1K- 63.7% |
$633K - $683K
|
2.9K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.06K- 9.0% |
$628K - $678K
|
51.1K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.78K- 3.17% |
$594K - $641K
|
146K
$17.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.77K- 38.7% |
$593K - $640K
|
7.56K
$918K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.72K- 90.58% |
$587K - $633K
|
491
$59.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.64K- 11.05% |
$576K - $622K
|
37.3K
$4.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-4.38K- 1.9% |
$545K - $588K
|
226K
$27.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.38K- 6.33% |
$544K - $587K
|
64.7K
$7.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-4.34K- 4.7% |
$540K - $583K
|
88.1K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.33K- 2.58% |
$538K - $581K
|
163K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.32K- 1.96% |
$537K - $580K
|
216K
$26.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.32K- 2.49% |
$537K - $579K
|
169K
$20.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.27K- 2.26% |
$531K - $573K
|
184K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.24K- 48.29% |
$527K - $569K
|
4.54K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.1K- 1.49% |
$510K - $550K
|
272K
$33M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-4.09K- 4.62% |
$508K - $548K
|
84.5K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-4.05K- 8.06% |
$504K - $543K
|
46.2K
$5.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.96K- 12.55% |
$493K - $532K
|
27.6K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 0.99% |
$490K - $529K
|
395K
$47.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-3.88K- 5.39% |
$482K - $520K
|
68.1K
$8.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 5.76% |
$482K - $520K
|
63.4K
$7.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.88K- 47.47% |
$482K - $520K
|
4.29K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.82K- 27.31% |
$475K - $513K
|
10.2K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.8K- 39.48% |
$472K - $509K
|
5.82K
$707K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.7K- 1.25% |
$460K - $496K
|
293K
$35.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.64K- 12.06% |
$452K - $488K
|
26.6K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.56K- 1.8% |
$442K - $477K
|
194K
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.54K- 0.66% |
$440K - $475K
|
529K
$64.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.51K- 27.7% |
$436K - $471K
|
9.16K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.37K- 46.2% |
$419K - $452K
|
3.92K
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 2.08% |
$416K - $449K
|
158K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.3K- 7.17% |
$410K - $443K
|
42.7K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.29K- 6.81% |
$409K - $441K
|
45K
$5.47M
|