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 |
---|---|---|---|---|---|---|---|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41.6K- 10.36% |
$5M - $5.6M
|
360K
$48.6M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-39.8K- 13.4% |
$4.78M - $5.35M
|
257K
$34.7M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.1K- 18.17% |
$4.71M - $5.27M
|
176K
$23.8M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-36.3K- 55.49% |
$4.37M - $4.89M
|
29.1K
$3.93M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-35.9K- 2.4% |
$4.31M - $4.83M
|
1.46M
$197M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.5KClosed |
$4.27M - $4.78M
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.3K- 20.27% |
$4.13M - $4.62M
|
135K
$18.2M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-31.8K- 16.46% |
$3.83M - $4.28M
|
162K
$21.8M
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-28.6K- 15.51% |
$3.44M - $3.85M
|
156K
$21M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.3K- 93.52% |
$3.4M - $3.81M
|
1.96K
$265K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-27.4K- 83.59% |
$3.29M - $3.68M
|
5.37K
$725K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-27.3K- 3.49% |
$3.29M - $3.68M
|
757K
$102M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-26.6K- 57.42% |
$3.21M - $3.59M
|
19.8K
$2.67M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-25.8K- 52.2% |
$3.1M - $3.47M
|
23.6K
$3.19M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-25.5K- 48.29% |
$3.07M - $3.43M
|
27.3K
$3.69M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.5K- 6.52% |
$3.06M - $3.43M
|
365K
$49.3M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.2K- 16.91% |
$2.67M - $2.99M
|
109K
$14.7M
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-21.8K- 28.04% |
$2.62M - $2.93M
|
55.9K
$7.54M
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-21.6K- 42.43% |
$2.6M - $2.91M
|
29.3K
$3.96M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.4K- 62.61% |
$2.58M - $2.88M
|
12.8K
$1.73M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 10.12% |
$2.47M - $2.77M
|
182K
$24.6M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 81.17% |
$2.45M - $2.74M
|
4.72K
$638K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-20.1K- 6.92% |
$2.42M - $2.71M
|
271K
$36.6M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 3.93% |
$2.41M - $2.7M
|
490K
$66.2M
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-19.4K- 7.38% |
$2.33M - $2.6M
|
243K
$32.8M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18.6K- 5.24% |
$2.23M - $2.5M
|
336K
$45.3M
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-18.3K- 24.11% |
$2.2M - $2.46M
|
57.6K
$7.77M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-18.2K- 16.52% |
$2.19M - $2.45M
|
92.1K
$12.4M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.9K- 12.23% |
$2.15M - $2.41M
|
128K
$17.3M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-16K- 31.95% |
$1.92M - $2.15M
|
34.1K
$4.6M
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-15.6K- 9.48% |
$1.87M - $2.1M
|
149K
$20.1M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15K- 38.23% |
$1.81M - $2.03M
|
24.3K
$3.28M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.9K- 9.46% |
$1.79M - $2M
|
142K
$19.2M
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-14.3K- 11.49% |
$1.72M - $1.92M
|
110K
$14.8M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 1.27% |
$1.71M - $1.91M
|
1.1M
$149M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.5K- 12.46% |
$1.63M - $1.82M
|
95K
$12.8M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 9.67% |
$1.55M - $1.74M
|
121K
$16.3M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-12.6K- 69.46% |
$1.52M - $1.7M
|
5.55K
$749K
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-12.4K- 4.07% |
$1.49M - $1.67M
|
292K
$39.4M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 7.38% |
$1.4M - $1.57M
|
146K
$19.8M
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11.5K- 21.96% |
$1.39M - $1.55M
|
40.9K
$5.53M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.8K- 29.68% |
$1.3M - $1.45M
|
25.5K
$3.45M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 2.98% |
$1.28M - $1.43M
|
347K
$46.9M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.5K- 5.84% |
$1.26M - $1.41M
|
169K
$22.8M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.2K- 4.59% |
$1.23M - $1.37M
|
212K
$28.7M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-9.86K- 5.51% |
$1.19M - $1.33M
|
169K
$22.8M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 2.43% |
$1.15M - $1.29M
|
385K
$52M
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.53K- 7.52% |
$1.15M - $1.28M
|
117K
$15.8M
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-9.22K- 8.97% |
$1.11M - $1.24M
|
93.5K
$12.6M
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-8.79K- 20.56% |
$1.06M - $1.18M
|
33.9K
$4.58M
|