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 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.82K- 44.79% |
$226K - $244K
|
2.25K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.71K- 37.65% |
$212K - $229K
|
2.83K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.69K- 1.17% |
$210K - $227K
|
143K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.69K- 35.73% |
$210K - $227K
|
3.04K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.68K- 3.21% |
$209K - $226K
|
50.7K
$6.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.68K- 1.93% |
$209K - $226K
|
85.4K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.68K- 12.85% |
$208K - $225K
|
11.4K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.58K- 1.19% |
$196K - $212K
|
131K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 7.56% |
$196K - $211K
|
19.3K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.56K- 49.12% |
$193K - $209K
|
1.61K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.53K- 14.54% |
$190K - $205K
|
9K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.52K- 2.67% |
$189K - $203K
|
55.4K
$6.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.51K- 6.2% |
$187K - $202K
|
22.8K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.49K- 0.31% |
$185K - $199K
|
471K
$57.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.4K- 31.1% |
$174K - $188K
|
3.1K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 0.72% |
$164K - $177K
|
182K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.31K- 2.29% |
$163K - $176K
|
56K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1.3K- 1.84% |
$162K - $174K
|
69.3K
$8.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.3K- 7.39% |
$161K - $174K
|
16.2K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.29K- 38.76% |
$160K - $173K
|
2.04K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 37.27% |
$155K - $168K
|
2.11K
$256K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.2K- 6.78% |
$149K - $161K
|
16.5K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.19K- 14.44% |
$148K - $160K
|
7.07K
$858K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.19K- 3.18% |
$148K - $160K
|
36.3K
$4.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.19K- 3.12% |
$148K - $160K
|
37K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.16K- 0.33% |
$145K - $156K
|
348K
$42.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.14K- 2.73% |
$142K - $153K
|
40.6K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.14K- 0.42% |
$142K - $153K
|
272K
$33M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.14K- 2.09% |
$141K - $152K
|
53.2K
$6.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.13K- 80.13% |
$140K - $151K
|
280
$34K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 1.71% |
$138K - $149K
|
64K
$7.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 14.61% |
$134K - $145K
|
6.31K
$766K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 13.1% |
$128K - $138K
|
6.83K
$829K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.02K- 1.87% |
$127K - $137K
|
53.6K
$6.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1K- 2.89% |
$124K - $134K
|
33.7K
$4.08M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-991- 0.82% |
$123K - $133K
|
120K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-951- 4.16% |
$118K - $128K
|
21.9K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-949- 3.72% |
$118K - $127K
|
24.5K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-929- 29.06% |
$115K - $125K
|
2.27K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-921- 15.16% |
$114K - $124K
|
5.16K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-914- 2.14% |
$114K - $123K
|
41.7K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-910- 1.79% |
$113K - $122K
|
50K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-908- 9.34% |
$113K - $122K
|
8.82K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-896- 1.86% |
$111K - $120K
|
47.2K
$5.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-895- 15.52% |
$111K - $120K
|
4.87K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-864- 1.72% |
$107K - $116K
|
49.5K
$6.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-849- 5.52% |
$105K - $114K
|
14.5K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-802- 1.08% |
$99.7K - $108K
|
73.8K
$8.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-798- 3.83% |
$99.2K - $107K
|
20.1K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-772- 11.27% |
$95.9K - $104K
|
6.08K
$738K
|