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 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.59K- 2.54% |
$1.03M - $1.16M
|
330K
$44.5M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.5K- 1.52% |
$1.02M - $1.14M
|
549K
$74.2M
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-8.48K- 79.59% |
$1.02M - $1.14M
|
2.17K
$293K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.39K- 79.95% |
$1.01M - $1.13M
|
2.1K
$284K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.27K- 79.17% |
$995K - $1.11M
|
2.18K
$294K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.95K- 7.85% |
$957K - $1.07M
|
93.4K
$12.6M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.95K- 6.65% |
$957K - $1.07M
|
112K
$15.1M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.21K- 8.71% |
$868K - $971K
|
75.5K
$10.2M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.93K- 3.29% |
$833K - $933K
|
204K
$27.5M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.84K- 18.31% |
$822K - $920K
|
30.5K
$4.12M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.61K- 4.86% |
$795K - $890K
|
130K
$17.5M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.26K- 2.3% |
$753K - $842K
|
265K
$35.8M
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.95K- 39.65% |
$716K - $801K
|
9.06K
$1.22M
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.95K- 1.79% |
$715K - $801K
|
327K
$44.1M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.66K- 1.73% |
$681K - $762K
|
322K
$43.5M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-5.6K- 0.63% |
$674K - $754K
|
878K
$119M
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.34K- 1.54% |
$642K - $718K
|
342K
$46.2M
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.3K- 2.16% |
$637K - $713K
|
240K
$32.4M
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-5.2K- 25.21% |
$626K - $700K
|
15.4K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-5.17K- 26.0% |
$622K - $696K
|
14.7K
$1.99M
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-5.13K- 10.37% |
$617K - $690K
|
44.3K
$5.99M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.06K- 49.98% |
$608K - $681K
|
5.06K
$683K
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-5.02K- 53.63% |
$604K - $676K
|
4.34K
$586K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.01K- 8.19% |
$602K - $674K
|
56.1K
$7.58M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.91K- 35.21% |
$591K - $661K
|
9.03K
$1.22M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.52K- 12.12% |
$544K - $609K
|
32.8K
$4.43M
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.46K- 5.08% |
$537K - $601K
|
83.5K
$11.3M
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-4.44K- 76.03% |
$534K - $597K
|
1.4K
$189K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.15K- 4.13% |
$499K - $559K
|
96.3K
$13M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.1K- 2.51% |
$493K - $552K
|
159K
$21.5M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.07K- 10.72% |
$489K - $547K
|
33.9K
$4.57M
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.04K- 1.38% |
$486K - $544K
|
289K
$39M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.82K- 2.34% |
$460K - $514K
|
159K
$21.5M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.65K- 21.0% |
$439K - $491K
|
13.7K
$1.85M
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-3.6K- 9.58% |
$433K - $485K
|
34K
$4.59M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.46K- 26.12% |
$417K - $466K
|
9.8K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.96K- 59.96% |
$356K - $399K
|
1.98K
$267K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.92K- 4.77% |
$351K - $393K
|
58.3K
$7.87M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.76K- 8.78% |
$332K - $371K
|
28.7K
$3.87M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 2.79% |
$332K - $371K
|
96.2K
$13M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.74K- 18.43% |
$329K - $369K
|
12.1K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 0.14% |
$329K - $368K
|
1.89M
$255M
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-2.69K- 0.51% |
$323K - $362K
|
529K
$71.4M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.64K- 3.48% |
$317K - $355K
|
73.2K
$9.88M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.52K- 13.62% |
$303K - $339K
|
16K
$2.16M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.44K- 42.27% |
$294K - $328K
|
3.33K
$450K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.32K- 3.55% |
$279K - $313K
|
63.2K
$8.53M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.28K- 0.33% |
$274K - $306K
|
683K
$92.1M
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.26K- 0.65% |
$272K - $305K
|
346K
$46.7M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.24K- 3.29% |
$269K - $301K
|
65.8K
$8.89M
|