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 |
---|---|---|---|---|---|---|---|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-224- 6.12% |
$26.9K - $30.2K
|
3.44K
$464K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-220- 2.59% |
$26.5K - $29.6K
|
8.29K
$1.12M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-210- 9.42% |
$25.3K - $28.3K
|
2.02K
$273K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-203- 4.18% |
$24.4K - $27.3K
|
4.65K
$628K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-200- 3.33% |
$24.1K - $26.9K
|
5.8K
$783K
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-187- 7.22% |
$22.5K - $25.2K
|
2.4K
$325K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-185- 0.29% |
$22.3K - $24.9K
|
63.1K
$8.51M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-185- 1.1% |
$22.3K - $24.9K
|
16.7K
$2.25M
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-178- 0.33% |
$21.4K - $24K
|
53.6K
$7.23M
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-178- 0.1% |
$21.4K - $24K
|
186K
$25.1M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-175- 2.48% |
$21.1K - $23.6K
|
6.89K
$931K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-175- 7.8% |
$21.1K - $23.6K
|
2.07K
$279K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-175- 0.21% |
$21.1K - $23.6K
|
81.6K
$11M
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-172- 3.62% |
$20.7K - $23.2K
|
4.57K
$617K
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-171- 3.73% |
$20.6K - $23K
|
4.41K
$595K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-171- 0.26% |
$20.6K - $23K
|
64.5K
$8.71M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-167- 1.54% |
$20.1K - $22.5K
|
10.7K
$1.44M
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-163- 5.49% |
$19.6K - $21.9K
|
2.81K
$379K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-158- 1.39% |
$19K - $21.3K
|
11.2K
$1.51M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-158- 5.16% |
$19K - $21.3K
|
2.91K
$392K
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-157- 8.16% |
$18.9K - $21.1K
|
1.77K
$239K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-154- 5.44% |
$18.5K - $20.7K
|
2.68K
$362K
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-153- 2.3% |
$18.4K - $20.6K
|
6.49K
$876K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-151- 2.91% |
$18.2K - $20.3K
|
5.03K
$679K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-150- 96.15% |
$18K - $20.2K
|
6
$810
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-145- 1.76% |
$17.4K - $19.5K
|
8.09K
$1.09M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-141- 2.32% |
$17K - $19K
|
5.93K
$800K
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-135- 2.57% |
$16.2K - $18.2K
|
5.13K
$692K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-130- 3.88% |
$15.6K - $17.5K
|
3.22K
$435K
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-130- 2.95% |
$15.6K - $17.5K
|
4.28K
$578K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-123- 2.67% |
$14.8K - $16.6K
|
4.49K
$606K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-122- 3.93% |
$14.7K - $16.4K
|
2.98K
$402K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-116- 0.17% |
$14K - $15.6K
|
68K
$9.18M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-114- 3.72% |
$13.7K - $15.3K
|
2.95K
$398K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-111- 4.01% |
$13.4K - $14.9K
|
2.65K
$358K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-109- 0.39% |
$13.1K - $14.7K
|
28.2K
$3.8M
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-103- 2.89% |
$12.4K - $13.9K
|
3.46K
$467K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-100- 5.56% |
$12K - $13.5K
|
1.7K
$230K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-97- 0.23% |
$11.7K - $13.1K
|
41.5K
$5.6M
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-92- 0.74% |
$11.1K - $12.4K
|
12.4K
$1.67M
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-90- 2.04% |
$10.8K - $12.1K
|
4.32K
$583K
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-90- 4.02% |
$10.8K - $12.1K
|
2.15K
$290K
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-85- 0.72% |
$10.2K - $11.4K
|
11.8K
$1.59M
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-84- 0.35% |
$10.1K - $11.3K
|
23.9K
$3.23M
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-83- 1.43% |
$9.98K - $11.2K
|
5.73K
$773K
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-80- 0.94% |
$9.62K - $10.8K
|
8.45K
$1.14M
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-80- 2.43% |
$9.62K - $10.8K
|
3.21K
$433K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-79- 0.7% |
$9.5K - $10.6K
|
11.2K
$1.51M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 1.74% |
$9.02K - $10.1K
|
4.25K
$573K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-75- 10.26% |
$9.02K - $10.1K
|
656
$88.6K
|