Purchases and Sales Made in Q1 2022 in Ishares Core Total Usd Bond Ma (IUSB)
This table provides information about the institutional ownership of Ishares Core Total Usd Bond Ma (IUSB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE TOTAL USD BOND MA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
34.5K+ 143.49% |
$1.69M - $1.81M
|
58.5K
$2.66M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
33.2K+ 36.56% |
$1.63M - $1.75M
|
124K
$5.64M
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
33.2KNew |
$1.63M - $1.75M
|
33.2K
$1.51M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
32.9KNew |
$1.62M - $1.73M
|
32.9K
$1.5M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32.5K+ 28.41% |
$1.6M - $1.71M
|
147K
$6.67M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.3K+ 22.05% |
$1.54M - $1.64M
|
173K
$7.87M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.1K+ 73.13% |
$1.53M - $1.64M
|
73.7K
$3.35M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
30.9K+ 95.13% |
$1.52M - $1.63M
|
63.5K
$2.89M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.1K+ 15.34% |
$1.48M - $1.58M
|
226K
$10.3M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.9K+ 26.86% |
$1.47M - $1.57M
|
141K
$6.41M
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
29.4K+ 35.11% |
$1.44M - $1.55M
|
113K
$5.14M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
29.4K+ 35.11% |
$1.44M - $1.55M
|
113K
$5.14M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
29K+ 28.95% |
$1.43M - $1.53M
|
129K
$5.87M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
28.2K+ 25.01% |
$1.39M - $1.48M
|
141K
$6.41M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
27KNew |
$1.33M - $1.42M
|
27K
$1.23M
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26.6K+ 16.96% |
$1.31M - $1.4M
|
183K
$8.34M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
26K+ 342.46% |
$1.28M - $1.37M
|
33.6K
$1.53M
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
25.6K+ 17.66% |
$1.26M - $1.35M
|
171K
$7.77M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 9.24% |
$1.23M - $1.32M
|
296K
$13.5M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
24.9K+ 49.21% |
$1.22M - $1.31M
|
75.5K
$3.43M
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
23.7K+ 23.47% |
$1.16M - $1.24M
|
125K
$5.66M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
22.7K+ 25.85% |
$1.12M - $1.19M
|
111K
$5.02M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.4K+ 35.1% |
$1.1M - $1.18M
|
86.3K
$3.92M
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
22.2K+ 21.16% |
$1.09M - $1.17M
|
127K
$5.79M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22K+ 41.57% |
$1.08M - $1.16M
|
75.1K
$3.41M
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
22KNew |
$1.08M - $1.16M
|
22K
$1M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
21.5K+ 2.51% |
$1.05M - $1.13M
|
877K
$39.8M
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
20.4K+ 23.48% |
$1M - $1.07M
|
107K
$4.88M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
19.7K+ 2.75% |
$967K - $1.04M
|
736K
$33.5M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
19.2K+ 83.19% |
$944K - $1.01M
|
42.3K
$1.92M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.6K+ 271.0% |
$916K - $980K
|
25.5K
$1.16M
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
18.4KNew |
$905K - $968K
|
18.4K
$837K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
17.8K+ 6.74% |
$873K - $934K
|
281K
$12.8M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17.4K+ 44.14% |
$854K - $914K
|
56.8K
$2.58M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17.2KNew |
$847K - $906K
|
17.2K
$784K
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
17.2K+ 33.34% |
$845K - $904K
|
68.8K
$3.13M
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 12.25% |
$813K - $870K
|
152K
$6.89M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$808K - $865K
|
16.5K
$748K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 22.28% |
$792K - $847K
|
88.5K
$4.02M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
15.5KNew |
$760K - $814K
|
15.5K
$703K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
15.1K+ 30.24% |
$744K - $796K
|
65.2K
$2.96M
|
|
May 06, 2022
Q1 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
15K+ 3.0% |
$738K - $790K
|
516K
$23.5M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.9K+ 32.46% |
$733K - $784K
|
60.8K
$2.77M
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
14.5K+ 39.94% |
$711K - $761K
|
50.7K
$2.31M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
14.5KNew |
$711K - $761K
|
14.5K
$658K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.4KNew |
$707K - $756K
|
14.4K
$654K
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
14.4K+ 19.72% |
$706K - $756K
|
87.2K
$3.96M
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
14.3K+ 127.4% |
$705K - $754K
|
25.6K
$1.16M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
14.3K+ 12.62% |
$704K - $754K
|
128K
$5.82M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14.2K+ 15.38% |
$699K - $748K
|
107K
$4.85M
|