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 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.23K+ 8.74% |
$306K - $327K
|
77.5K
$3.52M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.23K+ 13.5% |
$306K - $327K
|
52.4K
$2.38M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.05K+ 2.38% |
$297K - $318K
|
261K
$11.9M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.01KNew |
$295K - $316K
|
6.01K
$273K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6KNew |
$295K - $315K
|
6K
$273K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.96K+ 103.22% |
$293K - $313K
|
11.7K
$533K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.95KNew |
$292K - $313K
|
5.95K
$270K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.92K+ 58.82% |
$291K - $311K
|
16K
$726K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.6K+ 20.88% |
$275K - $295K
|
32.4K
$1.47M
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.59K+ 7.66% |
$275K - $294K
|
78.6K
$3.57M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
5.49K+ 4.35% |
$270K - $289K
|
132K
$5.98M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
5.41K+ 1.46% |
$266K - $285K
|
376K
$17.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.27K+ 51.81% |
$259K - $277K
|
15.4K
$701K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.09KNew |
$250K - $268K
|
5.09K
$231K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
5.04KNew |
$248K - $265K
|
5.04K
$229K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.93K+ 23.62% |
$242K - $259K
|
25.8K
$1.17M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.88K+ 50.98% |
$240K - $256K
|
14.4K
$656K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.85KNew |
$238K - $255K
|
4.85K
$220K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.7KNew |
$231K - $247K
|
4.7K
$214K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
4.56KNew |
$224K - $240K
|
4.56K
$207K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.5K+ 52.4% |
$221K - $237K
|
13.1K
$595K
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.5K+ 2.38% |
$221K - $236K
|
193K
$8.77M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.28K+ 20.29% |
$210K - $225K
|
25.4K
$1.15M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.21KNew |
$207K - $221K
|
4.21K
$191K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
4.15K+ 46.25% |
$204K - $218K
|
13.1K
$596K
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 1.36% |
$202K - $216K
|
307K
$14M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.86K+ 55.48% |
$190K - $203K
|
10.8K
$491K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.45K+ 18.4% |
$169K - $181K
|
22.2K
$1.01M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.33KNew |
$164K - $175K
|
3.33K
$151K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.25K+ 32.2% |
$160K - $171K
|
13.3K
$606K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.19K+ 24.79% |
$157K - $168K
|
16K
$729K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.05K+ 22.3% |
$150K - $160K
|
16.7K
$759K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.93KNew |
$144K - $154K
|
2.93K
$133K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.75K+ 14.97% |
$135K - $144K
|
21.1K
$959K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
2.58K+ 47.78% |
$127K - $135K
|
7.96K
$362K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.55K+ 5.36% |
$125K - $134K
|
50.2K
$2.28M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.5K+ 30.15% |
$123K - $131K
|
10.8K
$489K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.43KNew |
$120K - $128K
|
2.43K
$111K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.42K+ 11.18% |
$119K - $127K
|
24.1K
$1.09M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.35KNew |
$116K - $124K
|
2.35K
$107K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.35K+ 13.07% |
$115K - $124K
|
20.3K
$924K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.34K+ 46.3% |
$115K - $123K
|
7.39K
$336K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.32K+ 23.16% |
$114K - $122K
|
12.4K
$562K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 13.29% |
$113K - $121K
|
19.6K
$891K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.19K+ 19.65% |
$108K - $115K
|
13.3K
$607K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.15K+ 15.27% |
$106K - $113K
|
16.2K
$738K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.09K+ 20.95% |
$102K - $110K
|
12K
$547K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.01K+ 23.18% |
$98.9K - $106K
|
10.7K
$486K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
1.98K+ 1.76% |
$97.3K - $104K
|
114K
$5.2M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.89K+ 6.24% |
$92.9K - $99.4K
|
32.2K
$1.46M
|