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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.88K+ 11.25% |
$92.5K - $99K
|
18.6K
$846K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.87K+ 4.67% |
$92.1K - $98.5K
|
42K
$1.91M
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.8K+ 8.61% |
$88.5K - $94.7K
|
22.7K
$1.03M
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
1.78K+ 12.21% |
$87.4K - $93.5K
|
16.3K
$742K
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 43.71% |
$87.2K - $93.3K
|
5.84K
$265K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.71K+ 5.49% |
$84.2K - $90.1K
|
32.9K
$1.5M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 8.12% |
$80.2K - $85.9K
|
21.7K
$988K
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
1.63K+ 382.16% |
$80K - $85.6K
|
2.05K
$93.4K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.53K+ 25.09% |
$75.3K - $80.6K
|
7.64K
$347K
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.42K+ 26.28% |
$69.9K - $74.8K
|
6.83K
$311K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.42KNew |
$69.6K - $74.5K
|
1.42K
$64.4K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.4K+ 3.27% |
$68.6K - $73.4K
|
44.1K
$2M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 3.49% |
$67.6K - $72.3K
|
40.7K
$1.85M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.37K+ 96.28% |
$67.5K - $72.2K
|
2.8K
$127K
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.37K+ 4.84% |
$67.3K - $72K
|
29.6K
$1.35M
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.37K+ 32.42% |
$67.2K - $71.9K
|
5.59K
$254K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.28K+ 14.82% |
$62.7K - $67.1K
|
9.89K
$450K
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.24K+ 3.6% |
$60.9K - $65.1K
|
35.7K
$1.62M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.24KNew |
$60.9K - $65.1K
|
1.24K
$56.3K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.13KNew |
$55.4K - $59.3K
|
1.13K
$51.3K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.1K+ 3.55% |
$54.1K - $57.9K
|
32.1K
$1.46M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 3.66% |
$52.7K - $56.4K
|
30.4K
$1.38M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.06K+ 26.79% |
$52.2K - $55.9K
|
5.03K
$229K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 12.9% |
$52.2K - $55.8K
|
9.29K
$422K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.06K+ 31.07% |
$52K - $55.7K
|
4.47K
$203K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.04K+ 33.6% |
$51.1K - $54.7K
|
4.14K
$188K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
1KNew |
$49.1K - $52.6K
|
1K
$45.5K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
924+ 73.16% |
$45.4K - $48.6K
|
2.19K
$99.4K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
872+ 20.0% |
$42.8K - $45.8K
|
5.23K
$238K
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
821+ 2.92% |
$40.3K - $43.2K
|
28.9K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
753+ 7.34% |
$37K - $39.6K
|
11K
$500K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
723+ 27.92% |
$35.5K - $38K
|
3.31K
$151K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
715+ 15.24% |
$35.1K - $37.6K
|
5.41K
$246K
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
638+ 13.68% |
$31.3K - $33.5K
|
5.3K
$241K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
631+ 6.43% |
$31K - $33.2K
|
10.4K
$475K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
602+ 5.78% |
$29.6K - $31.7K
|
11K
$501K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
500New |
$24.6K - $26.3K
|
500
$22.7K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
445+ 9.01% |
$21.9K - $23.4K
|
5.39K
$245K
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
436New |
$21.4K - $22.9K
|
436
$19.8K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
431+ 3.84% |
$21.2K - $22.7K
|
11.7K
$530K
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
389+ 2.89% |
$19.1K - $20.5K
|
13.8K
$629K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
381New |
$18.7K - $20K
|
381
$17.3K
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
360New |
$17.7K - $18.9K
|
360
$16.4K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
355+ 2.05% |
$17.4K - $18.7K
|
17.7K
$804K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
350New |
$17.2K - $18.4K
|
350
$15.9K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
341+ 4.63% |
$16.8K - $17.9K
|
7.71K
$350K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
314New |
$15.4K - $16.5K
|
314
$14.3K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
314New |
$15.4K - $16.5K
|
314
$14.3K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
239+ 1.1% |
$11.7K - $12.6K
|
22K
$998K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
238+ 5.02% |
$11.7K - $12.5K
|
4.98K
$226K
|