Purchases and Sales Made in Q1 2024 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 2024. 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 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.98K- 13.27% |
$89K - $91.4K
|
12.9K
$587K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.04K- 29.65% |
$91.8K - $94.3K
|
4.84K
$220K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.29% |
$96.8K - $99.5K
|
21K
$954K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 28.09% |
$99.9K - $103K
|
5.68K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.26K- 21.43% |
$102K - $105K
|
8.29K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-2.29K- 21.5% |
$103K - $106K
|
8.35K
$379K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.41K- 17.12% |
$109K - $112K
|
11.7K
$531K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.44K- 5.37% |
$110K - $113K
|
43K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.64K- 17.1% |
$119K - $122K
|
12.8K
$581K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.74K- 20.91% |
$123K - $127K
|
10.3K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-2.75K- 6.62% |
$124K - $127K
|
38.8K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.81K- 3.37% |
$126K - $130K
|
80.6K
$3.67M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.84K- 2.72% |
$128K - $131K
|
101K
$4.61M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.89K- 0.42% |
$130K - $133K
|
689K
$31.3M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.89K- 0.63% |
$130K - $134K
|
457K
$20.8M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.05K- 9.65% |
$137K - $141K
|
28.6K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.13K- 2.33% |
$141K - $145K
|
131K
$5.97M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-3.36K- 0.9% |
$151K - $156K
|
372K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.41K- 10.7% |
$153K - $158K
|
28.4K
$1.29M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.24K- 16.32% |
$191K - $196K
|
21.7K
$988K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.43K- 7.96% |
$200K - $205K
|
51.3K
$2.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.66K- 49.83% |
$210K - $215K
|
4.69K
$213K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.72K- 41.95% |
$213K - $218K
|
6.53K
$297K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-4.91K- 43.83% |
$221K - $227K
|
6.29K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.48K- 2.36% |
$247K - $254K
|
227K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-5.89K- 26.03% |
$265K - $272K
|
16.7K
$760K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.3K- 2.96% |
$284K - $291K
|
206K
$9.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.72K- 13.28% |
$303K - $311K
|
43.9K
$1.99M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.88K- 12.76% |
$310K - $318K
|
47K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.19K- 11.43% |
$324K - $333K
|
55.8K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.15K- 38.64% |
$367K - $377K
|
12.9K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.4K- 15.8% |
$469K - $482K
|
55.5K
$2.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-10.5K- 34.27% |
$472K - $485K
|
20.1K
$914K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11.2K- 39.14% |
$506K - $520K
|
17.5K
$794K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.3K- 1.83% |
$508K - $522K
|
606K
$27.6M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-11.5K- 38.91% |
$518K - $532K
|
18.1K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 20.84% |
$524K - $539K
|
44.2K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-12.6K- 26.43% |
$568K - $584K
|
35.1K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-16.8K- 7.3% |
$755K - $776K
|
213K
$9.68M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-17.6K- 2.11% |
$793K - $815K
|
816K
$37.1M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-18.1K- 82.84% |
$813K - $835K
|
3.74K
$170K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.3K- 13.47% |
$871K - $895K
|
124K
$5.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.6K- 37.66% |
$929K - $955K
|
34.2K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-21.1K- 78.76% |
$951K - $978K
|
5.7K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-21.8K- 0.85% |
$982K - $1.01M
|
2.53M
$115M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 24.19% |
$1M - $1.03M
|
69.9K
$3.18M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-22.4K- 50.05% |
$1.01M - $1.03M
|
22.3K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.3K- 22.12% |
$1.05M - $1.08M
|
81.9K
$3.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-24.7K- 74.49% |
$1.11M - $1.14M
|
8.47K
$385K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-25.8K- 32.62% |
$1.16M - $1.2M
|
53.4K
$2.43M
|