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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.5K- 5.89% |
$1.19M - $1.23M
|
424K
$19.3M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-28.3K- 11.14% |
$1.27M - $1.31M
|
225K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-29K- 18.17% |
$1.3M - $1.34M
|
131K
$5.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.1K- 20.07% |
$1.35M - $1.39M
|
120K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-30.4K- 13.71% |
$1.37M - $1.41M
|
192K
$8.7M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30.5K- 16.81% |
$1.37M - $1.41M
|
151K
$6.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-33.6K- 3.01% |
$1.51M - $1.56M
|
1.08M
$49.2M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-35.8K- 11.91% |
$1.61M - $1.66M
|
265K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-36.3K- 32.34% |
$1.64M - $1.68M
|
76K
$3.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-37.8K- 89.56% |
$1.7M - $1.75M
|
4.41K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-48.6K- 5.2% |
$2.19M - $2.25M
|
887K
$40.3M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-58.2K- 61.44% |
$2.62M - $2.69M
|
36.5K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-59.5K- 75.99% |
$2.68M - $2.75M
|
18.8K
$855K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-68.5K- 83.98% |
$3.08M - $3.17M
|
13.1K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-71.4K- 22.35% |
$3.21M - $3.3M
|
248K
$11.3M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-73.9K- 6.64% |
$3.33M - $3.42M
|
1.04M
$47.2M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-79K- 22.31% |
$3.56M - $3.66M
|
275K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-84.7K- 15.87% |
$3.81M - $3.92M
|
449K
$20.4M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-85.5K- 40.4% |
$3.85M - $3.95M
|
126K
$5.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-97.5K- 83.03% |
$4.39M - $4.51M
|
19.9K
$905K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-186K- 7.41% |
$8.39M - $8.62M
|
2.33M
$106M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-196K- 26.42% |
$8.83M - $9.08M
|
546K
$24.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-248K- 97.88% |
$11.2M - $11.5M
|
5.36K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-325K- 36.86% |
$14.6M - $15.1M
|
557K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-403K- 44.45% |
$18.2M - $18.7M
|
504K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-495K- 40.03% |
$22.3M - $22.9M
|
742K
$33.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.59M- 97.72% |
$71.5M - $73.4M
|
37K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.07M- 98.91% |
$93.4M - $96M
|
22.8K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.11M- 61.3% |
$94.8M - $97.5M
|
1.33M
$60.4M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.44M- 5.69% |
$155M - $159M
|
57M
$2.59B
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.99M- 19.25% |
$180M - $184M
|
16.7M
$760M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.19M- 78.24% |
$323M - $332M
|
2M
$90.8M
|