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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90.7K+ 27.64% |
$4.08M - $4.2M
|
419K
$19M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
88.7K+ 306.62% |
$3.99M - $4.1M
|
118K
$5.35M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
88.7K+ 68.79% |
$3.99M - $4.1M
|
218K
$9.89M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
82K+ 138.26% |
$3.69M - $3.8M
|
141K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81K+ 3.61% |
$3.65M - $3.75M
|
2.33M
$106M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
80.2K+ 52.0% |
$3.61M - $3.71M
|
234K
$10.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
79.6K+ 45.78% |
$3.58M - $3.68M
|
254K
$11.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
78.5KNew |
$3.54M - $3.63M
|
78.5K
$3.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
78.5K+ 65.89% |
$3.53M - $3.63M
|
198K
$8.98M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73.6KNew |
$3.31M - $3.41M
|
73.6K
$3.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
73.2KNew |
$3.3M - $3.39M
|
73.2K
$3.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
72.7K+ 21.77% |
$3.27M - $3.36M
|
407K
$18.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
72.4K+ 1081.32% |
$3.26M - $3.35M
|
79.1K
$3.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
69.7K+ 32.42% |
$3.14M - $3.23M
|
285K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
68.1K+ 24.35% |
$3.07M - $3.15M
|
348K
$15.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
66.7K+ 34.03% |
$3M - $3.09M
|
263K
$11.9M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
65.4K+ 25.1% |
$2.94M - $3.03M
|
326K
$14.8M
|
|
|
May 01, 2024
Q1 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
65.2K+ 13.48% |
$2.93M - $3.02M
|
549K
$24.9M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
64.7K+ 49.85% |
$2.91M - $2.99M
|
194K
$8.84M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63.1K+ 285.99% |
$2.84M - $2.92M
|
85.2K
$3.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
62.9KNew |
$2.83M - $2.91M
|
62.9K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
62.7KNew |
$2.82M - $2.9M
|
62.7K
$2.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62.7KNew |
$2.82M - $2.9M
|
62.7K
$2.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60K+ 13.53% |
$2.7M - $2.78M
|
503K
$22.9M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
58.3K+ 67.1% |
$2.62M - $2.7M
|
145K
$6.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
58.1K+ 8.59% |
$2.61M - $2.69M
|
734K
$33.4M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
55.6K+ 38.12% |
$2.5M - $2.57M
|
201K
$9.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
55K+ 23.9% |
$2.48M - $2.55M
|
285K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54.8K+ 8.89% |
$2.47M - $2.54M
|
671K
$30.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
54.7K+ 54.65% |
$2.46M - $2.53M
|
155K
$7.03M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
54.1KNew |
$2.44M - $2.5M
|
54.1K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
50.1K+ 33.72% |
$2.26M - $2.32M
|
199K
$9.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
49.9K+ 13.43% |
$2.25M - $2.31M
|
421K
$19.1M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
49.7K+ 6.13% |
$2.24M - $2.3M
|
861K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
49.7KNew |
$2.24M - $2.3M
|
49.7K
$2.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
47.5K+ 30.56% |
$2.14M - $2.2M
|
203K
$9.23M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
44.2K+ 38.26% |
$1.99M - $2.04M
|
160K
$7.26M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
42.9KNew |
$1.93M - $1.99M
|
42.9K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
42.8KNew |
$1.93M - $1.98M
|
42.8K
$1.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
42.7K+ 59.44% |
$1.92M - $1.98M
|
115K
$5.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41.1K+ 43.79% |
$1.85M - $1.9M
|
135K
$6.14M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
39.9K+ 210.26% |
$1.8M - $1.85M
|
58.9K
$2.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
35.9K+ 52.12% |
$1.62M - $1.66M
|
105K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
35.8K+ 332.08% |
$1.61M - $1.66M
|
46.6K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.8K+ 52.01% |
$1.61M - $1.66M
|
105K
$4.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.2K+ 50.86% |
$1.59M - $1.63M
|
104K
$4.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
34.9K+ 37.92% |
$1.57M - $1.61M
|
127K
$5.76M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
34.7K+ 61.86% |
$1.56M - $1.6M
|
90.7K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
34.4KNew |
$1.55M - $1.59M
|
34.4K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
34.3K+ 44.21% |
$1.55M - $1.59M
|
112K
$5.09M
|