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 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.8K+ 33.57% |
$892K - $917K
|
78.9K
$3.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
19.6K+ 16.74% |
$881K - $905K
|
136K
$6.2M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
18.8K+ 355.26% |
$848K - $871K
|
24.1K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
18.6K+ 35.69% |
$839K - $862K
|
70.9K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
18.6K+ 7.45% |
$837K - $860K
|
268K
$12.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18.2K+ 45.55% |
$818K - $840K
|
58K
$2.64M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.1K+ 46.98% |
$813K - $836K
|
56.5K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.9K+ 7.19% |
$808K - $830K
|
267K
$12.1M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.9K+ 22.07% |
$805K - $827K
|
98.9K
$4.49M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17.7K+ 31.18% |
$799K - $821K
|
74.6K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.6KNew |
$791K - $813K
|
17.6K
$798K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 2.79% |
$761K - $782K
|
623K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 25.78% |
$729K - $749K
|
79K
$3.59M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
16.1K+ 209.37% |
$724K - $744K
|
23.8K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16K+ 9505.36% |
$719K - $739K
|
16.1K
$733K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
15.3K+ 88.31% |
$688K - $707K
|
32.6K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
15.1K+ 6.28% |
$680K - $699K
|
256K
$11.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
15K+ 85.86% |
$675K - $694K
|
32.5K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
14.8K+ 9.78% |
$667K - $686K
|
166K
$7.57M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.3K+ 10.28% |
$645K - $662K
|
154K
$6.98M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 0.76% |
$639K - $657K
|
1.88M
$85.7M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14K+ 66.41% |
$630K - $648K
|
35.1K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.6KNew |
$613K - $630K
|
13.6K
$619K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
13.4K+ 13.06% |
$605K - $622K
|
116K
$5.29M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.3K+ 34.88% |
$598K - $615K
|
51.4K
$2.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
13.2K+ 33.0% |
$595K - $612K
|
53.3K
$2.42M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.8K+ 23.0% |
$575K - $591K
|
68.3K
$3.1M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.6K+ 254.31% |
$569K - $585K
|
17.6K
$800K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
12.6K+ 8.45% |
$567K - $582K
|
161K
$7.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
12.3K+ 8.31% |
$554K - $569K
|
160K
$7.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 46.29% |
$551K - $566K
|
38.7K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
12.1KNew |
$544K - $559K
|
12.1K
$549K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11.7K+ 106.87% |
$526K - $541K
|
22.6K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
11.6KNew |
$523K - $538K
|
11.6K
$528K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.5K+ 10.51% |
$520K - $534K
|
121K
$5.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11.5KNew |
$519K - $533K
|
11.5K
$524K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
11K+ 30.81% |
$497K - $511K
|
46.9K
$2.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.4K+ 5.81% |
$469K - $482K
|
190K
$8.63M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 141.87% |
$466K - $479K
|
17.6K
$801K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.3K+ 144.1% |
$464K - $477K
|
17.5K
$794K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 38.51% |
$463K - $476K
|
37K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2K+ 9.14% |
$460K - $473K
|
122K
$5.55M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.2K+ 16.9% |
$460K - $473K
|
70.7K
$3.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9.86K+ 50.59% |
$444K - $456K
|
29.3K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.62K+ 8.52% |
$433K - $445K
|
123K
$5.57M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.54K+ 67.26% |
$430K - $442K
|
23.7K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.34K+ 49.2% |
$420K - $432K
|
28.3K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.22K+ 98.88% |
$415K - $427K
|
18.5K
$843K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.13K+ 2.92% |
$411K - $422K
|
321K
$14.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9K+ 39.59% |
$405K - $417K
|
31.7K
$1.44M
|