Purchases and Sales Made in Q1 2025 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 2025. 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 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
1.21M+ 4501.01% |
$54.3M - $56.2M
|
1.24M
$57.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05M+ 0.75% |
$47M - $48.6M
|
142M
$6.55B
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
341K+ 20.26% |
$15.2M - $15.7M
|
2.02M
$93.1M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
322K+ 535.92% |
$14.4M - $14.9M
|
382K
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
218K+ 148.22% |
$9.77M - $10.1M
|
366K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
203K+ 16.68% |
$9.06M - $9.37M
|
1.42M
$65.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
195K+ 25.06% |
$8.71M - $9.01M
|
972K
$44.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
194K+ 154.27% |
$8.67M - $8.97M
|
320K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
171K+ 136.45% |
$7.66M - $7.92M
|
297K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
153KNew |
$6.86M - $7.09M
|
153K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 8.4% |
$5.54M - $5.73M
|
1.6M
$73.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
122K+ 4.76% |
$5.47M - $5.66M
|
2.69M
$124M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 1.36% |
$5.18M - $5.36M
|
8.63M
$397M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
92.1K+ 5.75% |
$4.12M - $4.26M
|
1.69M
$78M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.8K+ 2.27% |
$4.06M - $4.2M
|
4.09M
$188M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
75.1K+ 7.04% |
$3.36M - $3.48M
|
1.14M
$52.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
72.7K+ 10.47% |
$3.25M - $3.36M
|
768K
$35.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
68.2K+ 103.84% |
$3.05M - $3.16M
|
134K
$6.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
65.5KNew |
$2.93M - $3.03M
|
65.5K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62K+ 10.14% |
$2.77M - $2.87M
|
674K
$31M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
57.6KNew |
$2.58M - $2.67M
|
57.6K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54.2K+ 7.97% |
$2.42M - $2.51M
|
734K
$33.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
52.8KNew |
$2.36M - $2.44M
|
52.8K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50.1K+ 8.36% |
$2.24M - $2.32M
|
649K
$29.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
47.2K+ 19.23% |
$2.11M - $2.18M
|
293K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
45.1K+ 1.55% |
$2.02M - $2.09M
|
2.95M
$136M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40.3K+ 11.75% |
$1.8M - $1.86M
|
383K
$17.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.2K+ 17.61% |
$1.66M - $1.72M
|
248K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34.7K+ 8.84% |
$1.55M - $1.6M
|
427K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34.1K+ 401.91% |
$1.53M - $1.58M
|
42.6K
$1.96M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
31.5K+ 4.47% |
$1.41M - $1.46M
|
737K
$33.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29.3K+ 22.6% |
$1.31M - $1.36M
|
159K
$7.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26.7K+ 44.57% |
$1.19M - $1.23M
|
86.6K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
23.5K+ 9.12% |
$1.05M - $1.09M
|
282K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
23.2K+ 17.41% |
$1.04M - $1.07M
|
157K
$7.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
20.6K+ 80.13% |
$920K - $952K
|
46.3K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 7.68% |
$836K - $865K
|
262K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16.3K+ 6.79% |
$730K - $755K
|
257K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16K+ 2.81% |
$715K - $740K
|
584K
$26.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.6K+ 106.6% |
$653K - $675K
|
28.3K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13.9KNew |
$623K - $644K
|
13.9K
$641K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.9K+ 17.94% |
$621K - $643K
|
91.4K
$4.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.8KNew |
$619K - $640K
|
13.8K
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
13.7KNew |
$612K - $633K
|
13.7K
$631K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11.4K+ 2.59% |
$510K - $528K
|
452K
$20.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$500K - $517K
|
11.2K
$515K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.8KNew |
$483K - $500K
|
10.8K
$498K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.4K+ 122.07% |
$464K - $480K
|
18.9K
$870K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9.89K+ 16.92% |
$442K - $457K
|
68.3K
$3.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.93KNew |
$399K - $413K
|
8.93K
$411K
|