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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.4M+ 7.62% |
$152M - $157M
|
48M
$2.2B
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.72M+ 17.66% |
$76.7M - $79.4M
|
11.4M
$523M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.42M+ 2.35% |
$63.5M - $65.7M
|
61.9M
$2.83B
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.22MNew |
$54.7M - $56.6M
|
1.22M
$55.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
1.21M+ 4501.01% |
$54.3M - $56.2M
|
1.24M
$56.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.13M+ 5.16% |
$50.4M - $52.1M
|
23M
$1.05B
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05M+ 0.75% |
$47M - $48.6M
|
142M
$6.5B
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
661K+ 213.04% |
$29.6M - $30.6M
|
971K
$44.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
651K+ 95.1% |
$29.1M - $30.1M
|
1.34M
$61M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
457K+ 5.79% |
$20.5M - $21.2M
|
8.36M
$382M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
450K+ 4.33% |
$20.1M - $20.8M
|
10.9M
$496M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
436K+ 0.7% |
$19.5M - $20.1M
|
62.4M
$2.85B
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
403K+ 590.04% |
$18M - $18.7M
|
472K
$21.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
341K+ 20.26% |
$15.2M - $15.7M
|
2.02M
$92.4M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
322K+ 535.92% |
$14.4M - $14.9M
|
382K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
297K+ 46.46% |
$13.3M - $13.8M
|
938K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
262K+ 109.4% |
$11.7M - $12.1M
|
502K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
256KNew |
$11.4M - $11.8M
|
256K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
246K+ 15.77% |
$11M - $11.4M
|
1.81M
$82.7M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
242K+ 27.58% |
$10.8M - $11.2M
|
1.12M
$51.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
218K+ 148.22% |
$9.77M - $10.1M
|
366K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
203K+ 16.68% |
$9.06M - $9.37M
|
1.42M
$64.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196KNew |
$8.78M - $9.08M
|
196K
$8.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
195K+ 25.06% |
$8.71M - $9.01M
|
972K
$44.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
194K+ 154.27% |
$8.67M - $8.97M
|
320K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
193K+ 6.8% |
$8.64M - $8.94M
|
3.03M
$139M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
171K+ 136.45% |
$7.66M - $7.92M
|
297K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
166K+ 13.82% |
$7.43M - $7.69M
|
1.37M
$62.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
153KNew |
$6.86M - $7.09M
|
153K
$7.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 8.4% |
$5.54M - $5.73M
|
1.6M
$73.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
124K+ 85.14% |
$5.53M - $5.72M
|
269K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
122K+ 4.76% |
$5.47M - $5.66M
|
2.69M
$123M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
120K+ 263.38% |
$5.37M - $5.55M
|
166K
$7.57M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119K+ 4.05% |
$5.32M - $5.5M
|
3.05M
$140M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 1.36% |
$5.18M - $5.36M
|
8.63M
$394M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
115K+ 9.42% |
$5.15M - $5.32M
|
1.34M
$61.1M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
105K+ 62.88% |
$4.69M - $4.85M
|
271K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
92.1K+ 5.75% |
$4.12M - $4.26M
|
1.69M
$77.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.8K+ 2.27% |
$4.06M - $4.2M
|
4.09M
$187M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
84.1K+ 14.4% |
$3.76M - $3.89M
|
668K
$30.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
75.1K+ 7.04% |
$3.36M - $3.48M
|
1.14M
$52.2M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
73.8K+ 420.78% |
$3.3M - $3.42M
|
91.4K
$4.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
72.7K+ 10.47% |
$3.25M - $3.36M
|
768K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
71.8K+ 6.54% |
$3.21M - $3.32M
|
1.17M
$53.5M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.2KNew |
$3.19M - $3.29M
|
71.2K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
68.2K+ 103.84% |
$3.05M - $3.16M
|
134K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.1K+ 2.19% |
$3.05M - $3.15M
|
3.18M
$145M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
65.5KNew |
$2.93M - $3.03M
|
65.5K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
64.2K+ 8.23% |
$2.87M - $2.97M
|
844K
$38.6M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
63.5KNew |
$2.84M - $2.94M
|
63.5K
$2.9M
|