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 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1.88K- 18.73% |
$84.1K - $87K
|
8.16K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.03K- 1.17% |
$90.8K - $93.9K
|
171K
$7.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.07K- 9.39% |
$92.4K - $95.6K
|
19.9K
$907K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-2.28K- 22.17% |
$102K - $106K
|
8.02K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.34K- 2.22% |
$105K - $108K
|
103K
$4.67M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.47K- 20.71% |
$110K - $114K
|
9.44K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.48K- 12.87% |
$111K - $115K
|
16.8K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.53K- 5.78% |
$113K - $117K
|
41.2K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.6K- 9.31% |
$116K - $120K
|
25.3K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.63K- 6.57% |
$118K - $122K
|
37.4K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.64K- 11.32% |
$118K - $122K
|
20.7K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.66K- 9.45% |
$119K - $123K
|
25.4K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.75K- 10.98% |
$123K - $127K
|
22.3K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.76K- 2.99% |
$123K - $128K
|
89.4K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-2.97K- 21.76% |
$133K - $137K
|
10.7K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3K- 5.67% |
$134K - $139K
|
49.8K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-3K- 23.61% |
$134K - $139K
|
9.7K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3.05K- 0.65% |
$137K - $141K
|
470K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-3.12K- 36.5% |
$140K - $144K
|
5.43K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.14K- 1.19% |
$140K - $145K
|
260K
$11.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-3.14K- 25.12% |
$140K - $145K
|
9.36K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.15K- 16.78% |
$141K - $146K
|
15.6K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.28K- 8.97% |
$146K - $151K
|
33.2K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.29K- 4.09% |
$147K - $152K
|
77.1K
$3.51M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-3.34K- 1.68% |
$149K - $155K
|
196K
$8.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.45K- 4.27% |
$154K - $160K
|
77.4K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 3.91% |
$155K - $160K
|
85.2K
$3.87M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3.5K- 3.54% |
$157K - $162K
|
95.4K
$4.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.53K- 9.79% |
$158K - $163K
|
32.5K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3.54K- 81.78% |
$158K - $164K
|
788
$35.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.54K- 12.45% |
$158K - $164K
|
24.9K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-3.55K- 5.42% |
$159K - $164K
|
62K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.71K- 4.73% |
$166K - $172K
|
74.7K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.75K- 2.8% |
$167K - $173K
|
130K
$5.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-3.8K- 8.08% |
$170K - $176K
|
43.3K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.85K- 6.45% |
$172K - $178K
|
55.9K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.94K- 46.69% |
$176K - $182K
|
4.5K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.98K- 35.67% |
$178K - $184K
|
7.18K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.99K- 20.21% |
$178K - $185K
|
15.8K
$716K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-4.08K- 2.68% |
$183K - $189K
|
148K
$6.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.09K- 4.22% |
$183K - $189K
|
92.8K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.1K- 47.76% |
$183K - $190K
|
4.49K
$204K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.21K- 40.62% |
$188K - $195K
|
6.15K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.34K- 4.56% |
$194K - $201K
|
91K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-4.41K- 22.79% |
$197K - $204K
|
14.9K
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.43K- 0.47% |
$198K - $205K
|
947K
$43.1M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-4.53K- 1.78% |
$202K - $209K
|
250K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 0.13% |
$203K - $210K
|
3.54M
$161M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-4.64K- 1.48% |
$207K - $214K
|
308K
$14M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.73K- 5.16% |
$212K - $219K
|
86.9K
$3.95M
|