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 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 3.98% |
$212K - $219K
|
115K
$5.21M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.78K- 19.22% |
$214K - $221K
|
20.1K
$912K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.78K- 15.52% |
$214K - $221K
|
26K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.87K- 4.97% |
$218K - $225K
|
93.1K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.05K- 20.92% |
$226K - $233K
|
19.1K
$867K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.05K- 4.27% |
$226K - $234K
|
113K
$5.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.17K- 6.74% |
$231K - $239K
|
71.5K
$3.25M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.41K- 9.86% |
$242K - $250K
|
49.4K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-5.47K- 17.69% |
$245K - $253K
|
25.5K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.72K- 15.94% |
$256K - $264K
|
30.1K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.87K- 2.63% |
$263K - $271K
|
217K
$9.89M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.94K- 15.48% |
$266K - $275K
|
32.4K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-6.13K- 6.21% |
$274K - $284K
|
92.7K
$4.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.19K- 0.06% |
$277K - $286K
|
10.9M
$495M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-6.2K- 14.18% |
$277K - $287K
|
37.5K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.25K- 13.6% |
$280K - $289K
|
39.7K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.38K- 12.91% |
$285K - $295K
|
43K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.61K- 11.17% |
$296K - $306K
|
52.6K
$2.39M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.68K- 3.85% |
$299K - $309K
|
167K
$7.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.93K- 1.25% |
$310K - $321K
|
546K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.04K- 12.7% |
$315K - $325K
|
48.4K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7.04K- 13.24% |
$315K - $326K
|
46.1K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.14K- 2.37% |
$319K - $330K
|
294K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.27K- 13.59% |
$325K - $336K
|
46.3K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.49K- 57.01% |
$335K - $347K
|
5.65K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7.5K- 20.72% |
$335K - $347K
|
28.7K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.54K- 51.57% |
$337K - $349K
|
7.08K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.61K- 0.53% |
$340K - $352K
|
1.43M
$65.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.62K- 52.86% |
$341K - $353K
|
6.8K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.66K- 4.1% |
$342K - $354K
|
179K
$8.13M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-7.78K- 26.91% |
$348K - $360K
|
21.1K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.8K- 45.45% |
$349K - $361K
|
9.36K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.84K- 5.41% |
$351K - $363K
|
137K
$6.24M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-8.07K- 30.18% |
$361K - $373K
|
18.7K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.46K- 4.93% |
$378K - $391K
|
163K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-8.55K- 3.96% |
$383K - $396K
|
208K
$9.44M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.57K- 3.33% |
$383K - $396K
|
249K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.2K- 28.08% |
$411K - $425K
|
23.5K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.3K- 3.7% |
$416K - $430K
|
242K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-9.54K- 26.99% |
$426K - $441K
|
25.8K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.54K- 1.87% |
$427K - $441K
|
502K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.67K- 5.44% |
$432K - $447K
|
168K
$7.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.78K- 55.3% |
$437K - $452K
|
7.9K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9.78K- 52.67% |
$437K - $452K
|
8.79K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-9.96K- 2.16% |
$446K - $461K
|
451K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10.1K- 29.52% |
$454K - $469K
|
24.2K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-10.4K- 45.96% |
$467K - $483K
|
12.3K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-10.5K- 4.64% |
$469K - $485K
|
216K
$9.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.5K- 0.14% |
$470K - $486K
|
7.7M
$350M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10.9K- 46.18% |
$490K - $506K
|
12.8K
$580K
|